Templates are used to extract data from documents and populate index fields. Templates are created in the Template Designer and are applied in the Classify node. Click Templates to open the Template Designer.

The GlobalForms menu is only available if GlobalForms is installed and a GlobalForms portal is configured. GlobalForms Portal will take you to your GlobalForms instance. GlobalForms Mapping will open the GlobalForms Mapper to configure the output of your GlobalForms submission when ingested into GlobalCapture.

Use the Layout menu to change the view of a Workflow on the Design Canvas.

• Formatting – In the Formatting group, you can choose the layout of the Workflow elements by: selecting None to position Nodes and Connections freehand; selecting Auto Horizontal to line up the elements horizontally; or selecting Auto Vertical to line up the elements vertically.

Use the Settings menu to Publish or Unpublish the Workflow and for enabling Data Validation.

• Workflow Publication – Displays the current state of your workflow. You can develop or modify your Workflows in draft mode by saving it in the unpublished state. To activate a Workflow, click Unpublished then save your workflow. This will set your workflow to the Published state and begin importing document. To disable a workflow, click Published then save your workflow. This will stop your workflow from ingesting documents.

• Data Validation – Select either Enable or Disable to change the Data Validation setting for ALL Nodes in the Workflow.

Manage your Workflows from the Workflow menu, where you can create, save, reopen, copy (Save as), print, and delete your Workflow designs.

• New - Opens a new, blank design canvas to construct a new workflow. Any unsaved changes to the currently displayed workflow will be lost.

• Save - Saves the current workflow. If this is the first save of a new workflow, the Save Workflow dialog will appear, otherwise it overwrites the previous save of the workflow.

• Save As - Opens the Save Workflow dialog box. Overwrites any previous save of the workflow if the workflow name is unchanged. Change the workflow name to make a copy of the workflow with a new name, preserving the original.

• Print - Opens the print dialog to print an image of the design canvas.

• Open - Opens the Open Workflow dialog. Select any workflow and click Open to display the workflow in the design canvas. Any unsaved changes to the currently displayed workflow will be lost.

• Delete - Opens the Delete Workflow dialog. Select any workflow and click Delete to delete the workflow. Any unsaved changes to the currently displayed workflow will be lost.

The Nodes Pane, located on the left-hand side of the GlobalCapture Designer, contains the elements used to build a Workflow. These design elements, called Nodes, can be dragged onto the Design Canvas in any order and can be repositioned as needed. Use the scrollbar to see all of your choices or use Ctrl+Mouse Wheel to zoom the view of the Pane in or out.

Place your mouse pointer over a Node icon to see its label. A selected Node is indicated by a blue box around it. Drag a Node from the Pane onto the Design Canvas and a Node Settings dialog will appear, ready for you to configure how the Node will behave. Once you have entered and saved your settings, you can position and connect the Node into your Workflow.  Note that some Settings are required, and required settings may vary depending on the type of node being configured.  Required fields on the settings panel are noted with a red asterisk.

Fields that are assigned to the Workflow appear in the Process Fields Pane, located on the right-hand side of the GlobalCapture Designer. You can add or delete Process Fields by clicking the Edit Icon ( ) in the top right corner of the Pane and use the Workflow Process Field interface that appears. Once assigned, the Fields will appear in the Pane, with the Field ID number, name, and Data Type listed. You can delete a Field from the list by clicking the Delete Icon ( ) that appears when you hover your mouse cursor over the Field.

The Information Pane, located below the Process Fields Pane, displays context-sensitive details about a selected Node. If the Node has settings, they appear here. Click the Edit ( ) icon. in the top right corner of the Pane to bring up the Node Settings dialog.  The information pane is extremely useful when debugging workflows more complex workflows.  It allows you a quick glance at a node's configuration without having to open the settings panel.

The Design Canvas is the area where Nodes are arranged into a visual map of the Workflow. Once Nodes are dropped on the Canvas, they can be selected and moved around. An entire Workflow can be seen at a glance, even with detailed branching.