Operator navigation menu

After you click any Operator icon on the home page, the user interface for the corresponding functionality appears. To go back to the Transact home page and access the Operator menu options, click the product name in the header. Otherwise, hover over the leftmost arrow to open the navigation pane with the following menu items.

Operator navigation menu

The navigation menu titles differ from the Operator icon titles on the home page. However, the pages that open after you click an item are the same for both menus.

The following table provides a brief overview of each operator page.

Page

Features

Batch List (View My Batches)

Exception-handling queue, organized by classification extraction exceptions

Review Validate (Open Next Batch)

Various operations on the batch, such as classifying, splitting, copying, and deleting the document during review or validation stage

Web Scanner (Scan New Documents)

Browser-based scanning interface, allowing users to leverage a local TWAIN-compliant scanner to scan documents directly to the Transact server

Upload Batch (Upload New Documents)

Manual upload area for initiating batch processing of electronic files