Set or Clear a QC Flag for Selected Documents

From the Documents List Window, you can open the Select QC Flags dialog in order to set or clear specific flags for selected documents. The Select QC Flags dialog contains a list of the existing QC flags and facilitates the selection of a QC flag for an extremely large set of documents at once without impeding performance.

Set a QC Flag

  1. From the Documents List Window in the eCapture QC module, select the needed documents. Documents may be selected contiguously or non-contiguously.

    • CTRL-click to select non-contiguous documents.
    • SHIFT-click to select a contiguous group of documents from the Documents list.
  2. Once the documents are selected, right-click on any of the selected documents to display the context menu and choose Set Flag to display the Select QC Flag dialog.

  3. Do one of the following:

    • Click the QC flag to select it.

    • In the field at the bottom of the dialog, enter a search term, e.g. OCR to return only those flags with the term OCR.

  4. When the appropriate flag has been selected, click OK.
  5. Repeat the previous steps to set another QC flag.

Clear a QC Flag

  1. From the Documents List Window in the eCapture QC module, select the documents with the QC flag. Documents may be selected contiguously or non-contiguously.

    • CTRL-click to select non-contiguous documents.
    • SHIFT-click to select a contiguous group of documents from the Documents list.
  2. Once the documents are selected, right-click on any of the selected documents to display the context menu and choose Clear Flag to display the Select QC Flag dialog.

  3. Do one of the following:

    • Click the QC flag that you wish to clear.

    • In the field at the bottom of the dialog, enter a search term, e.g. OCR to return only those flags with the term OCR.

  4. When the appropriate flag has been selected, click OK.
  5. Repeat the previous steps to clear another QC flag.

 

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