Review User Guide - Revision history

Dsmith: /* Batch Management */

2025-09-02T20:42:32Z

Batch Management

Dsmith: /* Batch Management */

2025-09-02T20:20:06Z

Batch Management

← Older revision		Revision as of 15:20, 2 September 2025
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	# You will check the box to the right of each step you wish to rest. In our case, we only need to reset the "Export" step.		# You will check the box to the right of each step you wish to rest. In our case, we only need to reset the "Export" step.
	# Click "APPLY" to reset.		# Click "APPLY" to reset.
			# The step's color changed from red to black, indicating the step is awaiting processing.
	~~[[File:2023-Review User Guide-Resetting Steps 05.png]]~~


	#~~<li value=12>~~ The step's color changed from red to black, indicating the step is awaiting processing.
	# Right-click the '''Batch'''.		# Right-click the '''Batch'''.
	# Click "Resume" to resume the '''Batch''' at the indicated process.		# Click "Resume" to resume the '''Batch''' at the indicated process.
			# When the "Resume" window pops up, click "APPLY" to confirm you wish to resume the '''Batch Process'''.
	~~[[File:2023-Review User Guide-Resetting Steps 06~~.~~png]]~~		# With the '''Batch's''' process updated, the "Export" step reset, and processing resumed. The step now executes sucessfully.


	~~#<li value=15> When the "Resume" window pops up, click "APPLY" to confirm you wish to resume the '''Batch Process'''.~~

	~~[[File:2023-Review User Guide-Resetting Steps 07.png]]~~


	~~#<li value=16> With the '''Batch's''' process updated, the "Export" step reset, and processing resumed. The step now executes sucessfully.~~

	~~[[File:2023-Review User Guide-Resetting Steps 08.png]]~~

	=== The Jobs, Statistics, Events, and Details Panels ===		=== The Jobs, Statistics, Events, and Details Panels ===
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	* Black = The task is awaiting processing.		* Black = The task is awaiting processing.

	~~[[File:2023-Review User Guide-Bottom Panels 01.png]]~~

	==== Statistics ====		==== Statistics ====
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	'''Review''' steps will contain processing information that may be useful when obtaining various kinds of metrics, such as the number of fields edited, the number of keystrokes entered, and total time it took to complete the '''Review''' task.		'''Review''' steps will contain processing information that may be useful when obtaining various kinds of metrics, such as the number of fields edited, the number of keystrokes entered, and total time it took to complete the '''Review''' task.

	~~[[File:2023-Review User Guide-Bottom Panels 02.png]]~~

	==== Events ====		==== Events ====
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	This panel is often most helpful when processing errors occur, logged as "Error" events. This will give you additional information to help you troubleshoot the issue.		This panel is often most helpful when processing errors occur, logged as "Error" events. This will give you additional information to help you troubleshoot the issue.

	~~[[File:2023-Review User Guide-Bottom Panels 03.png]]~~

	==== Details ====		==== Details ====
	The "Details Panel" gives you the most "top level" details about items in the '''Batch'''. This will give you total counts for pages, folders, Content Types, Attachment Types and various other information pertaining to them.		The "Details Panel" gives you the most "top level" details about items in the '''Batch'''. This will give you total counts for pages, folders, Content Types, Attachment Types and various other information pertaining to them.

	~~[[File:2023-Review User Guide-Bottom Panels 04.png]]~~



	<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/cmeufb9gb007zz20ijqkd8vir?embed_v=2&utm_source=embed" loading="lazy" title="2025 - Review User Guide - Batch Management" 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/cmeufb9gb007zz20ijqkd8vir?embed_v=2&utm_source=embed" loading="lazy" title="2025 - Review User Guide - Batch Management" allow="clipboard-write" frameborder="0" webkitallowfullscreen="true" mozallowfullscreen="true" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div>

Dsmith: /* Batch Management */

2025-09-02T20:02:06Z

Batch Management

← Older revision		Revision as of 15:02, 2 September 2025
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	[[File:2023-Review User Guide-Bottom Panels 04.png]]		[[File:2023-Review User Guide-Bottom Panels 04.png]]



			<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/cmeufb9gb007zz20ijqkd8vir?embed_v=2&utm_source=embed" loading="lazy" title="2025 - Review User Guide - Batch Management" allow="clipboard-write" frameborder="0" webkitallowfullscreen="true" mozallowfullscreen="true" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div>

