We may have some sections that are optional and hence they have an option of having a minimum of zero or they may be always required in a given document set or package. So it’s very important to understand that you may want to tweak the assembly options that you have here. Lastly, I will mention that a document set once again is just a combination of separate documents and just like any other assembly situation that we have throughout FlexiCapture, we have that same option at a document set level. So another way that we can do that and make it very easy for an end user to see all of the fields at one time. So if I wanted to link or show an existing field on the summary tab, I can do that by right-clicking on the summary and selecting the proper field that I want to display here as well. And we also have the ability to link additional fields that we’re maybe not going to display.
How to make a preset in flexisign 12 software#
Now if I go to testing and run test, the software will show me what that summary tab would look like, which is pretty neat because we may decide to show or reorder things to an end user. So the software is going to provide us a summary tab because that’s what we selected and we will also have reference to additional fields here from the subsequent documents that we’ve created. We select the different documents that we want associated with the document set and we create our document set with a given name.Īt this point, our document definition editor opens and on the right we see our document structure. This is optional, but for today’s demo we will. What I’m going to do is I’m going to hit new, I’m going to go to document set. Now let’s create our mortgage document set. Once we do that at the document definition level, we can reference that at a document set level. We must create fields as index fields, so in order for a field to be listed as an index field, we just need to go into the given document definition and I’ll show you here real quick and just double-click the field and make sure that that field is an index field here. Before I do so I want you to understand that when we create a document set, we’re showing fields from a group of documents of course, and in order for a field to be accessible to us. Now what I’m going to do is actually show you how we go throughout the process of creating a mortgage document set. So once again, document sets allow the software to maintain a group of documents as it flows through workflow. Also just like any other part of FlexiCapture, if we want to perform comparisons or if we want to create rules at the summary level, we can do that as well. So the summary tab gives us a lot of capabilities. I’m a big fan of this because I like the ability that if I double-click anywhere on the summary tab in a field, the software will not just only open the given document but will open the document with the field that I selected or double-clicked on. I can double-click them and open them up independently or I can use the summary tab and double-click them and open them up directly from the summary tab. And then of course I have the subsequent documents that flow around. But in this demo today we do have a summary tab. If I double-click the top level, I will see what we call a summary tab, which is optional. So we have a document set and we have additional documents that belong to the set. And this is how the software displays it to us. And this is very common in mortgage processing, loan processing, but typically any situation where as a business we want documents to stay as a group together. And it’s critical that they stay together.
Now the concept of a document set is that we can have a package or a set of documents that flow together throughout the software, throughout workflow and throughout the export process. So as you can see here, I have a batch and I have a mortgage document set, and within my document set I have multiple separate documents. Now, some way that we look at document sets is it’s actually easier just to see it as a finished product before we dive into the creation of such a thing. Today we are going to learn about document sets within ABBYY FlexiCapture.
How to make a preset in flexisign 12 how to#
Learn how to create document sets in ABBYY FlexiCapture 12.