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Capture Process Designer: Core Concepts

SECTION 1: Course Instruction

01 Introduction to Capture Basics 11 m
02 Configuring the CPD 6 m
03 Batch Document Actions 5 m
04 Automated Processing Actions 4 m
05 Evaluators 8 m
06 Timers 12 m
07 Conclusion 1 m

SECTION 2: Final Assessment (Earn 80% or higher to earn credit)

08 Final Assessment

Further Learning

09 Try the Capture Process Designer Hands-On Lab

The Capture Process Designer (CPD) allows you to fully customize your Capture processes in the Unity Client. Documents now can be routed separately from a batch based on the Document Type, Status, or Keyword Value. Learn how to use the CPD to configure and customize your capture processes.

  • OnBase
  • eLearning
  • P1551
  • Beginner
  • 47 mins
  • Available with Premium Subscription

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There are no prerequisites for this course.
Topics Covered
  • Overview of the Capture Process Designer (CPD)
  • Differences Between Sequential Queues and CPD Steps and Evaluators
  • Create a Capture Process Designer Scan Queue
  • Create a Capture Process in the Capture Process Design Tool
  • Batch Document Steps
  • Using Automated Processing Steps
  • Selecting Different Types of Evaluators
  • Timers and Timer Actions
Learning Paths with This Course