Choosing which statuses to transfer is part of creating a Transfer job description. These settings specify which documents to process, based on their document status or batch status (depending on whether Use batch mode is selected in the General settings).
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Batch statuses to process |
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Approved |
Transfers documents or batches with Approved status. Most commonly, only Approved documents or batches are transferred. |
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Adjusted |
Transfers documents or batches with Adjusted status. Adjusted documents are validated and complete. Normally, you do not transfer these documents. Instead, you wait until they are approved before transferring them. Note: Adjusted batches (if you are using batches) can also contain Approved documents. |
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Rejected |
Transfers documents that were rejected in Verify. You can set up your system so that Rejected documents are sent to a separate output file. Note: Rejected batches (if you are using batches) can also contain Approved or Adjusted documents. |
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Complete |
Transfers documents or batches with Complete status. After being interpreted, Complete documents do not normally need any operator interaction. They passed all validations and can be sent directly to an external system with a high degree of confidence. Note: Complete batches (if you are using batches) can also contain Approved, Adjusted, or Rejected documents. |
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Scanned |
Transfers documents that are scanned but not interpreted or associated with an document definition. All of the fields on these documents have the default settings from the document profile (rather than interpreted data). Scanned documents also contain system data such as endorser number and scan date and time. Scanned documents are not usually transferred. However, you can transfer these documents if your external workflow requires information about documents entering the system, for example. Note: Scanned batches (if you are using batches) can also contain Approved, Adjusted, Rejected, or Complete documents. |
For each status you transfer using the Transfer module, you can define additional settings that determine what happens to the documents when they are transferred. This allows you to perform different actions on documents with different statuses. For example, you may want to transfer Approved documents and Rejected documents to separate folders for archiving purposes.
| Delete transferred documents |
Removes documents from the Entrance database when they are processed by Transfer. (Recommended.) |
| Keep status |
Maintains each document's most recent status instead of changing the status to Transferred when the document is processed by Transfer. |
| Move image files |
Moves the document images to a specified folder when they are transferred. |
Transfer job description settings