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1. A RON DIGITECH SYSTEMS PaperVision Capture f User Guide PaperVision Capture Release 74 August 2011 Information in this document is subject to change without notice and does not represent a commitment on the part of Digitech Systems Inc The software described in this document is furnished under a license agreement or nondisclosure agreement The software may be used or copied only in accordance with the terms of the agreement It is against the law to copy the software on any medium except as specifically allowed in the license or nondisclosure agreement No part of this manual may be reproduced or transmitted in any form or by any means electronic or mechanical including photocopying and recording for any purpose without the express written permission of Digitech Systems Inc Copyright 2011 Digitech Systems Inc All rights reserved Printed in the United States of America PaperVision Capture and the Digitech Systems Inc logo are trademarks of Digitech Systems Inc PaperVision Enterprise is a registered trademark of Digitech Systems Inc Microsoft Windows Windows XP and Vista are registered trademarks of Microsoft Corporation All other trademarks and registered trademarks are the property of their respective owners PaperVision Capture contains portions of OCR code owned and copyrighted by Nuance Communications Inc All rights reserved PaperVision Capture contains portions of OCR code owned a
2. ccccceeeeesessssnnnseeeeeeeeeees 48 TOC Va IG0a 1S a 81 S scaling and ZOOMING ccecccccccccccccecececeeeeeeeceeseeeeeeeeeeeeeees 23 O E E E ese ean 61 toolbar COMMANAS ce ceeceseeesesetetcceeeeeeeeeeeeeeeeeeees 61 SCANNED SEUINOS soris 82 85 AETAT I S PE E A E E E E E AT 85 Color ormai serrure ar EE 84 CONTASI aera E eee eee eee ae 85 AET ea E ER 84 horizontal resolution 000oonoonnnonnnonsoosnennnneeeeeeeneeenne 84 PADE SIZE ene ene nee nn ee eee ee ee nen eee 84 C 0 ccna ere en cee EAU Ea ne 84 vertical resouno oaceae 84 scanners ISI S compatiD l Esseen nE EAE 82 SUPPOTEC Jccescssvinsddeacecasaciaveidasda deceased encaeedacaentadgiaeneedaesss 10 TO ascsess cen ceace maceecenieee scar sean eeneceeecedceseeeedec a ceaececcteaes 82 separators QTR e N A AER 107 settings Operator CONSO cee eee EAN 82 6 101d E ENE A TIE E E E E 82 85 Standard toolbar COMMAS erreseesriiik ennerien ANERE Oo 19 24 Stas DaT eiria EE ai 53 systemi pre erence S oesie EEE I EE 90 system preferences TUAW A O eps 91 system preferences Copy Document Pagese osoiroennui ei 91 system preferences batch creation and assignment ccccssseseseeeeeeeeees 91 system requirements ccccvecceccdeeceesenessesaeeserecesadseesaereeeeeess 9 112 1618 os seen ec ee ene ee ee ee 101 adding and removing cccceeeeeeeeeeeeeeesesseeeseeeeeees 106 Additional Standard command6 cc
3. Scanning e Configure Scanner Settings E e Decrease Brightness Shift F2 e Decrease Contrast Shift F4 e Increase Brightness F2 e Increase Contrast F4 e Insert Pages After CtrltA e Insert Pages Before Ctrl B e Mark New Document and Scan M e Re Scan Page A e Saved Scanner Settings Ctrl F6 e Scan One Page O e Scan Pages S e Stop Scanner Escape Note The Single Display and Multiple Display commands can be configured using the hot keys that you define By default these commands are undefined PaperVision Capture User Guide 97 a Chapter 7 Operator Console Settings Standard Add Document Shift Ctrl A Batch Information Ctrl I Clear Filters Shiftt Ctrl F Document History Ctrl H Help Topics F1 Image Information I Insert Document Break Ctrl Insert Manual Barcode Index Shift Ctrl B Manual OCR Index Shift Ctrl O Merge Index Values F5 Merge Like Documents Ctrl F5 Print Current Document P Remove Document Break Ctrl R Re Save Page V Reset Image Ctrl T Rotate 90 R Scale to Height H Scale to Width W Scale to Window Ctrl W Scroll Image Down Ctrlt Down Arrow Scroll Image Left Ctrl Left Arrow Scroll Image Right Ctrl Right Arrow Scroll Image Up Ctrl Up Arrow Set Focus to Browse Batch F6 Set Focus to Index Manager Ctrl Q Shuffle Document to Duplex U Submit and Create New Batch Shift C Submit Batch Complete Shift S Submit Batch Incomplete Shift I Zoom In Ctrl Plus
