New features in Scanning, Imaging, Indexing and Capture - PSI:Capture 3.5.2

Advanced Data Extraction (ADE) Module
  • Expression-based extraction engine for advanced forms processing.
  • Provides auto-population of index fields based on expression matching, parsing and proximity of Optical Character Recognition (OCR) text.
Image AutoImport / Import
  • Added support for Microsoft SharePoint WebDAV folders to Auto Import.
  • Completed implementation of the Charactell FormStorm, Paradatec, Batch Import/Export providers, including full support for automation using AutoImport.
  • Added Batch Separation by new Data Indexing file.
Image Processing
  • Added support for having multiple Image Processing profiles on a Document Type.
  • Added Auto Process/Image Processing function to QA auto processing including the ability to trigger the running of an IP Profile based on different criteria.
Email Notification
  • Implemented email notification for exception processing. Users can now subscribe to the following notification events: batch rejected, exception batch created, document rejected, and document rejected with attachment.
  • Each event is available both globally and per document type.
  • Added email notification events for Log Alert traffic.
  • Updated the email notification system to reduce duplicate notification messages across similar global/document type specific events.
  • Email notification subscribers can now be specified using custom tokens that will be resolved at run time. Currently supported tokens include batch, folder and document index fields. Additional tokens may be added in the future. Email address resolution via tokens is not available for every notification event.
Separation
  • Added ability to separate when Zone OCR value changes.
License Server
  • New License Server administration application.
  • IIS is no longer required for license server.
Batch Manager/Selection
  • Workflow step names are now configurable by document type. When defining a new document type, after adding a workflow module to the workflow list, click on any of the workflow module names that you wish to change and the edit the displayed name as necessary. The custom defined workflow step name will be displayed on all batch selection screens, including the batch manager.
  • Workflow step names can now be color coded. After adding a workflow module to the workflow list, click the color selection button to the right of the workflow step name to specify a custom display color for that workflow module instance. The defined color will be displayed on all batch selection screens, including the batch manager.
  • Implemented a hold flag (similar to the high priority and suspended batch flags). Hold batches will not be displayed in batch selection dialogs, and will only show up in the batch manager. When setting a hold flag on a batch the user will be prompted to enter or edit the batch note. The note contents is optional. The hold flag can be removed via the View Batch Information dialog.
  • When a batch that has a batch note defined is loaded manually (not by the service process, or loaded as a continuation from a previous workflow step), in the Capture, QA or Index modules, the batch note will be displayed to the user.
Migration
  • Added ability to route either all pages of file or just the first page in FileBound migration.
  • Added ability to route based on Document Index Field in FileBound migration.
  • Added option to upload un-indexed Documents when required fields are not filled in in File Bound migration.
  • Fixed issue in migrations where if a migration failed on a Batch, it would try to run the next migration type on that batch if there were multiple migrations defined.
  • Implemented SQN Sentry migration
  • Added ability to output Bates Stamps by page in Opticon load file in Concordance migration.
Quality Assurance
  • Made Read Only fields read only in data view grid
  • Added option to QA settings to not allow a Batch to be closed if lookup key values have been changed and lookups have not been re-run.
Index
  • Added Reset Indexed Flags command to Index Module's File menu to reset the Document's Indexed status to false.