The videos series below provides in-depth detail of Square 9’s GlobalCapture document capture automation engine, from general introductions to designing capture workflows, leveraging OCR templates, licensing and more.
Upon video completion, please fill out the registration form at the bottom of this page to receive access to the CGCE Certification Test.
Section 1: Introduction to GlobalCapture
Architecture, User Licenses, Feature Licenses, and Terminology
Section 2: Tour the GlobalCapture Interface
Access GlobalCapture, GlobalCapture Home Page and Workflow Design Interface
Section 3: Design Document Capture Workflows Part I
Introduction to the GlobalCapture Designer, Import, Release, Note, and End Nodes, Workflow Connections, Save Workflows, and Document Source Locations
Section 4: Design Document Capture Workflows Part II
Open and Copy Workflows, Workflow Layout, Separate, Image Cleanup, and Convert Nodes
Section 5: Design Data & Document Capture Workflows Part I
Create Process Fields for Indexing Data, Introduction to the Batch Manager, Introduction to the Validation Station, Manage Workflow Data and Documents
Section 6: Design Data & Document Capture Workflows Part II
Condition, Email, and Validate Nodes, Import By File Name, Create Multiple Workflow Paths, Add Email Notifications, Edit Data & Documents to Move Through Workflows
Section 7: Design OCR Templates to Automate Capture
Create Lists of Process Field Values, Introduction to the Template Designer, Create Data Extraction Templates, Create Marker and Positional Zones
Section 8: Use OCR Templates in Capture Workflows
Classify, Export Data, and Delete Pages Nodes, Use Rapid Adapt to Quickly Create Basic Templates, and Edit Documents from the Thumbnails Pane
Section 9: Import Documents, Licensing, and Registration Options
Scan, Email, and Use GlobalForms to Capture, Introduction to the Scanner Station, Manage User Licenses, Register Products and Instances
Ready to Get Certified?
Submit the form below to receive a link to the CGCE test. A passing grade will confirm your GlobalCapture Certification.