4. Batch Created Date Operator Provided Date Job Step Name Job Step Type Job Name Job Description Batch Id Job Age Priority Step Age Priority Step Priority Step Start Time Batch Internal Name Docs Ht Pages Batch Description Select Columns 2 Select the columns to display in the queues Select the column names once again to hide them from view 4 To reorder the columns highlight the column and then select the Move Up or Move Down button 5 To return to the most recently saved order click the Reset button 6 Click OK To apply the selections to both grids select Apply to Both Grids PaperVision Capture User Guide 18 Chapter 3 Standard Commands and Menu Options In any job step screen you can submit complete and incomplete batches navigate through documents and pages import images and customize how pages and documents appear in your workspace Additionally you can print and manipulate documents and pages as necessary If your administrator has provided a custom operation that you can execute from your job step you can run this operation from any job step In any job step screen the Standard toolbar contains the commands that enable you to perform these operations Tip Many of the Standard toolbar commands are accessible 1f you right click in the main viewing window in single or multiple display view Some commands are not found in menus or may not contain def
5. In addition to the standard commands described in the section on the File Menu in Chapter 3 the Add Detail Set Save Indexes and Verify Index Values commands are available for the Indexing step PaperVision Capture User Guide 66 DE Chapter 5 Indexing Step Adding Detail Sets If your PaperVision Capture Administrator has defined detail sets for the job to which you are assigned you can insert detail set values in the Index Manager In PaperVision Capture detail sets define a collection of indexes that allow multiple sets of field data to reference a single document Detail sets are defined by your PaperVision Capture administrator For example in an accounts payable job index fields may be set up for check number check date payee invoice number and invoice date If you set up all of these fields as index fields a single document may be represented as follows Number Number 12345 08 19 2008 ABC Corp A0001 08 01 2008 12345 08 19 2008 ABC Corp A0002 08 02 2008 12345 08 19 2008 ABC Corp A0003 08 03 2008 The first three index fields Check Number Check Date and Payee will be duplicated per changing invoice number Rather than duplicating the information in the first three fields you can represent the first three fields as index fields and assign the remaining two fields Invoice Number and Invoice Date as detail sets Index Fields Check Check Date Payee Invoice Invoice Date Check Number Check Date Paye
6. Processor Current processor technology is recommended typically not older than four years he he PaperVision Capture User Guide 9 PaperVision Capture User Guide an Chapter 1 Introduction Supported Scanners PaperVision Capture supports more than 300 ISIS compatible scanners If you need additional scanner drivers please contact Digitech Systems Technical Support at support digitechsystems com or by phone at 877 374 3569 If the driver is available our support personnel will assist you in obtaining the driver PaperVision Capture also offers the ability to use TWAIN scanners The use of TWAIN scanners is generally intended for extremely low volume scanners as ISIS drivers are available for most scanners on the market Logging In When you log in to the PaperVision Capture Operator Console the system authenticates you based on the information you provide When the PaperVision Capture Operator Console is launched for the first time you will be prompted to log into the system If this 1s your first time logging in contact your system administrator for your user name and password information If your administrator has enabled Windows Authentication you can select the Use Windows Authentication check box to avoid entering your user name and password during each login Only one user can log into a single installation of the PaperVision Capture Operator Console but multiple users 1 e multiple users who remotely
7. 1 Click the Options Bj icon and the Options dialog box appears Options Batch Creation Add To Batches Waiting Take Ownership Take Ownership and Open Auto Batch Assignment None Nest Highest Priority Nest Batch in Current Job Step Batches Populate new batch with previous batch information Auto Refresh Interval sec Batch Grids Customize Columns Appl To Both Grids Batches Owned Options 2 Assign the Batch Creation Auto Batch Assignment Batches and Batch Grids settings that are described in the next page and then click OK when finished PaperVision Capture User Guide 16 B Chapter 2 Batch Creation Batch Creation These options allow you to select how batches are moved to queues These options only apply to newly created batches and do not apply to all batches in the job step For example if you select Take Ownership and Open any newly created batch will automatically be assigned to you before the PaperVision Capture window opens e If you want batches to appear in the Batches Waiting queue after they are created select Add to Batches Waiting e To automatically assume ownership of batches as they are created select Take Ownership e To automatically assume ownership of batches and subsequently open them select Take Ownership and Open Auto Batch Assignment These options allow you to select how batches are assigned to you after you submit a batch
