Kofax TRANSFORMATION MODULES 4.0 User Manual
© 2006-2009 Kofax, Inc., 16245 Laguna Canyon Road, Irvine, California 92618, U.S.A. All right reserved. Portions
© 2002-2006 Kofax Development GmbH. Portions © 1997-2006 Kofax Development UK Ltd. All Rights Reserved.
Use is subject to license terms.
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Contents
How to Use This Guide ............................................................................................... 7
Introduction ............................................................................................................ 7
Related Documentation ........................................................................................... 7
Installation Guide for Kofax Transformation Modules ......................................... 7
Kofax Transformation Modules Configuration Guide ........................................... 8
Help .............................................................................................................. 8
Scripting Help ................................................................................................ 8
Release Notes ................................................................................................. 8
Training ................................................................................................................. 8
Technical Support .................................................................................................. 9
Overview .................................................................................................................... 11
Kofax Transformation Modules ............................................................................... 11
Module Order .............................................................................................. 11
Components .................................................................................................. 12
A Typical Kofax Transformation Solution ........................................................ 15
Batch Processing ........................................................................................... 16
How Do I Use Document Review? ............................................................................. 19
Processing Batches with Document Review .............................................................. 20
Reviewing Documents ................................................................................... 21
Fixing Problems ............................................................................................ 21
Foldering and Fixing Problems ....................................................................... 26
Editing Batch Structure .................................................................................. 27
Editing Classes ............................................................................................. 29
Shortcut Keys ....................................................................................................... 30
Quick Tour of Document Review ............................................................................... 33
Menu Bar ............................................................................................................. 34
Toolbars ............................................................................................................... 37
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Contents
Panels .................................................................................................................. 40
Batch Content Panel ...................................................................................... 40
Document Viewer ......................................................................................... 41
Current Problem Panel ................................................................................... 41
Status Bar ............................................................................................................. 41
Windows .............................................................................................................. 42
Open Batch Window ..................................................................................... 42
Settings Window ........................................................................................... 43
Application Language Window ....................................................................... 44
Rejection Note Window ................................................................................. 45
Adjusting the Panel Layout .................................................................................... 45
How Do I Use Correction? ......................................................................................... 47
Processing Batches with Correction ......................................................................... 48
Single Character Correction ............................................................................ 49
Whole Field Correction .................................................................................. 50
Overriding Fields .......................................................................................... 51
Inserting the Previous Field Value ................................................................... 51
Inserting the OCR Value ................................................................................ 51
Validation Rule Failures ................................................................................. 52
Viewing the Full Image ................................................................................. 52
Navigating Within a Batch ............................................................................. 53
Closing a Batch ............................................................................................ 54
Field Order ................................................................................................... 54
Shortcut Keys ....................................................................................................... 55
Quick Tour of Correction ........................................................................................... 57
Menu Bar ............................................................................................................. 58
Toolbars ............................................................................................................... 61
Panels .................................................................................................................. 64
Correction Viewer ......................................................................................... 64
Image Viewer ............................................................................................... 66
Status Bar ............................................................................................................. 66
Windows .............................................................................................................. 67
Application Language Window ....................................................................... 67
Open Batch Window ..................................................................................... 67
Settings Window ........................................................................................... 69
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Kofax Transformation Modules User's Guide
Contents
How Do I Use Validation? .......................................................................................... 71
Processing Batches with Validation ......................................................................... 71
Validate a Document ..................................................................................... 72
Batches with No Invalid Documents ................................................................ 73
Batch Editing ................................................................................................ 73
Character Exact Editing ................................................................................. 77
Masked Areas ............................................................................................... 77
Show Field Contents in Batch Tree ................................................................. 78
Online Learning ............................................................................................ 78
Shortcut Keys ............................................................................................... 79
Read-Only Fields .......................................................................................... 79
