Advanced Operations

This page covers tree manipulation, annotation, and multi-selection features available in the QC workspace beyond standard field validation and batch lifecycle management.

Document Notes

A free-text note can be attached to any document node in the tree view.

1. Right-click a document node → Notes.
2. Enter or edit the note text in the dialog that appears.
3. Click OK to save. The note is stored in the document’s XML file.

Existing notes are displayed in the Notes dialog when reopened. Notes are preserved across suspend/resume cycles and are visible to all operators who open the batch.

Page Notes

Individual pages also support notes, independent of the parent document note.

1. Right-click a page node → Notes.
2. Enter or edit the page-level note text.
3. Click OK to save. The note is stored in the image record within the document XML.

Rejection notes are also stored here; when you reject a document or page, the rejection reason entered in the Notes dialog appears as the note for that item.

Changing Document Form Type

If a document was assigned the wrong form type during capture, you can reassign it in QC without rescanning:

1. Right-click the document node → Change Form Type.
2. A form picker dialog lists all form types available for this batch.
3. Select the correct form and click OK.
4. The document node header updates to reflect the new form name, and the document XML is rewritten with the new form assignment.

Field data entered under the old form type is not automatically migrated. Review all fields after a form type change.

Drag-and-Drop Reordering

Drag-and-drop is enabled when the batch Job Profile has Allow Drag and Drop ticked in Batch Setup. The following operations are supported:

Action	How to perform	Result
Reorder pages within a document	Drag a page node over another page node within the same document	Pages swap positions; document XML is updated
Move page to another document	Drag a page node over a document node	Page is moved from the source document into the target document
Merge two documents	Drag a document node over another document node	All pages from the source document are appended to the target document; source document is removed

Changes are written to the batch XML immediately. Drag-and-drop operations cannot be undone — verify the tree structure before closing the batch.

Multi-Selection

Hold Ctrl while clicking tree nodes to build a multi-selection. Multi-selection supports:

• Deleting multiple pages or documents simultaneously.
• Rotating multiple selected pages in one action.
• Applying reject/unreject to the entire selection.

The form panel and image viewer display the first selected item. Context-menu actions that affect the whole selection (delete, rotate, reject) apply to every item in the set.

Rotate Selected Pages

Select one or more page nodes, then use the Home tab toolbar:

• 90 Right (key tip R) – rotates selected pages 90° clockwise.
• 90 Left (key tip L) – rotates selected pages 90° counter-clockwise.

Rotation is applied to both the stored image file and the thumbnail. The change is immediate and permanent for the batch.