|
|
The Scan Preview Screen
Once a document is scanned or Upload & Edit was clicked when uploading a document, the following screen will appear. This is the Scan Preview screen.
Here, the user is shown the document scanned/uploaded in the centre of the screen, with all the relevant metadata appearing on the right-hand side of the screen.
Depending on how the scan job is configured, the user will be able to:
|
Button
|
Function
|
|
.png)
|
This button allows the user to navigate to specific pages in a document.
|
|
.png)
|
This button allows the user to zoom in or out on the page.
|
|
.png)
|
This button is the "Toggle Page View Mode", allows the user to have only one page selected for view at a time.
|
|
.png)
|
This button deletes the page in the preview.
|
|
.png)
|
This buttn rotates the page either clockwise or anti-clockwise by 90 degrees.
|
|
.png)
|
This button allows the user to select a specific OCR Zone for a metadata field.
|
|
.png)
|
This button splits hte document.
|
|
.png)
|
This button merges the document in the preview with the previous document.
|
|
.png)
|
This section allows the user to edit the metadata values before saving them.
There is a button to refresh the metadata and a button to save that document directly.
|
|
.png)
|
These buttons allow the user to carry out specific tasks: To Save the current document, To Save and view the next document, To delete the current document and to Delete and View the next document.
|
|
.png)
|
These buttons allow the user to carry out specific tasks on entire batches: To Save the current batch of documents, To Save and View the next batch of documents, To Delete the current batch of documents and to Delete and view the next batch of documents.
|
.png)
If the tenant is set for documents to go directly to the queue after scanning/uploading, i.e., not showing the user the scan preview as shown above, or Upload & Send is clicked when uploading documents, then the user would need to access the document from the Documents Queue.
|
|
