How to process a document with ABBYY FlexiCapture

Let’s walk through how a document gets processed through ABBYY FlexiCapture. In this tutorial, we will be processing an expense report that we created in a previous video.

Open the Project Setup Station to Edit the Document Definition

• First start by opening the Project setup station and selecting the Expense reports project. There are some properties that need to be set for the document to process correctly.
• After project setup station opens, edit the document definition.
• Click on export settings under the document definition menu. In this case just editing the current destination will suffice.
• Click on the edit button. For now, the only property that needs changed is the Export Path. The chosen path needs to be a shared folder with full read and write permissions (\\JAMES\Users\jamesc\Documents\ExpenseDemo\Exports).
• Click OK, OK to continue.
• Save the changes and close the document definition editor.
• Be sure to publish the definition again.

Import Properties

• Now the import properties need to be set.
• Select Project, Image Import Profiles.
• Click the “New” button.
• Because the employees need to save the expense report to a certain file location, “Hot Folder” is the option that needs to be selected.
• Click browse button and select the proper folder (C:\Users\jamesc\Documents\ExpenseDemo\Expense Reports).
• Like the export folder ,the import folder needs to be shared and have full read write permissions.
• Click next, check hot folder every 20 seconds (or your preferred interval). 20 seconds will be okay for this demo but should probably get changed in a production setting.
• Change Batch type to ExpenseReports (or your preferred name)
• Click next twice
• Change the Profile name and click finish.
• The workflow can be setup under Project Properties under the project menu.
• Several different options are available but for now just use the default workflow.
• Now that we are finished with the document setup, up load it to the server.

Upload the Project to the Server

• Select Upload project to server in the file menu.
• Click ok then close when finished, and no.
• Located on the application server is an application Administration and Monitoring Console.
• Run this app and login.
• Click Settings then project and find the Expense Report Project in the list.
• Click on the Hot Folders Slider to turn on this option.

Start Processing Documents

Now we are ready to start processing documents.

• Open the Verification Station
• Browse from server
• Select the project and click ok.
• Select senior verification operator.
• Let’s move some documents into the hot folder, (C:\Users\jamesc\Documents\ExpenseDemo\Images).
• ABBYY will process the documents and the verification operator will verify the data.
• After this is finished, the documents will be exported to the export folder.
• From there the can be moved into an enterprise system like QuickBooks or your choice of internal systems.

Check out our blog for additional ABBYY How-To videos!

Reach out to our support team for further assistance.

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