01 • Grooper 2023 → Free 2023 Courses

Review • 2023 (2023.01.12)

As a system Admin, providing fast and reliable Grooper access to your users is a requirement. Outsourcing data entry and review has become an extremely common way to reduce costs and create scale quickly for projects involving high volumes of documents and moderate complexity. And as many workplaces continue to evolve, there are more and more users working from home.

Even though you’ve done a great job designing and testing your new solution, you’re still far from being ready to deploy it in production. Your new challenge is providing access to this data to those working from home and those completely outside of your organization. You can’t compromise information security and getting additional IT resources for provisioning VMs is an uphill battle.

What if there was a way to let users work with documents in Grooper using only an internet connection? Well in Grooper 2023, there is.

In this course, you’ll get a first look at a faster, easier, and more secure Grooper Review experience that is entirely web-based. Here, users will:

1. Perform batch management tasks
2. Scan documents with virtually any desktop document scanner
3. Review images, classification results, and data extracted from documents
4. Understand how to style your Data Model with CSS to ease review

And all of this can be done without performing a full Grooper install on every end-user’s machine and having to maintain them over time.
  • Introduction
  • Introduction
  • Review User Guide: UI Navigation
  • Grooper UI Navigation
  • Connecting To Repositories
  • Review User Guide: Processing Tasks
  • What Is A Batch
  • The Batches Page
  • Sorting, Searching, and Filtering
  • Executing Review Steps
  • The Tasks Page
  • What Is A Document
  • Review User Guide: Review Views
  • Introduction To Review Views
  • The Document Viewer
  • Review User Guide: Classification Viewer
  • Navigating The Classification Viewer
  • Correcting Classification
  • Completing Tasks and Completion Criteria
  • Review User Guide: Data Viewer
  • Navigating The Data Viewer
  • Navigating Through Fields
  • Warning Messages
  • Reviewing Data Fields
  • Additional Info on Data Models and Overrides
  • Reviewing Table Data
  • Correcting Table Data
  • Reviewing Data Sections
  • Correcting Data Sections
  • Review User Guide: Thumbnail Viewer
  • Navigating The Thumbnail Viewer
  • Sorting Thumbnails
  • Resolving Common Problems: Deleting "Junk" Pages
  • Resolving Common Problems: Manual Image Adjustments
  • Resolving Common Problems: Identifying Pages for Re-Scan
  • Completion Criteria
  • Review User Guide: Folder Viewer
  • Navigating the Folder Viewer
  • Reviewing Document Separation I
  • Reviewing Document Separation II
  • Review User Guide: Scan Viewer
  • Using The Grooper Desktop Application
  • Using The Scan Viewer
  • Review User Guide: Batch Management
  • Managing Batches
  • Statistics, Event Log, and Details
  • Review Designer Guide
  • Adding Review Steps to a Batch Process
  • Setting Up Classification View
  • Setting Up Data View
  • Setting Up Thumbnail View
  • Setting Up Folder View
  • Review Command Options
  • Review Designer Guide: Review Queues
  • A Word of Caution About Review Queues
  • Review Queues and Permission Sets
  • Creating Review Queues
  • Using Review Queues on Batch Processes
  • Using Review Queues on Review Steps
  • Security Considerations
  • Review Designer Guide: Scanning
  • Installing Grooper Desktop
  • Setting Up A Scan Viewer
  • The Scanner Profiles Folder
  • Setting a Default Scanner Profile
  • Image Cleanup At Scan Time
  • Document Separation At Scan Time
  • The Rest of the Scan Viewer Settings
  • Review Designer Guide: Data Model Styling
  • Intro to CSS for Data Viewer
  • Where To Style Data Elements
  • Adding a CSS Rule to Adjust Label Width
  • Adding Multiple Declarations
  • HTML Classes and Selecting Child Elements
  • Selecting Multiple HTML Elements
  • Selector Specificity
  • One Thing You Can't CSS Style
  • List Layout
  • Flow Layout
  • Card Layout
  • More Info on Selectors
  • Mirrored Layout
  • Creating and Using CSS Classes
  • Bonus! Pseudo-Classes
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: 2 years