Create and Remove Documents

After importing documents, you might want to split some of them by context. Or, you might want to combine some documents by removing separations between them. Some situations may need you to delete certain documents or duplicate them so you can use them in another set. The documents task bar lets you perform these actions.

Capture a Document

You can add documents to batches via the Capture Document icon Capture new document on the Document pane task bar or the context menu option in the Batch pane.

To add documents:
  1. If needed, press Ctrl+Alt+S and set a capture source. If scanning, place pages in the scanner.
  2. In the Batch pane, right-click the batch to which you want to add documents and select Capture Document.
    Alternatively, you can click Capture new document on the Document pane toolbar.
  3. Do one of the following:
    • If importing from a source other than a scanner, then in the Select Files to Import dialog, select the required documents and click OK. In the Import dialog, choose Create one document for all import files or Create one document per import file and then click OK.
    • If scanning, then in the Capture dialog, choose either Scan one page or Scan all pages and click OK.
    The documents are added to the batch.

Split a Document

To split a document:
  1. Select the page from which the new document should begin.
  2. On the Document pane toolbar, click Split document.

    A new document that starts with the current page and includes all pages below it until the next document is created.

Remove a Document Separation

To remove a document separation, which appends the selected document's pages to the previous document:

  1. Select the document to merge with its previous document.

    If you select the first document in a batch, you are prompted to delete the document because it has no previous document.

  2. Click Remove/Delete document.
  3. When prompted, select the option to remove the separation and click OK.
    The document is merged with its previous document.

Delete a Document and Its Pages

To delete a document and its pages:

  1. Select the document to delete.

    You can select the document in the Batch pane or select one of its thumbnails in the document pane.

  2. Click Remove/Delete document in the Document pane toolbar.
  3. When prompted, select the option to delete the document and click OK.

Duplicate a Document

To duplicate a document:
  1. You can either select the document in the Batch pane and click Duplicate document on the Document pane toolbar or right click the document and select Duplicate from the context menu.
    The Duplicate dialog is displayed.
  2. Select the Current Document option.
  3. Specify the number of copies to be created in the Number of Copies field. The default value is 1 and the maximum value is 10.
  4. Select the Keep Metadata Values field if you want the duplicated document(s) to have the same document profile and metadata values as the selected source document.
  5. Click OK.

    The newly created duplicated document(s) are inserted immediately after the currently selected source document in the batch/document list tree.