Menu bar
Validation provides a standard, Windows-style menu bar with the following menus:
Many of the following menu options are also available on shortcut menus dependent on the item or items selected.
- Batch
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This menu has the following options:
- Open Batch
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Displays a list of available batches.
- Close Batch
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Exits the current batch.
- Suspend Batch
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Saves and closes the current batch so it can be processed at a later time.
- Edit Batch
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Enables or disables Edit Batch mode, where you can modify the batch structure. This option is only available if enabled by your solution integrator.
- Perform Auto-Foldering
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Automatically creates folders as configured by your solution integrator. For example, all documents with the same content in specific fields can be put into the same folder.
- Exit
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Closes the module.
- Edit
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This menu has the following options:
Note Some of the following menu options are only available in Edit Batch mode.- Undo
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Reverts the last action in the validation form.
- Redo
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Repeats the last action in the validation form.
- Cut
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Removes the selection to be pasted elsewhere.
- Copy
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Duplicates the selection to be pasted elsewhere.
- Paste
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Places the copied or cut selection in the desired position.
- Delete
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Removes the selection.
- Create Folder
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Adds a new folder and moves the currently-selected document to the new folder.
- Create Document
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A new document is created that contains all selected documents. A File Open window is also displayed, so you can select additional pages for the document.
- Add Page
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Creates a page in the current document. A File Open window is displayed so you can select a page.
- Add Page Before
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Creates a page before the selected page in the current document. A File Open window is displayed so you can select a page.
- Add Document
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Adds an empty document to the end of the batch. A File Open window is displayed so you can select a page for your document.
- Add Document Before
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Adds an empty document before the selected document to the batch. A File Open window is displayed so you can select a page for your document.
- Split
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Separates the current item. This option is not available on the first page, document, or folder, and if there is only a single item.
- Merge
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Combines the selected documents into a single document.
- Reject
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Flags the selection so it is sent to Kofax Capture Quality Control and opens the Rejection Note window.
- Accept
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Accepts any changes made to the document.
- Kofax Capture Fields
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Opens the Kofax Capture Fields window that displays the Kofax Capture batch fields, folder index fields, or the document index fields, based on the selection.
- View
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This menu has the following options:
Note Some of the following menu options are only available in Edit Batch mode.- Zoom In
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Increases the magnification of the current page in the Document Viewer.
- Zoom Out
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Decreases the magnification of the current page in the Document Viewer.
- Best Fit
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Adjusts the magnification of the image so it fits within the Document Viewer.
- Fit to Width
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Fits the image by width within the Document Viewer.
- Zoom to
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Zoom to one of the following locations in the Document Viewer:
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First Page Top Left
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First Page Top Right
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First Page Bottom Left
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First Page Bottom Right
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Current Page Top Left
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Current Page Top Right
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Current Page Bottom Left
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Current Page Bottom Right
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Last Page Top Left
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Last Page Top Right
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Last Page Bottom Left
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Last Page Bottom Right
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- Automatic Focus
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Enables or disables automatic focus and field highlighted results on the page or document.
- Add Sticky Note
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Enables you to add a Sticky Note to the image in the Document Viewer.
- Display Sticky Notes
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Enables you to view, add, edit, and delete Sticky Notes on the image in the Document Viewer.
- Batch Content
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Displays or hides the Batch Content pane on the left side of the window.
- Show Class List
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Displays or hides the class list on the Classification Result pane. If the list is displayed, you can select a class from the list to change the classification results for the document. The document is assigned to the new class and displayed in the validation form for that class.
- Viewer
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Select one of the following Document Viewer locations:
- Float Viewer
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Select this option to float the Document Viewer as a separate window that can be moved elsewhere on the screen.
- Dock
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Select Left, Right, Top, or Bottom to define, where the Document Viewer is docked to the main module window.
- InPlace Editor
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- Float InPlace Editor
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Select this option to float the InPlace Editor as a separate window that can be moved elsewhere on the screen.
- Dock
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Select Bottom or Top to dock the InPlace Editor to the main module window at that position.
- Reset Window Positions
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Returns the main window, the InPlace Editor and Document Viewer windows to their default positions. This applies when the viewers are in floating mode or are docked to a position that is not the default. Changes to the sizes of the windows are not reset.
- Folder
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This menu has the following options:
- First Folder
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Navigates to the first folder in the batch.
- Previous Folder
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Navigates to the previous folder in the batch.
- Next Folder
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Navigates to the next folder in the batch.
- Last Folder
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Navigates to the last folder in the batch.
- Document
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This menu has the following options:
- Report a Problem
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Displays the Problem Reporting window for the selected document. This allows you to send the selected document back for optimization of classification and extraction. This is a configurable option, and may be disabled by your project administrator.
- Use for Extraction Online Learning
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Marks the selected document for Extraction Online Learning. The marked document can be used to improve the recognition rate for the extraction of invoice and other form fields. This is a configurable option, and may be disabled by your project administrator.
- First Document
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Navigates to the first document in the batch.
- Previous Document
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Navigates to the previous document in the batch.
- Next Document
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Navigates to the next document in the batch.
- Last Document
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Navigates to the last document in the batch.
- Go to Document
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Navigates to the given document number in the batch.
- Confirm Document
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re-validates the selected document.
- Page
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This menu has the following options:
- Rotate Left
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Rotates the selected page 90° to the left.
- Rotate Right
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Rotates the selected page 90° to the right.
- Properties
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Displays the properties of the currently-selected page.
- First Page
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Navigates to the first page in the current document.
- Previous Page
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Navigates to the previous page in the current document.
- Next Page
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Navigates to the next page in the current document.
- Last Page
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Navigates to the last page in the current document.
- Field
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This menu has the following options:
Note Some of the following menu options are only available in Edit Batch mode.- Insert Last Value
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Copies a field from the previous document into the same field on the current document.
- Previous Field
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Navigates to the Previous field in the batch.
- Next Field
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Navigates to the next field in the batch.
- Next Invalid Field
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Navigates to the next field in the batch that is not valid.
- Clear Current Field
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Removes the content from the current field.
- Clear All Fields
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Removes the content from all fields on the validation form.
- Options
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This menu has the following options:
- Show Script
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Opens the Script Code window so you can debug the script, if enabled by your solution integrator.
To debug a script, the Activate script debugging option must be enabled on the Miscellaneous tab of the Settings window.
- Select Language
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Engages you to select one of the available languages for the application interface.
- Settings
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Displays the Settings window where you can make user-specific settings.
- Help
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This menu has the following options:
- Contents
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Displays the Help for this module or window.
- About
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Displays information about the module.