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The documents view is available only to the Senior Verification Operator role.
The documents view lets you work with an individual document in a batch. To open it, go to the batches list and click the batch name. Use this view to see which task and processing stage a document is in, and to:
  • Start processing a document.
  • Send a document to another stage or to Exceptions.
  • Change a document’s processing priority.

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Start processing a document

Click the link with the task identifier. On the thumbnails page that opens, correct document assembly errors, and then correct recognition and data-entry errors in the document editor.
If the link does not open the task, the task is unavailable: another Operator has it in processing or has postponed it.

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Send a document to another stage or to Exceptions

Select the documents in the list and click Send to Exceptions or Send to Stage. For more information, see Send to Stage page.

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Change document priority

In the documents view, you can change the priority and delete documents only for documents that are out of workflow.
Use the Priority link to change the priority of several selected documents at once.
1

Select the documents

Select the documents whose priority you want to change.
2

Open the Priority dialog box

Click the Priority link.
3

Set the new priority

In the dialog box that opens, specify a new priority.
Document priority affects the priority of the tasks created from the document, which in turn affects their order in the queue. Priority changes made in the document properties or with the Priority link apply only to newly created tasks. Use them to speed up processing at later stages. Tasks already in the current queue keep their priority, because that queue is already formed.
To raise a document’s priority in the current stage, use Send to Stage. In the dialog box that opens, specify the current processing stage and a new task priority. If you set extra-high priority and a Processing Station is set up to process entire batches, the whole batch is set to extra-high priority.

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Document properties

For each document, the view displays:
  • Priority
  • Ordinal number in the batch
  • Processing stage
  • Number of pages
  • Total number of characters
  • Number of uncertainly recognized characters and characters to verify
  • Whether the document has errors
  • Document identifier

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Refresh or leave the documents view

  • To check for new documents in the batch, click Refresh document list.
  • To return to the batches view, click Batches.