8. Capture Step Indexing in the Capture Step If you are tasked with hand key indexing while you scan the Index Manager allows you to enter the required index values Your administrator may have assigned additional requirements while you hand key index values For example you may be restricted to select only from a pre defined drop down list of index values Or you may be required to enter only valid index values e g a date in a Birth Date field a number in a Social Security field etc Within this movable and resizable window you can also add detail sets if your administrator has provided this operation to the existing index values See the section on Adding Detail Sets in Chapter 5 for more information To hand key index values in the Capture step 1 In the Capture step screen select View gt Windows gt Index Manager The Index Manager window appears Index Manager 2 Enter the required index values for each document in the batch 3 Unsaved index values will appear with an asterisk next to the field name When you are finished entering the required index values you can press Enter to save the index values or press the Save Indexes H icon prior to submitting the batch Tip To receive a message that notifies you when all documents have been indexed in the Capture or Indexing step enable the general display preference option Save and Jump to Next Document with Blank Index Values PaperVision Capture U
9. F9 FG Fi Ctrl Alt B Cirl Alt D Ctrl Alt l Cirl Alt P 95 a Chapter 7 Operator Console Settings The Customize Hot Keys screen includes the following sorting views To view properties by category click the Categorized To view properties in alphabetical order click the Alphabetical zt Batch Navigation Copy Document Y Copy Pages Ctrl C Cut Pages Ctrl X Delete Document Ctrl Delete Delete Pages Delete First Document Ctrl Home First Page Home Jump to Document Ctrl J Jump to Page J Last Document Ctrl End Last Page End Next Document Ctrl Page Down Next Page Page Down Paste Pages Ctrl V Previous Document Ctrl Page Up Previous Page Page Up Indexing Add Detail Set Ctrl D Carry Index Value From Previous Document F9 Insert Default Index Value F8 Verify Index Values F7 PaperVision Capture User Guide a Chapter 7 Operator Console Settings QC Quality Control e Add QC Batch Tag Ctrl Alt B e Add QC Document Tag Ctrl Alt D e Add QC Index Tag Ctrl Alt I e Add QC Page Tag Ctrl Alt P e Exit QC Auto Play Ctrl Alt E e Next QC Group Ctrl AIt N e Pause QC Auto Play Ctrl Alt W e Previous QC Group Ctrl Alt R e Remove QC Tag Shift Ctrl Delete e Restart QC Auto Play Ctrl Alt S e Start QC Auto Play Ctrl Alt Q Note The Browse QC Tags and QC Tag Details commands can be configured using the hot keys that you define By default these commands are undefined
10. Commands Although the following commands are undefined by default you can configure these as well e Batch Information e Copy Document e Shuffle Document to Duplex e Image Information e Scroll Image Down e Scroll Image Left e Scroll Image Right e Scroll Image Up e Rotate 270 e Thumbnails e Extract and Copy Region e Exit Application e Batch Document Grid Form e Help Topics e Help Manual e Import Images e Show Status Bar e Customize Toolbars e About e Batch Import e Invert Page Polarity e View Index Manager e Merge Like Document PaperVision Capture User Guide 105 a Chapter 7 Operator Console Settings Adding and Removing Toolbars You can add and remove toolbars in the PaperVision Capture Operator Console To add a new toolbar 1 Click the Add button next to the Toolbar drop down menu 2 Inthe Enter Toolbar Name dialog box type the new name 3 Click OK To remove a toolbar 1 Select the toolbar from the Toolbar drop down menu 2 Click the Delete button 3 Click Yes to confirm the deletion PaperVision Capture User Guide 106 i Chapter 7 Operator Console Settings Adding Commands Labels and Separators You can add commands labels and separators to toolbars To add a command 1 Click the Add button next to the Controls list 2 Inthe drop down menu click Command which opens the Select Command dialog box Select Command Category Commands Delete Fage Copy Pages Cut Pages
