Configuration
Use the Configuration dialog box to establish work station modes, capture profiles, storage locations, automation, retrieval, Batch Manager, shared counters, the viewer system, and more.
To access the Configuration dialog box, click Configuration in the Settings menu. The dialog box contains the following tabs:
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The Capture Profiles tab is used to control the PSIcapture workflow and edit, copy, or remove capture profiles to suit your business needs.
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The Storage tab lists every storage location used in capture profiles. If a storage location is modified here, the capture profiles using that location are updated. After modifying the location, a dialog box appears showing which capture profiles have been updated.
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The Classification tab displays the global list of classification forms for access across all capture profiles. Use this tab to define and configure classification forms that may be used in multiple capture profiles.
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The Regular Expressions tab displays a list of system and user entered regular expressions used with the PSIcapture Advanced Data Extraction (ADE) functionality.
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The Global List tab is used to configure notes, custom flags, auto correction profiles, and user-defined form field types.
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The Shared Counters tab allows for creation and management of numerical counters attached to one or more capture profile index fields. These counters are updated each time an index field is processed.
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The Retrieval tab is used to manage repositories and databases used by the Retrieval module. They can also be configured and managed from within the Retrieval module itself.
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The Viewer tab is used to set the default viewer settings based on capture profiles. Options include simplex and duplex image view settings.
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In the Connections tab, administrators can define and configure the global list of PSIcapture connections to Xero installations. The same Xero connections can be shared across multiple capture profiles.
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The Automation tab is used to manage Auto Import on the local computer. All computers connected to the capture server are listed along with their Auto Import status. If Auto Import Service is enabled on the local computer, it can process any capture profiles configured to use the Auto Import feature.
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The Batch Manager tab is used to configure the default settings for the Batch Manager. Requiring unique batch names, hiding the local batch tab, and double-click action from within the Batch Manager are commonly used settings within this configuration.
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The Capture Server tab is used to configure SMTP email settings, notification subscriptions (emails), and support options (for resellers) and to manage the service state (standalone, network station, capture server).
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The Global Options tab is used to configure settings that apply to every capture profile and network workstation within the entire scope of a given installation.