Administration Module Home Tab

Contains frequently used controls for performing basic tasks such as creating a new batch class, document class, form type, or folder class; publishing a batch class, adding an export connector, and more.

Icon

Group or Control Name

Description

Clipboard group

Copy

Copy

Copies a selected Batch class, Document class, Form Type, Zone (Index and Group Index), or Folder class.

Paste

Paste Special

Paste

Paste Special

Paste: Pastes a copied Batch class, Document class, Form Type, Zone (Index and Group Index), or Folder class.

Paste Special: When pasting a copied Batch class, enables a selection between two types of paste: paste with a copy of the original Document class and paste with a link to the original Document class.

Batch Class group

Import

Import

Opens the Open window, where you can select a .cab file for importing batch classes.

Export

Export

Opens the Export window, where you can select batch classes to export into a .cab file.

Publish

Publish

Opens the Publish window, where you can validate and/or publish your batch classes.

User Profiles

User Profiles

Opens the Assigned User Profiles window, which lists the users and groups who are assigned access rights to a specific batch class.

Version

Versions

Opens the Batch Class Versions window, where you set preferences for managing batch class versions.

Custom Panels

Opens the Custom Panels - <batch class name> window.

Document Class group

Export Connectors

Export Connectors

Opens the Export Connector window, where you can select an export connector for a document class. This option is only available when a document class is selected from the Batch class tree view tab. After selecting an export connector, you can display the associated setup window to configure export preferences.

Database Validation

Database Validation

Opens the Database Validation window where you can add, edit, remove, and arrange database validation sources.

Validation Script

Validation Script

Opens the Document Validation Script window, where you can associate a document validation script to a document class, and then create or edit the script. You can also launch VB.NET or Visual C# to create or edit a document validation script.

Folder Class group

Validation Script

Validation Script

Opens the Folder Validation Script window, from which you can associate a folder validation script to a folder class and then create or edit the script. You can also launch VB.NET or Visual C# to create or edit a document validation script.

Form Type group

Zone Test

Zone Test

Opens the Zone Test window, where you can test the settings for your index zones.

Bar Codes

Bar Codes

Select index fields to be associated with bar codes found on a page.

Add Sample Page

Add Sample Pages

Use this option to add sample pages for your form types. If a scanner source device is selected, the pages in your scanner are scanned. If an import source device is selected, the Import window appears so you can select the files to import as sample pages. This option is only available when a form type is selected from either the Batch class tree view tab or the Document class tree view tab.

Replace Sample Page

Replace Sample Page

Replaces the selected sample page. For import operations, you can select the replacement file. For scan operations, a page in the scanner’s input tray is scanned. All zones defined for the page are retained.

Edit group

Rename

Rename

Renames the currently selected batch class or document class.

Remove

Remove

Removes the selected item from the batch class. A warning message is displayed regarding this action.

Delete

Delete

Deletes the selected batch class, document class, form type, field type or sample page. If you delete a sample page, then it is removed, along with all the zones defined on it.

Delete All deletes all the sample pages from the selected form type.

Properties

Properties

Opens the properties window of the selected object. For example, it displays the Batch Class Properties window when a batch class is selected from the Batch class tree view tab.

Scan group

Scan

Scan

Scans or imports a page. If you are importing an image, the Import window appears when you click Scan, and then you select a file.

Scan All

Scan All

Scans or imports multiple pages.

Stop

Stop

Stops the scan operation.