Workflow configuration

To configure the system’s workflow, please check Configuration section in the Admin panel.

Process Module Settings

Here you can enable or disable process steps. For example if you don’t need to classify documents, uncheck Classification.

../_images/workflow_config.png

Bypassing manual verification

Bypassing Class Verify

If all the documents in a batch have been classified with high confidence, the batch will go directly to the next step in the workflow, whithout an operator having to manually verify the classification. To define the confidence threshold set Classification confidence threshold in Document Type configuration

Bypassing Data Verify

If all the documents in a batch :

  • have all their required fields automatically populated
  • or don’t have a form (DFD) associated with their document type

the batch will go directly to the next step in the workflow, whithout an operator having to manually verify the captured data.

Timeouts

Configure various system timeouts from Configuration section in the Admin panel.