Force Valid Field .......................................................................................... 79
Auto Completion For Fields ........................................................................... 79
Assign a Class .............................................................................................. 80
Reject Documents or Pages ............................................................................ 82
Table Indexing .............................................................................................. 82
Shortcut Keys ....................................................................................................... 84
Quick Tour of Validation ............................................................................................ 87
Menu Bar ............................................................................................................. 88
Context Menus ...................................................................................................... 94
Toolbars ............................................................................................................... 99
Status Bar ........................................................................................................... 105
Panels ................................................................................................................. 105
Batch Content Panel .................................................................................... 105
Document Result Panel ................................................................................ 106
InPlace Editor Panel .................................................................................... 108
Document Viewer ........................................................................................ 109
Adjusting the User Interface ......................................................................... 109
Windows ............................................................................................................ 110
Application Language Window ..................................................................... 110
Kofax Capture Objects Window .................................................................... 111
Make Available for Generic Online Learning Window ..................................... 111
Open Batch Window .................................................................................... 112
Page Properties Window ............................................................................... 113
Rejection Note Window ............................................................................... 114
Select Folder Class Window ......................................................................... 114
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Contents
Settings Window ......................................................................................... 115
How Do I Use Verification? ...................................................................................... 119
Processing Batches with Verification ..................................................................... 119
Verification Mode ........................................................................................ 121
Confirm ...................................................................................................... 121
Blind Double Keying ................................................................................... 122
Read-Only .................................................................................................. 123
Rejecting Documents and Pages .................................................................... 124
Navigating Within a Batch ........................................................................... 124
Closing a Batch ........................................................................................... 125
Shortcut Keys ..................................................................................................... 125
Quick Tour of Verification ........................................................................................ 127
Menu Bar ........................................................................................................... 128
Context Menus .................................................................................................... 132
Toolbars ............................................................................................................. 133
Panels ................................................................................................................. 137
Batch Content Panel .................................................................................... 137
Document Result Panel ................................................................................ 138
Document Viewer ........................................................................................ 138
Status Bar ........................................................................................................... 139
Windows ............................................................................................................ 139
Application Language Window ..................................................................... 139
Open Batch Window .................................................................................... 140
Settings Window ......................................................................................... 141
Rejection Note Window ............................................................................... 143
Page Properties Window ............................................................................... 144
Glossary ................................................................................................................... 145
Index ......................................................................................................................... 155
6
Kofax Transformation Modules User's Guide
Introduction
This guide describes how to use Kofax Transformation Modules and is for use by keyboard operators correcting and validating data and batch structure. It provides a brief introduction to each of the modules and gives the instructions necessary to operate these
modules.
The modules must be configured for a specific document set before use. This is done using the configuration tools and is not covered in this guide. If you need more detailed information on configuring a solution, read the Help. Complete details of the Kofax Transformation Modules documentation are included in the section Related Documentation.
This guide assumes that you have a thorough understanding of Windows standards and
interfaces, and Kofax Capture.
To use this guide, briefly read the Overview chapter to gain an overall understanding of
Kofax Transformation Modules. Then read the chapter that describes the specific module
that you will be operating.
How to Use This Guide
Note The Overview chapter is supplementary information, so you may wish to go direct-
ly to the chapter for the module you will be using.
Related Documentation
In addition to this Kofax Transformation Modules User's Guide, the following documentation is available.
Installation Guide for Kofax Transformation Modules
This installation guide is provided as a separate document in the Kofax Transformation
Modules software package. The installation guide provides instructions for installing Ko-
Kofax Transformation Modules User's Guide
7
How to Use This Guide
fax Transformation Modules. In addition, it contains information about implementing
your installation, certified operating systems, and other system requirements.
Kofax Transformation Modules Configuration Guide
The Kofax Transformation Modules Configuration Guide provides an overview of Kofax
Transformation Modules. It contains information about the configuration modules and
how to use them, as well as detailed information about the technology provided by Kofax
Transformation Modules.
Help
Kofax Transformation Modules Help is available from the application components as follows:
■
From any of the Kofax Transformation Modules components, press F1, click Help
from the toolbar, or select Contents from the Help menu.
■
From any application window, press F1 or click Help to display context sensitive
help information for the window.
Scripting Help
Information about scripting is available from the Help menu of any Project Builder interface that allows you to write or access scripts. Select Help and then the desired help component.
