Thumbnail View in the Documents window

This view enables you to view the pages of your documents as thumbnails so you can organize a document set by performing several content editing operations.

Each page of each document is represented as a thumbnail and the document boundaries are clearly marked, yet no folders are displayed.

The Assign Class drop-down list box is pre-populated with the available document classes. If no class has been assigned, you can select a value from the list.

When you hover over a page, the following settings are available in a toolbar on the right-hand side of the page thumbnail:

Setting

Name and Description

Thumbnails View - Rotate Left icon

Rotate Left

Rotates the selected page 90° to the left.

Thumbnails View - Rotate Right icon

Rotate Right

Rotates the selected page 90° to the right.

Thumbnails View - Move Left icon

Move Left

Moves the currently selected page to the left in the document.

Thumbnails View - Move Right icon

Move Right

Moves the currently selected page to the right in the document.

Thumbnails View - Delete Page icon

Delete Page

Removes the currently selected page from the document.

Thumbnails View - Split icon

Split Document

The current document is split into two separate documents. The selected page is the first page of the new document.

In addition to the above settings, two additional settings are available when you right-click on a page thumbnail.

Setting

Name and Description

Create Document

A new document is created at the end of the job that contains all selected pages and documents.

Ignore for Classification and Separation

The selected document is excluded from classification and separation training.

In addition to the page toolbar or shortcut menu, you can also right-click on a document. Many settings that can also be performed via the Documents or Process Ribbon tabs. The following settings may be available only using the document shortcut menu, depending on the selected document set:

Shortcut Menu Icon

Shortcut Menu Name and Description

Show Document icon

Show Document

Opens the selected document in the Document Viewer window.

Train for Classification icon

Add to Training Set of Selected Class (Classification)

Adds the selected documents to the Classification Set, assigns the selected class, and confirms the documents.

Train for Extraction icon

Add to Training Set of Selected Class (Extraction)

Opens the Edit Document window so you can add the selected documents to the Extraction Set.

Add to Training Set of Selected Class (Table Extraction) icon

Add to Training Set of Selected Class (Table Extraction)

Adds the selected documents to the Table Extraction Set for the selected class.

When adding documents to this training set recognition and table detection are performed on-demand for any documents that are missing OCR or table data.

Edit Document icon

Edit

This setting provides a list of available editing operations to test the selected document or page. This setting is available when in the Hierarchy view only.

Assign Class icon

Assign Class

Select a class from the list for the selected document or documents.

Test - Recognize Selection icon

Recognize

This setting provides a list of available recognition engines so you can perform recognition for the selected document or documents.

Detect Tables icon

Detect Tables

Detects all tables on a document and stores that information in the XDoc.

Test - Classify Selection icon

Classify

Performs classification on the selected documents.

Test - Extract Selection icon

Extract

Extracts the data from the selected documents using the field and locator definition of the selected class.

Test - Process Selection icon

Process

Performs classification and extraction on the selected documents.

Clear Document Data icon

Clear Data

Removes the classification and extraction data for the selected documents.

Load Document Data icon

Load Data

Reads the XDoc and loads the classification and extraction data for the selected document or documents. This data is required in order for sorting, filtering, and benchmarks to work.

Open in XDoc Browser icon

Open in XDoc Browser

Opens the selected document in Kofax TotalAgility - XDoc Browser

Open in XDoc Browser icon

Open in XDoc Browser

Opens the selected document in Kofax TotalAgility - XDoc Browser

Resolve Conflict icon

Resolve Conflicts

Displays the Resolve Conflicts window where you can compare conflicting documents and resolve the conflict by correcting field data.

This setting is available only when there is at least one conflict to resolve.

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