Exception Processing

Select one of the following options:

• Automatically reject items to Exceptions Batch that fail validation: Selecting this option causes folders and documents that fail validation to be moved to an exception batch whose name is the same as the name of the original. Existing data is saved and moved.

• Mark items that fail validation and load Batch in Index module, displaying first failed item: Selecting this option causes all records that fail validation to be marked and the first record that fails validation to be loaded on the screen.

• Mark items that fail validation and suspend Batch in Index module: Selecting this option causes items that fail validation to be marked, and once they are marked, the batch is suspended.

When Folder has exceptions: Decide what to do with folder exceptions.

• Reject Folder only

• Reject entire Batch

When Document has exceptions: Decide what to do with document exceptions.

• Reject Document only

• Reject Folder containing Document

• Reject entire Batch

Suppress suspended Batch error reporting during Auto Import: When this feature is enabled, batches that encounter an error while performing indexing during Auto Import and Workflow Auto Processing do not display errors within the PSIcapture log.

To enable this feature, select the Display Zone Profile and Enable Accelerated Zone Profile Configuration check boxes. When selected, users can edit and create new Zone Definition Profiles while in the Index module.

For more information on the user experience, see Accelerated Zone Profile Configuration.

• Default display mode: Determines the default display mode when first opening the Accelerated Zone Profile Configuration dialog box. You can select Standard or Advanced. To set which settings are available in any given display mode, click the Advanced button, which opens a dialog box, where you can set each setting to Advanced Only, Both, or None.

• Allow user to switch display modes: Controls whether the user is allowed to switch between display modes on the Accelerated Zone Profile Configuration dialog box. If not selected, the dialog box opens in the default display mode and the user is not able to switch to the other display mode.

• Zone Definition Profile to preload copy of: When opening the Accelerated Zone Profile Configuration dialog box to create a new zone profile, a copy of the selected zone profile is loaded automatically, allowing the user to quickly make changes for the new profile. If no default profile is selected, the dialog is blank and the user needs to either manually select a zone profile to copy or create the zone definitions from scratch.

• When loading a Batch, update its copy of the Capture Profile...: If this option is selected, the zone profiles and record types are updated on the current batch's copy of the capture profile to reflect the current zone profiles and record types defined in the current capture profile. This option ensures that the zone profile assignment is using the latest set of profiles, thus preventing duplicate profiles from being created.

• Validation should fail for Documents that do not trigger a Zone Definition Profile: If this option is selected, then any documents that fail to trigger a zone definition profile (that is, they are using the default profile) are considered an exception. The document is then either rejected to an exception batch or causes the batch to be suspended in the Index module depending on the Exception Processing settings. In order for this setting to be applied, zone definition profile triggering alerts must be enabled in Capture Profile: Advanced. This box is automatically selected if Validation should fail if Lookups have failed is selected in the Index field validation options settings.

• Validate Zone Profile automatically after Document is viewed: Zone Profiles are validated as users navigate away from a document (for example, by tabbing through the last index field, by clicking off of the document, and so on). As Zone Profiles are validated, the corresponding alert is removed from the document. In Classification, the option to Treat Documents that are classified as Non-Validated Forms as Exceptions… needs to be enabled to initially set the alert on the documents.

Display Classification Form ID: Displays the corresponding Form ID for classification forms within the Index workflow step.

• Enable Accelerated Classification Configuration: When enabled, users can create new and edit existing classification forms in the Index module.

For more information on the Accelerated Classification Engine, see Accelerated Classification Engine (ACE).