Batch Processing Stages

This section describes the steps involved in batch processing, how to initiate each step, and the manual processing options available to the user during a batch.

Start Batch

Start the batch by pressing the Run Job button (green traffic light icon) on the toolbar or from the File Menu.

Input Files

Depending on the Input Type, Scanning will start automatically and/or images are moved from the Input folder to a temporary processing folder.

Automatic Processing

Image clean-up, OCR, and barcode recognition are performed automatically.

See Processing

Image Review and Data Verification

Each image is displayed to the user, and they are able to enter index information or correct the values from OCR or barcode recognition.

See Verification

Mouse Action Options

Choose what happens when you select a region on the page with your mouse.

See Mouse Action

Document Presence Auditing

Required Documents Audit Screen

If an Audit Field is selected, the index field audit dialog will appear once all images have been indexed. The user is prompted to scan files not present in the batch or enter a justification for why the document is not present.

See Document Presence Auditing

Export Batch

Once all files have been indexed and the batch is audited, the files are exported. There are multiple steps in the export process, depending on the options you select.

See Export