Kofax Transformation Modules User's Guide - · PDF fileKofax, the Kofax logo, Kofax...

Click here to load reader

  • date post

    06-Feb-2018
  • Category

    Documents

  • view

    256
  • download

    22

Embed Size (px)

Transcript of Kofax Transformation Modules User's Guide - · PDF fileKofax, the Kofax logo, Kofax...

  • March 18, 2010

  • 2006-2010 Kofax, Inc., 15211 Laguna Canyon Road, Irvine, California 92618, U.S.A. All rights reserved. Use issubject to license terms.

    Portions 2002-2006 Kofax Development GmbH. Portions 1997-2006 Kofax U.K., Ltd.

    Third-party software is copyrighted and licensed from Kofaxs suppliers.

    This product is protected by U.S. Patent No. 5,159,667.

    THIS SOFTWARE CONTAINS CONFIDENTIAL INFORMATION AND TRADE SECRETS OF KOFAX, INC.USE, DISCLOSURE OR REPRODUCTION IS PROHIBITED WITHOUT THE PRIOR EXPRESS WRITTENPERMISSION OF KOFAX, INC.

    Kofax, the Kofax logo, Kofax Transformation Modules, Ascent Xtrata Pro, INDICIUS, Xtrata, Ascent Capture,Kofax Capture, VirtualReScan, the VRS VirtualReScan logo, and VRS are trademarks or registeredtrademarks of Kofax, Inc. or its affiliates in the U.S. and other countries. All other trademarks are thetrademarks or registered trademarks of their respective owners.

    U.S. Government Rights Commercial software. Government users are subject to the Kofax, Inc. standard licenseagreement and applicable provisions of the FAR and its supplements.

    You agree that you do not intend to and will not, directly or indirectly, export or transmit the Software orrelated documentation and technical data to any country to which such export or transmission is restrictedby any applicable U.S. regulation or statute, without the prior written consent, if required, of the Bureau ofExport Administration of the U.S. Department of Commerce, or such other governmental entity as may havejurisdiction over such export or transmission. You represent and warrant that you are not located in, under thecontrol of, or a national or resident of any such country.

    DOCUMENTATION IS PROVIDED AS IS AND ALL EXPRESS OR IMPLIED CONDITIONS,REPRESENTATIONS AND WARRANTIES, INCLUDING ANY IMPLIED WARRANTY OFMERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON-INFRINGEMENT, AREDISCLAIMED, EXCEPT TO THE EXTENT THAT SUCH DISCLAIMERS ARE HELD TO BE LEGALLYINVALID.

  • Kofax Transformation Modules User's Guide 3

    Contents

    Preface .................................................................................................................................................... 7

    Related Documentation .................................................................................................................... 7Training ............................................................................................................................................ 8Technical Assistance for Your Kofax Product ...................................................................................... 8

    Overview ................................................................................................................................................. 9

    Module Order ................................................................................................................................. 9Components ..................................................................................................................................... 9A Typical Kofax Transformation Solution ......................................................................................... 11Batch Processing ............................................................................................................................. 12

    Quick Tour of Document Review .......................................................................................................... 13

    Menu Bar ........................................................................................................................................ 13Batch Menu ............................................................................................................................. 14View Menu ............................................................................................................................. 14Document Menu ..................................................................................................................... 14Page Menu .............................................................................................................................. 15Problem Menu ........................................................................................................................ 15Options Menu ......................................................................................................................... 15Help Menu ............................................................................................................................. 15

    Context Menus ................................................................................................................................ 16Toolbars .......................................................................................................................................... 17

    Customizing Toolbars .............................................................................................................. 19Panels ............................................................................................................................................. 20

    Batch Content Panel ................................................................................................................ 20Document Viewer ................................................................................................................... 20Current Problem Panel ............................................................................................................ 21Adjusting the Panel Layout ..................................................................................................... 21

    Status Bar ....................................................................................................................................... 21Windows ........................................................................................................................................ 21

    Open Batch Window ............................................................................................................... 21Settings Window ..................................................................................................................... 22Application Language Window ................................................................................................ 25Rejection Note Window ........................................................................................................... 25

    How Do I Use Document Review? ........................................................................................................ 26

    Kofax Capture Workflow ................................................................................................................. 26Problems in Document Review ........................................................................................................ 26Processing Batches with Document Review ...................................................................................... 26

    Reviewing Documents ............................................................................................................. 27Fixing Problems ...................................................................................................................... 27

  • Contents

    4 Kofax Transformation Modules User's Guide

    Foldering and Fixing Problems ................................................................................................ 35Editing Batch Structure ............................................................................................................ 35Editing Classes ........................................................................................................................ 39

    Keyboard Navigation ...................................................................................................................... 40Arrow Keys ............................................................................................................................ 40Home and End Keys ............................................................................................................... 41Tab and Space Keys ................................................................................................................ 41

    Shortcut Keys and Hot Keys ............................................................................................................ 41Customizing Toolbars .............................................................................................................. 41Customizing Shortcuts ............................................................................................................. 41

    Quick Tour of Correction ...................................................................................................................... 43

    Menu Bar ........................................................................................................................................ 44Toolbars .......................................................................................................................................... 45

    Customizing Toolbars .............................................................................................................. 46Panels ............................................................................................................................................. 47

    Correction Viewer Panel .......................................................................................................... 47Image Viewer Panel ....................................................................