Hi Shelby, 

Because we are working with unidentified document, there is no straight way to achieve this. I am proposing two workarounds below; for both options you will need to navigate to the menu to Configure the current scan source and under Document Content check the box “Keep each entry as a separate document. This will retrieve the field values from the source document when using Capture Engine.

1. This following option is a good fit if all processed documents have the same metadata template. After the documents have been processed, we can assign the unidentified documents a Document Class in Quick Field from the Revision pane. This can be quickly achieved by selecting the complete section of Unidentified Documents (if all of them should be of the same class) and selecting the option of Assign Document Class. A dialog menu should appear that will let you decide which class you want to assign to the unidentified documents and other options, you can read more about these options in our Administration Guide. Note that by selecting this option of Assign Document Class, the unidentified documents will all be assigned the properties of the chosen document class, such as naming conventions, storage location in the repo, and etc. If the metadata templates coincide, then the documents will be stored with the field value that they originally had.

1. Should the first workaround proposed not fit the specific business needs, you can also try to create default settings for unidentified documents where these unidentified documents can be set to store in a specific location in the repository. In these settings you will be able to select the template to apply to the documents. You can then have Workflow copy over the metadata from the original entry into these new Unidentified Documents and delete the previous entry to avoid having the document twice. You can then configure Workflow to move them if necessary to a specific location in the repository.