Dsmith at 17:56, 22 August 2025

2025-08-22T17:56:44Z

← Older revision		Revision as of 12:56, 22 August 2025
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	\|		\|
	You may download the ZIP(s) below and upload it into your own Grooper environment (version 2024). The first contains one or more '''Batches''' of sample documents. The second contains one or more '''Projects''' with resources used in examples throughout this article.		You may download the ZIP(s) below and upload it into your own Grooper environment (version 2024). The first contains one or more '''Batches''' of sample documents. The second contains one or more '''Projects''' with resources used in examples throughout this article.
	* [[Media:~~2024~~ Wiki Review-User-Guide Batches.zip]]		* [[Media:2025 Wiki Review-User-Guide Batches.zip]]
	* [[Media:~~2024~~ Wiki Review-User-Guide Projects.zip]]		* [[Media:2025 Wiki Review-User-Guide Projects.zip]]
	\|}		\|}

Dsmith at 17:41, 22 August 2025

2025-08-22T17:41:36Z

← Older revision		Revision as of 12:41, 22 August 2025
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	{{#lst:2024:Scan Viewer (UI Element)\|Scanning Documents into Grooper via Grooper Scan}}		{{#lst:2024:Scan Viewer (UI Element)\|Scanning Documents into Grooper via Grooper Scan}}
			<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/cmeh7evpz09f5010ip4qh1c6z?embed_v=2&utm_source=embed" loading="lazy" title="2025 - Review User Guide - Scan Viewer" allow="clipboard-write" frameborder="0" webkitallowfullscreen="true" mozallowfullscreen="true" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div>

	== Batch Management ==		== Batch Management ==

Dsmith: /* Folder Viewer */

2025-08-14T13:49:03Z

Folder Viewer

Show changes

Dsmith: /* Folder Viewer */

2025-08-14T13:09:24Z

Folder Viewer

← Older revision		Revision as of 08:09, 14 August 2025
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	This would attempt to split the root folder in two, which is akin to splitting the '''Batch''' itself in two. This cannot be done with the ''Split Folder'' command. If you attempt to do so, Grooper should give you an error message.		This would attempt to split the root folder in two, which is akin to splitting the '''Batch''' itself in two. This cannot be done with the ''Split Folder'' command. If you attempt to do so, Grooper should give you an error message.
	\|}		\|}

	~~[[File:2023-Review User Guide-Splitting Pages 19.png]]~~


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	#* In our case, Pages 3 and 4 were placed in a new folder, Folder (4).		#* In our case, Pages 3 and 4 were placed in a new folder, Folder (4).

	~~[[File:2023-Review User Guide-Splitting Pages 20.png]]~~

	<big>Using Classification Viewer to Resolve Separation Problems</big>		<big>Using Classification Viewer to Resolve Separation Problems</big>
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	# The only real difference is the '''''Classification Viewer''''' has access to the Document Types panel, which shows the classification statistics generated from a '''Classify''' step in a '''Batch Process'''.		# The only real difference is the '''''Classification Viewer''''' has access to the Document Types panel, which shows the classification statistics generated from a '''Classify''' step in a '''Batch Process'''.

	~~[[File:2023-Review User Guide-Classification Viewer Separation 01.png]]~~


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	For example, you can append pages to the previous folder, using the ''Append To Previous'' button.		For example, you can append pages to the previous folder, using the ''Append To Previous'' button.
	#~~<li value=3>~~ Right click on a folder.		# Right click on a folder.
	# Select "Foldering".		# Select "Foldering".
	# Click "Append To Previous".		# Click "Append To Previous".
			#* These commands manipulate the folders and pages in the '''Batch''' in the exact same manner. They even use the same keyboard shortcuts!
			# Continuing using the previous example, pressing the ''Append To Previous'' button appended the selected folder's pages to the folder before it, just as we saw previously in the "Append Folders" tab of this tutorial.

	~~[[File:2023-Review User Guide-Classification Viewer Separation 02.png]]~~		For this reason, if document separation is part of your organization's Grooper process, you may find it most beneficial to review document separation at the same time as document classification using the '''''Classification Viewer'''''. Separation and classification go hand in hand in a lot of ways. It makes a lot of sense to do separation and classification review at the same time, and you have all the tools necessary to do so within the '''''Classification Viewer''''' itself.


