Batch Manager pane

The Batch Manager pane has separate tabs for local and shared batches. The bottom of the pane displays the total folders/documents/pages of the selected batch, as well as the time of the last update.

Each tab contains a table with multiple columns, which are explained below.

The columns can be customized to suit your viewing needs. Some columns have the following features:

  • A single left-click on the column name sorts the list in ascending or descending, alphabetical, or chronological order.

  • Columns with a 19.png filter icon can be filtered by clicking the icon. Filtering is useful for narrowing down a search, or viewing batches only for a certain project or workflow step.

Column name Description

15.png Exceptions Batches

Lists batches that include rejected folders and documents. These batches are not included in auto indexing.

16.png High Priority Batches

Lists batches with high priority. If a document type has automatic processing workflow steps, these batches are processed first. Priorities are useful for expediting the workflow of a certain batch.

17.png Suspended Batches

Lists batches that are suspended in their current workflow to review or process at a later time. You can select to include these batches for automatic processing.

18.png Held Batches

Lists batches that are set aside for any number of reasons. You have the option to attach a note for reference. These batches are not included in any automatic processing workflow step.

ID

A unique ID number assigned to each new batch. This process is automatic, and the numbers never repeat.

Batch Name

A unique name given to each batch when it is created. The name assignment can be set to automatic, manual, or custom.

Capture Profile

Lists the capture profile of each batch.

Workflow Step

Displays the current workflow step the batch is in.

Workflow Progress

Shows the total number of steps defined for the capture profiles and the current step the batch is in.

Status

Indicates whether the batch is local or checked in/checked out (for shared batches).

Created

A date and timestamp of when the batch was created.

Created By

Indicates the user the batch was created by.

Owner

Displays the [Domain\Login:Computer] that currently has the batch checked out. It means that batch is currently being processed. A checked out batch is not available to another user.

Closed

Indicates closed batches with a check mark.

Show Closed Batches must be enabled to view this column.

Retention Status

Indicates the retention status of a closed batch (keep, archive, or delete the batch). See Batch retention in the root capture profile configuration area.

Show Closed Batches must be enabled to view this column.