Document-details View

The left pane lists batches, documents and then scanned pages in a tree structure. The right pane is used to display scanned pages, and alternatively to list all the scanned documents and their details (Document-details view).  To display the document details, click on a batch and to display a scanned page, click on a specific page. The header and content of the Document-Details view can be configured in the Profile settings. Via this pane a user can set index data for all documents in the batch.

There are three separate icons to distinguish between batches, documents and pages.  A further icon shows which batch and document is currently active.

Icon	Description
	Inactive batch. To add documents to this batch it needs to be selected before scanning or importing further pages.
	Inactive document. To add pages to this document it needs to be selected before scanning or adding further pages.
	This shows a page within a document.
	Active batch or document.  When pages are scanned or imported they will be added to this batch or document. (Note: the scan and import features use document break settings from the selected profile).

In addition there are a further four status icons that provide information about the state of batches and documents.

Icon	Description
	This shows that there is outstanding category or index information in a document or batch.
	This shows that all category and index information is complete and the document/batch is ready to be saved.  Note: a batch cannot be saved until all documents in the batch are ready to be saved.
	This shows that a barcode verification check has failed and category or index information is missing.
	This shows that a barcode verification check has failed and category or index information is complete.
	This shows that there is an error. The error message is displayed as a tool-tip and also under information in the Document-details View.

The following are options displayed in the context menu for a batch, document and page respectively. Only unique settings to each of the context menus have been described.

Batch Context Menu

Lock/Unlock

By default a batch is locked by a user who then has exclusive rights. If a batch is unlocked, another user can work on it. This is useful if a document is scanned at one scan station and indexed on a different system.

Scan Multi Pages

Scan multiple pages automatically. All pages in the scanner's ADF are processed.

Import

Import image files from the file system. Imported pages are handled exactly the same as scanned ones (i.e. barcode and OCR are supported).

Complete

Closes a batch and creates a new one. All documents in the batch will be saved at the same time. Any new documents, or documents that should not be saved at this time, must be saved to a new batch.

Save in Therefore™

Selecting this menu option saves the batch of documents, to Therefore™.

Delete

Deletes the current batch.

Properties
Displays the Batch Properties dialog with information regarding: profile used, number of documents, number of pages, who has currently locked the batch and when it was created.

Document Context Menu

Index Data

Displays the document's index data dialog.

Scan Single Page

To scan a single page, select the Single Page menu-item. Only the first page from the ADF is scanned.

Rescan

Rescan the document.

Add File

Any electronic files can be imported and added from a local hard drive or from a UNC path.

Print
The document is sent directly to the default printer.

Page Context Menu

Insert Break

It is possible to add a document break to an existing document containing 2 or more pages.

Remove Break

Documents can be merged by removing the document breaks.  The pages will be added to the document next up in the tree-view.