11. Next Highest Priority Next Batch in Curent Job Step System Preferences PaperVision Capture User Guide 90 a Chapter 7 Operator Console Settings Navigation If you enable Stop at first last page of document an informational message appears if you attempt to navigate before the first page document or beyond the last page document When this option is disabled and you navigate to the previous page of a document when you are already on the first page you are taken to the last page of the current document Conversely when you navigate to the next page of a document when you are already on the last page you are taken to the first page of the current document The same results occur when you move between documents Each time the message appears you can choose to suppress the message in the future PaperVision Capture s WL This ts the last page in the current document Suppress stop at first and last pagey document message First Last Page Message Hold Zoom Regions If you enable the Hold Zoom Regions setting a zoom region that you set within an image will be retained as you navigate through the document Hold OCR Barcode Regions If you enable the Hold OCR Barcode Regions setting an OCR or barcode region that you set within an image will be retained as you navigate through the document Copy Document Pages This option assigns whether the original document page Stay on original document page or
12. Only or Image and Text PaperVision Capture User Guide 108 a Chapter 7 Operator Console Settings Changing the Toolbar Display You can change a toolbar s appearance in the PaperVision Capture Operator Console To change any of the toolbars select the toolbar from the drop down menu then highlight the appropriate toolbar command from the Controls list You can select how to display toolbar icons as images only text only or as both images and text By default all toolbar icons display only the images To change the toolbar icon 1 Click the drop down arrow in the Display button 2 Select Change Button Image 3 Select the new image from the list To reset the toolbar icon 1 Click the drop down arrow in the Display button 2 Select Reset Button Image 3 Click Yes and the icon returns to its original image To select the toolbar icon display 1 Click the drop down arrow in the Display button 2 Ensure a check mark appears next to your selection e Image Only displays only the graphic e Text Only displays only the name of the command e Image and Text displays both the graphic and the name of the command Resetting Toolbars You can reset PaperVision Capture toolbars to their original settings Note Only the standard toolbars Batch Creation Indexing Scanning and Standard can be reset to their original settings To reset toolbars 1 Select the toolbar from the drop down menu 2 Click the Re
13. Or select No and the document break will not be removed PaperVision Capture User Guide 29 Chapter 3 Standard Commands and Menu Options Shuffling a Document to Duplex This operation shuffles the first half of the pages and they become the odd pages The remaining half of the pages becomes the even pages and these pages are placed in reverse order This operation is irreversible To shuffle a document to duplex 1 Select Edit gt Shuffle Document to Duplex 2 Inthe prompt click Yes to proceed with the shuffle Note The document must contain an even number of pages to shuffle PaperVision Capture User Guide 30 Chapter 3 Standard Commands and Menu Options Cutting Copying and Pasting Pages You can cut copy and paste one or multiple pages in the single display view View gt Organization gt Single Display or multiple display view View gt Organization gt Multiple Display using the Edit menu or Standard toolbar commands Optionally these operations can be performed in the Thumbnails window View gt Windows gt Thumbnails The cut copy and paste operations can be performed on consecutive or non consecutive pages in one document or across multiple documents Tip You can also right click on a page or within the multiple display view or Thumbnails window to cut copy and paste pages To cut and paste pages 1 Navigate to the page in the document or select one or more p
