Document Review (DPU Use Only)

The purpose of document review is to confirm that all documents in a folder are ready to be indexed. The review can make adjustments to how documents are separated and rotate documents so they are facing the correct direction.

Document review occurs in three situations:

A faxed document is received by the CDPU or MDPU.
A document is scanned to the Scan First CDPU or Process First CDPU Document Types.
The document(s) is manually routed to document review from indexing due to a separation or rotation issue.

Work on this page is not saved until you click Complete Activity

A pop-up window will open to remind you to complete the activity prior to leaving the page or closing the window.

Instructions

Jump to Step (Click for List)(Click for List)

Start a Document Review
Review and Adjust Documents as Needed
Complete Activity

Start a Document Review

From the Work Queue page, click on a folder with any of the following Activity Names:

Document Review - Scan
Document Review - Fax
Document Review - Index

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Review and Adjust Documents as Needed

Documents can be split, merged or deleted on this screen. Pages can be rotated or deleted. Any issues that cannot be resolved with one of those actions must be rescanned.
Split pages into their own documents Select the first page of the new document in the Thumbnails view. Right-click on the page thumbnail and select Split Document. A new document will be created beginning with the selected page.	Click image for larger view
Merge document with the previous document in the list Select the bottom document(s) to merge in the Electronic Case Files folder. Right-click on the document(s) and select Merge with Previous.	Click image for larger view
Merge selected documents Select the documents to merge in the Electronic Case Files folder. Right-click on one of the documents and select Merge Selected.	Click image for larger view
Rotate page Select the page in the Thumbnails view. Either: Right-click the page thumbnail and select one of the rotate options. Click one of the rotate document buttons: , , or	Click image for larger view
Delete a page Select the page to delete in the Thumbnail view. Either: Right-click on the page thumbnail and select Delete. Click Delete Page Select Yes in the pop-up window to confirm the deletion. This cannot be undone.	Click image for larger view
Delete a document (This will delete all pages within the document.) Select the document to delete in the Electronic Case Files folder. Either: Right-click on the document name and select Delete. Click Delete Document . Select Yes in the pop-up window to confirm the deletion. This cannot be undone.	Click image for larger view

Complete Activity

Click Complete and Take Next Activity

to save changes and take the next Document Review activity in the work queue. Click Complete Activity

to save changes and return to the work queue. The folder moves to the indexing activity after using either of the complete buttons.

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