Release Notes
Late-breaking product information is available from the release notes. You should read
the release notes carefully, as they contain information that may not be included in other
Kofax Transformation Modules documentation.
Training
Kofax offers both classroom and computer-based training that will help you make the
most of your Kofax Capture solution. Visit the Kofax Web site at www.kofax.com for
complete details about the available training options and schedules.
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Kofax Transformation Modules User's Guide
Technical Support
For additional technical information about Kofax products, visit the Kofax Web site at
www.kofax.com and select an appropriate option from the Support menu. The Kofax
Support pages provide product-specific information, such as current revision levels, the
latest drivers and software patches, online documentation and user manuals, updates to
product release notes (if any), technical tips, and an extensive searchable knowledgebase.
The Kofax Web site also contains information that describes support options for Kofax
products. Please review the site for details about the available support options.
If you need to contact Kofax Technical Support, please have the following information
available:
■
Kofax Transformation Modules software version
■
Kofax Capture and KCN Server software versions
■
Operating system and service pack version
■
Network and client configuration
How to Use This Guide
■
Copies of your error log files
■
Scanner make and model
■
Scanner engine (board) type
■
Special/custom configuration or integration information
Kofax Transformation Modules User's Guide
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10
Kofax Transformation Modules User's Guide
Introduction
This chapter introduces the components included with Kofax Transformation Modules, as
well as their key features.
Kofax Transformation Modules
Kofax Transformation Modules provides additional automatic classification, separation,
and extraction, as well as advanced user interactive functionality such as, indexing and
validation to Kofax Capture.
Kofax Capture scans paper-based documents, creating a series of scanned image files. Alternatively, Kofax Capture Import Connector - Email can retrieve emails (including attachments) from a server. Kofax Capture then routes the files through Kofax Transformation Modules, which separates pages into documents, classifies documents and extracts
information. Within Kofax Transformation Modules these classification, separation and
extraction results are presented for review by users. After all documents have been validated in the attended modules, the batch is analyzed to increase the recognition of documents with the same layout by an “online learning” algorithm. Finally, the accurate, validated data and images are exported to a back-end system using Kofax Capture.
Chapter 1
Overview
Kofax Transformation Modules consists of a set of components, either Kofax Capture
custom modules or additional tools. In this documentation, the components are also referred to by their module or tool name, omitting the product name as a prefix.
Module Order
The following diagram shows Kofax Capture as the platform for the Kofax Transformation Modules components, linking them together into the complete solution. The configuration tools are used to tailor the modules for the particular documents being processed.
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11
Chapter 1
Figure 1.1. Kofax Transformation solution (all modules)
One of the key features of Kofax Transformation Modules is its flexibility. There are
many different ways in which the modules can be configured, ensuring maximum accuracy and efficiency regardless of the type of documents being processed. Each solution is
unique, features and modules documented in this guide may not be used in your solution.
In addition, shortcut keys may have been changed or additional options implemented in
your installation's configuration. Please ask your solution integrator which areas of functionality are relevant to you.
Components
12
Kofax Transformation Modules consists of a set of components, either Kofax Capture
custom modules or additional tools.
Table 1.1. Configuration Tools
Component Description
Kofax Transformation - Project Builder A configuration tool that is used to devel-
op, train, and test Kofax Transformation
Modules configurations.
Kofax Transformation - Project Planner
(Professional Add-on license only)
A configuration tool that is used to manage
document sets and configure trainable document separation.
Kofax Transformation Modules User's Guide
Overview
Component Description
Kofax Transformation - Synchronization A setup component that is integrated in-
to the Kofax Capture Administration module as a custom panel. It is used for linking
Kofax Capture document classes and index fields to classes and fields in the Kofax
Transformation project and is installed with
Kofax Transformation Modules - Server.
Kofax Transformation - Knowledge Base
Administration
Kofax Transformation - Service Configuration
A configuration tool that is used to create
and maintain extraction Knowledge Bases.
A configuration utility that is used to set up
and change settings for the Kofax Transformation Modules - Batch Processing Service
and the Kofax Transformation Modules Knowledge Base Learning Service. It is installed with Kofax Transformation Modules - Server.
