Performing Commit Queue Options - Hyland Experience Capture Import Processor - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

Hyland Experience Capture Import Processor
Platform
OnBase
Product
Hyland Experience Capture Import Processor
Release
Foundation 24.1
License

Once a batch is committed and in the Commit queue, additional options are available from the right-click menu:

Menu Option

Description

Locate Batch

Allows you to find a batch within the batch status queue by searching by a text string. The string can appear in any of the descriptions of the batch (for example, Batch #, Batch Name, or Scan Date - Time).

Once you click OK, the first batch associated with the string is displayed and selected.

Note:

When searching by a time value, you must enter a string in the following format to yield any matches: HH:MM:SS AM/PM. For instance, if you are searching by a time value for 9:00 AM, entering 9:00 AM will not yield a match but entering 9:00:00 AM will.

Rename Batch

Allows you to rename the batch.

Redate Batch

Modifies the document dates for items in the batch. Since most document Auto-Name strings contain the Document Date, this option will rename the documents as well. Depending on the number of documents in the batch, this option may take some time.

View Documents

Displays a list of the documents in the batch.

Clear Selected

Deselects the selected items.

Purge Selected

Deletes selected batches.

Note:

If a user is working within this batch, it is locked to other users attempting to index or purge it.

Send To

Opens a drop-down list with the following options:

Note:

The following options are not respected if the selected batch is locked by another user.

  • Scan Queue: Sends the selected batch or document set to the scan queue specified in the Send To: Scan Queue dialog box.

    Note:

    When using custom capture processes, selecting this option sends the selected batch to the beginning of the capture process configured for the target scan queue, not to the batch status queue or status step that corresponds to the source scan queue's current status.

    For more information on this option, see Sending a Batch to a Different Scan Queue.

  • Active Capture Process: Sends the selected batch, document set, or individual document to the active custom capture process.

    Note:

    This option is only available when selecting batches that belong to a custom capture process.

    For more information on this option, see Sending a Batch to the Active Capture Process.

  • Status Step: Sends the selected batch, document set, or individual document to the status step specified in the Send To: Status Step dialog box.

Note:

This option is only available when selecting batches that belong to a custom capture process.

For more information on this option, see Sending a Batch to a Specific Status Step.

Clear Customizations

Removes any filtering of batches and returns to the default display.

Toggle Filters

Shows/hides filtering options. When filtering options are hidden, any applied filters are also removed.

Clear All Filter Values

Clears all applied filters.