The indexing toolbar is located along the bottom of the Indexing panel.
The indexing toolbar contains the buttons necessary to navigate among the documents within the batch and to manage the indexing process:
In the table, the term 'unindexed document' means any document that was not indexed before you began indexing the current batch or before you last clicked the Index Documents button.
Depending on your configuration, some of the buttons in the indexing toolbar might not be available.
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Description |
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The Index Documents button saves all indexing information provided during the current indexing session, or since the last time indexing information was saved. Once you index a document using this button, the document is no longer available to be indexed within the Indexing panel. |
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The Append Pages button appends the current document to the last, previously-indexed document. This option is available only when indexing image documents. |
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Note:
The Create New Document button is disabled for documents with non-image file formats (e.g., PDF, OLE, etc.). The Create New Document button creates a new document from the currently displayed page in the document. The new document consists of the currently displayed page as its starting page followed by additional pages from the original document. Note:
Depending on your configuration, you may not be able to create a new document beginning with the first page of the current document. For example, if you had a five-page document, you could elect to create a new document from pages 3-5. To create a new document during indexing, select the page you wish to be the start of your new document (page 3) and click the Create New Document button. Depending on your configuration, clicking the Create New Document button does one of the following:
If the Create New Document dialog box is displayed, do the following:
If the Create New Document dialog box is not displayed, the newly created document is displayed for indexing and the document from which it is created is moved to the end of the batch for indexing purposes. |
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The Delete Page button deletes the currently displayed page from the selected document. Note:
This button is not available for single-page documents. To delete a single-page document, click Delete Document. Note:
If you delete all pages from all documents in the batch, the batch is purged from OnBase. |
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The Delete Document button deletes the current document. Note:
Depending on your scan queue configuration, you may or may not be able to delete the current document. Note:
If you delete all documents in the batch, the batch is purged from OnBase. |
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The Undo button allows you to cancel your last deletion or append operation. To cancel an append, click the Undo button immediately after clicking the Append Pages button. The Undo option is not available once a new document has been indexed or navigated through. Note:
If you delete the last document in a batch, or append the last document, you receive the following message: You have indexed all documents in the batch and your last action(s) may be undone. Click Stop Indexing to complete the indexing process for this batch and move onto another batch. |
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The Clear Keywords button clears the Keyword Values from their fields. Locked fields are not cleared. |
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The Stop Indexing button closes the open document, re-displays the list of batches, and discards any indexing information provided since the last time indexing information was saved. All Keyword Value information is removed from the Indexing panel and the Document Type field is cleared. The same queue remains selected in the Indexing panel, but the batch is deselected in the list. |
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The Mark Document for Rescan button marks the current document for rescanning. When you are finished indexing the batch, it will be routed to the Awaiting QA Rescan batch status queue. |
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The Mark Page for Rescan button marks the current page for rescanning. When you are finished indexing the batch, it will be routed to the Awaiting QA Rescan batch status queue. |
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The Manager Resolution button marks the current document for manager resolution. When you are finished indexing the batch, it will be routed to the Awaiting Manager Resolution batch status queue. |
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The First Document button displays the first unindexed document in the batch, if it is not already being displayed. |
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The Previous Document button displays the previous unindexed document in the batch, if it is not already being displayed. |
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The Next Document button displays the first page of the next unindexed document in the batch, if there is one. |
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The Last Document button displays the first page of the last unindexed document in the batch you are indexing. |