| Set Up Steps | Forms Definer | Data Validation Task | Grab Bag | Troubleshooting |
|---|---|---|---|---|
|
What is a Manual Step? No other steps will allow this field to be marked.
Only this can be marked as a Data Validation step in Workflow Studio
|
What is 70-90%?
This is the range we recommend selecting for a form confidence level.
|
What is Red to Orange/Yellow?
And high confidence cards change from Blue to orange to show users which fields have edited by users.
Once edited, a low confidence card color coding changes from _________ to __________
|
What is pressing done or release in the manual task? Fields cannot be edited until they have been validated in a task, or the task has been released.
The High Confidence cards that are not manually validated only appear after this step takes place.
|
What is the Functionality Rights for Edit Validation?
A customer calls saying their users cannot see the edit validation option on any documents, probably because of this.
|
|
What is False? A validation step can be the first, or only step in a workflow.
A manual step cannot be marked a start step and a validation step. True or False
|
What is DocType or Flow/Step?
##### is shown if the user does not have permission to see either of these two fields.
|
What are text fields and yes/no drop down menus?
The dropdown menus are also used to confirm images, like signatures, can be seen on the document.
These are the two types of fields users will see in the Validation panel.
|
What is the Browser Client?
This is the only client that forms definer or data validation are available in.
|
What is still having cards that require validation visible on the screen?
Every card visible is required to be confirmed before the task can be closed.
"I cannot press the Release button on my Validation task." This is probably the culprit.
|
|
What is functionality rights for OCR Forms Definer, and OCR Edit Validation?
Each user requires this in order to complete their definer or validation tasks.
|
What is Optical Character Recognition?
OCR stands for this.
|
What is True?
Whether just the low confidence cards are displayed or every card is displayed, users cannot proceed until all the visible cards have been validated.
Users have to validate every single field visible on the screen. True or False?
|
What is matching an incoming form to a defined template?
The FORM confidence level in the Forms Definer is used for this.
|
What is the creation of two files?
The e-mail body is duplicated with both new files.
This happens when 2 forms are sent in two different attachments each with their own file numbers
|
|
What is FILEATTRIBUTENAME, FILEATTRIBUTEVALUE, FOLDERATTRIBUTENAME, FOLDERATTRIBUTEVALUE
These 4 pieces of information are required in an email for proposals integration to work.
|
What is the Browser Client Web Config? Keep in mind this is a application wide change, not just for the forms definer.
This is where the maximum size can be changed if a form is too large.
|
What is the confidence level of the OCR tool, and the required confidence level for the field?
These two numbers in the right hand corner of the active card represent this.
|
What is identifying which fields require data validation? Cards below confidence level display as red.
The FIELD level confidence in the Forms Definer is used for this.
|
What is indexing the form based off of the file number? In this situation, the file name is ignored.
This is the result if a form is sent with a matching file number but not a matching file name.
|
|
What is the OCR Indexing Module License File
Account Managers are responsible for providing this, allowing customers to have access to the validation workflows.
|
What is 'F' and 'T'?
These are the two keys used to expand and collapse the file tree.
|
What is False?
A modal asks users if they are sure they want to close the task before opening other windows to prevent multiple documents being open during validation.
This task is designed to allow users to multitask with many different tasks or documents open at the same time. True or False
|
What is redacted information?
If a field is redacted between the initial validation and opening the edit screen- the information will still be visible in the cards.
This information will still be visible in the Data Validation edit screen, even if removed from the document.
|
What is a single file is created and the forms are indexed to their own documents?
This is the result in ImageRight when 2 forms are emailed and only one has a file number associated to it
|
Support Us on Ko-fi