Folder Viewer (UI Element) - Revision history

Dsmith: /* Related views */

2025-10-27T18:09:10Z

Related views

← Older revision		Revision as of 13:09, 27 October 2025
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	If the prompt does not appear, or the user has disregarded the prompt, made a thorough double-check and now wishes to complete the task, then users can click the checkmark icon — [[file: Checkmark Icon.png]] — located in the top right of the toolbar. The same window will appear. Click "OK" to complete the review.		If the prompt does not appear, or the user has disregarded the prompt, made a thorough double-check and now wishes to complete the task, then users can click the checkmark icon — [[file: Checkmark Icon.png]] — located in the top right of the toolbar. The same window will appear. Click "OK" to complete the review.

	== Related ~~views~~ ==		== Related articles ==
	* ~~'''~~Thumbnail ~~View:''' Visual inspection of page images.~~		* [[Thumbnail Viewer (UI Element)]]
	* ~~'''Data View:''' Review and correction of extracted data.~~		* [[Classification Viewer (UI Element)]]
	* ~~''' Classification View: ''' Review and correct document Classification of a Batch~~		* [[Data Viewer (UI Element)]]
	* ~~'''~~ Scan ~~View:''' Review physical documents scanned into Grooper.~~		* [[Scan Viewer (UI Element)]]

Dsmith: /* Merging */

2025-10-27T18:01:47Z

Merging

← Older revision		Revision as of 13:01, 27 October 2025
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	# Click "Apply" to merge the selected pages.		# Click "Apply" to merge the selected pages.
	# And Voila! Grooper will merge the selected pages, placing them within their own folder.		# And Voila! Grooper will merge the selected pages, placing them within their own folder.


			<div style="position: relative; box-sizing: content-box; max-height: 80vh; max-height: 80svh; width: 100%; aspect-ratio: 1.7777777777777777; padding: 40px 0 40px 0;"><iframe src="https://app.supademo.com/embed/cmh9djely09f33e0ix99g70c2?embed_v=2&utm_source=embed" loading="lazy" title="2025 - Merging Folders" allow="clipboard-write" frameborder="0" webkitallowfullscreen="true" mozallowfullscreen="true" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div>

	=== Completing the review ===		=== Completing the review ===

Dsmith: /* Split folders */

2025-10-27T16:37:02Z

Split folders

← Older revision		Revision as of 11:37, 27 October 2025
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	# Grooper will split the folder at that location, creating a new folder and put the selected document pages inside.		# Grooper will split the folder at that location, creating a new folder and put the selected document pages inside.
	#<li class="fyi-bullet">The new folder will be created at the same level as the other folders.</li>		#<li class="fyi-bullet">The new folder will be created at the same level as the other folders.</li>


			<div style="position: relative; box-sizing: content-box; max-height: 80vh; max-height: 80svh; width: 100%; aspect-ratio: 1.7777777777777777; padding: 40px 0 40px 0;"><iframe src="https://app.supademo.com/embed/cmguyjrhv00ey1y0ix7xmu7hh?embed_v=2&utm_source=embed" loading="lazy" title="2025 - Split Folders" allow="clipboard-write" frameborder="0" webkitallowfullscreen="true" mozallowfullscreen="true" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div>

	==== Merging ====		==== Merging ====

Dsmith: /* Append folders */

2025-10-17T14:37:35Z

Append folders

← Older revision		Revision as of 09:37, 17 October 2025
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	# Select "Append To Previous."		# Select "Append To Previous."
	# Grooper will then place the contents of the selected folder into the previous folder.		# Grooper will then place the contents of the selected folder into the previous folder.
			<br>
			<br>
			<div style="position: relative; box-sizing: content-box; max-height: 80vh; max-height: 80svh; width: 100%; aspect-ratio: 1.7777777777777777; padding: 40px 0 40px 0;"><iframe src="https://app.supademo.com/embed/cmgtoughj00cvul0i46tlqdvi?embed_v=2&utm_source=embed" loading="lazy" title="2025 - Append Folders" allow="clipboard-write" frameborder="0" webkitallowfullscreen="true" mozallowfullscreen="true" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div>

