Select documents to process
This topic helps you select documents when you use job descriptions to manage production. A separate topic applies if you are creating an inbox.
When you create a new job description or open an existing one, the first step is to select on a basic level which documents to process.
First look at the Document profile box in the General settings. The box specifies the document profile included in the current job description.
- To process documents associated with a specific document profile, select that document profile.
If the document profile you want is not listed, try one of these things:
- Close the document profile and start again.
- Create the job description by right-clicking the Job descriptions folder in the opened document profile.
- To use all document profiles (for sorting), select <SYSTEM>. Exception: This will not work if you are processing batches.
Now, depending on what type of job description you are working on, you can:
- Interpret: Use the Source settings to specify how documents enter the system.
- Choose which statuses to verify.
- Choose which statuses to transfer.
- Narrow down the documents further using Queues settings or Select settings.