Capture - 3.1
New capture batch categorization with a break until the index found
The process of categorizing batches in SoftExpert Capture has been enhanced with the addition of the Break until option, providing greater flexibility when defining documents from indexes.
Now, it is possible to choose between two forms of categorization: Break from, in which the categorizing page starts the next document, and Break until, in which the categorizing page becomes the last page of the previous document.
To access the new option, in the capture configuration details, simply enable document categorization, select the Use index option, enter the desired index, and, in the Type field, the Break until option will be available.
In this way, the process of organizing documents becomes more precise and adherent to the capture needs.
New default frames with intelligent features
SoftExpert Suite version 3.1 brings a modern and standardized interface to the following menus:
- Permission profile (CAP022).
- Capture configuration (CAP005).
- Capture configuration type (CAP018).
- Recognition profile type (CAP019).
With optimized filters and a new functional listing, it is much easier to view, locate, and manage records.
Immediate benefits of this screen:
- Export of data from the list for reuse in other environments.
- Individual record editing.
- Mass change and deletion.
- Integration with APIs for automation.
- Direct access to records with two clicks.
Exclusively in the Capture configuration type (CAP018) and Recognition profile type (CAP019) menus, it is possible to create records using the "With AI agent" feature, in addition to creating from scratch and importing from a template.
These improvements have been developed to eliminate repetitive steps and make your routine even more productive.
With the new screen, SoftExpert Suite provides a more agile and efficient user experience, aligned with the needs of your organization.
The "With AI agent" feature will only be available to organizations that are Cloud customers and have an active SoftExpert Copilot license.
Check out the latest improvements made to this component: