Change Streaming Imaging (Processing) Job Options in QC

A Streaming Discovery job combines a Discovery Job and either a Data Extract Job or a Processing Job. This topic explains how to change the Imaging (Processing) Job options in the QC module.

In the eCapture Controller you define the Streaming Discovery Job options at the Case (Project) level, or for individual Streaming Discovery Jobs. On the Streaming Discovery Job options dialog:

  • On the Imaging tab of the Streaming Discovery Job options dialog, if the Enable Imaging check box is unchecked, the job associated with the Streaming Discovery Job is a Data Extract job.

  • On the Imaging tab of the Streaming Discovery Job options dialog, if the Enable Imaging check box is checked, the job associated with the Streaming Discovery job is a Processing Job. A Streaming Imaging job is, essentially, the Processing Job associated with a Streaming Discovery Job.

A Streaming Imaging job may be opened in QC after it is completed and loaded.

Note: The Discovery Job associated with a Streaming Discovery Job can also be opened in QC after it is completed and loaded.

  • If the documents were autoloaded (after reprocessing) to the review platform (IPRO Eclipse or Relativity), a new load file is created containing new output. The new load file is sent to the review platform.
  • If a document was not exported after reprocessing, the images are replaced. However, a load file is not created because the new output will be used when the document is eventually exported. If a load file is created and sent to the review platform, an Autoloads dialog appears containing information about the autoload and its status. An example is shown in the following figure.

    The autoloads status is checked and updated every 5 seconds. The Autoloads dialog cannot be closed and will contain all autoloads initiated by the specific particular QC instance (determined by the time the QC executable is running). Autoloads are not persisted between QC instances. They are started as a part of the reprocess operation. QC can be safely closed as long as the import has started.

    For more information about autoloading into IPRO Eclipse, see Autoload into IPRO Eclipse - Data Extract Job and Autoload into IPRO Eclipse - Processing Job.

  1. At the bottom of the Document List window, click in the QC Functions toolbar to open the Options for Streaming Imaging job. The Processing Job Options dialog box appears.

  2. Click on the General, Excel, Word, and PowerPoint Options tabs to set the Processing Job options for reprocessing the Streaming Imaging job. Review the Streaming Discovery: Imaging Options link below for more information on Processing Job settings. When finished, click OK to exit the dialog.

    Note: After you change the Processing Job options, when you reprocess selected files in the Documents List window in the QC module, the files will be reprocessed using the modified Imaging (Processing) Job options.

Click on Streaming Discovery: Imaging Options below for more information on the Streaming Imaging (Processing) Job Options. To learn more about the QC Flags applicable to Streaming Discovery, click on QC Flags for Streaming Discovery.

ClosedStreaming Discovery: Imaging Options

Streaming Imaging options are defined on five different tabs, General, Excel, Word, PowerPoint, and Placeholder. See the following sections for more information.

Important: To define imaging options for the Streaming Discovery Job, you must first select the check box Enable Imaging located on the General tab. Once selected, the imaging options display on all five tabs.

ClosedStreaming Discovery Imaging: General Options

ClosedStreaming Discovery Imaging: Excel Options

  1. Click the Excel tab to set the processing options for Excel files.

  2. Process with Outside-In (Stellent) - Selecting this option to:

    • Allow for faster and more consistent generation of images on the first pass
    • Reduce the amount of time spent manually QCing these document types

    When selected, only Outside-In (Stellent) is used to process images; the Microsoft related options are grayed out by default. Full metadata is extracted and time zone imaged output reflects the time-zone handling options configured for the Processing Job. All files processed by Outside-In (Stellent) receive the Stellent Processed flag in QC.

    The processing output differs when using Outside-In (Stellent) to view and image documents. However, the QC applied flags, metadata, and optional summary reports are similar if processing was done without Outside-In (Stellent). Other processing options, including Flex Processor processing options, are respected when using Outside-In (Stellent).