	~~These commands manipulate~~ the ~~folders and pages in~~ the '''~~Batch~~''' in ~~the exact same manner~~. ~~They even use~~ the same ~~keyboard shortcuts!~~
	~~#<li value=6> Continuing using~~ the ~~previous example, pressing~~ the ''~~Append To Previous~~'' ~~button appended the selected folder~~'~~s pages to the folder before it, just as we saw previously in the "Append Folders" tab of this tutorial~~.

	For this reason, if document separation is part of your organization's Grooper process, you may find it most beneficial to review document separation at the same time as document classification using the '''''Classification Viewer'''''. Separation and classification go hand in hand in a lot of ways. It makes a lot of sense to do separation and classification review at the same time, and you have all the tools necessary to do so within the '''''Classification Viewer''''' itself.

	~~[[File:2023-Review User Guide-Classification Viewer Separation 03.png]]~~

	<big>Merging Documents</big>		<big>Merging Documents</big>
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	# The third containing these pages.		# The third containing these pages.

	~~[[File:2023-Review User Guide-Merging Documents 01.png]]~~


	We'll use the ''Merge Selected'' command to merge selected pages into a new folder.		We'll use the ''Merge Selected'' command to merge selected pages into a new folder:

	# We've multi-selected the first two pages that should be in their own folder.		# We've multi-selected the first two pages that should be in their own folder.
	# Right-click any of the pages you want to merge.		# Right-click any of the pages you want to merge.
	# Select ''Foldering''.		# Select ''Foldering''.
	# Click ''Merge Selected''.		# Click ''Merge Selected''.
			# This will bring up the '''''Merge Selected''''' window, allowing you to choose a '''Document Type'''.
	~~[[File:2023-Review User Guide-Merging Documents 02.png]]~~		# Click the hamburger icon to bring up a dropdown list of the '''Content Model's''' different '''Document Types'''.


	This will bring up the '''''Merge Selected''''' window, allowing you to choose a '''Document Type'''.
	#~~<li value=5>~~ Click the hamburger icon to bring up a dropdown list of the '''Content Model's''' different '''Document Types'''.
	#* Or, use the search bar to search for one.		#* Or, use the search bar to search for one.
	# Select the '''Document Type''' to be assigned to the new folder.		# Select the '''Document Type''' to be assigned to the new folder.
	# Click the ''EXECUTE'' button.		# Click the ''EXECUTE'' button.
			# A new folder should be inserted (in the same folder as the selected pages).
	~~[[File:2023-Review User Guide-Merging Documents 03.png]]~~


	#~~<li value=8>~~ A new folder should be inserted (in the same folder as the selected pages).
	# The selected pages are placed in the folder.		# The selected pages are placed in the folder.
	# The folder is assigned the '''Document Type''' you chose.		# The folder is assigned the '''Document Type''' you chose.
			# And, in our case, we'd simply repeat the process for the remaining two documents.

	~~[[File:2023-Review User Guide-Merging Documents 04.png]]~~


	~~#<li value=11> And, in our case, we'd simply repeat the process for the remaining two documents.~~

	~~[[File:2023-Review User Guide-Merging Documents 05.png]]~~

Dsmith: /* Folder Viewer */

2025-08-14T12:57:10Z

Folder Viewer

← Older revision		Revision as of 07:57, 14 August 2025
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	[[File:2023-Review User Guide-Merging Documents 05.png]]		[[File:2023-Review User Guide-Merging Documents 05.png]]


			<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/cme7dfcu2007szx0i0fj63sbg?embed_v=2&utm_source=embed" loading="lazy" title="2025 - Review User Guide - 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>

	==== Shortcuts ====		==== Shortcuts ====

Dsmith: /* Thumbnail Viewer */

2025-08-08T19:42:50Z

Thumbnail Viewer

Show changes

Dsmith: /* Thumbnail Viewer */

2025-08-08T19:23:11Z

Thumbnail Viewer

← Older revision		Revision as of 14:23, 8 August 2025
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	[[File:2023-Review User Guide-Thumbnail View Confirming Pages 05.png]]		[[File:2023-Review User Guide-Thumbnail View Confirming Pages 05.png]]


			<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/cmdyyeit703bqv60ip19zbxo7?embed_v=2&utm_source=embed" loading="lazy" title="2025 - Review User Guide - Thumbnail Viewer" allow="clipboard-write" frameborder="0" webkitallowfullscreen="true" mozallowfullscreen="true" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div>

	==== Shortcuts ====		==== Shortcuts ====