General

M-Files system options

Server: Specify the web address (IPv4 or IPv6 address) of your M-Files server.

Authentication: Select between M-Files Authentication or Windows Authentication.

User name: Enter the username for an account with the appropriate read, write, modify, and/or access rights within the M-Files server.

Password: Enter the password for the above username.

Domain: Enter the domain hosting the M-Files server.

M-Files options

Document vault: Specify the document vault configured within the M-Files installation.

Class: Specify the document class configured within the M-Files installation. This class can be an existing class within the M-Files installation, mapped to an index field, or manually input within the corresponding field.

Document type to create: Specify the document type configured within the M-Files installation. Select between single file documents or Multi-file documents depending on the file type being processed.

Match this file type to the migrated file type processed by PSIcapture for best results.

Image file options

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.

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

OCR and Extended File Format file options

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.