The Edit inbox folders dialog
To access this dialog:
- Using Manager, select Settings > Inbox configuration to display the Inbox configuration dialog.
- Click Edit folders.
Use these settings to create or edit an inbox:
Add root node | Creates a new folder. |
Add child node | Creates a new item inside the currently selected folder. |
Move up/Move down | Moves the currently selected item up or down. |
Move up/Move down | Moves the currently selected item up or down. |
Delete | Deletes the currently selected item. |
Rename | Renames the currently selected item. |
Auto-create folder structure | Creates default folders and "nodes" based on receivers. You can then edit those items. |
User authorization role | Determines which
Kofax ReadSoft Entrance
users can see the selected folder and its contents.
(To use this functionality, you must first create roles and assign users to those roles.) |
Apply selection criteria to this folder/group | Specifies that the subfolder is to represent a group of documents. You select which documents in the Criteria settings that are displayed when you select this option. |
Read-only for unauthorized users | This setting is only available if a user role
has been specified for the selected inbox folder.
|
Verify mode | Defines which mode to use in Verify:
With this setting, you can change and correct field values. If you see that a field on a document is incorrectly interpreted, you can edit the value instead of rejecting the entire document. You can also choose this option if you simply want to check data, not necessarily change it.
When this option is selected, you cannot change field values. Instead, you tell Verify whether a document is approved. If you do not approve a document, you can reject or skip it.
This option allows you both to edit field values and to approve a document when verifying. If a document is correctly interpreted except for one field, for example, you can adjust the incorrect field and then approve the document.
Allows you to correct document separation. If you select this mode, be sure to select Uncertain separation on the Statuses tab of this dialog. |
Reinterpret |
When opened, interpreted documents are reinterpreted according to the most recent document definition. In addition, documents are reinterpreted if you select a different sender. (More info.) |
Reverify |
Allows the Verify operator to verify a document more than once. After the Verify operator has approved or rejected a document, he or she can go back to the document any number of times. The operator can change the document data and then approve, reject, or delete the document. The operator cannot re-verify a document after it is transferred or after it is deleted. To use this option, you must also select Adjusted, Rejected, and Approved as statuses to verify. |