Truth or Lie
I can annotate PDF document
Lie
This is where you can work with unindexed documents to reorder the pages
Batch Processing
These are predefined searches
Custom Queries
After entering the ID Number during indexing, I have to hit this for the keywords to populate
Tab
When indexing a new document, how can you determine whether or not a value is required?
It will be red
I can add pages together during indexing
True. This is done with the Append button during Batch Processing
This is where you can see the metadata/indexed values associated with a document
Keyword Panel
What do you do when in doubt?
Right-click it out
How do you see who has viewed or worked on a document?
History
What can be changed when re-indexing a document that cannot be done through the Keyword Panel?
The Document Type. Re-index would also be needed to expand the AutoFill.
Redactions are permanent
This is where I find the training guides
The Solution Guides Document Type Group
When is a reverse AutoFill used?
When you don't know the main ID and you are indexing a document
During Batch Processing, how can I have a document skip document separation
Right click on the batch and select Skip Document Processing
When looking at a specific document, how do you see other related documents?
Cross-references
I can batch scan in the Web Client
Lie. Batch Scanning can only be done in the Unity Client. Batch Processing can be done in the Web Client
This is where I navigate within the Web Client
The hamburger menu
Where can deleted documents be accessed?
In the Trash Can (if you have the applicable permission)
How do you index multiple documents for the same donor in Batch Processing?
Use the Lock button
How do you search for a contained value without a starting wildcard in the Web Client?
Use the <> operator in your search instead of the =
I can search for 2 separate keyword values at one time
True. An additional value needs to be added and the 'OR' operator user
This is where I can sort, group and/or filter my hit list
Custom Queries
Where are all the unindexed documents stored?
Scan Queue - Awaiting Index
How do you select multiple but specific Document Types in Retrieval or Custom Queries?
Use the Ctrl or Shift key while clicking on the Document Type
What happens if you purge a batch?
Purged batches are deleted without going to a trash can. Once deleted, they cannot be recovered.