Welcome to Help > Dialog and Other information > The Documents dialog

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 Administration > Production history. Then right-click anywhere in the Production history dialog and select List documents.

Use this dialog to:

Note The name of this dialog is hidden if the dialog is docked (as it is by default).
Search options

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:
  • If all fields were automatically interpreted correctly (that is, they are green), and the document has Complete status, Auto completed is indicated in the column for the document.
  • If the above is true, and Automatically approve documents with Complete status is selected in the corresponding document definition settings, Auto approved is indicated in the column for the document.
  • If neither is true, the column entry for the document is empty.
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.