User guide

Starting Ipro eCapture QC Module
www.iprotech.com Ipro eCapture User Guide 6-17
877-324-4776 Q1 2014
By default the two options, Select Compound Documents Separately and View
Compound Documents Separately are both checked. These options are not
mutually exclusive. The "Select" option affects selection; whereas the "View"
option affects the positioning of the messages in the Documents/Records List
window.
Select the option Select Compound Documents (Parent/child relation-
ships) Separately to have each item in the record table treated as its own
entity. When sorting and searching is performed, it will treat each item sepa-
rately.
Deselect the option Select Compound Documents (Parent/child relation-
ships) Separately if you want the search and sort results to apply to all items
associated within the compound document. Example: A Child is flagged with
Passed QC, and its Parent is not flagged as Passed QC. Therefore, when a
search is performed for items “Passed QC”, then the search results will return
both items.
Ipro eCapture will display any compound documents and their attachments in
the Documents/Records List window. A compound document will show the
expand/collapse buttons (+/-) to indicate it is a document with attachments.
If both options, Select and View are deselected, documents will be arranged so
that the children are directly underneath their parents in the Documents/
Records List window.
Select the option Hide Duplicates to hide all duplicate files in the Documents/
Record list window that exist in the document session. This is useful for reduc-
ing the amount of documents requiring QC. This option is deselected by
default. When it is not selected, all duplicates are returned.
6. (Optional) Select the option Set as Default to save the settings for
“Select” and “View”.
7. Do from the following as they apply:
•Select one or more categories. Proceed to step 9 if you will not
be selecting any flags. Otherwise, continue to the next bullet.
• Click the Flags tab. Select one or more flags by clicking the flag
once (a green + sign appears. The designated category selected
will only be shown if it does have the flag.
Click the flag twice (a red - sign appears). The designated cate-