Creating batches

When you work with batch document processing applications, batches can be sent automatically from integrated applications, such as IBM® Datacap. In some cases, you might need to manually upload a batch.

To upload a new batch:

1. In Business Automation Navigator, open your application.
2. Click Add > Upload and enter a batch name, and other optional properties:
   • Description - Explain what this batch is about.
   • Priority - Communicate to your team the importance of this batch.
   • Group - Sort the batches in groups, according to a categorization that makes sense for your organization, for example which team must process this batch.
   • Location - You can indicate a location for your batch, such as the physical location of the original scanned files (if scanned for IBM Datacap for example).
3. Click Select files and select the documents you want to add to your batch.
   Note: Supported file types include PDF, Microsoft Word (docx and doc), and Image documents (jpg, jpeg, jpe, png, tiff, tif). You might not be able to upload all these types, as they are defined during the development of the application. Contact your administrator to know about the supported formats for your application.
4. Optional: If you are prompted to select the document type in the Add files dialog, you can manually set the document type, or you can keep the default setting and click Add. The documents are classified with the type that was selected.

   Depending on your application configuration, you might not see this dialog and your files are directly uploaded.