ECF Capture
| Related Topics: | Workflows
|
| | How do I?
|
I | Screens
|
| | Reference
|
| | Technical
|
|
ECF Capture
| Related Topics: | Workflows
|
| | How do I?
|
I | Screens
|
| | Reference
|
| | Technical
|
|
The purpose of document review is to confirm that all documents in a folder are ready to be indexed. The review can make adjustments to how documents are separated and rotate documents so they are facing the correct direction.
Document review occurs in three situations:
Work on this page is not saved until you click Complete Activity
 |
| A pop-up window will open to remind you to complete the activity prior to leaving the page or closing the window. |
Jump to Step (Click for List)
| From the Work Queue page, click
on a folder with any of the following Activity Names:
o Document Review - Scan o Document Review - Fax o Document Review - Index |
Click image for larger view
;) |
| Documents can be split, merged or deleted on this
screen. Pages can be rotated or deleted. Any issues that cannot
be resolved with one of those actions must be rescanned.
|
|
o Split pages into their own documents – Select the first page of the new document in the Thumbnails view. – Right-click on the page thumbnail and select Split Document. – A new document will be created beginning with the selected page. |
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;) |
o Merge document with the previous document in the list – Select the bottom document(s) to merge in the Electronic Case Files folder. – Right-click on the document(s) and select Merge with Previous.
|
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o Merge selected documents – Select the documents to merge in the Electronic Case Files folder. – Right-click on one of the documents and select Merge Selected. |
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o Rotate page – Select the page in the Thumbnails view. – Either: – Right-click the page thumbnail and select one of the rotate options. – Click
one of the rotate document buttons: |
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;) |
o Delete a page – Select the page to delete in the Thumbnail view. – Either: – Right-click on the page thumbnail and select Delete. – Click
Delete Page – Select Yes in the pop-up window to confirm the deletion. This cannot be undone. |
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;) |
o Delete a document This will delete all pages within the document.– Select the document to delete in the Electronic Case Files folder. – Either: – Right-click on the document name and select Delete. – Click
Delete Document – Select Yes in the pop-up window to confirm the deletion. This cannot be undone. |
Click image for larger view
;) |
| Click Complete and Take Next
Activity to
save changes and take the next Document Review activity in the
work queue.
Click Complete Activity  to
save changes and return to the work queue.
The folder moves to the indexing activity after using either of the complete buttons. |
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;) |
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