5.8. Main Workflow Stages

ChronoScan Enterprise is designed for a type of workflow that cover the stages from document creation to final export. The specific stages on the workflow can be configured on the Jobs tab and are:

5.8.1. Document\Batch Creation
5.8.1.1. Batch Creation
5.8.1.2. Installing the Scan Plug-In
5.8.2. Document Pre-Classification
5.8.3. Document Processing
5.8.4. Document Post-Classification
5.8.5. Document Type (Template) Configuration
5.8.5.1. Grid Setup
5.8.5.1.1. Grid Properties
5.8.5.1.2. Column Menu (Master Column)
5.8.5.1.2.1. Advanced OCR for Grid - Data Capture Options
5.8.5.1.2.1.1. Advanced OCR for Grid - OCR Engine Options
5.8.5.2. Trigger Setup
5.8.5.3. Intelli-Tag Setup
5.8.5.4. OCR Zones Setup
5.8.5.4.1. Advanced OCR Reading - Data Capture
5.8.5.4.1.1. Advanced OCR Reading - OCR Engine
5.8.5.4.1.2. Advanced OCR Reading - Linked Triggers
5.8.5.4.1.3. Advanced OCR Reading - Advanced Data Extraction
5.8.6. Batch Indexing
5.8.6.1. Status Icons and Description
5.8.6.2. Data Fields Panel
5.8.6.2.1. Intelli-tag Settings
5.8.6.2.2. Document and Field Settings
5.8.6.3. Grid View
5.8.6.4. Pending Tasks and Document Navigator
5.8.6.5. Keyboard shortcuts
5.8.6.6. Grid Panel
5.8.7. Data Review/Correction
5.8.8. Final approval stage
5.8.8.1. The approval view
5.8.8.2. Export modules for approval workflow Jobs
5.8.9. Document Export

NOTE: All workflow stages are specific to each Job and most workflow stages can be turned on and off for each Job at the workflow settings on the Jobs tab.

NOTE: Some stages will only show on the Dashboard if they are enabled on the Workflow settings for the Job for the currently logged in user.