Within the Queue List Window
Right-clicking within the Queue List Window in the Working window displays options for refreshing the information in the Working window.
Within a Scan Queue
Reindex in progress Contains batches that are not completely re-indexed. Awaiting Custom Process Contains batches of documents that a custom process is
scheduled to modify or use.
Awaiting Commit Contains batches that are completely processed and awaiting verification.
Failed Automatic OCR Contains batches that have not completed the OCR process successfully.
Committed Contains batches that have been verified and submitted to the system as valid documents.
Incomplete Commit Contains batches that have begun the commit phase but have not completed it. After fixing the issue, the batches should be re-committed.
Queue List Window Entry Description
Menu Option Description
Refresh Select to update the Document Imaging window with up-to-date information about scan queues and batch status queues. Automatic Refresh Select to automatically update the Document Imaging window
with up-to-date information about scan queues and batch status queues every 30 seconds.
3
Right-clicking on a scan queue batch or blank area in the Working window (when a scan
queue is selected on the left side of the screen) displays menu options for capturing document images. Right-click on a blank area in the Working window for options that are not batch
specific. Right-click on the batch name for options that are batch-specific. For example, selecting Scan from Disk from a blank area will scan documents into a new batch. Selecting Scan from Disk when a batch is selected will scan images into an existing batch. These options are described in the following table.
Menu Option Description
Scan Scans documents into OnBase from the scanner’s feed tray.
Scan From Disk Prompts the user to browse to a file on a removable, network or local disk. The selected file is imported into OnBase.
Note:This option is only available with Kofax.
Sweep Directory Prompts the user to browse to a folder on a removable, network or local disk. The selected files are imported into OnBase.
Index Batch Begins indexing of batches that are in the Awaiting Index state. This option is an alternative to indexing from the Awaiting Index batch status queue, which displays all queues to which the user has rights.
This alternative eliminates the need to scroll through multiple scan queues in the Awaiting Index batch status queue, which is particularly helpful when a user has access to a large number of scan queues.
Schedule Sweep Allows users to specify times and days for sweeping files. Schedule Scan
From Disk
Allows users to specify time and days for scanning from disk to occur. Schedule Commit Allows a user to specify times and days for batches in Awaiting Commit
to be committed.
Schedule OCR Allows a user to pre-designate times and days for OCRing documents. Schedule PDF
Conversion
Allows a user to pre-designate times and days for PDF conversion. Scan Format Setup Allows a user to specify settings for the scanner, documents and file
compression. Select Scan
Source
Allows a user to select the scanner that will be used for scanning. View Documents Opens the batch displaying its list of documents. Double-click a document
3
Within a Batch Status Queue
The availability of options in the right-click menu is dependent on your configuration, user rights, and product licensing.
Note: Based on your system configuration, some of these options may be completed by double-clicking on the batch name within the batch status queue.
Show Batch Summary
Opens the Batch Summary Report for the selected batch, which gives information about the current batch status, number of indexed and unindexed documents, and the time and date of actions performed in the batch.
Clear Selected De-selects the highlighted item. Perform Image
Segment Archive
Initiates Image Segment Archive mode for the batch. Skip Image
Segment Archive
Skips Image Segment Archive mode for the batch. Documents proceed to the next configured queue
Refresh Reloads the Document Imaging window with updated information.
Menu Option Description
Commit Selected Copies the data to the removable and mass storage copies of the disk group and flags the database record as committed.
If multiple batches are committed, if an error occurs in any of the batches, the commit process continues to commit subsequent batches. Note:You must select this option from the right-click menu, even If your system is configured to perform work on batches by double-clicking the batch name within the batch status queue.
Index Documents Displays the documents in the viewer and activates the Indexing
dialog box. Indexers enter Document Types and keyword values for the documents.
Note:If a user is working within this batch, it is locked to other users
3
Perform Document Separation
This option is available in the Awaiting Document Separation
queue. Enables the user to separate pages of a batch into documents. The Document Separation Queue Batch Processing Option must be enabled.
Skip Document Separation
This option is enabled in the Awaiting Document Separation queue. Moves the selected batch to the Awaiting Index queue.
OCR Batch/Attach Text
The OCR engine reads the text and creates a report version of each image in the batch and saves it as a rendition. The OCR Batches Batch Processing Option must be enabled.
Skip OCR Sends the highlighted batch to the Awaiting Commit queue, without performing OCR on the documents.
Skip Reindex Sends the selected batch to the next configured batch status queue without requiring the batch to be re-indexed.
Extract Index Information
Creates a comma delimited text file with keyword values from the document.
Note:If there are multiple keyword values for one keyword type, using the F6 function, only the first value listed will be extracted.
Compress/Archive Selected
Removes non-retrieval document information from the database. When selected, the user is prompted with a confirmation message. Archived documents are retrieved under File | Open | Retrieve Archived Documents.
Note:See your system administrator if you do not have the Retrieve Archived Documents menu selection.
Redate Batch Allows a user to apply a new date to the batch.
Rename Batch Allows a user to rename the batch. Enter the new batch name and click
OK to confirm.
Refresh Batch Status Reloads current batch information to the Working window. Perform Custom
Process
Processes code contained in the mzBatchProcess.dll.
Create List Report Generates a text report with keyword information and processing time of each of the documents in the batch.
Create Keyword List Generates a list of keywords from each of the documents in the batch and writes it to the text file specified.