Folder Separation Profile
Two tabs are available:
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Profile: Separation profiles define how scanned or imported images are separated. Only the first profile in the list is run by default unless a trigger is specified to cause a new profile to be enabled. Once a new profile is triggered, it remains active until the next triggered profile is activated (if any).
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Trigger: A trigger is used to activate a separation profile or switch between active separation profiles. Triggers are typically handled by specific bar code values. However, there are many options for triggering a separation profile change.
On the Profile tab, you can specify the name of the profile and select a separation type:
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None (default): The program does not separate folders. All captured pages are placed in one folder.
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Fixed length: Select this option if all of the folders that are captured using this capture profile have the same document count. When selected, the user is able to specify how many documents each folder should have. The program automatically creates a new folder when the specified document count is reached.
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Variable length: Select this option for folder and document combinations where a collection of documents need to be associated with a folder. In order for the program to group the documents in their own folders, it is necessary to specify the method by which the user wants the folders to be separated.
For example, this option can be used for patient records, where the patient ID is on the folder, and it contains multiple documents within the folder that the user desires to categorize separately.
For all options, see Variable length separators.
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Use scripting: Selecting this option enables scripts to be used as a method of separation. Clicking Open Script Editor opens the Script Editor, where you can begin creating a script. All other options are disabled.
When the Script Editor is opened, the scripts for the current configuration area are displayed by default. For example, clicking the Open Script Editor button on the Auto Import Settings screen displays the scripts for Auto Import by default. However, once the Script Editor is open, all scripts are available for editing.
Creating a script involves three steps:
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Add external references and import namespaces (optional and uncommon)
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Edit script code
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Compile and correct errors
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Further options appear in the dialog box if a type other than None is selected. Four check boxes can be selected under Folder separation options:
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Keep Folder separator: Keeps the separator sheet.
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Append Folder sheet to first Document: Assigns the saved folder separator page to be page 1 of document 1 in the folder.
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Allow Folder separators to also be Document separators: Applies document separator settings to the folder separation page. If this check box is cleared, document separation runs on the page that follows the folder separation page.
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Delete back of Folder separator Sheets: Deletes the back of duplex separator sheets.
Blank page detection must be enabled.
On the Trigger tab, you can specify triggers for the created separation profile.
The available trigger types are:
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No Separation Trigger: Nothing activates this profile.
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Activate on Any Bar Code: Any bar code causes activation of this profile.
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Activate on specific Bar Code values and patterns: Regular expressions can be used to create a desired pattern. If a bar code is read and matches the pattern, activation of this profile occurs.
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Activate on any Patch Code: Any patch code causes activation of this profile.
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Activate on a specific Patch Code: Select from patch code types I, II, III, IV, VI, or T to activate this profile.
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Activate on new file (Import Only): Any new file causes activation of this profile.
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Activate when child folder N of selected directory changes (Import Only): Activation occurs when the Nth child folder changes. Example: Set N to 3 if the desired pages for the document are in the third folder level down C:\A007-19D\C57183\A\1.tif, C:\A007-19D\C57183\A\2.tif, and so on.
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Activate on specific Zone OCR/ICR values and patterns: Detecting a user-defined word in a zone (which can be the entire page) activates the separation profile.
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Activate on specific PDF Bookmark values or patterns: Detecting a specific PDF bookmark activates the separation profile.
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Activate on new Email (Import Only): Any new email causes activation of this profile.
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Activate by script: Use a script to configure the activation of this profile.
Some trigger types unlock additional options:
UI element name | Description |
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Zone to search |
Lists the areas where the selected trigger type can be searched for. "Entire Page" is selected by default, but you can select a different zone that was previously defined or click the Define Zones button to open the Zone Configuration dialog box, where you can define a new zone. |
Activation values |
Lists the activation values that are defined for this profile. Clicking Add Multiple opens the Add Multiple Separation Values dialog box, where you can enter multiple separation values or regular expressions at the same time. This button is only available when using values or patterns as a separator. In the Add Multiple Separation Values dialog box, each new line is considered a new separation value. Clicking Help opens the Regular Expression Help dialog box, which contains examples for pattern matching using regular expressions. |
Zone processing type |
Offers to use OCR or ICR as the zone processing type. |
Only separate on a specific PDF Bookmark level |
Performs separation on a specific PDF bookmark. If a PDF has multiple levels of bookmarks, separation can only occur on a single level. |
Once a profile is activated, the profile remains active until another trigger is found.
Three check boxes can be selected under Trigger options:
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Keep trigger sheet: Keeps the page containing the trigger event.
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Force separation on trigger sheet: Forces separation on trigger sheets. For example, when switching to bar code separation, the bar code sheet would not be placed immediately after a trigger sheet.
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Delete back of trigger sheet: Deletes the back of a duplex trigger sheet.
Blank page detection must be enabled.