This tutorial explains all the features of the Routty Smart Capture module
You will need normal or admin permission on Capture
User interface overview
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Clicking on the full view button will show the entire list of documents to be verified by the user.
This will close the right (detail) section of the screen. -
Navigate the different views of the selected document:
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Capture (default)
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Logs
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Comments
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Conversations
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Indexer is a collection of all fields that can be captured for the given document type.
Usage of the indexer will be explained in the “How to learn new fields” tutorial -
The refresh button will relaunch the extraction of the fields for the selected document
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Navigate through the pages one by one
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An overview of the errors and warnings. Errors should be resolved before the Accept button becomes available/clickable
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Action buttons
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Accept: will accept the document and will then go to the next step in the process
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Cancel: will cancel the document
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Hides the list of documents on the navigation (left) side
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Shows the pages of the selected document for easier navigation: