About Batches, Documents, and Pages

As a user, you scan groups of pages in batches, using settings saved by an administrator in a scan profile. A batch is divided into one or more documents, and each document contains one or more pages. Figure 1-1 displays a batch's tree view in the Review/Index Screen. This batch contains three documents, each with one or more pages.

Figure 1-1 Tree View of Batch

How Documents Are Used

In addition to visually dividing pages, documents are integral to indexing. When indexing, index values you specify on one page apply to all pages in the document. After the batch is sent, all pages with the same index values are archived (committed) as a single document.

If indexing is not included in the scan profile, batches typically contain one document only. Most likely, these batches will be indexed and divided into documents later using another application such as Oracle Document Capture.

How Documents Are Created

Documents are created during scanning or importing based on profile settings. For example, if a profile is configured for separator sheet scanning, Oracle Distributed Document Capture creates a new document each time it encounters a separator sheet. Similarly, if a profile is configured for two-page, duplex scanning, Oracle Distributed Document Capture creates a new document after scanning each two-page document. See "About Scanning Methods" for details.

In the Review/Index Screen, you can make changes to documents. For example, you can move pages between documents as needed and create or remove documents. (A batch must always contain at least one document.)

About Sending Batches

Batches are temporarily stored while you review, edit, and index them. If needed, you can attach notes to batches, and assign them a priority from 0 to 10 or a status from those defined by an administrator. When you send batches, notes, status, and priority information are also sent for an administrator to view.

Batches whose scan profile includes indexing must be fully indexed before they can be sent. See "About Indexing Documents" for more information about indexing. Once sent, batch results are displayed, and batches are removed from their temporary location. For more information, see "Working With Batches".

About Scan Profiles and Settings

Scan profiles contain the main settings used to scan, import, and index batches. However, you can change default system settings that affect scanning, importing, and indexing in the Settings Screen. For example, you can select duplex scanning, identify an automatic document feeder, or automatically straighten (deskew) images.