Batch

By means of this menu, it is possible to view the capture batches created through SE Capture, regardless of the step in which they are found. When you view batches, you need to take into consideration that certain batches will only be displayed in the view result or the logged-on user can only view its data, according to the permissions granted for them in the configuration of the capture to which the batches belong.

	Click on this button to view the capture batch data or click on the arrow next to it to view the document data. Note that the option to view the document data will only be enabled if in the Display filter is selected the "Documents from the batch" option.
	Click on this button to load SE Analytics, so that the result obtained in the search can be analyzed.
	Click on the arrow located next to this button to set up and issue the batch reports of desired documents. This button also allows exporting the list of records displayed on the main screen to an Excel file, configuring a new report or associating an existing report, or searching for the parameters that may be used in the configuration of new reports.

Use the following filters to find the records you wish by using specific information. To use them, go to the Search filters panel and click on the

button to add filters.

▪Use the Quick search field of the Search field panel, to search for the desired document by means of words contained in the title, description and/or content of each electronic file.

▪For further details about the "Search panel" and other view operations, refer to the Views section.

Set if the search result is displayed in the list of records through the Batch or Batch documents. When selecting the Documents from the batch option, in addition to the columns displaying the batch data, the columns with the data of the documents associated with them will also be shown. It is important to point out that if the batch has more than one document associated, it will be displayed more than once in the records list.

Check the Only favorites option so that in the search results, only batches classified as favorites are displayed. For more information, refer to the Search Filters View favorite records section.

ID #: Enter the capture batch ID # that you wish to search.

Name: Enter the capture batch name that you wish to search.

Step: Expand the list and check the capture steps in which the batch you wish to search may be found. Use the other buttons next to the field to select all the steps and clear the checked ones.

Created on: Select, in the Start and End fields, the date ranges that cover a date on which the capture batch you wish to search was created. In the Record user field, select the record user of the capture batch you wish to search. Use the other buttons on the side of the field to fill it with the logged user data or clear it.

Recognition profile: To enable this filter, first, in the Type filter, click on the Select type menu and select the capture configuration applied to the batch you wish to search. In the Index field, select the index extracted from the batch document. In the Value field, enter the possible index value you wish to search in the batch.

Use the fields in this filter to find the desired batch, through the documents associated with it. To do that, enter the ID # and/or title/summary of the desired document.

▪After entering the necessary filters, click on the SEARCH button on the Search filters panel to search or press the ENTER key on the keyboard. The result will be displayed on the right side of the view screen.

▪Through the "S" column of the record list, it is possible to identify the capture step in which the batches displayed in the search result are found.