	==== Split folders ====		==== Split folders ====

Dsmith: /* Accessing the Folder Viewer */

2025-10-16T16:00:17Z

Accessing the Folder Viewer

← Older revision		Revision as of 11:00, 16 October 2025
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	== Accessing the Folder Viewer ==		== Accessing the Folder Viewer ==
	The Folder Viewer is available as a tab on the '''Review Page''' during a Batch review session. To access it:		The Folder Viewer is available as a tab on the '''Review Page''' during a Batch review session. To access it:
	# ~~First, navigate~~ to the Batches page in Grooper.		# Navigate to the Batches page in Grooper.
	# Locate the Batch that is on a Review Step, ideally being that of folder review.		# Locate the Batch that is on a Review Step, ideally being that of folder review.
	#* <li class ="fyi-bullet"> NOTE: In Grooper, regardless of what's being reviewed (~~Folders~~, data, thumbnails, etc.) Grooper will always refer to the ''Activity'' as simply ''Review''. It is up to the Grooper Designer to distinguish the review via step naming; i.e. "Folder Review"</li>		#* <li class ="fyi-bullet"> NOTE: In Grooper, regardless of what's being reviewed (folders, data, thumbnails, etc.) Grooper will always refer to the ''Activity'' as simply ''Review''. It is up to the Grooper Designer to distinguish the review via step naming; i.e. "Folder Review"</li>
	# Double-click the Batch to open it.		# Double-click the Batch to open it.
	# Upon opening the Batch, the screen is divided into two halves: the Document Viewer on the right, and the Folder Viewer on the left.		# Upon opening the Batch, the screen is divided into two halves: the Document Viewer on the right, and the Folder Viewer on the left.

Dsmith: /* Split folders */

2025-10-16T15:57:35Z

Split folders

← Older revision		Revision as of 10:57, 16 October 2025
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	Split Folders is useful for when Grooper placed too many documents within a folder. For example, suppose you have two different documents: an Information Sheet and a Pension Enrollment Form. Instead of being in separate folders as one would expect, Grooper goofed and put them in the same folder. To fix this, you can split the single folder into two, getting each document where it needs to be. There are two ways to perform the Split Folders action: Cut-and-Paste, and the Split Folders command.		Split Folders is useful for when Grooper placed too many documents within a folder. For example, suppose you have two different documents: an Information Sheet and a Pension Enrollment Form. Instead of being in separate folders as one would expect, Grooper goofed and put them in the same folder. To fix this, you can split the single folder into two, getting each document where it needs to be. There are two ways to perform the Split Folders action: Cut-and-Paste, and the Split Folders command.

	<big>Cut-and-~~Paste~~</big>		<big>Cut-and-paste</big>
	# Add a new Folder where you want to put the misplaced document.		# Add a new Folder where you want to put the misplaced document.
	#*<li class="fyi-bullet"> Ensure you're selecting the right level for your new Folder. </li>		#*<li class="fyi-bullet"> Ensure you're selecting the right level for your new Folder. </li>

Dsmith: /* Append folders */

2025-10-16T15:57:17Z

Append folders

← Older revision		Revision as of 10:57, 16 October 2025
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	Append Folders can be used when you have overly separated documents. Meaning, that the pages of a multi-page document have been placed into more than one folder. For example, both pages of a two-page W-4 might be in separate folders instead of together in the same folder. In that case, you will need to append one folder to another in order to solve this. There are two ways to append folders: via cut-and-paste, and a Grooper command called ''Append to Previous.''		Append Folders can be used when you have overly separated documents. Meaning, that the pages of a multi-page document have been placed into more than one folder. For example, both pages of a two-page W-4 might be in separate folders instead of together in the same folder. In that case, you will need to append one folder to another in order to solve this. There are two ways to append folders: via cut-and-paste, and a Grooper command called ''Append to Previous.''

	<big>'''Cut-and-~~Paste Method~~:'''</big>		<big>'''Cut-and-paste method:'''</big>

	To copy and paste document pages into a different folder:		To copy and paste document pages into a different folder:
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	<big>Append Folders ~~Command~~</big>		<big>Append Folders command</big>

	While the Cut-and-Paste method is easy on its own, the ''Append Folders'' command can make moving document pages to a proper folder even easier, without all that clicking.		While the Cut-and-Paste method is easy on its own, the ''Append Folders'' command can make moving document pages to a proper folder even easier, without all that clicking.
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	# Select "Append To Previous."		# Select "Append To Previous."
	# Grooper will then place the contents of the selected folder into the previous folder.		# Grooper will then place the contents of the selected folder into the previous folder.


	==== Split folders ====		==== Split folders ====

Dsmith: /* Related Views */

2025-10-16T15:47:03Z

Related Views

← Older revision		Revision as of 10:47, 16 October 2025
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	If the prompt does not appear, or the user has disregarded the prompt, made a thorough double-check and now wishes to complete the task, then users can click the checkmark icon — [[file: Checkmark Icon.png]] — located in the top right of the toolbar. The same window will appear. Click "OK" to complete the review.		If the prompt does not appear, or the user has disregarded the prompt, made a thorough double-check and now wishes to complete the task, then users can click the checkmark icon — [[file: Checkmark Icon.png]] — located in the top right of the toolbar. The same window will appear. Click "OK" to complete the review.

