Hover over the Readability score icon to view the readability score of the displayed document. The readability score of the same document can also be viewed on Document monitor page under readability score column.

Note: The number displayed on the readability score icon will vary depending on the readability score of the document displayed on the MI screen.

Hover over the Warning icon to view document-related information (as shown in below image).

The top line displays the category || project || subtype to which the document displayed on the MI screen belongs. The bottom line displays the message.

Click the icon to view the OCR converted image in a separate tab (see below).

The below image explains some handy tools available on the upper-right corner of the page.

Hover-over the above image to know about the available features.

Click the icon to reset any changes. The Cancel changes? pop-up opens. Click OK to reset any changes done on the MI screen.

Once you click OK, the same document is displayed on the MI screen with reset changes.

Click the icon to partially save the changes made in the document on the MI screen. Once you click this icon, a message Document partially save successfully. is displayed at the top of the MI page.

You can also reject any document by clicking the Reject icon, which can be viewed on Operations dashboard under rejected column.

Note: If a user is assigned a role that has delete permissions check marked for Manual Process and Quality Check, then that user can reject a document.

Once the document is verified, if required, you can forward the documents to other users for verification.

1. Click the Forward icon to forward the document. The Forward to user window opens.

   

2. Select the user to whom the document is to be forwarded from the Select User drop-down list. Also, specify reason in the Reasonfield, and then click Forward to forward the document to the selected user.

If the documents are accurate, click the Save icon to move the documents to the next stage of exporting.

When you click Save, an option to save the document with or without executing validations on saved fields is available. If you click Yes, the document gets saved with validation execution i.e. only after all the fields are successfully validated.

If any field validation fails, the Admin User Confirmation pop-up is displayed, prompting to provide input on whether to proceed to save the document with failed validations.

For Super user

If a user has Super user permissions granted, the Super user confirm to save pop-up is displayed, prompting to provide his input on whether the super user wants to override the field validation errors.

For Plain user (not Super user)

For plain user, the data is validated before saving the document. If the validation fails, user gets a notification message Field validation failed. Please correct the field values. The document is not saved.

Any document that has not been appropriately split and is in the manual process stage, a user can send that document for a manual split.

When you click the Send to splitter icon, the following window opens.

Remark to Send Manual Split: Specify the remarks if required, and then click Send .

To access hotkeys, click the icon on upper-right corner of the Manual Process/Quality Check page. Following is the list of hotkeys:

With the above section of the quick access toolbar, you can use the features available to navigate the document, or to change the size of the displayed document, or to rotate the document