Documents are processed in several stages. At the processing stage, which can either be unattended or involve an Operator, documents are converted. All stages are arranged in a particular order, and before a document goes to a certain stage it must successfully go through all the previous stages. In general, document processing includes the following stages: adding images, recognition, verification, and export.
At each stage, a task queue is formed, which contains a list of documents to be processed. As the processing progresses, the documents move from the first queue (recognition) towards the last queue (export). As a rule, queues correspond to processing stages, but there are also special queues, e.g. the exceptions queue.Stages
- Importing images
Images can be obtained automatically from Hot Folders or added by the Operator of the Scanning Station. The Scanning Operator may either scan in documents or import the images of already scanned documents. To automate the process (i.e. to add the images using pre-defined settings with a single click of the mouse), the Scanning Operator can create scanning profiles.
- Recognition
The recognition queue is processed automatically on the Processing Station.
- Verification
The verification queue is processed by the Operator of the Verification Station.
- Export
The export queue is processed automatically on the Processing Station.
In the case of large processing volumes, the verification stage can be divided into smaller substages, with each Operator responsible for fewer operations.The following separate queues can be created:
- Document Assembly Check
- Data Verification - group and field verification of uncertain characters and correction of format errors
- Verification - rules checks and Document window checks
- Batch Integrity Check
- Export Confirmation
Queues are specified for batch types individually.
- Data Verification Operator - only the Data Verification Queue
- Verification Operator - Data Verification, Verification, Document Assembly Check, Batch Integrity Check
- Senior Verification Operator - all queues
The Data Verification Station allows its Operator to process only the tasks from the Data Verification queue, regardless of his/her access permissions.
When a project is selected you can receive tasks. By default tasks are received automatically. Click the 
button or select the Task → Automatic Task Receive item in the main menu to toggle automatic mode on or off. If automatic mode is off, use the 
button to receive a task.The number of available tasks in Data Verification Queue is displayed in the All Tasks Count column. Click the 
button to refresh it.You can also manage the task during data verification:
- Reject Task. To stop working with a task, select Task → Reject Task in the main menu. When you reject a task you can save your changes and publish them for other Operators or not save changes and discard them.
- Send Task to Exceptions… If an unforeseen situation arises when you are working with a task, you can add this task to the exceptions queue by selecting Task → Send Task to Exceptions… of the main menu.
The Senior Verification Operator can send multiple tasks to another stage at once. To do this, enable the corresponding view mode (Queues for tasks, Batches for batches), select the batches or tasks you want to send to another stage, right-click one of them to open the shortcut menu or open the Tasks menu and click Send tasks to… to send tasks or Send to… → Stage to send batches (or press Ctrl+Alt+Q). In the dialog box that opens, specify the stage to which you want to send the tasks or batches, specify an Operator and a processing priority. If the desired Operator is not in the list, check whether he has all of the permissions necessary for working with the selected batch types on the selected stage.A document set cannot be transferred to a different processing stage in parts, it has to be moved in its entirety. If a document that is awaiting transfer to a stage is moved to a different document set, the document will not be transferred to the stage.
Processing stages have a name and a type, and are specified individually for every batch type. Batches of different types can be simultaneously sent to the same processing stage only if that processing stage and its type have been specified for every batch in the selection.
Documents are processed in several stages. At the processing stage, which can either be unattended or involve an Operator, documents are converted. All stages are arranged in a particular order, and before a document goes to a certain stage it must successfully go through all the previous stages. In general, document processing includes the following stages: adding images, recognition, verification, and export.At each stage, a task queue is formed, which contains a list of documents to be processed. As the processing progresses, the documents move from the first queue (recognition) towards the last queue (export). As a rule, queues correspond to processing stages, but there are also special queues, e.g. the exceptions queue.Stages
- Importing images
Images can be obtained automatically from Hot Folders or added by the Operator of the Scanning Station. The Scanning Operator may either scan in documents or import the images of already scanned documents. To automate the process (i.e. to add the images using pre-defined settings with a single click of the mouse), the Scanning Operator can create scanning profiles.
- Recognition
The recognition queue is processed automatically on the Processing Station.
- Verification
The verification queue is processed by the Operator of the Verification Station.
- Export
The export queue is processed automatically on the Processing Station.
In the case of large processing volumes, the verification stage can be divided into smaller substages, with each Operator responsible for fewer operations.The following separate queues can be created:
- Document Assembly Check
- Data Verification - group and field verification of uncertain characters and correction of format errors
- Verification - rules checks and Document window checks
- Batch Integrity Check
- Export Confirmation
Queues are specified for batch types individually.
- Data Verification Operator - only the Data Verification Queue
- Verification Operator - Data Verification, Verification, Document Assembly Check, Batch Integrity Check
- Senior Verification Operator - all queues
The Data Verification Station allows its Operator to process only the tasks from the Data Verification queue, regardless of his/her access permissions.
When a project is selected you can receive tasks. By default tasks are received automatically. Click the button or select the Task → Automatic Task Receive item in the main menu to toggle automatic mode on or off. If automatic mode is off, use the button to receive a task.The number of available tasks in Data Verification Queue is displayed in the All Tasks Count column. Click the button to refresh it.You can also manage the task during data verification:
- Reject Task. To stop working with a task, select Task → Reject Task in the main menu. When you reject a task you can save your changes and publish them for other Operators or not save changes and discard them.
- Send Task to Exceptions… If an unforeseen situation arises when you are working with a task, you can add this task to the exceptions queue by selecting Task → Send Task to Exceptions… of the main menu.
The Senior Verification Operator can send multiple tasks to another stage at once. To do this, enable the corresponding view mode (Queues for tasks, Batches for batches), select the batches or tasks you want to send to another stage, right-click one of them to open the shortcut menu or open the Tasks menu and click Send tasks to… to send tasks or Send to… → Stage to send batches (or press Ctrl+Alt+Q). In the dialog box that opens, specify the stage to which you want to send the tasks or batches, specify an Operator and a processing priority. If the desired Operator is not in the list, check whether he has all of the permissions necessary for working with the selected batch types on the selected stage.A document set cannot be transferred to a different processing stage in parts, it has to be moved in its entirety. If a document that is awaiting transfer to a stage is moved to a different document set, the document will not be transferred to the stage.
Processing stages have a name and a type, and are specified individually for every batch type. Batches of different types can be simultaneously sent to the same processing stage only if that processing stage and its type have been specified for every batch in the selection.
