Paperflow - How to create a new Paperflow job
- Jeremy Berlanga (Unlicensed)
- Justin Shee
This article will show how users can create a new Paperflow job that can be used to create batches.
To begin, open Paperflow
With Paperflow open, click the Paperflow icon in the top-left corner and select New Job
The Paperflow New Job Wizard will open and ask the user to give the job a name and click Next
Next, the New Job Wizard will ask how page-breaks are to be handled. When finished, click Next
Note that auto page breaking on barcode and OCR are features of Paperflow Pro or Paperflow Choice Barcode/OCR.
Quick Click Indexing will be displayed next, which allows users to click and drag a box around text, that will then be extract and placed into the desired index field.
Note that Quick Click Indexing uses OCR technology, which will require a Paperflow Pro or Paperflow Choice OCR license.
The next option is the Indexes, which allows users to specify which index fields need to be included in the Paperflow job. Add all index fields, as needed, and be sure to select the proper index field type. Once finished, select Next
Finally, the Wizard will ask to select the export method of the batches. Once selected, a configuration window will open. After selecting and configuring, select Finish.
Note that only 2 options for export are given in the Paperflow New Job Wizard. There are several more options available, if needed. These other export options may be accessed by navigating to the Auto Process tab and selecting the Export Wizard.
Note that you must have a batch opened to select the Export Wizard. If an export option has already been set, then the existing export method must be cleared in order to select a new export method.
After selecting Finish, the job has been created and can be used to create new batches in Paperflow.
Table of Contents
Helpful Resources
Helpful Links and Resources.
CASO Knowledge Base