Index menus

This topic lists the buttons available in the File and Home menus of the Index module, and also optional QA commands.

For a full breakdown of the optional Accelerated Classification Engine user interface options, see the Accelerated Classification Engine (ACE) section of the PSIcapture Administrator Guide.

Home menu

Group	Button	Description
Batch	Select Batch	Opens the Select Batch dialog box, where you can select a batch that is in the Index workflow step.
	Close Batch	Opens the Close Batch dialog box, where you can select one of three options: Close Batch: Closes the current batch. You stay in the current module, and the Select Batch dialog box appears. Close Batch and Continue in next Workflow step: Closes the current batch and the current module. The batch is immediately reopened in the next module of the workflow. Suspend Batch in Index: Suspends the batch in the current workflow step for processing at a later time. The behavior of the Close Batch dialog box is affected by the Default Action for the "Close Batch" dialog setting defined in the capture profile workflow configurations.
	View Batch Information	Opens the Batch Information dialog box. The Modify Capture Profile Definition button and the Batch Overrides tab are not available.
Indexing	Toggle Index Data Editing	Enables or disables the editing of index data in the Data View.
	Toggle OCR Indexing	Activates or disables OCR indexing. When activated, you can select the index field, then use the mouse to highlight text/numbers you wish to OCR. The corresponding index field becomes populated with data. OCR indexing in the Index module must be enabled.
	On Demand Field Level OCR On Demand Field Level ICR	On Demand features are used to perform OCR/ICR indexing in a region that you have selected. When activated, you can select the index field, then use the left mouse button to draw a zone in the Viewer pane, containing the relevant text/numbers.
	Accelerated Zone Profile Configuration	You can configure zone definition profiles during Batch Processing in the Index module. The changes made are applied to both the current batch and the capture profile defined in Configuration. This button is only visible if Use Accelerated Zone Profile Configuration in Index Module is enabled for the user (in System Permissions).
	Manual Zone Correction	You can correct existing zones manually during the Index step. Use the accelerated zone profile for creating new zones.
	Display Index Field Zones	Displays the detected zones of index fields in the selected document.
	Enable Zoom To Zone	Enables zooming to a specific index field zone. For example, when you place the cursor in a field to enter the invoice number, the Viewer automatically zooms to where the index data is found on the page.

File menu

Button	Description
Open New Viewer	Opens a new viewer pane if, for example, you want to compare two separate pages in a document.
Reset Indexed Flags	Resets all manually or automatically created flags to their default settings.
Index Setup	Opens the Index settings for the current capture profile, enabling you to make changes during the workflow without closing the batch.
Exit	Exits PSIcapture. If a batch is currently open, you are prompted to close or suspend the batch.

The following commands are only available if Enable Quality Assurance Commands is enabled in the Index settings.

Optional quality assurance commands

Button	Description
Combine with Previous	Combines the current folder/document with the folder/document that comes before it. Folder: Appends all documents in the selected folder to the previous folder. Document: Appends all pages in the selected document to the previous document.
Rename Folder	Renames a folder.
Delete	Deletes the selected folder, document, or page and all its contents from the batch.
Create New Folder	Creates a new folder containing this document and all the documents that follow it in its original folder. The new folder inherits the same indexing data from the old folder if it was previously populated.
Split Document	Splits one document into two documents with the selected page being the first page in the new document. The selected page and all the pages that follow it in its original document are added to a new document that is created immediately after the original document. The new document inherits the same indexing data from the old document if it was previously populated.
Save Page	Saves a page from the batch to the disk.
PDF Bookmark	Opens the PDF Bookmark Definition dialog box. In this area, you can manage your bookmarks.