General

Site address: Enter the site address to the docMgt deployment.

User name and Password: Enter the username and password and click Test Connection to fill in the docMgt options.

Record Type: Select from a list of record types that have been set up within docMgt. Examples of record types include invoices, purchase orders, patient records, and more.

Document Category: Select a document category from the following options:

• Existing: Populates a list of the configured document category options from docMgt.

• Map to field: Populates a list of the index field options configured in the Indexing section of the capture profile configuration.

• Manual: Enter a custom document category name.

Enable Line Item support: When enabled, one docMgt record with line items for each document record is created for each document. These records can be matched to index fields in the Field Settings tab.

Route records after migration: When enabled, line item records can be routed after migration.

Migrate image files: Select this option to output the image files (Tiff, GIF, JPEG, and so on).

• Image source: Select the image source:

  • Main Image: Images imported to PSIcapture are rasterized and set to the specified DPI within the Capture/Import workflow step configuration. These images are then displayed in the viewer (preview window).

  • Original Image: Source the original image imported from the file system before any rasterization would occur in a Capture/Import workflow step or otherwise be modified by PSIcapture in any way.

  • Alternate Images: Alternate images can be created at various times during the workflow (that is, Image Processing, Capture/Import workflow step configuration, or other).

• Image output type: Select the image output type.

• JPEG quality: The default is 75, which is a good blend between quality and size. Raising the number increases size and may increase the quality of the file. This setting affects Color, Grayscale, and JPEG files only.

• Tags to output: When Alternate Images are selected as the image source, you can specify the image tag here. Only alternate images with the matching tag are outputted.

  Separate multiple tags using commas.

• Alternative page behavior: Select the alternative page behavior: One document with all tags, or One document with each tag.

Migrate OCR or Extended File Format files: Select this option to output the OCR files that are created in the OCR module.

Files to migrate: Select which files you would like to migrate.

• OCR workflow step position: Determine the position of the OCR workflow step.

• Tags to output: Select OCR file tags to output. Only files with matching image tags are outputted.

  Separate multiple tags using commas.