Batch Processing

Scanning, Batch Processing

Batch Processing is used for:

Splitting and indexing large scan batches

Indexing multiple documents simultaneously from the same screen

Splitting apart large documents into smaller ones

Batch Processing can be used to Index multiple documents simultaneously from the same screen and split apart large documents into smaller ones. This is used when Scanning a large, disorganized file into the system or when Importing multiple electronic files using Print To or Save To. You can use hotkeys to quickly scroll through pages and manually select document end pages. You can also rotate, reorder, add and delete pages from the same screen. Documents that have been Imported to DynaFile, but have not yet been Indexed will reside in the Batch Processing folder.

Process Scan Batches

The Batch Processing folder will include all un-indexed files in the system. Before they are filed in the appropriate location, these documents need to be indexed. To Process Batches:

Process Scan Batches from Tools Menu

Process Scan Batches from Tools Menu Screen

Batch Processing - Process Scan Batches

Batch Processing

Click on Tools in the Menu Bar at the top of the DynaFile interface

Click on Process Scan Batches option from the Tools menu

If you have multiple Scanning Locations set up, select Location from the drop down menu

Select your Scan Batch from the Batch Processing list to enter the Batch Processing Screen

Enter or select the required Document Properties for the first page of the Scan Batch in the Index Panel. Learn more about Document Registration.

The Start of New Document box will be checked by default

Scroll down and select the first page of the next document in the Batch Panel

Check the Start of New Document box in the Index Panel to designate the beginning of a new document

Repeat steps 5 – 9 until all documents in the Scan Batch have been indexed

Click Batch Complete

All of the documents that you just Batch Processed will be filed in the correct location automatically


Batch Processing Keyboard Shortcuts

You can use the following keyboard shortcuts to process batches of scanned documents extremely quickly without the need for a mouse. Please refer to the table below:

[Alt+Control-N] or [Enter]: Next Page
[Alt+Control-P]: Previous Page
[Alt+Control-S]: Start of New Document
[Alt+Control-B]: Batch Complete
[Alt+Control-L]: Rotate Current Page CCW
[Alt+Control-R]: Rotate Current Page CW
[Tab]: Tab Forward Through Index Fields
[Shift+Tab]: Tab Backward Through Index Fields
[Alt+Down Arrow]: Expand Drop Down Selection