Batch Control provides additional functionality to manipulate Document Management batches and pages within a batch. You can also view the documents in a batch before indexing, so you can select the correct batch before starting the index process.

Batch Control is available on the Document Management Input menu.

Batch Control Workbench

The workbench consists of three sections: a browse of documents in the batch, a document display of the highlighted row, and batch selection options. Batch selection allows you to filter by batches that you created (either via the scan client, or by importing documents from a network scanner), or by date, so the required batch can be more easily located.

The display order is the order in which the operator will see the documents on the index screen. You can change the order of the documents in the batch using the Up and Down

buttons; for example, to reorder documents that may not have been scanned in the correct order.

You can select one or many records, and delete them all at once. Deleting is permanent, but a warning message is shown to confirm the action.

To make indexing the documents in the batch simpler, you can set the Document Type for individual pages in the batch. All the documents in the batch could be a specific type (such as AP Invoice), or they could be a mixture of types.

Once the types have been set, it is possible to index the documents.

The workbench makes the processing of the batch simpler. You can view the documents before indexing, and Actions provide several ways to index some/all of the documents in the current batch.

This takes you to the index screen, to index all the documents in the selected batch. All the records in the batch must be set to the same Type, or an error will be displayed. The batch will then be indexed as usual.

This option is useful if a batch contains a mix of document types. This creates a new batch from the current batch, taking all the documents that are the same type as the selected record. This new batch will then be used in the index screen.

If all the documents in the batch are the same type, then a new batch will not be created, but the current batch (with all the same types) will be passed to the index screen.

This process expects only one row to be selected, to indicate the type that you want to index. If more than one row is selected (even if they are all the same type), an error is displayed.

You can select specific records that you want to index; all the selected records must be the same type. This creates a new batch with the selected documents only and takes you to the Index screen.

If the selected records have different types, an error is displayed. If the selected records include all the documents in the batch, then the current batch is used, and a new batch is not needed.

You can move documents in a batch to other batches, and even into new batches. Select the documents in the current batch, then select the Move Document action. This displays the Move Documents to this Batch screen, from which you can create a new batch, or move the documents to an existing one.

Move Documents to Batch Screen

It is possible to split and merge documents (of the same type only).

To split a multi-page PDF or TIFF document, select it and choose the Split Pages action. This extracts all the pages in the document into single-page documents.

To merge documents, select two or more documents. They can be single-page or multi-page documents, but must be the same document type. Select the Merge Pages action and click Apply Action. This combines the selected documents into a single multi-page document. If you select multiple document types, the process does not complete, and an error is displayed.
​