Batch Manager Ribbon Menu

The ribbon menu includes: File, Home, Settings, Security, Utilities, Window, and Help.

Home Tab

This tab contains numerous commands, specific to the Batch Manager module.

 Closes the highlighted batch(es).

 Deletes the highlighted batch(es), along with the associated image files from storage

 Opens the Batch Information dialog box. The button for Modify Document Type Definition as well as the Batch Overrides tab will not be available.

 All completed batches can be closed at once and omitted from the Batch Manager list.

 Reopens highlighted complete or closed batch(es) for review. Show Closed Batches must be enabled.

 Refreshes batch list showing any changes or additions recently made.

 Toggle to include/omit closed batches for viewing in the Batch Manager Pane.

File Tab

Update Retention Settings

Batch retention settings of the selected batch can be changed. By selecting this command, the Update Batch Retention Settings dialog box opens up. Other batches of the same document type are unaffected.

Update Batch Path

The batch storage location for the image files can be changed to suit the user’s needs.

Import Batches

A user can import batches into Batch Manager from a local or network location. The Import Batches dialog box will open.


Select Batches to Import

Once a storage location/directory of the desired Capture Profile is entered, this box will be populated with all the batches for said Capture Profile. Simply click on the check boxes next to each batch that needs to be imported.

Import Batch Manager

Select to import the batch(s) to either the local or shared batch manager (Capture Server).

Import Settings

Select to keep the batch folder in the current location or move to a new location.

Export Selected Batches

The user can export highlighted batches out to a different location. The Export Batches dialog box will open.

Exit

Terminates the PSIcapture application.