Use the Scan module to create, open, suspend, delete, or close a batch. You can edit the contents of a batch before it is sent to the next module in the processing workflow.

The Scan module is typically monitored and used by a scan operator, whose basic tasks include:

• Batch preparation: Before scanning, the operator manually prepares a batch of paper documents, adds separator sheets (if required), counts the number of pages in the batch (if required), and loads the batch into the scanner.

• Batch creation: The operator creates the batch by selecting the type of batch to create (the batch class) and then scanning or importing documents and pages. The document images are stored in a temporary folder for further processing by Kofax Capture.

• Batch editing: Once the batch is created, the operator can visually check documents or pages, and edit them as necessary. Editing functions include replacing, reordering, or rejecting documents and pages. Entire documents or individual pages can be rotated and saved in the rotated state.

When the batch is ready for further processing, the scan operator can close the batch to send it to the next processing module. If any of the documents or pages is rejected, the batch is sent to the Quality Control module.

Scan operators also have access to batch fields (optionally defined for a batch class), scanner properties, and endorser properties. They might also be solicited to enter certain types of information for a batch, such as a batch total (optionally defined for a batch class) or the total number of pages in a batch.