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Configuring the system

Configuring the system

• Logging onto the Admin Panel for the first time
  • Client Selection Screen
• Terms
  • Batch Type
  • Document Type
  • Document Form Definition (DFD)
  • Classification model
  • Validation Lists
• Create and Edit Document Types
  • Create Document Type
  • Edit Document Types
• Create and Edit Batch Types
  • Batch Type Configuration
• Database integration
  • Import Settings
  • Export Settings
• Configuring Classification
  • I. Creating a Classification Model
  • II. Creating relevant document types and batch types
  • III. Enable the Classify and Class Verify Steps in the Workflow
• Input - Loading documents
  • Image Processing Client
  • Email Input Client
• Data Export
  • Configuring Export at the Export Client Level
  • Configuring Export at the Batch Type Level
• Configuring the Server
  • Database connection
  • License key
  • Image storage
  • Timeouts
  • Bypass Verify
  • Configuration via the Admin panel
• Workflow configuration
  • Process Module Settings
  • Bypassing manual verification
  • Timeouts
• Advanced Configuration Topics
  • Encryption
  • Image Storage