Document Processing in DocuWare is the automated handling, management, and extraction of information from documents as they are stored in DocuWare. Documents can be captured from various sources, such as a scanner, a watched folder, the DocuWare Printer, email, or through integration with other applications. Once imported and processed, DocuWare stores all documents securely in digital repositories with its index data.
To capture documents from either a scanner, a watch folder, or a DocuWare Printer, you need to install the DocuWare Desktop Apps and create at least one Processing Configuration. With this setup, you can extract information from documents and store them in a file cabinet or document tray. Without a processing configuration, you can only store documents in your default document tray, but not in a file cabinet. A processing configuration consists of the following sections.
Source
Target
Processing
Permissions
In DocuWare, you can set up different processing rules based on document type or source. These configurations enable DocuWare to automatically extract and store information from each document. If you have several configurations and the correct identification rules are set, DocuWare is able to automatically select the correct configuration based on the document you are storing or printing, without any further action from you.
Once the document has been processed with the configured settings, users can quickly find, organize, and retrieve documents using the indexed data.
Importing and exporting Processing configurations
You can export and import Processing Configurations. To do this, open DocuWare Configuration > Document Processing.
Export configuration
To export a configuration as a JSON file from the DocuWare system, select the desired configuration. Click on
Export in the icon bar on the right.Import configuration
To import a locally saved configuration in JSON format into the DocuWare system, click on
Import configuration in the top left corner. Select the JSON file from your file system.