Solution Documents
After creating a new solution, the Solution Documents page is displayed automatically. The following settings are available:
Solution details
The following settings are available to configure the details of a solution:
- Solution name
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Enter a unique and descriptive name for your Quick Capture solution.
- Separation profile
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Select a separation profile from the list of profiles that are preset by an Administrator.
- Select recognition provider
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Select the recognition engine from one of the following:
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OmniPage (Default: OmniPage)
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Clarity
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Azure AI Document Intelligence Service
The Clarity value and the Azure AI Document Intelligence Service value are available only if the corresponding recognition engine is configured in the TotalAgility Designer under . For more information about configuring recognition engines, see the TotalAgility Designer Help.
If you change the recognition provider in the middle of designing a solution, any documents already added continue to use the previously selected recognition provider. To ensure that your documents use the new recognition provider, remove the documents and add them again.
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- What is the language of your documents?
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Select the document language so that they are recognized by the system with the best settings for that language.
This setting is available only when the Select recognition provider is set to Omnipage. The language of a document is detected automatically when using either the Clarity or Azure AI Document Intelligence Service recognition providers.
- Allow capture using MFD only
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Set this value to Yes if your documents are input using a multi-function device. (Default: No)
Document types
Use this area to add and maintain document types. By default, one document type is listed with a default name of Document Type 1.
The following settings are available:
- New Document Type
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Click to add a new document type.
- Delete Document Type
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Available only when there are two or more document types in a solution. This is because a solution must have at least one document type.
Click a document type to delete.
- Train
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This setting is disabled until you add documents to at least one of your document types. This setting is highlighted in red when training is mandatory before proceeding with your solution design.
The following information is available for each document type and remains visible even when a document type is collapsed. You can click the header bar to collapse or expand a document type:
- Document type name
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Click the document type name to rename a document type.
- Upload sample documents
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Opens a File Explorer window so you can upload sample documents.
- Edit document type
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Edit the document type name.
- Number of documents in this document type (#)
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List the number of documents in a document type. This is for your information only.
- Default
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Use the toggle button to set one of your document types are the default document type.
If there is only one document type, the toggle is on by default.
Only one document type can be the default.
- Training circle
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This is the document type training circle that indicates whether additional training is required.
When adding multiple document types, ensure that you set one of the document types as the default document type. The default document type is used when the system is unable to identify a document.
How to: