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The main window of the Project Setup Station contains a list of document batches from the current project. By default, all batches except those that have already been processed are displayed.

Filter batches

You can filter batches from projects that are stored on the processing server. Select a filter from the Show drop-down list and specify its settings. When a filter is in use, a brief summary of its settings appears to the right of the Show drop-down list. To change the settings of the current filter, click the Filter settings button button.

Batch window

The top of the window contains the menu bar and the toolbar. The bottom contains the status bar, which displays messages about the program’s status and the operations it is performing, along with brief descriptions of selected menu items and buttons. The rest of the window is taken up by the Batch pane, which contains a list of batches.
Screenshot of the Project Setup Station main window showing the Batch pane with a list of batches from the current project.
One page can contain up to 500 batches. Use the arrow buttons on the right to switch between pages. Double-click a batch to view the documents it contains.
Screenshot of the Project Setup Station main window showing the list of documents contained in an open batch.
To return to the list of batches, click View → Working Batches (or Test Batches if you are working with test batches).

Copy and move documents

You can copy or move documents from one batch to another — for example, from a regular batch to a test batch for training. All information about a copied or moved document, including the applied Document Definition and any recognized data, is retained.
1

Select the documents

In the list of documents, select the documents you want to copy or move.
2

Copy or cut the documents

Press Ctrl+C to copy or Ctrl+X to cut. You can also use the Copy icon and Cut icon toolbar buttons, or the Copy and Cut commands on the Edit menu.
3

Open the target batch

Open the batch you want to copy or move the documents to.
4

Paste the documents

Press Ctrl+V, click the Paste icon button, or click Edit → Paste.

Document window

To begin verifying data, open the Document window by double-clicking the name of a document or one of its pages. This window is divided into three panes:
  • A pane with an image of the document
  • A pane with the data form
  • A pane with rule errors (displayed only when there are rule errors)
When you place the mouse pointer over a field that contains a date or a number, a tooltip displays the value. The format of the data in the tooltip depends on the regional settings on your computer.
Screenshot of the Document window in the Project Setup Station showing the document image pane, the data form pane, and the rule errors pane used to verify data.

View and edit document sets in the Document window

You can open any number of documents from a document set. A new tab is created for each document. Each tab’s caption contains the number of the document in the batch and the name of each applied Document Definition. An asterisk next to a name indicates that there are unsaved changes. Switch between tabs by clicking them, by clicking the Previous document icon and Next document icon buttons to the right of the tabs, or by clicking the Document list icon button and selecting the document from the list.
  • Clicking the Save icon button on the toolbar saves changes in all open documents.
  • If you open several documents from a set and then open a document from a different set, all documents from the old set are closed.
  • When you open a document from a set, its parent documents also open.
If a Document Definition has a summary section that contains links to original fields, you can quickly switch to the required original field. To do this, double-click the link or click the Go to Original Field command on the shortcut menu.