Administrator overview
Transact Administrators are responsible for managing batch classes and batch instances. They also create regular expressions to identify what information in the documents is extracted and validated for the operator to process and review.
Overview of the Administrator navigation menu
This navigation menu contains the same options as the login screen, with additional access to System Configuration for Super Admins.
The following table provides a brief overview of each administrator page and its functions.
|
Feature |
Overview |
|---|---|
|
Batch Class Management |
Primary configuration area where workflows, classification, and extraction are configured and managed. |
|
Batch Instance Management |
Real-time screen that shows all current batches that are being processed along with a history of finished batches. |
|
Folder Management |
Windows Explorer access to specific areas of the Transact server to allow uploads and downloads of files without logging in to the Transact server. |
|
System Configuration |
Area for user security, database connection manager, regular expression repository, and license information. |
|
Reports |
Reporting dashboard that shows standard and advanced reports. |