Batches are created during scanning. When you scan a batch, each document has certain identifying batch data associated with it. In addition, the Scan operator can type values for the batch data to provide additional information.

After you scan each batch, you archive the paper documents together with a batch report, which is a printout of the batch data. You can easily find an original document later on if you want to examine it for any reason.

• Using a Verify job:
  • Each batch is kept together throughout the rest of processing. For example, when a Verify operator verifies the first document in a batch, the batch is locked so that other Verify operators cannot select that batch.
  • Operators can select which batches to process, or operators can work on batches that are routed to them, depending on how you set up the batches.
• Using an inbox:

Batches are not locked or kept together during verification. In this case, verifying batches is just like verifying documents that are not in batches – see Verifying invoices

Batches are transferred together. This is true even if batches were verified using an inbox.

The Optimize operator is not affected by batches.