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Documents with User Input

Form-based documents from copier or computer are cleaned of blank pages. Users are prompted to fill in detected fields during or after capture. The file is then sent to your selected cloud location, with the entered data saved as metadata or a CSV file, depending on the cloud service.

Step 1

Make sure that the settings for the cloud storage you want to use are already configured.

For setup instructions, please refer to Connect with Cloud Services .

Step 2

Click the Configure button of this template.

Step 3

Configure the settings for the cloud storage destination, then click on Next.

Step 4

Upload a sample document.

Step 5

After the AI analyzes the sample document, a list of extractable items will be displayed. Find and select the items you want to extract, then click on Finish.

Step 6

You will see that the settings for MFP Scan, PC Local File, Form, Document Split, Blank Page Removal, Extracted Data Validation, Cloud Storage, and General Settings have already been configured. Make any changes if needed.

Step 7

Click the Save button to save the application settings.

 

Settings applied by the template

MFP Scan

Scan Color Mode

Auto Color Select

 

Original Sides

2 Sided (Open to Right/Left)

 

Document Orientation

Readable Direction

 

Scan Resolution

300 dpi

 

Document Size

Auto

 

Manual Density

0

 

Scan Method

Normal

Document Split

Split by

Blank Page

 

Split Method

One sided

 

Initial Value

1

Blank Page Removal

Blank Page Removal

On

Form

 

The items selected in Step 5 have been configured.

Extracted Data Validation

Validation Method

Confirm on the UI at runtime

Add to confirmation list on web

Cloud Storage

Service

Cloud storage service set in Step 3

 

Folder

Folder set in Step 3

 

File Type

PDF

 

File Name

Time Stamp

 

Metadata Fields,
Metadata Settings

This field is automatically configured based on the selections made in Step 5.

General Settings

App Usage Permission

All Users

 

App availability

On MFP
On PC

 

Failure Notice Email Address

User’s mail address

 

Failure Notice Email Subject

“Error : your document could not be sent”

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