Configure ERM for a Document Type 

Once a document type has been created, it can be configured for ERM capture.  During the configuration process you will need some sample documents.  After you have captured your samples, the remaining configuration takes place from the document type’s ERM Options window.  By navigating through the tabs on the window you can see the various configuration options. 

 

To configure a document type for ERM capture, follow the steps outlined in the following sections.

 

Step 1: Capture Sample Documents

Step 2: ERM Document Type Configuration

Step 3: Decollation

Step 4: Text Setup

Step 5: Folder Maps

Step 6: Rendering Options

Step 7: Workflow Settings

Step 8: ERM Filtering

Step 9: ERM Properties

Step 10: ERM Templates