Post Batches

After you have acquired and filed batches, you can post them either as an individual batch or multiple batches. You can also post a batch that contains document pages that are not filed. For example, if a batch contains a single document with three pages, and only two of its pages are filed, you can still post the batch with only the filed pages.

Posting a batch locks the documents in it so that only the persons assigned the Re-Filing Operation right can edit the way they are filed.

Open NextGen® Document Management.
On the toolbar, select Batches.
The Image Batches window opens.
Optional: To restrict the batches that display in the window to those that are assigned only to you, select the Show Batches Secured To Me checkbox.
To view batch details for the batches that are listed in the window, activate the Show Batch Details option.

You can see the number of pages in a batch and whether all or part of the batch is filed.
Select the checkboxes of the batches that you want to post, right-click, and then select Post.
The batches post to the system, and the documents of that batch are locked.
To unlock batches, select the batches, right-click, and then select Unlock.

Post Batches

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Import Files in a Batch

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Audit a Batch

Append Documents After Acquiring Documents and Images from a Scanner

Import Files in a Batch

Import Directory Contents in a Batch

Scan Documents and Images in Batch

Acquire Documents and Images from Files

Audit a Batch

Append Documents After Acquiring Documents and Images from a Scanner