Working with Scanned or Imported Batches

This section covers the following topics:

• "Scanning a Test Page"

• "Temporarily Changing Scanner Settings"

• "Pausing While Scanning"

• "Assigning Batch Names"

• "Assigning Priority and Status"

• "Searching For Batches"

• "Displaying Scan Profile Information"

• "Using Batch Notes"

• "Deleting Batches"

Scanning a Test Page

Use this option to test the scanner settings and image quality without saving the image.

1. In the Batch Scanning screen, select a scan profile.

2. Insert one or more pages in the feeder tray of the scanner.

3. Click the Scan Preview button on the Batch Scanning toolbar.

   Scan scans and displays one page without creating a batch.

4. Adjust scanner settings, if needed.

   For example, the text on pages in a batch might be too light, so you might adjust the contrast and brightness for that batch. See "Temporarily Changing Scanner Settings" for details about changing scanner settings.

Temporarily Changing Scanner Settings

Follow these steps to view and, if needed, change scanner settings.

Note: Scanner settings you change remain until you select a profile—either the profile you selected when you started scanning or another one. If you want the new settings to be permanent, ask the Capture administrator to update the scan profile.

1. Click the Scanner Settings button on the Batch Scanning toolbar.

2. Make changes to your scanner settings.

   
   

   Note: If needed, reapply the profile scanner settings by re-selecting the profile from the list at the top of the Batch Scanning screen.

   
   

   The dialog box that appears depends on your Scan configuration and whether you are using Scan for ISIS or Scan for Adrenaline.

3. If needed, adjust advanced scanner settings.

   Click the Options, Advanced, or More buttons to display additional advanced options. Advanced settings are specific to the selected scanner. For example, advanced options might include brightness and contrast levels or dropout color settings.

Pausing While Scanning

Note: This option is available only when using Scan for Adrenaline.

You may want to examine each page in a batch as it is scanned. Scanning in this way reduces the speed at which you scan batches, but allows you to check each image.

To pause while scanning a batch, check the Pause After Every Page field at the bottom of the Batch Scanning screen. When this field is checked, Scan scans a page, then waits for direction from you. Use the Pause After Every Page screen Scan displays to control pausing:

• Click Continue to save the currently displayed image and continue scanning with the next page in the document feeder.

• Re-scan deletes the currently displayed image and, if you place the same page back in the scanner, re-scans the same page. Place the page to be re-scanned in the feeder first, then click Re-scan.

• Click Scanner Settings to temporarily change the scanner settings for the current batch (see "Temporarily Changing Scanner Settings"). Scan displays the Scanner Properties dialog box.

  
  

  Note: After you finish scanning the batch, you can return to the scan profile scanner settings by selecting the scan profile again.

  
  

• Click Quit to complete the current batch and stop scanning.

Assigning Batch Names

How you assign names to batches depends on how the Capture administrator set up the scan profile.

• If a batch name displays when you select a scan profile, auto-sequenced names have been configured. Scan batches are automatically named with a common prefix followed by a number that increases by one with each batch. For example, if you are scanning invoices, batches might be automatically a prefix of INV, followed by multiple zeros, then a number (as in INV0000000000001, INV0000000000002, INV0000000000003, and so on).

• If no batch name displays, enter a unique name for each batch before scanning.

• If a name automatically appears in the Batch Name field, you may be able to change it. (If the profile does not allow batch name editing, the batch prefix cannot be changed.) For example, if a scan profile uses a prefix of PAY, and you want to create a batch with the name of OTHER, you would type OTHER in the Batch Name field. Once you click the Begin Scanning button, Scan detects that the batch name is different from the original prefix and creates a batch called OTHER.

• To resume using auto sequencing, either re-select the scan profile from the list or retype the original batch prefix.

• To rename a batch at any time after scanning, right-click the batch in the Batch Scanning screen, choose the Rename command and enter a new name.

Assigning Priority and Status

Follow these steps to assign or change a batch's priority and status. You can also change a batch's priority and status when indexing it by clicking the Priority/Status toolbar button.

1. Select the batch for which you want to assign a priority or status.

2. Click the right mouse button.

3. From the menu that displays, choose the Edit Status command.

   The Batch Status dialog box displays.

4. Use the arrow buttons in the Priority field to choose a priority number. Select or enter a status in the Status field.

5. Click OK.

   The new priority and/or status you assigned is displayed for the batch in the Batch Scanning screen.

Searching For Batches

You can search for batches in a variety of ways.

Note: The list of batch names that appears in the Batch Scanning screen may include batches created by you or others on the network. Other people on the network may be scanning and creating batches at the same time as you are.

1. In the Batch Scanning screen, select a profile and click the Search button.

   The Batch Search Criteria dialog box displays.

2. Specify search options.

   To display all batches for the selected scan profile, leave the fields blank.

3. Click OK.

   The Batch Scanning screen now lists the batches found in your search.

Displaying Scan Profile Information

To display details about a scan profile:

1. Select the scan profile from the drop-down list on the Batch Scanning toolbar.

2. Click the Scan Profile Information button on the toolbar.

   The Scan Profile Information screen is displayed, showing the properties of the selected scan profile.

Using Batch Notes

Follow these steps to add or edit notes. You can also add notes when indexing a batch by clicking the Note toolbar button.

1. In the Batch Scanning screen, select a batch.

2. Click the right mouse button.

3. From the menu that displays, choose Edit Note.

   The Note screen appears.

4. Enter or edit the note.

   You can include detailed notes. The lower left corner lists the last user to edit the note and the time at which the note was updated.

5. When done, click the x in the upper right-hand corner.

   The note is saved. A push pin now appears in the note symbol.

To delete a note:

1. Select the batch whose note you want to delete.

2. Click the right mouse button.

   A menu appears.

3. From the menu that displays, choose Delete Note.

   The note is deleted. A push pin no longer appears in the note symbol.

Deleting Batches

Occasionally, you may need to delete a batch. For example, you may have changed scanner settings and decide to delete a batch and re-scan it. You can also delete only certain pages from a batch, as described in "Deleting Pages From a Batch".

1. In the Batch Name list in the Batch Scanning screen, click the batch you want to delete.

2. Click the Delete Batch button on the toolbar.

   You are asked to confirm that you want to delete the batch.

3. Click Yes to delete it; click No to cancel.