User guide

Using the Rule Set Management Wizard
www.iprotech.com Ipro eCapture User Guide A-11
877-324-4776 Q1 2014
The first screen in the Rule Set Management Wizard displays four separate
main options (as shown in the previous figure).
When you select one of these main options and click Next, the next Wizard
screen displays additional, related options for the selected main option.
The next four sections describe the related options for each main option.
Import/Create Rules
If the Import/Create Rules option is selected and you click Next, the following
related options may be selected:
• Import rules from another job or project: Replace the rules in my
current job/project with the rules from another job or project.
• Search term file support: Create new rules for my current job/project
from a list of search terms. The list of search terms is imported into the
Flex Processor Rules Manager from a file.
The import file can be a .TXT file (or an .XML file) that may contain a
header; such as Categories; Search Terms. It may contain one search
term per line. Each line (search term) in the file represents a rule that
will be created and the selected criteria; such as a date range, will be
applied to each rule created from the import file. Documents with the
effective rule will receive a category folder. Each line entry in the file
could contain the same category for different search terms.
An example of an import file that contains search terms and categories
Hot Review and Confidential) separate by a pipe delimiter follows:
electricity w/5 Brazil |Hot Review
Bill Smith|Confidential
electricity or peak or grid|Hot Review
You can also select an action to be applied to all search terms in the file.
The Actions include: Image, Placeholder, Placeholder with Document
Text, or Remove.
After selecting the import search terms file and selecting an Action, the
next screen presents two options: