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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

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.

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

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Prerequisites
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