There are a number of settings which are specific to how you want to review documents, with regards to the look and feel of the " Data Entry Companion " and the workflow.
Context bar
The four elements of the context bar can be made visible or hidden. If none of the elements is visible, the context bar itself will be hidden.
Toolbar
The toolbar contains two elements
Page navigation: they can be
Shown
Hidden
Buttons: they can be
Shown as buttons: in this case they will be visible directly on the toolbar
Shown nested within their menu: in this case, they can be accessed through their parent menu dropdown
Hidden
Workflow
Different settings are available to change the workflow (see Workflow).
In addition to what is described below, you can define which documents (based on their status) should be included in the workflow. This is described in Roles and permissionsPermissions .
Locking:
Here you can define if locks expire and if so after how much time. A document with an expired lock will still appear as locked. Yet, another user can "steal" an expired lock.
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You can choose to turn pre-fetch on / off. As you may remember, pre-fetch obtains a lock on a next document and caches the data for the next document while reviewing a document to speed up loading times.
Exception-based review
Sequence:
You can choose whether the exception-based review follows the sequence of the data table view, or the order of the document view. Data table view sequence will offer fields for review based on the sequence of the Fields table and other data tables (output-oriented). Document view sequence will offer fields in the order they were found on the document itself (input-oriented).
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You can choose to mark fields as read-only if their confidence level is higher than the confidence threshold
Available fields
Conditional:
You can choose to be able to indicate only fields for which the condition already evaluates to true or to be able to indicate all fields (even if their condition currently evaluates to false).
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When included and selected, this will effectively overwrite the current value of that field.
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Table of Review Settings
OptionSub-option | Description | |||||||||||||
review_by_table | exception-based review follows a certain order. When this option is enabled, then the sequence of exception-based review will be determined by the order in the data view. If this option is disabled, the sequence will be defined by the order of appearance on the document view. | |||||||||||||
start_review_on_first_table | when this option is enabled, you will be first directed to review the line item fields in the tables instead of the header fields | |||||||||||||
set_tables_in_vertical | enabling this will transpose the tables in the data view so that the column headers will be displayed vertically | |||||||||||||
copy_data_to_added_row | ||||||||||||||
autofocus_first_action | with this option, the first field to review will automatically be highlighted upon opening the file | |||||||||||||
prevent_submit_with_remaining_fixes | Prevent submit with remaining fixes | |||||||||||||
multiple_labels | when this option is enabled, labels which can only occur once (multiple == false) will still be included in the dropdown with available labels even if they already have a value. If they are selected, the existing value will be overwritten. When this option is disabled, labels which can occur only once will not be included in the dropdown with available labels if they already have a value. | |||||||||||||
read_only_above_threshold | when this option is enabled, fields for which the confidence level is above the confidence threshold (marked in black) will be read-only | |||||||||||||
read_only_after_submit | when this option is enabled, submitted document is ‘read-only’ | |||||||||||||
pre_fetch | when this option is enabled, next document is pre-fetched when working on current one | |||||||||||||
conditional_choicebox | when this option is enabled, then the dropdown with available labels will not include fields which are not visible | |||||||||||||
lock_expiry | To avoid users being able to have a lock on a document for a too long time, lock expiry can be enabled so that other users can 'steal' a lock if the lock is older than the indicated timeframe. | |||||||||||||
lock_enable | This means that the lock will not automatically be removed, but that it can be assigned to another user as part of pick-next when the lock is expired. | |||||||||||||
lock_timeout | set the timeout for the lock | |||||||||||||
first_toolbar | Visible elements on top bar | arrow|||||||||||||
(obsolete) | stats | Stats about Stats about submitted documents | ||||||||||||
uuid | Document UUID | |||||||||||||
name | Name of document | avatar | (obsolete)Name of document | |||||||||||
status | Document status | uuid | Document UUIDDocument status | |||||||||||
second_toolbar | Visible elements on lower bar | |||||||||||||
File | File section | |||||||||||||
open | Open buttonOpen button | |||||||||||||
save | Save buttonSave button | |||||||||||||
done | Done/Submit buttonSubmit button | |||||||||||||
escalate | Escalate buttonEscalate button | |||||||||||||
cancel | Cancel buttonCancel button | |||||||||||||
reject | Reject buttonReject button | |||||||||||||
Edit | Edit section | undoUndo button | ||||||||||||
next_issue | Next issue button | crop | Crop buttonCrop button | |||||||||||
cursor_mode | Cursor mode/Blue box modebox mode | |||||||||||||
undo | View section | original | Show original button | unrecognized | Show unrecognized button | thumbnails | Show thumbnails button | zoom_in | Zoom in document button | zoom_out | Zoom out document button | sections | Show sections button | Undo button |
next_issue | Next issue button | |||||||||||||
View | View section | |||||||||||||
toogle_data_table_view | Toggle data table view buttonview button | |||||||||||||
toogle_text_image | Toggle text/image buttonimage button | |||||||||||||
next_document | Show next document button | |||||||||||||
prev_document | Show previous document button | next_document | Show next document buttonShow previous document button | |||||||||||
original | Show original button | |||||||||||||
unrecognized | Show unrecognized button | |||||||||||||
thumbnails | Show thumbnails button | |||||||||||||
zoom_in | Zoom in document button | |||||||||||||
zoom_out | Zoom out document button | |||||||||||||
sections | Show sections button | |||||||||||||
Studio | Studio section | |||||||||||||
import_library | Import library button | |||||||||||||
studio | Show studio buttonShow studio button | |||||||||||||
format | Show format buttonShow format button | |||||||||||||
view | Show view buttonShow view button | |||||||||||||
retrain | Retrain button | import_library | Import library button | Retrain button | ||||||||||
Help | Help section | |||||||||||||
feedback | Show feedback buttonShow feedback button | |||||||||||||
manual | Show manual button | about | Show about button | Show manual button | ||||||||||
actions | Show remaining actions | |||||||||||||
versions | Show document versions | prevent_submit_with_remaining_fixes | Prevent submit with remaining fixes | |||||||||||
change_page_order | Change page order | |||||||||||||
show_bar_box_for_tables | Show bar box on the document view for tables |