Import and export document types
Importing document types keeps all configurations and learned files from the original document type. This can be helpful for the following use cases:
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When adding a common document type to a batch class.
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When migrating Transact environments.
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When testing and debugging document types in a test environment.
Export document types
Exported document types are saved as a .zip file containing:
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Page types (first page, middle page, and last page)
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Regular expression (regex) patterns
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Learned files
To export a document type, perform the following steps:
- From the Batch Class Management screen, select and open your batch class.
- Go to Document Types.
- Select your document type from the grid and click Export.
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The exported document type will be saved as a .zip file.
You can export multiple document types at once by selecting more document types from the grid before clicking Export.
Import document types
This section describes how to import document types.
To import a document type, perform the following steps:
- From the Batch Class Management screen, select and open your batch class.
- Go to Document Types.
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Under
Upload File(s), click
Import Document Type and select your .zip file, or drag and drop the .zip file to the upload
zone.
Note the following:
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You can only upload one .zip file at a time; however a .zip file can contain multiple document types.
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If the imported document type has the same name as an existing document type, you will be asked to make a copy (duplicate the existing document type) or override the existing document type.
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- Once the document type has been uploaded, the following message appears: Please click on Learn Files to re-generate the indexes. Click OK to close the warning.
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Select the new document type from the grid and click
Learn File(s).
Skipping this step can cause errors during batch processing.
- Click Apply.