Indexing Toolbar
Create New Document Creates a new document from the image contained in the rubber-banded area. After selecting this option, the Create new document from image snippet
window appears. Select the Document Type, File Type,Document Date and Keyword values to associate with the new document.
Click Import to import the document, Clear to remove the currently displayed values, or Exit to escape without importing.
Note:Click the Calendar icon next to the Document Date field to adjust the Document Date.
Rubber Band Options Description
Option Shortcut Key Description
Index ALT-X
ALT-I
Saves the page currently displayed in the Working window, as a document of the type selected in the Document Type drop-down list, with the keyword values entered in the Keywords section. The next scanned page is displayed in the Working window allowing you to alter the settings before indexing, if necessary.
Append ALT-P Click if the page displayed in the Working window is a continuation of the previous document. This option makes the displayed page the next page in the last document that was indexed.
Clear Keys ALT-Y Empties the keyword text boxes. Locked fields are not cleared. Scan ALT-S During the indexing process, this allows you to scan more pages
into the current document. Outside the indexing process, clicking
Scan allows you to start a new batch or scan more pages into an existing batch.
Jump Ctrl + J During the indexing process, this allows you to jump to a specific unindexed document in the batch without indexing the currently displayed document.
Note:If there are no unindexed documents in the batch other than the current document, this functionality will not be available.
3
TheFirst Document button takes you to the first un-indexed document in the batch
you are currently indexing. Until you advance through the batch using the Next Document or Last Document options, the First Document option will not be available. Alt+1 is the shortcut.
The Previous Document button takes you to the previous document that has not been
indexed. Like the First Document button, this option is available only if the Next Document or
Last Document options are clicked. Alt+ V is the shortcut.
The Next Document button takes you to the first page of the next un-indexed document in the batch. Alt+N is the shortcut.
The Last Document button takes you to the first page of the last document in the batch you are indexing. Alt+ L is the shortcut.
The Delete Page button discards the page of the current document represented by the
image in Working window. This is useful for eliminating separator pages or blank sheets that
are scanned into the system. Alt+G is the shortcut.
The Delete Document button deletes the current un-indexed document from the
batch. Delete Page removes the page being viewed; this option removes all of the pages that make up the current document. Alt+C is the shortcut.
The Skip Document button displays the next un-indexed document. You will not be able to index the document you were viewing until you reopen the batch in the Index in Progress queue. Alt+K is the shortcut.
The Create New Document (Alt+R) button creates a new document from the currently displayed scanned document. For example, if you had a 5-page document, you could elect to create a new document from pages 3-5. To create a new document during indexing, select the page you wish to be the start of your new document (page 3) and click the Create New Document button.
3
If your system administrator has enabled the Advanced Create New Document functionality,
you will be prompted with the Create new document from existing dialog box. Select the
Document Type for the new document and specify the range of pages to include in the new
document. Enter the appropriate Keyword values for the new document and select OK. Select
Delete copied pages from original document to delete the selected pages from your original
document.
If your system administrator has not enabled the Advanced Create New Document
functionality, your new document will begin with the currently selected page and end with the last page of the existing document. These pages are removed from the original document.
The Stop Indexing button takes you out of the batch you were indexing and returns you to the list of batches in that batch status queue. Any images that were not indexed remain unindexed and move to the Indexing in Progress queue. Alt+Q is the shortcut.
The final stop for batches is the Awaiting Commit queue. At this point, the documents have
been indexed in the database and the files are being stored in the first mass storage
(uncommitted) copy. End users can retrieve the documents in OnBase if they have rights to the Document Types and if they have network read access to the files.
If the users do not have rights to specific Document Types, they can view the hit list of documents in the batch but they cannot open the document. An insufficient privileges error message is displayed when a user does not have rights to the Document Type.