Table 1.2. Server Modules
Component Description
Kofax Transformation Modules - Server A module that automatically separates a
batch into documents and then classifies
and extracts information from each document. It also groups documents into folders based on common features if foldering
is enabled.
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Chapter 1
Component Description
Kofax Transformation Modules - Knowledge Base Learning Server
A module that performs online learning
tasks to improve recognition based on validation input for documents with unsatisfactory extraction results.
Table 1.3. User Interactive Modules
Component Description
Kofax Transformation Modules - Validation
A user interactive module that is used to review extraction results for an entire document and to ensure that all information is
valid. Documents can also be marked for
online learning.
Kofax Transformation Modules - Correction
A user interactive module that is used to review extraction results for individual fields
and correct low confidence characters extracted with zonal OCR in a speed-optimized environment.
Kofax Transformation Modules - Document Review
A user interactive module that is used to review batch structure and ensure that each
document contains the correct pages and is
correctly classified.
14
Kofax Transformation Modules - Verification
A user interactive module that is used to
double key critical data to ensure greater
accuracy from extracted data.
Table 1.4. Other Tools
Component Description
Kofax Transformation - Statistics Viewer A tool that is used to monitor classification
and extraction performance.
Kofax Transformation - XDoc Browser A tool that is used to view and analyze ex-
tracted data within XDocs.
Kofax Transformation Modules User's Guide
Component Description
Kofax Transformation - OCR Server A tool that is used to quickly create XDocs
from batches of images to expedite configuration.
Kofax Transformation - Image Classifier A tool that is used to quickly test image
classification on large numbers of images.
Once Kofax Transformation Modules is installed, you can add the unattended and attended modules to any batch class already defined in the Kofax Capture Administration module. Typically, the Server module is placed directly after the Scan module and replaces
the Recognition Server module in the Kofax Capture workflow. Documents are classified
and processed for data extraction and then routed to the attended modules, Knowledge
Base Learning Server and/or the Release module.
A Typical Kofax Transformation Solution
A typical Kofax Transformation solution will have multiple dedicated stations for each
module. For example, there may be a scanner station, stations automatically running
Server and Knowledge Base Learning Server, computers dedicated to running the Document Review module, several more computers running Correction, Validation, and Verification, and a Release station, as shown in the following illustration. Depending on the
documents being processed and the requirements of the system, some modules in the Kofax Transformation Modules may not be used.
Overview
Kofax Transformation Modules User's Guide
15
Chapter 1
Figure 1.2. A typical Kofax Transformation solution
Batch Processing
When documents are first scanned they are collated into batches. These are sets of documents that can be processed efficiently as a unit through the transformation process.
There may be a link between all the documents in a batch. For example, they may have
16
Kofax Transformation Modules User's Guide
Overview
all arrived from a specific site, or they may be independent. A typical batch will contain
between 50 to 500 documents.
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Kofax Transformation Modules User's Guide
Chapter 2
How Do I Use Document Review?
Introduction
The purpose of Document Review is to ensure that every document in a batch contains
the correct pages and has the correct classification. Operators are presented with a list of
problems that need to be fixed before a set of documents can be processed further.
Kofax Capture Workflow
A batch is processed through Kofax Capture and is classified, separated, and optionally extracted by the time it reaches Document Review. If there are any problems with the
classification and separation, they can be solved in Document Review.
After a batch has passed through Document Review, it will be sent for further extraction
for any document with an altered structure. The data extracted at this stage of the workflow is critical, so it is important that any problems are fixed in Document Review beforehand.
After extraction is complete, the batch is passed on to additional modules to further process the extracted information. Finally, each document along with its extracted information is released to a back-end system for storage or further processing.
Problems in Document Review
The solution integrator decides which Document Review rules will be applied when a
Kofax Transformation solution is configured. If any of these rules are not met when a
batch is run, they appear as problems to be fixed in Document Review.
A problem consists of one or more failed Document Review rules that appear on a document or at the global level in the batch. This means that a batch may have several problems, each with one or more rule failures.
