Search for document images

During the Review phase, you can search for documents with images to organize them into a folder for production. Or, search for documents without images so that you can image them for production. This topic provides steps for both of these searches.

Perform the following procedure to search for documents without images.

1. From the Project page, select REVIEW.
2. In the Search box, click and then select Search Builder.
3. In the first dropdown, select Has Images.
4. In the next dropdown, select is null.
5. Click Search to view the documents that have no images.
6. To image all documents, select the checkbox at the top of the page. Otherwise, select the documents you need. Then, perform the following steps to image them.
   1. In Document Actions, click Image.
   2. In Job Name, type a name for the imaging job.
   3. In Image Template, choose a template.

      • Select an existing image, such as the Default Imaging Template.

      • To create a new imaging template, click and perform the following steps.
        1. In the Create New Image Template dialog box, in Template Name, type a name for the template.

        2. Select the settings to use and then click Create.

           General Setting	Select whether to overwrite any existing images and the color setting.
           WORD Setting	Select whether to show comments, the page orientation, track changes, and hidden content.
           EXCEL Setting	Select whether to show comments and the page orientation.
           POWERPOINT Setting	In View, select to show the Slide View, Notes View, or Both.
           Exception Image	Select what image to display if any of the selected documents cannot display.

   4. In the Document Actions pane, click Submit.

Perform the following procedure to search for documents with images.

1. From the Project page, select REVIEW.
2. To select documents with images, in the Search box, click and then select Search Builder.
   1. In the first dropdown, select Has Images.
   2. In the next dropdown, select is not null.
   3. Click Search. The resulting documents in the list have images that you can organize into a folder.
3. Optional. A document can contain an exception image if it could not be imaged during processing. Use the following steps to screen out any documents from the list that contain images that are exception images.
   1. Select Search Builder.
   2. In the first dropdown, select Exception.
   3. In the next dropdown, select includes.
   4. In the next dropdown, check to see what options appear.
      • If Unable to Create Image for this Document appears as an option, select it and click Search.
      • If this option does not appear, no exception images exist in the current document list. Close Search Builder.
4. To folder all documents, select the checkbox at the top of the page. Otherwise, select the documents you need. Then, perform the following steps to folder them.
   1. In Document Actions, click Folder.
   2. Provide the folder name.
      • Select an existing folder.
      • Click to create a new folder. In the Create New Folder dialog box, type the new Folder Name. As needed, click Create as a Subfolder and then select the parent folder. When done, click Create.
   3. If you selected an existing folder and you want to replace the contents of that folder with the selected documents, select Replace folder contents.
   4. In the Document Actions pane, click Submit.