Understanding the Documents page

Types of documents

you can identify 3 main categories: structured, semi-structured and unstructured. Each type of document comes with its own set of challenges.

Structured documents

Structured documents generally focus on collecting information in a precise format, guiding the person who is filling them with precise areas where each piece of data needs to be entered.

Semi-structured

Semi-structured documents are documents that do not follow a strict format the way structured forms do and are not bound to specified data fields. These don’t have a fixed form but follow a common format.

Unstructured

Unstructured documents are documents in which the information isn’t organized according to a clear, structured model.

Available Fields

Document Actions

• Opens a document for verification.

  

• Trigger a document for processing.

  

• open documents linked to the current document. The number indicates the count.

  

• Open the document on the OS.

  

• Download the document to local disk.

  

• Edit the document.

  

• Open document hierarchy.

  

• Open document structured results.

  

• Show document result.

  

• Open document verification audit trail.

  

• Open document logs.

  

Sort the Documents grid

• You can Sort the documents page by clicking on any of the table headers.
• All Sorting of the documents happens server side.

• To do multiple column sorting use CTRL + Left Mouse Click on the columns.

  

Bulk Actions

The Bulk Action allows you to update all the selected Documents.

Bulk Document Category Update

1. To do a Bulk category Update click on Bulk Actions, then Change Category for All Documents.

   

2. A popup will appear asking what Document Status you would like to update.
3. Once you have selected the Status another popup will appear.
4. Select the Usage of the documents you would like to update, after selecting the Usage another popup will appear asking you to select the Categories you would like to update.
5. Select the Category you would like to update it to and click yes on the Next popup.
6. Your category update should be completed.

Bulk Status Updates

The Bulk Status Update Action allows you to update all the selected Document statuses.

1. To do a Bulk Status Update click on Bulk Actions, then Change Status for All Documents.

   

2. A popup will appear asking what Document Status you would like to update.
3. Once you have selected the Status another popup will appear.
4. Select the Status you want to Update it to, after selecting a value another popup will appear.
5. Select the Document Usage you would like to update, the next prompt will ask to what Usage you would like to update to.
6. After selecting yes your Statuses should be updated.

Bulk Copy

The Bulk Copy Action allows you to copy the documents to another project and service.

1. To do a Bulk Copy click on Bulk Actions, then Copy All Documents.

   

2. A popup will appear asking to select a destination project.
3. Once you have selected the Destination project, another popup will appear asking to select the Destination Service.
4. Select the Status you want to Copy, after selecting a value another popup will appear.
5. Select the Target Status you want the copied documents to be, after selecting a value another popup will appear.
6. Select the Document Usage you want to copy, the next prompt will ask to what Usage you would like the copied documents to be.
7. After completing all the prompts and yes has been clicked your documents should copy.

Bulk Move

The Bulk Move Action allows you to move the documents to another project and service.

1. To do a Bulk Move click on Bulk Actions, then Move All Documents.

   

2. A popup will appear asking to select a destination project.
3. Once you have selected the Destination project, another popup will appear asking to select the Destination service.
4. Select the Status you want to Copy, after selecting a value another popup will appear.
5. Select the Target Status you want the copied documents to be, after selecting a value another popup will appear.
6. Select the Document Usage you want to copy, the next prompt will ask to what Usage you would like the copied documents to be.
7. After completing all the prompts and yes has been clicked your documents should move.

Process Checked

The Process Checked Action allows you to process selected documents.

1. To Process a checked document, check all the documents you would like to process.

2. Click on the Process Checked Action in the app bar.

   

3. A popup will appear to check if you want to process the documents, click yes.
4. A Log Events popup will appear displaying the progress of processing the documents.

Copy Checked

The Process Checked Action allows you to process selected documents.

1. To Copy a checked document, check all the document you would like to copy.
2. Click on the Copy Checked click on the Copy Selected Documents Action in the app bar.
3. A popup will appear asking to select a destination project.
4. Once you have selected the Destination project, another popup will appear asking to select the Destination service.
5. Select the Status you want to Copy, after selecting a value another popup will appear.
6. Select the Target Status you want the copied documents to be, after selecting a value another popup will appear.
7. Select the Document Usage you want to copy, the next prompt will ask to what Usage you would like the copied documents to be.
8. After completing all the prompts and yes has been clicked your documents should move.

Delete Checked

The Delete Checked Action allows you to delete selected documents.

1. To Delete a checked document, check all the documents you would like to delete.

2. Click the Delete Checked Action in the app bar.

   

3. On the prompt click “Yes” to approve the deletion of the documents.

Set Checked Status

The Checked Status Action allows you to change the selected documents statuses selected documents.

1. To Set the Status of a checked document, check all the documents you would like to change the Status of.

2. Click the Set Selected Checked Status Action in the app bar.

   

3. On the First prompt select the new Status
4. On the next prompt click “Yes” to approve the Status change of the checked documents

Upload and Download

The Upload Action allows you to upload a new document.

1. Click the Upload Action in the app bar.
2. In the popup Select the Status of the Document being uploaded
3. After selecting the Status select the document category to be uploaded
4. Select the document on your local machine to be uploaded and click “Open”

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Table of contents

• Document Categories
• Document Inbox
• Document Outbox
• Document Verifications
• Document Training Box
• Document Analytics
• Document Cost Analysis