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Chapter 2
For example, a project has been configured requiring that a batch contain at least 50 documents, ten of which are application forms. These requirements are configured using
two separate rules: one rule to specify the minimum number of documents needed in the
batch, and a second rule to specify that there need to be at least ten applications in the
batch.
After the batch is processed, there are only nine application forms and 49 documents due
to poor separation. When Document Review starts, there is a single problem at the batch
level that lists both of the Document Review rule failures as specified above.
Processing Batches with Document Review
You can start Document Review manually like a standard Windows application or from
the Kofax Capture Batch Manager module. If you use the Batch Manager module, Document Review opens the batch and automatically shuts down when the batch is closed or
suspended.
Document Review can be configured to open the next batch automatically. In this case,
after starting the module or closing the current batch, any waiting batch opens automatically.
20
Note If no batches are waiting a message “No waiting batches” is displayed instead.
To configure the option to open batches automatically
➤
From the Options menu, select Settings.
1
Select Open next batch automatically.
2
If required, select Poll for next batch (seconds) and type a value in the box.
3
If required, select Include suspended batches.
4
If the Open next batch automatically option is cleared, different behavior occurs when
starting the module or closing the current batch. The Open Batch window is displayed, allowing you to choose a waiting batch.
To open a batch
➤
In the Open Batch window, select a batch from the list.
1
Kofax Transformation Modules User's Guide
How Do I Use Document Review?
Click OK. The batch opens and the first problem is displayed.
2
Important If a batch contains folders, several batch editing options are not available in
Document Review.
Reviewing Documents
Document Review is a comprehensive interface that allows you to fix problems using the
following features:
■
Batch Content Panel provides a clear structure of the batch, including thumbnail
images of pages.
■
A panel provides details of the current problem, particularly the Document Review
Rules which has not been met.
■
The first page of the selected document is displayed in the Document Viewer. You
can display others by using simple navigation.
Fixing Problems
A problem is displayed in Document Review if any of the following batch rules are not
met:
■
This batch must have N documents.
■
This batch must have N documents of class X.
Document Review identifies problems if any of the following document level rules are
not met:
■
Every document of this class must have N pages.
■
Every document must have a class.
■
Every document with a suggested class must be reviewed.
This Batch Must Have N Documents
This batch has an incorrect number of documents. You can resolve this problem by performing one of the following actions:
Kofax Transformation Modules User's Guide
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Chapter 2
Drag and Drop
If a document contains a page that belongs to a previous or subsequent document, you
can drag this page to the correct document. Similarly, if the pages within a document are
in the incorrect order, you can drag and drop the pages to reorder the document.
To move a page, select the page you want to move and use your mouse to drag-and-drop
the page to the desired location.
Merging Documents
If a document has been incorrectly separated, you can merge it with the previous document to make a complete document.
In order to merge a document, you need to select the document that was incorrectly separated from its previous document. From the Document menu, select Merge to Previous
to combine the selected document with the previous document listed in the Batch Content
panel.
You can merge documents as many times as necessary.
22
Splitting Documents
If a document contains one or more pages that do not belong to it, you can separate these
pages from the current document and create a new document with them.
In order to split one or more pages from the current document, you need to select the first
extraneous page in the current document and then, from the Document menu, select Split
before Current Page.
This separates the current document into two documents. The selected page becomes the
first page of the new document, which is not classified and requires attention. If your
project has a default classification, the new document is assigned this class. If the assigned class is incorrect, you can change it.
You can split documents as many times as necessary to return the documents to their correct structure.
This Batch Must Have N Documents of Class X
This batch has an incorrect number of documents in a specific class.
Kofax Transformation Modules User's Guide
How Do I Use Document Review?
You can resolve this problem by performing one of the following actions:
Change Class
If the class is incorrect, change it as follows:
To change the class
➤
Click the assigned class to activate the drop-down list box.
1
Select the correct class from the drop-down list box.
2
Drag and Drop
If a document contains a page that belongs to a previous or subsequent document, you
can drag this page to the correct document. Similarly, if the pages within a document are
in the incorrect order, you can drag and drop the pages to reorder the document.