14. Page and Document Manipulation If you are required to add or delete documents cut copy paste pages insert document breaks etc in the Manual QC step you can use the Standard toolbar to perform these operations Alternatively you can right click within a document or page and select the operation from the context menu For descriptions of each operation see the section on the Standard toolbar in Chapter 3 Note When you initially perform a page or document manipulation operation during auto play you will be prompted to first exit out of QC auto play mode You can opt to suppress this confirmation message in the future The following page and document manipulation operations are available e Delete Pages e Copy Pages e Cut Pages e Paste Pages e Re Save Page e Add Document e Delete Document e Print Document PaperVision Capture User Guide 73 a Chapter 6 Manual Quality Control QC QC Menu Operations The QC menu and toolbar contain the auto play operations that enable you to automatically advance through batches documents and pages to perform visual inspections Auto play operations facilitate your visual inspection since you do not have to touch the keyboard or mouse to move between pages documents and batches The QC menu and toolbar also contain the tagging operations so you can apply batch document page and index tags as necessary Auto play and tagging operations are only available in the Manual
15. Paste Pages Re Save Page Delete Document Print Document Single Display Multiple Display Reset Image Invert Page Polarity Rotate 90 Select Command 3 Select from the Category drop down menu 4 Highlight the command to add to the toolbar 5 Click OK PaperVision Capture User Guide 107 a Chapter 7 Operator Console Settings To add a label Click the Add button next to the Controls list In the drop down menu select Label Type the label s name in the blank field on the right SS i Click outside the field and it will appear in the list To add a separator between commands 1 Click the Add button next to the Controls list 2 Inthe drop down menu select Separator and it will appear in the list Deleting Moving and Editing Commands Labels and Separators You can delete and reorder commands labels and separators that appear in the PaperVision Capture Operator Console To delete a command label or separator 1 Highlight the item in the Controls list 2 Click the delete button next to the Controls list 3 Click OK to confirm the deletion To move a command label or separator in the toolbar 1 Highlight the item in the Controls list 2 Click the Move Up or Move Down button To change the display of a command 1 Select the appropriate toolbar 2 Highlight the command in the Controls list 3 Click the Display button 4 Inthe drop down menu select Image Only Text
16. QC step or when your administrator requires you to inspect and tag items while scanning or indexing in the Operator Console Once you start QC auto play each page single display view or thumbnail view of pages multiple display view automatically appears for a certain number of seconds Your administrator determines how many pages and or documents are skipped during auto play and how long each page or group of pages appear on screen at a time Each auto play operation 1s accessible via the QC menu QC toolbar or hot key combination During auto play you can zoom in zoom out on images invert page polarity rotate images and scale images to width height and window PHETHAU FFE Fie QC Toolbar Starts the auto play operation Start QC Auto Play d Hot Key Ctrl Alt Q Pauses the auto play operation Pause QC Auto Play u Hot Key Ctrl Alt W Exits out of auto play mode Exit QC Auto Play a Hot Key Ctrl Alt E Returns to the first page of the first QC group of images or single image Hot Key Ctrl Alt S Restart QC Auto Play id Returns to the previously viewed group Hi of images or single image Previous QC Group Hot Key Ctrl Alt R Progresses to the next group of images or single image Hot Key Ctrl Alt N Next QC Group bp PaperVision Capture User Guide 14 a Chapter 6 Manual Quality Control QC Tip When in QC Auto Play you can move between groups of images with the Batch scrollbar a
