Feature Flag
To access this feature, please contact your Customer Success Manager.
Instance Processing Overview Grid
Instance Admins can view a complete list of all their processing, numbering, and OCR jobs across projects by clicking Reveal’s Home button and selecting Processing [ .png){kind=small}
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This screen is functionally the same as the Processing > Processing Jobs screen, but job visibility is not limited to one project only. Some new columns list additional information for each job, including Project, Company, and the Reason for the job.
Above the grid, users can see the total number of projects, number of jobs, how many processing jobs are in progress, and how many processing jobs have completed or stopped.
Additionally, users can filter through the grid by selecting the blue Funnel icon next to the search bar, culling search results by:
Project
Company
Name
Reason the processing job was created
Status of the processing job (Complete, Errored, Finalizing, InProgress, Paused, Pending, and Started)
Number of Documents in the processing job (less than, equals, or greater than)
Number of Errors present in the completed processing job (less than, equals, or greater than)
Date Started (before, between, after, or on)
Date Completed (before, between, after, or on)
Processing Settings Templates
Instance Admins and Company Admins can also access Processing Templates in Home > Processing under the Settings Templates tab. A complete list of processing templates can be searched through and organized by name or company. Select +CREATE TEMPLATE to create a new processing template.
To the right of each template in the list, users can click:
The Copy icon to copy a template.
The Pencil icon to edit a template.
The Trash icon to delete a template.
Selecting a template name will bring you to its own screen that lists all the settings for that template. Here, users can also copy, edit, or delete a template by pressing the respective icons in the upper right corner of the screen