Configuring the supervisor shortcuts

After you create the supervisor and configure the job router to send the documents to the supervisor, you can configure shortcuts for the supervisor.

To configure the supervisor shortcuts:

  1. In the Datacap Web Client, click the Administrator tab, and then clickShortcuts .
  2. Click New to create a new shortcut.
  3. In the Selected shortcut details section, enter or select these values for the following fields:
    1. Name: Supervisor Verify
    2. Description: Supervisor verification
    3. Mode: Manual for Hold.
    4. Under Permissions, clear the check boxes and click the Verify check box under Supervisor Job.
  4. Click Save in the Selected shortcut details section.
  5. Click New to create a new shortcut.
  6. In the Selected shortcut details section, enter or select these values for the following fields:
    1. Name: Supervisor Export
    2. Description: Supervisor export data
    3. Mode: Manual for Hold .
    4. Under Permissions, clear the check boxes and click the Export check box under Supervisor Job.
  7. Click Save in the Selected shortcut details section.