To move a page, select the page you want to move and use your mouse to drag-and-drop
the page to the desired location.
Merging Documents
If a document has been incorrectly separated, you can merge it with the previous document to make a complete document.
In order to merge a document, you need to select the document that was incorrectly separated from its previous document. From the Document menu, select Merge to Previous
to combine the selected document with the previous document listed in the Batch Content
panel.
You can merge documents as many times as necessary.
Splitting Documents
If a document contains one or more pages that do not belong to it, you can separate these
pages from the current document and create a new document with them.
In order to split one or more pages from the current document, you need to select the first
extraneous page in the current document and then, from the Document menu, select Split
before Current Page.
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Chapter 2
This separates the current document into two documents. The selected page becomes the
first page of the new document, which is not classified and requires attention. If your
project has a default classification, the new document is assigned this class. If the assigned class is incorrect, you can change it.
You can split documents as many times as necessary to return the documents to their correct structure.
Every Document of This Class Must Have N Pages
This document has an incorrect number of pages.
You can resolve this problem by performing one of the following actions:
Change Class
If the class is incorrect, change it as follows:
To change the class
➤
Click the assigned class to activate the drop-down list box.
1
24
Select the correct class from the drop-down list box.
2
Drag and Drop
If a document contains a page that belongs to a previous or subsequent document, you
can drag this page to the correct document. Similarly, if the pages within a document are
in the incorrect order, you can drag and drop the pages to reorder the document.
To move a page, select the page you want to move and use your mouse to drag-and-drop
the page to the desired location.
Merging Documents
If a document has been incorrectly separated, you can merge it with the previous document to make a complete document.
In order to merge a document, you need to select the document that was incorrectly separated from its previous document. From the Document menu, select Merge to Previous
Kofax Transformation Modules User's Guide
How Do I Use Document Review?
to combine the selected document with the previous document listed in the Batch Content
panel.
You can merge documents as many times as necessary.
Splitting Documents
If a document contains one or more pages that do not belong to it, you can separate these
pages from the current document and create a new document with them.
In order to split one or more pages from the current document, you need to select the first
extraneous page in the current document and then, from the Document menu, select Split
before Current Page.
This separates the current document into two documents. The selected page becomes the
first page of the new document, which is not classified and requires attention. If your
project has a default classification, the new document is assigned this class. If the assigned class is incorrect, you can change it.
You can split documents as many times as necessary to return the documents to their correct structure.
Every Document Must Have a Class
This rule is displayed in the Problem Display panel when a document does not have a
class.You can resolve this problem with one of the following actions:
Assign a Class
If there is no class, use the “Class” drop-down list box to assign a new class.
To assign a class
➤
Select the problem document to be updated.
1
Select the Class drop-down list box.
2
Begin typing the name of the class.
3
The typed characters select the matching value from the drop-down list box of
available classes.
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Chapter 2
Press Enter to confirm the correct value.
4
You can also assign the class by using the mouse to click on the current class,
and then selecting a new class from the drop-down list box.
Every Document With a Suggested Class Must Be Reviewed
This message is displayed in the Current Problem panel when there is no class assigned
to a document due to a result below the confidence threshold. When this happens, Document Review makes a suggestion based on the class alternatives that were below the confidence threshold. This can happen if a document was poorly scanned.
You can resolve this problem with one of the following actions:
Confirm the Class
If the class is correct, confirm the class for the document that is below the confidence
threshold.
To confirm the class, right-click the class that needs to be confirmed and select Confirm
Class.
Change Class
If the class is incorrect, change it as follows:
To change the class
➤
Click the assigned class to activate the drop-down list box.
1
Select the correct class from the drop-down list box.
2
Foldering and Fixing Problems
When foldering is enabled, the folder levels are not displayed in Document Review. As
a result, there is a flat hierarchy structure, and documents are shown at the same level regardless of their folder structure.
The following Document Review actions are not available when a batch with folders is
processed:
■
Drag and Drop
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Kofax Transformation Modules User's Guide
How Do I Use Document Review?
