The Documents dialog
To access this dialog:
There are several ways to access this dialog. Here are two of them:
- Using Manager, select the Document profiles object bar, right-click the document profile you want to see documents for and click Documents.
- Using Manager, select Production history dialog and select List documents. . Then right-click anywhere in the
Use this dialog to:
- List documents in a batch, document profile, or document definition. Alternatively, list all documents.
- Manage the documents.
- Search for documents. Here are some examples.
A separate column is available for each search option. You can hide columns that are not needed to avoid having to scroll back and forth.
ID | Used by Kofax ReadSoft Entrance. |
Document profile | The document profile used to identify the document. |
Corporate group ID | The corporate group ID of the sender, if any. |
Sender number | The sender number, if any. |
Location | The location of the sender, if any. |
Sender |
If no sender is defined, the one assigned by Kofax ReadSoft Entrance is shown. |
Description | The Description, if any. |
Definition | The ID of the definition that was used to interpret the document. |
Source | The module or application that fed the
document into the system. Examples.
|
Type |
Either XML (for XML invoices) or Paper (for all non-XML documents, for example scanned or imported images). |
Status | The document status. |
Auto | What is found in this column depends on the
following:
|
Receiver ID | The ID of the document's receiver. |
Receiver | The name of the document's receiver. |
Created | The date and time when the document entered the system (uses the time on your computer). |
Image file | The name of the image file. |
Scanned | The date and time when the document was scanned (uses the time on the server). |
Interpreted | The date and time when the document was interpreted (uses the time on the server). |
Approved | The date and time when the document was verified (uses the time on the server). |
Transferred | The date and time when the document was transferred (uses the time on the server). |
Parked | The date and time when the document was parked (uses the time on the server). |
User remark | The date and time when the last user remark (if any) was added (uses the time on the server). |
Tips
- To search for documents, use the boxes at the top of the dialog.
- To sort the list according to the contents of a column, click the column header.
- To display a document image, right-click the document and select Open.
- To delete a document, right-click it and select Delete.
- To print a document, right-click it and select Print.