Editing stage properties

In the Advanced mode of the Workflow setup you can specify stage properties when creating a new stage as well as edit properties of base or earlier created custom stages.

Stage properties are specified and edited in the Workflow Stage Properties dialog box. To open this dialog box for a selected stage, click the Edit... button on the right.

Properties are grouped in tabs. The number of tabs and the set of properties allowed for editing depend on the base type of a selected stage.

Option Description Stage
General tab
Name In this field you can specify a different name of the stage The property is available in all stages
Tool

From the drop-down list select a desired tool of the given base type. You can set up tools on the Stage Tools tab of the Project Properties dialog box.

Note: For the Interactive stage, any tool can be selected:

  • Document assembly check
  • Verification
  • Verification
  • Batch integrity check
  • Export confirmation

The base type assigned to the stage depends on the selected tool.

The property is available in the following stages:

  • Interactive
  • Document assembly check
  • Data verification
  • Verification
  • Batch integrity check
  • Export confirmation
Documents Per Task

Sets the maximum number of documents a task can contain

Note: If the specified limit is less than the limit for the previous stage, tasks will be formed according to the limit in the given stage. You should either specify the same values for subsequent stages or select the Process entire batches option.

The property can be edited for all stages, except Batch integrity check and Processed
Wait for all documents of a batch Specifies whether the entire batch is processed or each document from the batch is sent to next stage as soon as it is processed The property is available in all stages, except Batch integrity check and Processed
Restrict set of Document Definitions being used

Allows you to specify which documents are admitted to the stage. For documents entering the stage, the check is carried out whether they meet the specified Document Definitions. Documents recognized with these Document Definitions are admitted to the stage.

Note: If the set of Document Definitions is restricted and the Wait for all documents of a batch option is selected, then in the stage only documents from the specified set will be processed, but the task sent to the next stage will contain all documents of the batch.

Note: You can restrict the set of Document Definitions used for recognition by using a script.

The property is available in all stages, except Exceptions and Processed
Enable web stations Specifies whether web-stations can be used for processing

The property is available in the following stages:

  • Exceptions
  • Data verification
  • Verification
  • Batch integrity check
  • Export confirmation
Linked to previous (operators will not be able to send tasks to this stage manually) Allows or prohibits entering a given stage from the stage that directly precedes it in the routing schema. If this item is selected, this stage can be entered only from the stage that precedes it in the routing schema. This may be required if the stage depends on results of the previous stage and sending tasks to this stage omitting the previous stage is not allowed. To allow Operators to manually send tasks to this stage from other processing stages, clear this item. The property is available in all stages, except Exceptions and Processed

Field Set tab

(available in the Data verification and Verification stages only)

Data being processed in the stage

Allows you to restrict the set of fields available in the stage (for distributed verification).

In the Available fields list, choose the fields to be processed. This list contains Document Definitions specified on the General tab.

Use the ">" and ">>" buttons to add desired fields to the Selected fields list.

  • The ">" button adds a selected item (a Document Definition, a page, a group of fields or a field) to the list.
  • The ">>" button adds all Document Definitions from the Available fields to the Selected fields list.

The "<" and "<<" buttons remove a selected item or all items from the Selected fields list respectively.

The property is available in the Data verification and Verification stages only
Hide page image outside selected fields Specifies whether to hide fields not included in the Field Set. Select this option if a high security level must be ensured during the distributed verification. The property is available in the Data verification stage only
Double verification Specifies whether to enable double verification in the stage. If the option is selected, data verification will be performed by two different Operators. The property is available in the Data verification stage only

Script tab

(is present in the Automatic stage only)

Type From the drop-down list select one of the processing scripts: Document Processing or Batch Processing script. The property is available in the Automatic stage only
Edit Script... Opens the Script Editor window. The property is available in the Automatic stage only

Exit Routes tab

(is missing in the Exceptions, Rescanning and Processed stages)

Next stage

Select how the next stage is defined:

  • By routing schema
  • Custom (the stage is selected from the drop-down list)
The property is available in all stages, except Exceptions, Rescanning and Processed
Conditions for sending documents to other stages

Contains the list of stages to which a task will be sent if the desired conditions are fulfilled.

To add a stage, click the Stage... button. The Next Stage dialog box will open. In this dialog box you can select a stage and specify conditions under which the task will be sent to this stage. Use the buttons on the right to configure the stage settings:

  • Rule... - opens the Rule Settings dialog box where you can add a new rule.
  • Edit... - opens the Rule Settings dialog box where you edit settings of the selected rule.
  • Delete - deletes the selected item (a rule or a group of rules).
  • Group... - opens the Rule Group dialog box which allows you to add a group of rules. Specify the name of the group and select the condition under which the group of rules is implemented: either when any one rule is implemented or all rule are implemented.
  • Move Up - moves a selected rule or a group of rules one position up.
  • Move Down - moves a selected rule or a group of rules one position down.

To edit the selected stage, click the Edit... button. The Next Stage dialog box that contains settings for a selected stage will open.

To delete the selected stage, click Delete.

Use the Move Up and Move Down buttons to change the order of stages.

The property is available in all stages, except Exceptions, Rescanning and Processed

Enter Conditions tab

(is missing in the Exceptions and Processed stages)

Documents are admitted to stage

Select whether documents are admitted to the stage always or under certain conditions. If the Under these conditions options is selected, use the buttons on the right to configure rules.

To add a rule, click the Rule... button. The Rule Settings dialog box will open.

To edit the selected rule, click Edit.... The Rule Settings dialog box that contains settings for a selected rule will open.

To delete the selected item (a rule or a group of rules), click Delete.

For adding a group of rules, click the Group... button. In the Rule Group dialog box that will open, specify the name of the group and select the condition under which the group of rules is implemented:

  • any one rule is implemented
    or
  • all rule are implemented

Use the Move Up and Move Down buttons to change the rules order within a group.

Note: If the condition is not satisfied, the document is moved to the next stage specified in the workflow schema.

The property is available in all stages, except Exceptions and Processed

Note: Information about the selected exit route and enter conditions that have been checked is written to the Event log.

01.12.2020 7:03:59


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