  3. Comments - Set where you want comments displayed. Select from None, At end of sheet, or As displayed on sheet.
  4. Color Depth - Set the Color Depth options. Color processing for Excel files is handled separately from color processing of other types of files. This setting is independent of the General Color Depth.

    Single Page Output Type

    General Color Depth Options

    Rendered as

    Black&White (1-bit)

    Group 4 TIFF

    Grayscale (8-bit)


    256 Color (8-bit)


    True Color (24-bit)


    Multi-Page TIFF Output Type

    General Color Depth Options

    Rendered as

    Black&White (1-bit)

    Group 4 TIFF

    Grayscale (8-bit)


    256 Color (8-bit)


    True Color (24-bit)

    JTIFF - (JPEG compressed TIFF)

  5. Paper Size - Click the drop-down menu and select an output paper size for documents during processing.

    Note: For Excel Only - For Custom[8.5x11.0in], the Custom Paper Size dialog box appears.

    The Custom Paper size defaults to 8.5x11 inches. The range values are shown for both Units: Inches and Millimeters. Maximum size in Inches 50.00x70.00; for Millimeters 1270.00x1778.00. When this option is selected, the document will be processed through the PDF driver (Text-Based PDF creation) regardless of the Flex Processor option selected. OCRing is not applicable in this instance. Export settings will be limited to Text-Based PDF Output only, even if image format is selected. Non-Excel documents will export as usual.

  6. Center on Page - Determines where to center the image on the page.

    • Horizontally

    • Vertically

  7. Page Order - Determines the page order to be used for imaging.

    • As is

    • Down, and then over

    • Over, and then down

  8. Orientation - Determines the orientation of the page at the time of printing.

    • As is

    • Portrait

    • Landscape

  9. Scaling - Specifies whether or not the image should be scaled and how. If scaling is used the options are adjusted to a percentage of the current size, or is modified to fit the page.

    • As is

    • Adjust to % normal size

    • Fit to page

  10. If you want to set more granular processing options for Excel files, click the Advanced Options button. The Advanced Excel Imaging dialog box appears.

  11. At the top of the dialog box, set the options for how to handle headers, footers, and other content in the Excel workbook. Click the Defaults button to revert to the default settings for these options, as shown in the following image:

    If you have trouble locating the referenced options in Excel, click Closedhere to view information about how to navigate in Excel to the option.

  12. Set the remaining settings in the Advanced Excel Imaging dialog box.

    The following table provides a list of the available options.



    Date field handling:

    • Replace with date created - will replace with creation date.

    • Replace with date last saved - will replace current date with last saved dated.

    • Replace with comments - displays the Date Field Comments field where you can enter the text that should replace the contents of the date field.

    • Replace with field code

    • Do not replace - will not replace the date (e.g., Macros)

    Header/Footer Filename field handling

    If path or filename options are found in an Excel header or footer, you can select from the following options to handle these occurrences.

    • Replace with filename (no path) - inserts the unqualified filename

    • Replace with filepath - inserts the fully-qualified path of the original file

    • Replace with comments - displays the Header/Footer Filename field comments field where you can enter your own comments

    • Replace with field code - replaces outputs &[Path] and/or &[File]

    • Remove - removes the codes entirely

    Generate metadata

    Select Generate a metadata summary images for each Excel spreadsheet, and then under Spreadsheet Metadata Summary Options select the individual types of metadata to capture.

    • Document Properties

    • Comments

    • Formulas

    • Linked Content - The data collected will include hyperlinks and OLE linked files. If any linked content exists in a document, a QC flag will be added. A separate page entitled Document Properties is generated and is placed at the end of each Microsoft Excel document.

    For more information about metadata, click Closedhere.

    Who creates the metadata? The native program (such as Microsoft Excel or Outlook) creates the metadata and maintains it with the native file (the letter or email).

    What does eCapture do with this data? When a document is processed, the metadata is collected from the document and stored in the database.

