Scan workflows - New workflow

To add a workflow to OptimiDoc click on the  button.



Scan workflows - Edit workflow

To edit a workflow click on the  button and change its settings.



Scan workflows - Delete workflow

To delete a workflow click on the  button.



Scan workflows - Copy or Export a workflow

To copy and/or Export a workflow click on the  button and select the desired operation from the list



Scan workflows - Workflow settings


General settings of scan workflow:

  • Title - workflow name
  • Description - description of workflow (optional)
  • Enabled - if the Enabled check-box is check than the scan workflow will be offered to users.
  • Icon - workflow icon user on embedded user interface. To change it Click on icon.

Input Options
Scan setting define the default setup of scanning for defined workflow.

  • Flow type - select the source of input data. For detailed information see Flow types section
  • Resolution - definition of scanned document quality
  • Sides - original document sides (Simplex/Duplex)
  • Color - definition scan color (Autocolor/Full color/One color/Grayscale)
  • Media Size - original document size
  • Separated scan - document will be collected from separated scans


Scan settings can be unlocked or locked for modifications by users. To lock/unlock setting click on  /

.

Parameters
Each scan workflow can have assigned none, one or multiple scan parameters. Such assigned parameters can be used in document name, destination or saved as metadata. Workflow can only have assigned parameters created in the scan parameters section.


Add parameter

1. To add scan parameter click on  button and select preset parameters.


2. Define the parameter settings

  • Default value - default value of parameter when workflow is selected
  • Editable - if Editable is checked then the user can define own value


3. Click on Save


Remove parameter

To remove a parameter click on   button.


Go to Scan parameters for adding the parameter:

Output options define the document processing and distribution.


  • Filename
    • Name - name of final document
    • Type - type of final document
  • Image processing
    • Auto-detection of page orientation - the system automatically the orientation of each page and corrects it if needed.
    • Splitting facing and dual pages - recognition and layout analysis are then performed separately for each page.
    • Automated image de-skewing - automated image de-skewing is an essential document imaging function which is applied to scanned documents requiring compensation for image skew. It does not require leading edge borders or lines.
    • Image despeckling - when scanning poor to medium quality documents, you may get very noisy images with lots of dots speckles on them. These speckles, when they appear close to letters or numbers, may affect quality of OCR. This feature removes such noise.
    • Texture filtering - Texture filtering technology helps to filter out background “noise” such as color and texture, accuracy for difficult to read documents such as newsprint, color documents, faxes, and.
  • Remove blank pages
    • Include all pages - all pages will be included in document
    • Use device - blank pages will be removed by device. (supported only by selected Xerox devices)
    • Use OCR - OCR engine will be used for blank page removal
  • Separation
    • OneDocument - scanned documents will be processed as one document.
    • BarCode - scanned documents will be separated to multiple documents by barcodes. Barcode represents first page of new document.

- Barcode - defines the barcode type

- Remove page with barcode - OptimiDoc removes the page with barcode

- Regular expresion - definiton of regular expession

    • BlankPage - scanned documents will be separated by blank page. Blank page is automatically removed.
    • One Document with Barcode - scanned documents will processed as one document with barcode recognition.

- Remove page with barcode - OptimiDoc removes the page with barcode

    • Number of pages - document will be separated based on predefined number of pages.
    • Zone - selected zone will be used for document separation.
  • OCR recognition mode - type of recognition processing.
    • Accuracy - accurate mode for achieving the highest quality of recognition.
    • Speed - designed for high-volume document processing.
  • OCR language - language of document. It recommend to select just language of scanned document for better result of recognition.
  • Save metadata - system parameter and scan workflow parameters will be saved to selected document format Json/Xml.
    • JSON
    • XML
    • CSV
  • Destination - definition of scanned document storage


Processing

OCR Zone
Multiple OCR zones of a document can be selected from which the contents can be used as meta data. These zones can either contain plain text or barcodes. The data extracted from these zones can be used as meta data in any other property field, File or Folder name. It is also possible to use barcodes to separate jobs.

To manage OCR zone click on .


For more details, see the OCR Zone designer section