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Configuration Guide ​

This guide covers the administrative configuration of Minute Capture, including creating and managing Capture Templates, security settings, integrations, and automation.

Overview ​

Capture Templates are the foundation of Capture. They define:

  • How captures behave
  • Who can access them
  • What actions occur when captures are submitted, approved, or rejected
  • What fields and artifacts are required

All template configuration is performed in the MinuteView Console.

Configuration Topics ​

Template Management ​

Templates Overview ​

Understanding Capture Templates and their role in the system.

Create Template ​

Step-by-step guide to creating and configuring a new Capture Template.

Integration & Access ​

Mesh Integration ​

Enable capture creation directly from Mesh search results.

Security & Role Access ​

Configure role-based access control for templates and captures.

Model Viewing ​

Set up service accounts for viewing artifacts in the review environment.

Capture Behavior ​

Capture Environments ​

Choose between Legacy and Modern capture environments.

Stale Capture Management ​

Configure how Capture handles artifacts that change during review.

Artifact State Rules ​

Define rules for artifact consistency and validation.

Customization & Automation ​

Fields & Custom Columns ​

Add custom fields and configure inbox column display.

Event Handlers & Automation ​

Configure PowerShell scripts or workflows to run on capture actions.

Prerequisites ​

Before configuring Capture, ensure you have:

  • ✅ MinuteView Console access with administrative privileges
  • ✅ Appropriate roles assigned to users who will create/review captures
  • ✅ Service accounts configured for model viewing (if using artifact review)
  • ✅ Vault access (if integrating with Autodesk Vault)

Configuration Workflow ​

A typical configuration process follows these steps:

  1. Plan your template - Determine submission type, required fields, and security needs
  2. Create the template - Set up basic configuration in Console
  3. Configure security - Assign roles and access permissions
  4. Add custom fields - Define metadata fields needed for your process
  5. Set up integrations - Enable Mesh, configure model viewing, etc.
  6. Configure automation - Add event handlers for submit/approve/reject actions
  7. Test the template - Create test captures to validate configuration
  8. Deploy to users - Enable for production use

Best Practices ​

Start Simple ​

Begin with basic templates using minimal configuration. Add complexity as you understand user needs.

Use Modern Environment ​

Unless you have a specific reason to use the legacy environment, always choose the Modern Capture Environment for new templates.

Plan Security Early ​

Think through role assignments and access control before creating captures. Changing security after captures exist can be complex.

Test Event Handlers ​

Always test PowerShell scripts or workflows in a non-production environment before enabling on live templates.

Document Your Templates ​

Maintain documentation of what each template is for, who uses it, and what automation it triggers.

Common Configuration Scenarios ​

Scenario 1: Simple Document Submission ​

  • Template: Submit only (no approval)
  • Fields: Title, Description, Project
  • Integration: Mesh enabled
  • Automation: Email notification on submit

Scenario 2: Engineering Drawing Review ​

  • Template: Approve/Reject
  • Fields: Drawing numbers, Revision, Reviewer
  • Integration: Mesh enabled, Model viewing configured
  • Automation: Workflow on approve to publish drawings

Scenario 3: AI Output Validation ​

  • Template: Approve/Reject
  • Fields: AI Confidence Score, Validation Notes
  • Integration: None (system-triggered only)
  • Automation: Workflow on approve to continue processing, workflow on reject to flag for manual work

Getting Help ​

If you need assistance with Capture configuration:

  • Review the specific configuration pages in this guide
  • Check the Usage Guide to understand the user experience
  • Consult the Reference section for technical details
  • Contact MinuteView support for advanced configuration assistance

Next Steps ​

Ready to configure Capture? Start with:

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