	== Related ~~Views~~ ==		== Related views ==
	* '''Thumbnail View:''' Visual inspection of page images.		* '''Thumbnail View:''' Visual inspection of page images.
	* '''Data View:''' Review and correction of extracted data.		* '''Data View:''' Review and correction of extracted data.
	* ''' Classification View: ''' Review and correct document Classification of a Batch		* ''' Classification View: ''' Review and correct document Classification of a Batch
	* ''' Scan View:''' Review physical documents scanned into Grooper.		* ''' Scan View:''' Review physical documents scanned into Grooper.

Dsmith: /* How to Use the Folder Viewer */

2025-10-16T15:46:33Z

How to Use the Folder Viewer

← Older revision		Revision as of 10:46, 16 October 2025
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	* '''Completion Criteria:''' The Folder Viewer helps you track which folders or documents meet review requirements, showing completion messages when tasks are finished.		* '''Completion Criteria:''' The Folder Viewer helps you track which folders or documents meet review requirements, showing completion messages when tasks are finished.

	== How to ~~Use~~ the Folder Viewer ==		== How to use the Folder Viewer ==
	With having accessed the Folder Viewer, the next step is to actually use it. But how to make use of the Folder Viewer? First, users will need to be familiar with how to navigate the viewer and what actions to perform.		With having accessed the Folder Viewer, the next step is to actually use it. But how to make use of the Folder Viewer? First, users will need to be familiar with how to navigate the viewer and what actions to perform.
	=== Navigating the Batch ~~Structure~~ ===		=== Navigating the Batch structure ===
	The Folders Grooper created will be viewable. Migrate your cursor over to the left side of the screen to begin navigating the Batch structure.		The Folders Grooper created will be viewable. Migrate your cursor over to the left side of the screen to begin navigating the Batch structure.
	# Select the folder.		# Select the folder.
	# Expand each folder to view its contents.		# Expand each folder to view its contents.

	=== Fixing ~~Foldering Errors~~ ===		=== Fixing foldering errors ===
	Folder Viewer's strength comes when using it after Separation. It gives end-users the ability to ensure that Batch Contents have been separated properly, as well as the opportunity to fix issues when they arise. For example, one might encounter two different documents within the same folder, or the reverse where a multi-page document has different pages separated into different folders. To take care of this, users can perform the following actions: Append Folders and Split Folders.		Folder Viewer's strength comes when using it after Separation. It gives end-users the ability to ensure that Batch Contents have been separated properly, as well as the opportunity to fix issues when they arise. For example, one might encounter two different documents within the same folder, or the reverse where a multi-page document has different pages separated into different folders. To take care of this, users can perform the following actions: Append Folders and Split Folders.

	==== Append ~~Folders~~ ====		==== Append folders ====
	Append Folders can be used when you have overly separated documents. Meaning, that the pages of a multi-page document have been placed into more than one folder. For example, both pages of a two-page W-4 might be in separate folders instead of together in the same folder. In that case, you will need to append one folder to another in order to solve this. There are two ways to append folders: via cut-and-paste, and a Grooper command called ''Append to Previous.''		Append Folders can be used when you have overly separated documents. Meaning, that the pages of a multi-page document have been placed into more than one folder. For example, both pages of a two-page W-4 might be in separate folders instead of together in the same folder. In that case, you will need to append one folder to another in order to solve this. There are two ways to append folders: via cut-and-paste, and a Grooper command called ''Append to Previous.''

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	==== Split ~~Folders~~ ====		==== Split folders ====
	Split Folders is useful for when Grooper placed too many documents within a folder. For example, suppose you have two different documents: an Information Sheet and a Pension Enrollment Form. Instead of being in separate folders as one would expect, Grooper goofed and put them in the same folder. To fix this, you can split the single folder into two, getting each document where it needs to be. There are two ways to perform the Split Folders action: Cut-and-Paste, and the Split Folders command.		Split Folders is useful for when Grooper placed too many documents within a folder. For example, suppose you have two different documents: an Information Sheet and a Pension Enrollment Form. Instead of being in separate folders as one would expect, Grooper goofed and put them in the same folder. To fix this, you can split the single folder into two, getting each document where it needs to be. There are two ways to perform the Split Folders action: Cut-and-Paste, and the Split Folders command.

