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Creating an Input Category for Thereforeâ„¢ Smart Capture |
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An XML file is available as part of the Thereforeâ„¢ setup with an input category, an output category, and a workflow. It is recommended to use these default configurations and adjust if needed. However, you may also create your own designated input category.
1. Create a category for inputting documents - this is the category used to upload items to the workflow.
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Note:
•The SmartCaptureID field is a prerequisite text field for any category from which documents are to be processed through Thereforeâ„¢ Smart Capture. This is populated by the Upload to Smart Capture task via a REST Call once the documents have begun the process through the workflow. |
2.Create a workflow attributed to the new input category.
