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Feature highlights for the Spring 2023 release of GlobalCapture |
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Administrators now define searches, similar to GlobalSearch in function, allowing accessibility to documents in process. Users will be able to actively operate against in-process content, making GlobalCapture more of an active dashboard. GlobalCapture can now replace GlobalForms dashboard, and makes sense to do so when the customer’s content might span document generation sources, and to give a more consistent and robust user experience.
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New options for configuring various settings for OCR, BCR, and email settings, improving the experience for all customers.
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GlobalCapture now supports multiple process collections, which can improve both performance and security in common capture scenarios. Additionally, more data is available related to processes and timing, improving the legibility of a given processes history.
Completed process may now be deleted automatically, or moved to different process collections.
Each collection can have it’s own security, and can also be used to improve overall performance by keeping active and working collections uncluttered.
Allow for better visibility into process steps and their timings.
Allow for updating a processes data in the batch management dashboard. Documents may still be updated from the viewer of course, but data edits can be made in the dashboard as well.
Allow for thumbnail viewing from the dashboard.
Other Notes
All Square 9 releases factor in lesser impact improvements and features. Those of note are documented here:
The GlobalCapture Scan client now shows users a filtered result. The list of workflows available is now controlled by securing users to specific Portals. Click the permissions button on a portal and add the user or group who should see the workflow in the Scan client’s workflow selector.
Handling of numerous date formats in step is significantly improved.