General

The options available on the General tab are outlined below.

Viewing options

The settings for viewing the QA results are located here.

Default Batch View: Users can view a batch in two ways as described below.

The screen layout is configurable by the user and is saved separately for each view. This way, the user can have different screen layouts (if the user desires) when entering the QA module (in data view or tree view).

  • Tree View: This view displays the batch information the same way as in the Capture module after a capture.

  • Data View: This view displays the batch information as indexing results.

Default Data View: Users can display the index results in data view in one of three ways.

  • Folder and Document Records: Displays the folder the batch is in along with the specific indexed data for each page.

  • Folder Records Only: Displays batch folders only.

  • Document Records Only: Displays page indexed data only.

Default image view: Users can display the captured images in one of three ways.

  • Page View: Selecting this option shows only the full-page Image Viewer.

  • Thumbnail View: Selecting this option shows only the Thumbnail Image Viewer. There are four size options available for thumbnail image size:

    • Smallest

    • Small

    • Medium

    • Large

  • Both: Selecting this option shows both the Thumbnail and full-page Image Viewers.

Show file size in thumbnail viewer: Displays the file size in the Thumbnail Image Viewer.

Data View display options

Data View font size: Select from one of the following font sizes for Data View display.

  • 8.25

  • 10

  • 12

  • 14

  • 16

Use monospace font in Data View: Allows Data View to be displayed in a monospace font, making it easier for required QA fields to be a specific number of characters.

Data record display:

  • Display all Records: Default display.

  • Display first Record only: Displaying the first record only makes QA easier if not all records need to be checked.

Enable word wrap for cells in Data View: Use word wrapping to see all information in a given cell without having to scroll right or resize the window. Default Data View.

Highlight fields belonging to the current Document record's Record Type...: In order for the field highlighting to occur, record type support must be enabled on the capture profile. Those fields are highlighted that are either shared or have been selected to be part of the record type of that document. The highlighted fields are the same fields that show up in the index field list of the Index and Capture modules for a selected record type. Field highlighting is also adjusted in real time if the user changes the record type on a row in the grid. Highlighting is not updated until the user confirms the data change by either pressing Enter or clicking another cell on the grid.

Display index field alerts in Data View: Displays alerts in the index field row.

Auto view options

These settings let users control what the image viewer displays when toggling the QA Auto Processing button in the QA module.

Auto view type: Select from one of the seven auto view types explained below.

  • Every N Pages: The user can set these values to automate or semi-automate the viewing of images for quality purposes, when N is a numeric value. The default is set at 1, so every page is viewed.

    • Page Interval: Enter the specific page to auto view. For example, every 2 or 3 pages.

  • Front Pages Only: Displays only the front pages of a document.

  • Back Pages Only: Displays only the back pages of a document.

  • All Flagged Pages: Displays all the pages tagged with any flag.

  • Pages With Specific Flag: Displays only the pages tagged with the specific flag type:

    • Delete Flag

    • Review Flag

    • Reject Flag

    • Process Flag

    • Skip Flag

    • Custom Flag 1

    • Custom Flag 2

    • Custom Flag 3

    • Custom Flag 4

    • Custom Flag 5

  • Separator Pages Only: Displays only the folder and document separator pages.

  • Specific Page: Displays a specific page or pages of a document.

Update Interval: The interval can be adjusted in 0.1 second increments. The desired setting may differ between users and is configurable in the QA module itself. The recommended setting is 0.4 seconds.

Skip Folder Separators: Skips folder separators all together.

Skip Document Separators: Skips document separators all together.

Batch View display options

Document node display field: The display value of the document tree nodes can be set to the following values:

  • <default> (Document 00000001 for the first document in a batch)

  • One of the document index values

  • <System.DocumentNumber>

  • <System.DocumentSeparator>

  • <System.DocumentPath>

Folder node display field: The display value of the folder tree nodes can be set to the following values:

  • <default> (Folder yyyymmdd.hhmmss)

  • <System.FolderNumber>

  • <System.FolderSeparator>

  • <System.FolderPath>