A Document Type defines both the Index Structure and Workflow Process for documents in Quillix Capture. At the document process level, both Index Structure and Workflow Process are primarily used for exporting completed documents to a document repository. However, Quillix Capture is powerful and flexible enough to be used for business workflow processes in addition to capture and export processes.
At a minimum, a Quillix Capture Document Type must have:
Create a new Document Type by clicking on the Add Document Type button from the Document Type tool bar in the Document Types panel of the Quillix Capture Process Manager. Clicking on the button creates a New Document Type. Clicking on the arrow provides options to create a new Document Type, or to import a saved Document Type.
Figure 1 - Document Types Panel
Enter the name of the Document Type you wish to create at the prompt and click Ok. The newly created Document Type will now appear in the Document Types List.
The Process Data Store is a location on a server or network where documents and files are stored during their lifetime in the Quillix Capture System. The Process Data Store can be unique to a single Document Type, or it can be shared among several, or even all, Document Types and Batch Profiles.
Enter a valid path to the Process Data Store in the Process Data Store field.
Figure 2 - Set Process Data Store
Note: The Process Data Store field is a required field. The format for the Process Data Store field should be as a Windows UNC share name, even if the location is local to the machine the Server is running on. Local drive letter designation is not supported.
The Quillix Server service account and the IIS Application Pool identity may need to be changed from the default to a dedicated service account, as they will require an account that is authorized to access the Process Data Store. The Application's anonymous user account may also need to be set to use the Application Pool's identity.
Documents usually require Index Fields (or, Fields) in order to be exported into a Document Repository. It is important to create and configure any Fields before configuring a Repository Export QSX, because the Repository QSX configuration dialog is used to map the Quillix Fields to Repository Fields. It's a Chicken vs. Egg thing.
Click on the plus sign "+" next to the Fields caption to add a new Field. Clicking the button adds a new Field. Clicking the arrow provides options to add a new Field, or to copy a Field from another Process.
Figure 3 - Add Index Field
When a new Field is added or an existing Field is edited, a new dialog appears that allows editing the Field properties. Enter the appropriate values for these properties and click the Save button.
Figure 4 - Edit Field Properties
With the newly created Document Type selected in the Document Types List, create a Process Map by placing workflow "events" on the map using the Process Map Toolbar. All process maps must have a Start event and a Stop event. In most cases the purpose of the workflow process at the Document level is to export the document to a Repository for long-term archival. Quillix Capture exports to a number of third-party document repositories with ready-made QSX modules, and can export to many other repositories or systems with the generic Export QSX.
Place Events
Create or "draw" a process map by placing desired events on the map.
Figure 5 - Process Map
Place a Start event and a Stop event on the map using their respective tools on the Process Map Toolbar.
Place a Repository Export QSX on the map by using the Place QSX tool on the Process Map Toolbar. A Select QSX dialog will be displayed allowing you to choose the specific QSX to place on the map.
Figure 6 - Select QSX Dialog
Place a Queue on the map using the Place Queue tool on the Process Map Toolbar. This queue will be used as a place to hold exceptions (documents that could not be exported due to some error).
Configure Events
The primary event to configure in this example is the QSX placed in the above step for exporting to a repository. To configure the QSX, right-click on the QSX icon and then click Configure, or double-click the icon. This will display the specific configuration dialog for the QSX. Enter the required settings for the QSX and click on Ok.
Figure 7 - Export QSX Configuration Dialog
Configuration Dialogs for QSX modules are different for each QSX type. The configuration dialog shown here is specifically for the Export QSX as used in this example.
Connect Events
Once the desired events have been placed on the process map, connect them in the desired order of process flow using the Connect tool from the Process Map Toolbar.
The final step in the creation of a new Document Type is to Activate the Process Map. Click on the Activate button on the Document Types toolbar in order to activate the map.
Figure 8 - Activate Process Map
A Process Map must be activated in order for queues and events to be visible to the server and users.
NEXT STEP: Create a Batch Profile