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.
The base type assigned to the stage depends on the selected tool. |
The property is available in the following stages:
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| Documents Per Task |
Sets the maximum number of documents a task can contain
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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.
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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:
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| 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 |
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Field Set tab (available in the Data verification and Verification stages only) |
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| 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 "<" 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 |
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Script tab (is present in the Automatic stage only) |
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| 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 |
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Exit Routes tab (is missing in the Exceptions, Rescanning and Processed stages) |
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| Next stage |
Select how the next stage is defined:
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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:
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 |
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Enter Conditions tab (is missing in the Exceptions and Processed stages) |
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| 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:
Use the Move Up and Move Down buttons to change the rules order within a group.
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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.
4/12/2024 6:16:02 PM