Validate and Transmit a Batch

After scanning documents, visually inspect or validate every document image in Batch Scan to verify that they were scanned correctly and that their index values are correct. As you view each document image in the batch, text boxes for the document fields appear above the viewing panes. These text boxes allow you to see the field values for the currently selected document image. The text boxes are for viewing only and their values cannot be modified.

Use the navigation buttons below the left side of the document viewing area in the Batch Scan window.

 

Button Keyboard Shortcut Function

Home

Displays the first page in the batch.

Page Up

Moves backward two pages.

← or ↑

Moves backward one page.

Alt + J

Opens the Jump dialog box, which allows you to jump to a particular page.

← or ↑

Moves forward one page.

Page Down

Moves forward two pages.

End

Moves to the final page.

If a document is not oriented correctly in its viewing pane, rotate the document so that it will be exported with the correct orientation.

  1. To rotate a document 90 degrees counterclockwise, click the Rotate button in the top-left corner of each viewing pane.

  2. Click the button as many times as needed to rotate the document into the proper orientation.

If a document did not scan correctly, you can either re-scan the document and replace the image, or remove the poorly-scanned image from the batch without replacing it.

  • To replace an image, place the document to be re-scanned in the scanner tray and click the Replacebutton or press F4 on the keyboard.

  • To remove the image without replacing it, click the Remove button or press F7.

When you finish scanning a batch and have validated the images and index data, you are ready to export or transmit the batch to the next TRANSFLO® application.

  • To export and transmit the current batch and begin scanning another batch, click the Scan button or press F2.

  • To export and transmit the current batch and then close Batch Scan, click the Exit button or press F12.

The dialog box that appears next depends on which option you choose:

  1. To export and transmit the current batch and begin scanning another batch, click the Scan button or press F2.

  2. The resulting Information window shows the number of pages in the batch to be exported.

  3. To send an e-mail notification that this batch has been created, click the Enable Email Notification.

  4. Select an e-mail attachment type from the Attach drop-down list. (The check box and drop-down appear only if the Email Notification option has been enabled by the Batch Scan administrator.)

  5. Click Yes to export the current batch and begin scanning a new batch.

  6. (Optional) You can also launch your e-mail if so desired.

  1. To export and transmit the current batch and then close Batch Scan, click the Exit button or press F12.

  2. A window appears to conform that your batch is being exported and that Batch Scan will exit when the export is complete.

  3. To view details about the batches being exported, click the Details button to open the Batch Scan Status Details dialog box.

    1. Any Pending Batches will be exported the next time Batch Scan is run.

    2. To terminate the export of any batches in the dialog box, click the row for a batch in the Pending Batchestable and then click Terminate.