Distributed Capture Application Dialog

Double-click the Distributed Capture desktop shortcut to open the Login page.

Sites: Select the Fusion ECM website you want to use to log in. This option will only be available if you have configured more than one website for use with Distributed Capture.

Domain: Select the domain you want to use to log in. This option will only be available if your system uses Active Directory for authentication.

User Name: Enter the user name you use to log in to Fusion ECM.

Password: Enter your Fusion ECM password.

There are several buttons and options on the main dialog of the application that are listed and described below.

File: Menu list that contains the Logoff and Exit options.

Tools: Menu that contains options for accessing system configuration. Select the Configure option to view or modify the location where the configuration file, log files, and files pending processing are stored. You can also configure additional websites on this screen.

Status button: Located in the bottom left corner of the dialog. This button displays the number of files that are pending processing, if any. Click this button to open the folder that contains the pending files.

Version: The current software version displays in the bottom left of the dialog.

Previous < and Next >: Click these buttons move back and forth between the different steps in the process.

Discard: Click this button to discard the documents you are currently working with and return to the file selection step. This action will not store any documents in the system.

Capture Template drop-down list: Drop-down list that contains available capture templates for controlling index field requirements based on the type of document(s) being imported. For more information, conduct a search related to managing capture templates in Fusion ECM.

Note: By default, fields pinned in a Capture Template will also be pinned when using the template in Distributed Capture.

Select files containing documents to capture: A Browse... button is available that allows you to browse to file(s) you want to store. When you select file(s), they are displayed in a list just below the Browse... button. You may also drag and drop file(s) and/or folder(s) from File Explorer onto this dialog to select files.

File path: This field displays a list of the file(s) you have selected. These are the file(s) that will be stored in Fusion ECM.

The Manage Document Pages displays once you click Next> on the file selection step and only if you are storing at least one file that is in a combinable format. Combinable formats are: BMP, GIF, JPG, PDF, PNG, and TIFF. If you have not selected any files in a combinable format, then the Manage Document Pages step will be skipped.

The system automatically creates one document per file that you selected on the previous step. Any files you selected that are not in a combinable format will appear as a separate document with a single page that cannot be selected.

When you click a page in any document, a separate dialog opens that displays a preview of the page you clicked on.

Note: If you click on the disabled page for a document that is not in a combinable format, a preview of the page will not be displayed. Documents must be in a combinable format for a preview of the page to display.

The Manage Document Pages allows you to do the following:

Change the order of pages by dragging and dropping an individual page or a group of pages to a new location in any of the documents.

Select a group of pages by clicking the first page you want to select, holding the Shift key, and then clicking on the last page you want to select.

Combine documents by dragging all of the pages of one document into another.

Create new documents by right-clicking on a page of an existing document and choosing the option Split Document. This creates a new document composed of the page you right-clicked on and any pages that followed it in the current document.

Delete any page by right-clicking on it and choosing the option Delete Page. When you delete a page, it is permanently removed from the document and will not be included in any of the documents stored in Fusion ECM.

This step displays when you click Next > on the file selection step if you did not select any files in a combinable format or after you click Next > on the Manage Document Pages step.

Options for adding indexing values to the document are listed and described below.

Indexing document n of n: Displays the current document and the total number of documents to be indexed.

Capture Template: Displays the capture template that was selected for the current set of documents.

File path: This field displays the name and location of the file you are currently working with. This is the file that will be stored in Fusion ECM.

Open: Click this button to open the file. This is only necessary for files that are not in a combinable format. (PDFs, TIFFs, and so forth open automatically as a PDF in a separate preview dialog.)

Note: The file opens in an appropriate application. For example, a Microsoft Word document opens in Microsoft Word. If you do not have an application installed that can be used to open the file or the application is not associated with the file's extension, Windows prompts you to manually select a program to use to open the file.

Date: Enter or select the date you want to assign to the file. The calendar button displays a calendar for selecting the date.

Types: Select the content types for the document you are storing. If using a capture template other than the default Manual template, some of the drop-down lists may have values already selected. You can change the values in these drop-downs if necessary.

This section allows you to specifically assign the document to a customer or member based on account number, account type, customer/member number, or Taxpayer Identification Number.

Account Type: Select the account type for the account from the field list, if any.

Account Number: Enter the account number that you want to assign to the document, if any.

Customer/Member Number: Enter the Customer/Member Number that you want to assign to the document, if any.

Tax ID: Enter the taxpayer identification number that you want to assign to the document, if any. The field requires dashes in either xxx-xx-xxxx or xx-xxxxxxx format.

Your financial institution may have additional User Defined Terms configured that can be used to apply additional index values to a document. Depending on the capture template you have selected, some of these additional fields may require values.

Note: By default, fields pinned in a Capture Template will also be pinned when using the template in Distributed Capture.