Validating Documents in a Batch

Owned by Stephen Young
Aug 02, 2019
2 min read

From the Batch Manager you can monitor for documents in a GlobalCapture Workflow which require manual validation as part of the capture process (indicated by the yellow color in the Batches Pane). If validation is needed for a document, you can open the Validation Station with a click of a button to view it and make any necessary changes. For details on the Validation Station, refer to the GlobalCapture Guide.

Accessing Validation

  1. To open documents in the GlobalCapture Validation Station for a closer inspection, select documents the list in the Batches Pane, and choose one of the following:
  • On the Process Actions tab, click GlobalCapture Validation.
  • On the Batch Manager toolbar, click GlobalCapture Validation.
  • Right-click on the document and in the Validate menu select Process.
  1. To validate GlobalCapture documents that is at the Validation stage, choose one of the following:
  • To validate documents by Batch ID number, select Validate > Batch.
  • To validate the document by Process ID number, select Validate > Process.

Validating Documents

  1. From Batch Manager, select one of the GlobalAction Batches from the list in the Batches Pane which requires editing.
  2. Click on the Documents tab. A list of documents which failed to import will be displayed.
  3. To open a document in the Document Viewer, double-click on the document or highlight the document and click the Edit (pencil) button.
  • The problem Field is outlines in red.
  1. Correct any erroneous data in the Index Field.
  2. To save any changes, click Save.
  • The corrected document will be automatically removed from the Documents tab of the Errored Batch.
  • Once all documents have been edited or accepted, the status of the Batch will change to Manually Completed.
  1. Repeat steps 2 through 5 to correct additional errored documents in the Batch.

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