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You put documents to be processed into batches, and you decide how to group them. For example, you can process all documents as one batch, or group together documents imported on the same day or scanned at one go. When you create a batch, specify its type, which defines how the batch is processed. Page images are added during processing. For more information, see Add page images.

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Create a batch

How batches are created depends on your installation.

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Rename a batch

To rename a batch, click it in the batch list and press F2. A batch name cannot exceed 90 characters.

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Working and test batches

Working batches and test batches differ in their purpose and in the Document Definition they use. For more information about local and published Document Definitions, see Edit and publish a Document Definition. In a distributed installation, the Batch Setup Operator uses test batches on the Project Setup Station to debug Document Definitions. The operator creates batches, adds document images to them, and processes them (that is, recognizes, verifies, and exports the results). The Batch Setup Operator can also open a working batch to correct errors that occur during processing. To open a list of batches, select Working Batches or Test Batches from the View menu. In a distributed installation, this menu is on the Project Setup Station.

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Copy or move documents between batches

You can copy or move documents between batches, for example, from a working batch to a test batch for debugging. In a distributed installation, all the document information, including the matched Document Definition and recognized data, is preserved.
1

Copy or cut the documents

Select the documents in the list and press Ctrl+C to copy them or Ctrl+X to move them. You can also use Copy or Cut on the Edit menu, or the corresponding toolbar button.
2

Paste them into the target batch

Open the target batch and press Ctrl+V. You can also use Paste on the Edit menu or the toolbar.

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Duplicate documents within a batch in a distributed installation

You can also copy documents inside any batch. To copy one or more documents, select them and click Tools → Duplicate Documents on the main menu. Each copy is placed immediately after the source document in the document list. A copy receives a new identifier, and all the document information, including the matched Document Definition and recognized data, is preserved.