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	# And Voila! Grooper will merge the selected pages, placing them within their own folder.		# And Voila! Grooper will merge the selected pages, placing them within their own folder.

	=== Completing the ~~Review~~ ===		=== Completing the review ===
	Once all issues have been resolved, it's time to complete the review and move onto the next task. Normally, when Grooper detects there are no more errors to resolve, then a window appears on the screen, asking to complete the review. If all is well, click "OK." If not, users have the option to select "Cancel" and double-check.		Once all issues have been resolved, it's time to complete the review and move onto the next task. Normally, when Grooper detects there are no more errors to resolve, then a window appears on the screen, asking to complete the review. If all is well, click "OK." If not, users have the option to select "Cancel" and double-check.

Dsmith at 15:39, 16 October 2025

2025-10-16T15:39:04Z

← Older revision		Revision as of 10:39, 16 October 2025
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	# Double-click the Batch to open it.		# Double-click the Batch to open it.
	# Upon opening the Batch, the screen is divided into two halves: the Document Viewer on the right, and the Folder Viewer on the left.		# Upon opening the Batch, the screen is divided into two halves: the Document Viewer on the right, and the Folder Viewer on the left.
	# Over on the Folder Viewer, users are presented to Grooper's organization of whatever ~~Documents~~ were in their Batch into folders.		# Over on the Folder Viewer, users are presented to Grooper's organization of whatever documents were in their Batch into folders.
	#From here, navigate the hierarchy to ensure proper foldering, and fix issues where needed.		#From here, navigate the hierarchy to ensure proper foldering, and fix issues where needed.
	<div style="position: relative; box-sizing: content-box; max-height: 80vh; max-height: 80svh; width: 100%; aspect-ratio: 1.7777777777777777; padding: 40px 0 40px 0;"><iframe src="https://app.supademo.com/embed/cmgpmoezv05mqx00i5qt1wtt6?embed_v=2&utm_source=embed" loading="lazy" title="The Folder Viewer - Accessing the Folder Viewer" allow="clipboard-write" frameborder="0" webkitallowfullscreen="true" mozallowfullscreen="true" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div>		<div style="position: relative; box-sizing: content-box; max-height: 80vh; max-height: 80svh; width: 100%; aspect-ratio: 1.7777777777777777; padding: 40px 0 40px 0;"><iframe src="https://app.supademo.com/embed/cmgpmoezv05mqx00i5qt1wtt6?embed_v=2&utm_source=embed" loading="lazy" title="The Folder Viewer - Accessing the Folder Viewer" allow="clipboard-write" frameborder="0" webkitallowfullscreen="true" mozallowfullscreen="true" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div>
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	=== Fixing Foldering Errors ===		=== Fixing Foldering Errors ===
	Folder Viewer's strength comes when using it after Separation. It gives end-users the ability to ensure that Batch Contents have been separated properly, as well as the opportunity to fix issues when they arise. For example, one might encounter two different ~~Documents~~ within the same folder, or the reverse where a multi-page ~~Document~~ has different pages separated into different folders. To take care of this, users can perform the following actions: Append Folders and Split Folders.		Folder Viewer's strength comes when using it after Separation. It gives end-users the ability to ensure that Batch Contents have been separated properly, as well as the opportunity to fix issues when they arise. For example, one might encounter two different documents within the same folder, or the reverse where a multi-page document has different pages separated into different folders. To take care of this, users can perform the following actions: Append Folders and Split Folders.

	==== Append Folders ====		==== Append Folders ====
	Append Folders can be used when you have overly separated ~~Documents~~. Meaning, that the pages of a multi-page ~~Document~~ have been placed into more than one folder. For example, both pages of a two-page W-4 might be in separate folders instead of together in the same folder. In that case, you will need to append one folder to another in order to solve this. There are two ways to append folders: via cut-and-paste, and a Grooper command called ''Append to Previous.''		Append Folders can be used when you have overly separated documents. Meaning, that the pages of a multi-page document have been placed into more than one folder. For example, both pages of a two-page W-4 might be in separate folders instead of together in the same folder. In that case, you will need to append one folder to another in order to solve this. There are two ways to append folders: via cut-and-paste, and a Grooper command called ''Append to Previous.''

