Navigate the interface

The following areas make up the Intelligent Capture Interface: 

The Header

The Navigation Menu

Toolbar

Document Panel

Data Fields Panel

Document Preview Window

Line Item Panel

The Header

The Header runs across the top of the page and displays the following items from left to right.

Documents Processing: When documents are in process, a small yellow circle will appear by the Documents Processing button. Click this button for a real-time view of the number of documents processing through each step in the workflows that you are assigned to.

Profile Menu: Click the icon to access the Profile Menu.

From the Profile Menu you can perform the following:

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The Navigation Menu

The Navigation Menu is located along the left side of the page. The options displayed on the Navigation Menu will vary based on the roles you are assigned to.

Add Content: Send Fax resides under Add Content and allows you to quickly attach a document and send a fax directly from Intelligent Capture. See Send Fax for more information. This option will only be available in the Navigation Menu if the InterFAX integration has been enabled for your account and you are assigned to a role that has permission to the integration. See Integrated applications for more information.

Home: The Home Page is designed to give you fast access to information and often used features in Intelligent Capture via widgets. See Home page for more information. Only users that have been assigned to a role with the Manage Home Page Tabs permission will have this option on the Navigation Menu.

Intelligent Capture: This is where all document related functions happen.

MyFiles: MyFiles is your own personal place where you can scan and import documents into Intelligent Capture without sending them to a specific workflow. See MyFiles for more information. Only users that are assigned to a role with the Manage MyFiles permission will have this option on the Navigation Menu.

WorkItems: WorkItems allows you to view all history for work items that have traveled through workflows in Intelligent Capture. See WorkItems for more information. Only users that are assigned to a role with the Manage WorkItems permission will have this option on the Navigation Menu.

InterFAX: InterFAX allows you to view faxes, both sent and received, directly from Intelligent Capture. See InterFAX integration for more information. This option will only be available in the Navigation Menu if the if the InterFAX integration has been enabled for your account and you are assigned to a role that has permission to the integration. See Integrated applications for more information.

FileBound: FileBound allows you to view and open your current assignments directly from Intelligent Capture. See FileBound integration for more information. This option will only be available in the Navigation Menu if the FileBound integration has been enabled for your account and you are assigned to a role that has permission to the integration. See Integrated applications for more information.

Help: Allows you to quickly access the Online Help.

Settings: The Data Dictionary, workflows, users, roles, integrated application, and importers are all configured under Settings. Only users that have been assigned to roles with the appropriate rights will be able to access the options under the Settings menu.

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Toolbar

The Toolbar is the bar right under the header and displays the following items from left to right.

Profile: The Profile drop-down menu contains a list of all workflow processes that you are assigned to. Once scanned or imported into Intelligent Capture, documents will follow the selected workflow.

Scan: Any user that is assigned to a role with the Capture Documents permission can scan documents into Intelligent Capture. See Scan documents.

Import: Any user that is assigned to a role with the Capture Documents permission can import documents into Intelligent Capture. See Import documents.

Download Workflow Routing Sheet: This option allows users to download a routing sheet in PDF format for the workflow selected in the Profile menu. Routing sheets are processed via the Routing Sheet stencil in a workflow. See Routing Sheet stencil for more information.

Actions: The action buttons that appear in the Toolbar allow you to take action on a document in a workflow. See Take action on a document for more information.

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Document Panel

The Document Panel displays scanned or imported documents. Each folder in the Document Panel represents a step in the selected workflow route. The panel can be resized both vertically and horizontally to fit your needs. Simply move the pointer to the edge of the pane. When the pointer becomes a , drag the pointer to make the pane the desired size.

There are two different ways to view the Documents and Data Fields panels. Tree view shows all folders and documents in a hierarchical view and only data fields applicable to the selected document. Grid view shows all document names and data fields in an easy to edit, linear format.

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Data Fields Panel

The Data Fields Panel displays all data fields associated with a workflow step. You can enter index information for documents in this pane. The panel can be resized both vertically and horizontally to fit your needs. Simply move the pointer to the edge of the pane. When the pointer becomes a , drag the pointer to make the pane the desired size.

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Document Preview Window

The Document Preview Window displays the documents you have scanned or imported into Intelligent Capture. On the left is the thumbnail view, which displays thumbnails of each page within the document. The right side displays a preview of the selected page.

The two sections of the window can be resized horizontally to fit your needs. Simply move the pointer to the line between the thumbnail view and the full size view. When the pointer becomes a , drag the pointer to make the pane the desired size.

The options on the toolbar in the Document Preview Window allow you to further customize your view. You can:

Zoom in: Make the page larger (Ctrl++ keyboard shortcut).

Zoom out : Make the page smaller (Ctrl+- keyboard shortcut).

Fit to height: Fit the page to the height of the Document Preview Window.

Fit to width: Fit the page to the width of the Document Preview Window.

Rotate Left: Rotate the page 90 degrees to the left. Page rotations are applied to the document permanently.

Rotate Right: Rotate the page 90 degrees to the right. Page rotations are applied to the document permanently.

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Line Item Panel

The Line Items Panel will appear when you have a line item type index field selected for the workflow step and allows you to enter line items applicable to the document. Line items values can be populated using manual or point and click indexing. Or, you can use a rubber band selection to add multiple line items at a single time.

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