Advanced

• OCR Assisted indexing mode on when opening Batches: Selecting this option turns on the OCR Indexing mode when a batch is open.

• Go to next field after selecting OCR index value: If this option is selected, the cursor goes to the next field after the current index value is selected from the page.

• Disable Index Field Tooltips: Select this option to suppress a floating tooltip on the image screen with the value of the index field.

• Index Field Font Size: Select the font size to display index field values in.

  • 8.25

  • 10

  • 12

  • 14

  • 16

• Default Document page to display: Select the default page of the document to view by page number.

• Display Index Field Zones mode on when opening Batches: When this feature is enabled, the "Index field zones mode" is turned on by default and is displayed in the UI, and index field zones are displayed within the viewer (preview window) when opening a batch in the Index workflow step.

  • Zoom to Zone mode on when opening Batches: Active index fields display and zoom to any assigned zones if this option is enabled.

• Zoom to entire parent zone for Multi-Record and Line Item Extractions zones: Normally, Multi-Record and Line Item Extractions zones zoom to each individual sub-zone. Select this option to zoom to the entire parent zone instead.

• Smart Zone zooming: With the following options, users can set Smart Zone zooming in the Index module:

  • Smart Zone and child zones

  • Smart Zone anchors and child zones

  • Smart Zone only

• Enable Quality Assurance commands: Selecting this option makes QA commands available in the Index module.

• Warn user when closing Batches that contains items flagged for deletion or rejection: Selecting this option causes a dialog box to appear when a user attempts to close a batch containing items flagged for deletion or rejection.

• Disable prompt when deleting Folders, Documents, and Pages: Users are no longer be prompted with a dialog box when deleting folders, documents, or pages.

• Auto name manually separated Folders using current date and time: When manually separating folders in a batch, the user can have PSIcapture automatically name them by date and time.

• Auto save Pages after manually rotating: When a user manually rotates the orientation of a page, PSIcapture saves the pages automatically.

These indexing prompts appear only when re-entering a previously completed index workflow step with the corresponding features enabled.

• Suppress Re-run OCR Preparation prompt: Suppress the "Re-run OCR Preparation?" prompt that appears when re-entering an index workflow step. Click Setup to fine-tune the suppression of the prompt.

  • Run OCR Preparation when prompt is suppressed: When this feature is enabled, the OCR preparation still runs without displaying the prompt.

  • Skip already processed pages: If Run OCR Preparation when prompt is suppressed is enabled, pages that have already been processed are skipped.

• Suppress Re-run Auto Indexing prompt: Suppress the "Re-run Auto Indexing?" prompt that appears when re-entering an index workflow step. Click Setup to fine-tune the suppression of the prompt.

  • Run OCR Preparation when prompt is suppressed: When this feature is enabled, the OCR preparation still runs without displaying the prompt. After enabling this feature, you can activate the following subroutines of Auto Indexing:

    • Re-run Zone Recognition (OCR/ICR): Runs the Zone Recognition subroutine to detect zones.

    • Re-Run Zone OMR: Runs the Zone OMR subroutine to detect OMR marks within zones.

    • Re-Run Lookups: Runs any lookups configured, and populates corresponding index fields.

    • Re-Create Automatically Created Records: If records were automatically created, these records are once more automatically created.