The Document view
Use this view to verify or correct documents.
To access this view: Login to Kofax AP Essentials Office, select one or more documents and click Start.
Use this view to verify, correct or approve documents. The settings that appear here vary depending on your privileges. If you opened a document in batch mode, batches appear in a thumbnail view with the current document selected.
|||Returns to the document list view.|
|||Skips to the next document. If there are no more documents, you return to the document list view.|
|||Sends the current batch back to the document list view for
manual document separation.
All saved data in the entire batch is lost.
To enable this button, the Separation service must be enabled and the user must have the Manual document separation (Split) privilege enabled in the User view (Privileges tab).
|Sends documents back to verification.
This button is visible for documents in these statuses:
This button does not appear for documents that are on hold. Likewise, this button does not appear if the Verification service is not enabled. You cannot send a document back to verification if the document has already been sent to the target system.
a dialog that you can use to assign the current document to
To enable this button, Workflow services must be enabled, and the user must have the Reroute approval documents privilege enabled in the User view (Privileges tab).
|||Saves changes to the current document.|
|||Puts the document on hold. When a document is on hold, you cannot process the document until you "unhold" it. You cannot perform actions such as verifying, approving or rejecting the document. However, you can save changes to field values, add comments and attachments or delete the document.|
|||Unholds a held document. This button is only visible if a document is on hold.|
|||Rejects the current document.|
|||Displays a dialog which you can use to send the current document to a workflow. This button is only visible when correcting an document.|
|||Deletes the current document.|
|||Displays a dialog which you can use to attach a question to the document.|
|||Opens the current document in a new window so you can print it.|
|||Restarts the current approval workflow. This button only appears when viewing a rejected document when workflow services are enabled.|
|||Displays a dialog that you can use to change the approval workflow. This button only appears when viewing a rejected document when workflow services are enabled.|
|||Displays the document fields and their interpreted values. This is where you do most of the work
Clicking underlined field titles opens a search dialog that helps you find correct information. For example, if you click the supplier name or supplier number field titles, a search dialog is displayed. This feature is also available for the order number field, if you use the purchase order service to import PO data.
|||Displays batch, document and origin information which can be useful when handling problem
Displays any extra files that are attached to the document.
You must enable Storage services, and have the Access STORAGE privilege to view this tab and utilize its features.
You can click Add attachment to add files to the document.
For security reasons, you cannot upload files with these extensions:
.BAT .CMD .COM .CPL .CSH .EXE .INF .JS .LNK .MSI .MSP .PIF .REG .SCF .SCR .HTM .HTML .VBS
If you use Storage services, and have the Access STORAGE privilege, original emails containing documents appear here.
|||Lets you view and add comments to the document.|
|||Displays a sequential list of document events.|
|||Toggles field visibility.|
|Document image view|
|||Fits the document image in the available space.|
|||Fits the document image according to the available width.|
|||Fits the document image according to the available height.|
|||Displays the actual size of the document image.|
|||Rotates the document image 90 degrees counterclockwise.|
|||Rotates the document image 90 degrees clockwise.|
|||Opens a detached document image view in a new window. This feature can improve the user experience if you have dual displays.|
|||Closes the detached document image view.|
|Line item view|
|Line items||Displays captured line-item values, if the document type supports
Displays controls for coding the document.
Keyboard shortcut: Ctrl + Enter.
If you have the Start workflow from Verification privilege, the OK button has a context menu that lets you assign the current document to a workflow.