Some firms may wish to make a decision about which documents should be OCRed and which should not.  Symphony OCR has always provided firms with the option to process only documents in particular Worldox profile groups, but in version 6.0 and higher, we have added more fine grain control. 

As you may already know, your Symphony license allows you to OCR a certain number of pages each year.  Therefore, the ability to control processing priority allows firms to ensure that their highest priority documents are processed first, saving lower priority documents for times when excess page count is available.

Priority Levels

There are five levels of processing priority in Symphony OCR:

Very High - these documents are always processed first, and will be processed even if the system is throttling based on page count needs
High - these documents will be processed after those with the priority level of "Very High," but will still be processed even if the system is throttling based on page count needs
Normal - this is the default priority for documents
Low - these documents will not be processed if the system is throttling based on page count needs unless there is sufficient page count available
Very Low - this is the lowest priority, and these documents will not be processed if the system is throttling based on page count needs unless there is sufficient page count available and the "Low" priority documents have been processed

Note: Documents inside each of the priority levels will still get processed by age (most recent first).

For further information on throttling, see:  How Backlog Throttling Works

There is a difference between the priority level of a given document and the default priority level that is assigned at the Worldox profile group or folder level.  For example, you may set the priority level for a particular profile group to be "High".  This will automatically set the priority level for any new documents saved to that location as "High", however, documents that have already been found prior to the assignment will be processed at the default level (Normal) unless you re-prioritize the documents already found.  In addition, you may opt to assign a particular document (or set of documents) that are in the profile group to have a "Low" priority level even though the default for newly saved documents is "High".

Use Cases

Setting Priority Levels for Profile Groups

One example of utilizing this particular tool in Symphony OCR is assigning the documents in a particular profile group with a Very Low priority.  For example, a firm may have a legacy store of documents and there is a Legacy profile group pointing to this legacy store.  While the firm would like to process the legacy store, it's much more important to the firm to process the documents in the current "live" Worldox document repository before processing these.  Therefore, you can set the Legacy profile group to have a Very Low or Low priority level.

For further information on configuring profile groups to process by priority levels see:  Configuring Worldox

Setting Priority Levels for Monitored Folders

One example of utilizing this particular tool in Symphony OCR is assigning the documents in a particular monitored folder with a Very High priority.  For example, a firm may have a set of documents that you need to process with a higher priority than others.  While the firm would like to process the other documents, it's much less important than documents for other clients and/or matters.  Therefore, you can create a separate monitored folder for these documents and assign them to have a High Priority.

For further information on configuring profile groups to process by priority levels see:  Configuring Monitored Folders

Setting Priority Levels for Documents

Another example may be that a particular firm has a need to process a certain set of documents very quickly.  For example, perhaps the firm has an impending court case and needs these documents OCRd urgently.  The default priority level for the location in which these documents reside may be set to "Normal", but the firm would like to process these particular files right away.  In this instance, you can find this set of documents by filtering the PROCESSING list.  Once the documents have been found in the Processing list, you can reassign their priority to "VERY HIGH," for example.  This will ensure that they are processed before other documents.  These files may be in the same profile group or they may be in different profile groups.

For further information on re-prioritizing documents in existing lists see:  Manipulating Document Lists and How to Adjust Processing Priorities