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Capture Process Designer: Hands-On Lab

SECTION 1: Questions, Comments & Feedback

01 Getting Started

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

02 Final Assessment

Capture Process Designer (CPD) provides the tools to customize capture processes to fit your business needs - freeing you from the restrictions of the default batch processing model.

In this Hands-On Lab, you will use OnBase Studio to create a capture process that:

  • Breaks a batch into document sets according to defined criteria
  • Processes different document sets in different ways
  • Reprocesses documents when needed
  • Interacts with Workflow

Lab versions available with this course: OnBase 18 and Foundation EP1


  • For the best experience, please DO NOT use Firefox or Safari while completing this lab.

  • Using a VPN while taking this lab could negatively impact your outcome and/or experience. Please disconnect from your VPN before launching.

  • OnBase
  • eLearning
  • P1715
  • Intermediate
  • 1 hr
  • Available with Premium Subscription

Please login to begin this course.

There are no prerequisites for this course.
Topics Covered
  • Designing a Capture Process in OnBase Studio
  • Creating a Capture Process Scan Queue
  • Adding Phases to the Capture Process
  • Adding Evaluators to the Capture Process
  • Understanding how Custom Capture Processes Interact with Workflow
  • Initiating Workflow Processing on Documents in a Capture Process
  • Publishing and Testing a Capture Process