    How is metadata useful? It gives you valuable information as to “Who knew what, and when.” It can tell you who wrote a document and who edited it last. It also shows you a file’s revision number, the character count, and many other pieces of information about a file summary image for each Excel spreadsheet.

    Blank page removal

    This option is available if the Remove Blank Pages option is selected under the General Options tab. Select from the following two options to remove blank pages:

    • Based on selected Page Order: Down, then over or Over, then down.

      • If Down, then over is selected, all vertical page columns that are blank will be removed.

      • If Over, then down is selected, all horizontal page rows where all pages in a horizontal run are blank will be removed.

    • Based on both Page Order options: This bases the removal of blank pages on both horizontal page-rows and vertical page-columns.

    Example of Page Removal

    The following example pertains to using a spreadsheet with 12 pages that will be rendered.

      • If the sheet's page order is Over, then down, eCapture removes all horizontal page rows where all pages in a horizontal run are blank. In order to do that, eCapture steps through all HPageBreaks and makes sure the range from the first column to the last column is blank.

      • If eCapture determines that 1-3 is blank, then they will be hidden. If eCapture determines that 4-6 is blank, then they will be hidden, and so on.

      • If the sheet's page order is Down, then over, eCapture will remove all vertical page columns that are blank.

      • If eCapture determines that 1-A is blank, then they will be hidden. If eCapture determines that 2-B is blank, then they will be hidden, and so on.

    By using this algorithm, all blank pages will not be eliminated, though many of them will be.

    Note: All page-hiding is done by setting horizontal regions' RowHeight properties and vertical regions’ ColumnWidth properties to 0.

  13. Click OK to exit the Advanced Excel Imaging dialog box.

ClosedStreaming Discovery Imaging: Word Options

ClosedStreaming Discovery Imaging: PowerPoint Options

ClosedStreaming Discovery Imaging: Placeholder Options

ClosedQC Flags for Streaming Jobs

The QC Flags Window is located on the right side of the QC Interface (default view) and shows the flags and their corresponding user/system assigned number. The following QC flags are applicable to Streaming Discovery.

  • Streaming Discovery Failure: This flag is set if eCapture data extracts a document, and the job is a Streaming Discovery Job that failed. It falls back to eCapture for processing.
  • Streaming Discovery Errors Forced Through Export: Identifies parent documents with container-level errors that were forced through processing and Export (via Publish Errors). The QC flag applies to Streaming Discovery Jobs only.
  • Password Applied: Applied to files unlocked successfully with user-defined passwords. Supported file types include Microsoft Word, Excel, PowerPoint, and Adobe PDFs. Unlike the restriction-type QC flags that indicate a native document is password protected, the Password Applied QC flag is wholly independent because it describes a processing activity. Specifically, it indicates whether or not the system utilized a user-configured password to process the native file. This QC flag is not a property of a native document.

    Note: The Exception QC flag is not applied for documents flagged with the Password Applied QC flag.


  • Protected_Document: This flag is set when encountering encrypted native documents with protected sections, or password protected files for Microsoft Office and Adobe PDF documents. The file may be processed if configured with the requisite password.
  • Protected_Content: Indicates that access to portions of the native document is restricted via password protection.
  • Protected_Functionality: Indicates that access to application features or functions is restricted via password protection. Document set to Read Only.

Note: For Enterprise Streaming jobs, the metadata field Flag Status was added to the Metadata tab in QC. This metadata field appears based on whether a follow-up flag was clicked for an Outlook message. In Outlook, the default setting is unchecked. When the flag is checked, it changes to red. When the red flag is clicked, it changes to a gray checkmark. The Field Values for the Flag Status field are: 1, 2, and 3 depending on the number of times the follow up flag/checkmark was clicked for the Outlook message. The Flag Status metadata field will not appear in the metadata list in QC if the follow-up flag was not clicked for a message.


Related Topics

Overview: Create Sessions and QC Items

QC Individual Items in the Documents Window

Change Processing Job Options for a Processing Job in QC

Change Data Extract Job Options for a Data Extract Job in QC