How to capture documents

  1. In the Files pane, click the add file button Add file button to specify files you want to capture.
    You can add a single file each time you click the add file button. Files are captured in the order they show on the list.
  2. In the Menus pane, expand menus to access AutoCapture forms and actions.
  3. In the Form pane, populate fields in a form.

    Required fields are marked with an asterisk (*).

  4. To perform the capture, you can either click the workflow button Workflow button on the toolbar or click Send on the File menu.
  5. Click OK in any capture confirmation dialogs that appear.
  6. If prompted whether to clear the list, click Yes to clear the Files list or No to retain the files in the list.
  7. If prompted whether to delete captured files, click Yes to delete files listed in the Files pane or No to keep the files.