Re-key Indexing Validation

This dialog box is segmented into three panes:

• Batch pane: This pane lists the folders/documents in the batch. The default view is based on whether re-key fields are defined at the folder level, document level, or both. You can switch the display using the Batch View Display button on the toolbar. Within the batch view, you can:

  • Mark an item for "Reject" to reject a folder/document to an exception batch. Rejection of the selected items occurs when you close this dialog box.

  • Mark an item for "Review" to set the Review flag on a folder/document. This method makes it easier for you to find folders/documents within the Index module that require further review or editing of data (for example, if both the original and re-keyed values are incorrect).

    To manually edit values in the Index module, the Allow indexing in the Re-key Validation step option must be selected in Re-key Indexing.

• Current folder/document index value verification pane: This pane lists the index fields for the selected folder/document along with the original and re-keyed values. You can use the buttons in the grid or keyboard shortcuts to select the verified value for each field as required. If the original and re-key values match, then they are auto-verified.

• Viewer pane: The viewer pane displays the current document, making it easier for the user to verify data that was entered off of the document itself.

A number of keyboard shortcuts are available to increase index data verification. Click the Hot Keys help button on the toolbar for a complete list of available keyboard shortcuts.