■
Merging Documents
■
Splitting Documents
This prevents accidental restructuring of the folders.
However, the following actions are available to correct any problems that are displayed in
Document Review:
■
Rejecting Documents
■
Deleting Documents and Pages
■
Changing a Class
■
Confirming a Class
■
Assigning a Class
In addition, the following actions may help when solving a problem:
■
Unrejecting Documents
■
Rotating Pages
Editing Batch Structure
The following actions allow you to edit the batch structure:
Drag and Drop
If a document contains a page that belongs to a previous or subsequent document, you
can drag this page to the correct document. Similarly, if the pages within a document are
in the incorrect order, you can drag and drop the pages to reorder the document.
To move a page, select the page you want to move and use your mouse to drag-and-drop
the page to the desired location.
Merging Documents
If a document has been incorrectly separated, you can merge it with the previous document to make a complete document.
In order to merge a document, you need to select the document that was incorrectly separated from its previous document. From the Document menu, select Merge to Previous
Kofax Transformation Modules User's Guide
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Chapter 2
to combine the selected document with the previous document listed in the Batch Content
panel.
You can merge documents as many times as necessary.
Splitting Documents
If a document contains one or more pages that do not belong to it, you can separate these
pages from the current document and create a new document with them.
In order to split one or more pages from the current document, you need to select the first
extraneous page in the current document and then, from the Document menu, select Split
before Current Page.
This separates the current document into two documents. The selected page becomes the
first page of the new document, which is not classified and requires attention. If your
project has a default classification, the new document is assigned this class. If the assigned class is incorrect, you can change it.
You can split documents as many times as necessary to return the documents to their correct structure.
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Rejecting Documents
If you cannot fix a problem in a batch, you can reject a document. This sends the entire
batch to Quality Control where it can be reviewed and fixed by a Quality Control operator.
To reject a document
➤
From the Document menu, select Reject.
1
Type the reason for rejecting the document in the window or select a reason
2
from the pre defined list.
The document is marked with the rejection symbol.
Unrejecting Documents
To unreject a document, from the Document menu, select Unreject.
Kofax Transformation Modules User's Guide
How Do I Use Document Review?
Rotating Pages
If a document has a page with the wrong orientation, you can rotate the page.
To rotate a page
➤
Select the page that is incorrectly oriented.
1
2
Click Rotate Left ( ) or Rotate Right ( ) from the toolbar as appropriate.
Click rotate as many times as needed to correct the page orientation.
Deleting Documents and Pages
If a batch contains extra or duplicated documents, you can delete them. Similarly, if a
document has extra or duplicate pages, you can delete them.
Note The option to delete a page or document may be disabled by your solution integra-
tor.
To delete a document
➤
Select a document to delete.
1
From the Document menu, select Delete Document.
2
Important If you delete a document or page, it is permanently removed from a batch.
Only delete a document or page if there is no other way to fix the problem. Always consider rejecting the document instead.
To delete a page
➤
Select a page to delete.
1
From the Page menu, select Delete Page.
2
Editing Classes
The following actions allow you to edit the class assigned to a document. This may be
necessary if a document has no class or an incorrect class.
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Chapter 2
Assign a Class
If there is no class, use the “Class” drop-down list box to assign a new class.
To assign a class
➤
Select the problem document to be updated.
1
Select the Class drop-down list box.
2
Begin typing the name of the class.
3
The typed characters select the matching value from the drop-down list box of
available classes.
Press Enter to confirm the correct value.
4
You can also assign the class by using the mouse to click on the current class,
and then selecting a new class from the drop-down list box.
Change Class
If the class is incorrect, change it as follows:
To change the class
➤
Click the assigned class to activate the drop-down list box.
1
Select the correct class from the drop-down list box.
2
Confirm the Class
If the class is correct, confirm the class for the document that is below the confidence
threshold.
To confirm the class, right-click the class that needs to be confirmed and select Confirm
Class.
Shortcut Keys
Document Review provides the following shortcut keys which make processing batches.
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Kofax Transformation Modules User's Guide
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