Set Batch and Field Defaults

Through the process of adding items using either a scanner or uploading them from your file explorer, the area will prompt you with a dialog titled: ‘Set Batch & Field Defaults’. This dialog lets you add the items you are acquiring to a new or existing batch as well as set default values for profile fields as shown below.

 

 

Batch

This allows you to add the documents being acquired to a specific batch (group).

  • You can enter that batch in manually or you can select it from the drop-down list to add the items to an existing batch. This list shows all the batches that currently have unsubmitted items.
  • You can enter that batch value manually to add the document to a new batch.
  • Click on ‘Auto generate’ link to assign an auto-generated number to the Batch.

 

Note: If you keep the batch field empty, then your items will be added without a batch. The details of the batch for each item will be displayed in the batch column in the slide out panel.

 

Note: The maximum character limit for manually entering the Batch details is 30.

The special characters can be included in the batch name:

Special characters to be considered:
 ~ ` ! @ # $ % ^ & * ( ) _ - + = { } | [ ] \ ; : '" < > ? , . /

Spanish characters to be considered:
 á, é, í, ó, ú, ñ, ü, ¿, ¡

French characters to be considered:
 ë, ï, ü, à, è, ù, â, ê, î, ô, û, é, Ç

 

Setting defaults for this Acquisition

You can set default values for Profile fields on single or group of items that you acquire.

 

Note: The default values loaded in the profile fields will be driven by Drop points defaults first. If the drop point defaults are not set, then it will consider Document type defaults or Workflow field defaults. Otherwise, the profile fields will be empty and user can manually set the individual values.

 

Don't Ask me again

You can turn off the batch prompt by checking off “Don’t ask me again” and clicking on "OK". your preference will be saved for subsequent acquisitions and you will no longer be prompted to add a batch or for the opportunity to set default values for fields being acquired.

 

Tip: If you need to change the preference and turn the prompt back on, then you can do so from the settings panel by turning the toggle switch labeled: “Batch and Defaults” to "ON" as shown in the below screen.