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Batch Capture Manual File Mode

The Batch Capture Manual File Mode is the default filing mode selected when opening Batch Capture. This mode enables you to group images or single pages and input document level indexes or line items as needed. These index fields can be automatically filled in with Read Location feature.

Manual File Mode requires at least one document template to be set up in PSIsafe Management. Once configured, all document index fields can be populated simultaneously by selecting Auto Populate Segments in the top navigation menu. The preview pane then zooms to the OCR or barcode selection area and the fields are populated with the translated information.

To use Batch Capture Manual File Mode:

  1. Click Batch capture in the PSIsafe Desktop module navigation menu in the lower-left.
  2. Select the Manual File Mode option in the top navigation menu.
  3. Import content by using File > Open or Scan from the top navigation menu, or by dragging content from File Explorer into the import panel in the left-hand side.
    Documents that have not completed the filing process appear automatically in this import panel.
  4. In the Details tab, manually select your repository, cabinet, folder, and tab.
    Alternatively, to expedite the filing process, you can select Set Active Items in the top navigation menu to automatically populate the folder and tab fields based on the last folder and tab you browsed in the Cabinets browser.
  5. Select your filing template in the Managers and Templates panel.
    Only valid templates and managers associated with the imported filetype appear by default within this panel.
    Check the box for Restricted Templates to display templates only associated with your specific cabinet, folder, and tab.
  6. Fill in your Document Records through the document index and line item fields of your preconfigured template and click Add to add a record.
    Select the Continuous Add checkbox to automatically begin a new Document Record when clicking Add. Multiple records can be added to any document.
  7. In the Options tab, fill out the following as necessary:

    • Keywords: Enter the keywords that will help you to search for the documents later using the Search feature.

    • Select the File document as an attachment check box to attach the content being filed as a child document of an existing document. The Pick Document window appears and allows you to select an existing document within the list.

    • Select the Schedule item? check box with a corresponding due date. The Schedule item window appears. For more information, see Scheduler.

  8. Select File/Route or File to complete the filing process.
    When selecting File/Route, the Workflow window appears to allow use of a workflow rule to send the document to a specific user or group of users for a specific task. See Workflow.