	<big>'''Cut-and-Paste Method:'''</big>		<big>'''Cut-and-Paste Method:'''</big>

	To copy and paste ~~Document~~ pages into a different folder:		To copy and paste document pages into a different folder:
	# Select the pages you want to move.		# Select the pages you want to move.
	#* Hold the <code>Shift</code> key and click to select multiple pages.		#* Hold the <code>Shift</code> key and click to select multiple pages.
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	<big>Append Folders Command</big>		<big>Append Folders Command</big>

	While the Cut-and-Paste method is easy on its own, the ''Append Folders'' command can make moving ~~Document~~ pages to a proper folder even easier, without all that clicking.		While the Cut-and-Paste method is easy on its own, the ''Append Folders'' command can make moving document pages to a proper folder even easier, without all that clicking.
	# Select and right-click the folder whose contents you wish to append to the previous folder.		# Select and right-click the folder whose contents you wish to append to the previous folder.
	# Select "Foldering."		# Select "Foldering."
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	==== Split Folders ====		==== Split Folders ====
	Split Folders is useful for when Grooper placed too many ~~Documents~~ within a folder. For example, suppose you have two different ~~Documents~~: an Information Sheet and a Pension Enrollment Form. Instead of being in separate folders as one would expect, Grooper goofed and put them in the same folder. To fix this, you can split the single folder into two, getting each ~~Document~~ where it needs to be. There are two ways to perform the Split Folders action: Cut-and-Paste, and the Split Folders command.		Split Folders is useful for when Grooper placed too many documents within a folder. For example, suppose you have two different documents: an Information Sheet and a Pension Enrollment Form. Instead of being in separate folders as one would expect, Grooper goofed and put them in the same folder. To fix this, you can split the single folder into two, getting each document where it needs to be. There are two ways to perform the Split Folders action: Cut-and-Paste, and the Split Folders command.

	<big>Cut-and-Paste</big>		<big>Cut-and-Paste</big>
	# Add a new Folder where you want to put the misplaced ~~Document~~.		# Add a new Folder where you want to put the misplaced document.
	#*<li class="fyi-bullet"> Ensure you're selecting the right level for your new Folder. </li>		#*<li class="fyi-bullet"> Ensure you're selecting the right level for your new Folder. </li>
	#* You can either append or prepend the folder.		#* You can either append or prepend the folder.
	#** Append adds the new folder to the end of the folders already within the Batch		#** Append adds the new folder to the end of the folders already within the Batch
	#** Prepend places the new folder at the beginning of the folders within the Batch		#** Prepend places the new folder at the beginning of the folders within the Batch
	# Select the ~~Document~~ you want to move into their own folder.		# Select the document you want to move into their own folder.
	# Right-click.		# Right-click.
	# Select "Cut."		# Select "Cut."
	# Right-click the folder where you want to move the ~~Document~~.		# Right-click the folder where you want to move the document.
	# Select "Paste."		# Select "Paste."


	<big>Split Folders</big>		<big>Split Folders</big>
	# Select the ~~Document~~ pages that you wish to place into a new folder.		# Select the document pages that you wish to place into a new folder.
	#* <code>Shift + click</code> for multiple pages		#* <code>Shift + click</code> for multiple pages
	# Right-click the page(s)		# Right-click the page(s)
	# Select "Foldering."		# Select "Foldering."
	# Select "Split Folders."		# Select "Split Folders."
	# Grooper will split the folder at that location, creating a new folder and put the selected ~~Document~~ pages inside.		# Grooper will split the folder at that location, creating a new folder and put the selected document pages inside.
	#<li class="fyi-bullet">The new folder will be created at the same level as the other folders.</li>		#<li class="fyi-bullet">The new folder will be created at the same level as the other folders.</li>

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	# Select "Foldering."		# Select "Foldering."
	# Click "Merge Selected."		# Click "Merge Selected."
	# In the window that appears, you may choose to assign a Document ~~type~~ to the new folder		# In the window that appears, you may choose to assign a Document Type to the new folder
	#* To do so, click "☰" at the end of the Content Model property		#* To do so, click "☰" at the end of the Content Model property
	#* Select the desired Document ~~type~~ from the dropdown menu.		#* Select the desired Document Type from the dropdown menu.
	# Click "Apply" to merge the selected pages.		# Click "Apply" to merge the selected pages.
	# And Voila! Grooper will merge the selected pages, placing them within their own folder.		# And Voila! Grooper will merge the selected pages, placing them within their own folder.
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	* '''Thumbnail View:''' Visual inspection of page images.		* '''Thumbnail View:''' Visual inspection of page images.
	* '''Data View:''' Review and correction of extracted data.		* '''Data View:''' Review and correction of extracted data.
	* ''' Classification View: ''' Review and correct ~~Document~~ Classification of a Batch		* ''' Classification View: ''' Review and correct document Classification of a Batch
	* ''' Scan View:''' Review physical ~~Documents~~ scanned into Grooper.		* ''' Scan View:''' Review physical documents scanned into Grooper.