User guide

Using the Rule Set Management Wizard
www.iprotech.com Ipro eCapture User Guide A-17
877-324-4776 Q1 2014
cates and/or the Data Extract Job Duplicates options are not selected under
the General Criteria Tab. If either or both of these options are selected, the
Scope options change to: Maintain compound document structure and Treat
documents individually. The four scope criteria options are as follows:
1. Apply this rule to all items of a compound document if the par-
ents match: The action will be performed on a file if the criteria match
the file or the file's parent. To look at it from the other direction, if a par-
ent file matches a Rule's criteria, the action of that Rule will be applied to
that parent document and all of its children. This may be used in a de-
duplication Rule.
2. Apply this rule to all items of a compound document if at least
one item matches: The action will be performed on a file if the criteria
match any item in that file's family. In other words, if a file matches a
Rule's criteria, the action of that rule will be applied to all files in the
family (parents and siblings). This may NOT be used in a de-duplication
Rule.
3. Apply this rule to all items of a compound document if ALL items
match: The action will be performed on a file if the criteria match ALL
items in that file's family. This may NOT be used in a de-duplication Rule.
Useful for keyword filtering.
4. Treat individual items of compound documents separately: The
action will be performed only on files where the Rule criteria match that
particular file. The file is evaluated independent of its family. This may
be used in a de-duplication Rule.
Category: Select an existing category or enter a category. The category is
applied to the effective rule. Once the category is entered, it is available from
the pick list for newly defined rules. See the section Rule Bar Options on page
A-7 for additional information about categories and search terms.
Set QC Flags: (Note: QC Flags can be set for all Actions but Remove.) Use
QC flags to organize data and create Export Sets in QC. The QC flag is set
when the rule action is applied. Click to open the New Flag dialog.
Type the new flag and click OK. Newly created flags will display in the QC job
and allow filtering on the flag. Specify whether you want the affected files to
be assigned a QC flag during processing.