Kofax Getting Started with Ascent Xtrata Pro - Manual (Page 546)

Setup a Batch Class in Ascent Capture
Ascent Xtrata Pro User’s Guide 527
• Document class selected: When a document class is selected in the list of
Ascent Capture document classes (the right panel), all Ascent Xtrata Pro
classes that are assigned to any form type of this document class are
highlighted yellow in the class tree.
• Form type selected: When a form type is selected in the list of Ascent Capture
document classes, all Ascent Xtrata Pro classes that are assigned to the form
type are highlighted yellow in the class tree.
• Ascent Xtrata Pro class selected: The classes in the class tree on the left can be
selected regardless of the form types on the far right. The second column of
class tree displays the form type that is currently assigned to the class.
Multiple classes can be selected at the same time from the class tree:
3
Ctrl + click to add a class to the selection
3 Shift + click to select all classes between the previous selection and the
current class.
Assigning Hierarchical Class Trees
Ascent Xtrata Pro supports class hierarchies. Often the hierarchy reflects the
organizational rules of a company or is used to improve classification. Since Ascent
Capture does not support such hierarchies, the project tree has to be mapped to a flat
list of document classes and form types.
Note
While it is possible to pass the classification result to Ascent Capture by
assigning it to the specific form type associated with that class, this is not mandatory.
It is also possible to assign all classes to a common form type and then store the
classification result in an index field. This latter case is especially useful if there are
many sub–classes, and all the classes have the same extraction fields. A typical
example is an invoice project with hundreds of vendors. In this case, the vendor ID
or vendor name should be passed as an index field value. Assigning index fields is
described in more detail below.
Hierarchical trees can be assigned manually class by class or automatically, if a
parent node is selected.
When you use “Create Document Class and Form Type for each selected class” for a
class that contains sub–nodes (derived classes), a warning is displayed.