17. Re Scan Pages e Rotate Save Pages Page Operation Confirmation messages for the following page operations can be enabled or suppressed e Copy Pages e Cut Pages e Delete Pages e Paste Pages Scanner Operation If you want to be notified when the scanner encounters paper jams select Display Paper Jam Messages PaperVision Capture User Guide 94 a Chapter 7 Operator Console Settings Hot Keys PaperVision Capture s default hot key settings are described in this section You can customize each hot key with a different keystroke combination PaperVision Capture Capture Step Options Scanner Settings Indexing Preferences Display Preferences Sistem Preferences Import Preferences Confirmation Messages Toolbars El Batch Navigation Copy Document Copy Pages Cut Pages Delete Document Delete Pages First Document First Page Jump To Document Jump To Page Last Document Last Page Next Document Nest Page Paste Pages Previous Document Previous Page Indexing Add Detail Set Add Single Detail Set Cary Indes Value From Previous Insert Default Indes Value Verty Indes Values QC Add OC Batch Tag Add QC Document Tag Add QC Index Tag Add QC Page Tag Copy Document Commands and associated hot keys Hot Keys PaperVision Capture User Guide T Ctrl C Ctrl x Ctrl D elete Delete Ctri Home Home Ctrl J J Ctri E nd End Ctrl Page Down Page Down Chrl Chrl Page Up Page Up Ctrl D Alt D
18. Submitting an incomplete batch allows you or another operator to assume ownership and complete processing of the batch at a later time and does not transition the batch to the next job step To submit an incomplete batch 1 Click the Submit Batch Incomplete icon 2 Click OK to proceed with the submittal Tip Select the Suppress future submit batch messages option or the Suppress future index verification messages option if you completed the Indexing step to hide the confirmation messages in the future To show the message once again select Tools gt Options gt Confirmation Messages and select the applicable check box PaperVision Capture User Guide 26 T Chapter 3 Standard Commands and Menu Options Submitting and Creating a New Batch This command allows you to create a new batch immediately after submitting a complete batch To submit and create a new batch 1 After completing your assigned tasks for the batch click the Submit and Create New Batch a icon 2 Click Yes to proceed with the submittal and the New Batch dialog box appears 3 Enter the new batch name and complete your assigned tasks in the new batch PaperVision Capture User Guide 27 a Chapter 3 Standard Commands and Menu Options Edit Menu The Edit menu contains the commands that help you manipulate documents and pages The Execute Custom Code and Merge Like Documents commands are available if your administrator configure
19. To merge documents containing the same index values 1 Enter the required index value s for all documents 2 Select Edit gt Merge Like Documents If the Browse Batch window is viewable documents with matching index values will be combined into one document Note Documents must contain matching index values in order to be merged For example in a batch containing three documents one document contains a blank index value the other two documents have a matching index value of 80111 Only the two documents with 80111 index values will be merged 3 If you are merging a large volume of documents a progress message will appear during document analysis prior to the document merge During analysis you can click the Cancel button to cancel the merge process and return to the job step screen Note Depending on the number of documents that comprise the batch document analysis may take a few minutes to complete 4 Click OK to the confirmation message To undo a document merge 1 Before submitting the batch close out of the job step 2 Inthe batch creation screen highlight the batch containing the merged documents in the Batches Owned list 3 Click the Undo Take button to release the batch to the Batches Waiting queue Documents in the batch will no longer be merged PaperVision Capture User Guide 40 i Chapter 3 Standard Commands and Menu Options Manual Barcode Indexing If you are tasked with index
20. access to this command To import images 1 Navigate to the destination page in the document 2 Select File gt Import Images 3 In the Select Images to Import dialog box browse to the directory and select the image s to import 4 Click Open and the Import Pages dialog box appears Import Pages Import the 7 Selected Images into Destination Document Import pages after destination page Cancel Import Pages 5 Select the document number where the images will be inserted Select the page number where the images will be inserted 7 Ifyou want the images inserted after the destination page select Import pages after destination page Otherwise images are inserted before the destination page 8 Click OK PaperVision Capture User Guide 25 a Chapter 3 Standard Commands and Menu Options Printing Pages To print pages in the current document 1 Click the Print J icon 2 Select the printing parameters 3 Click OK Submitting Complete Batches Submitting a complete batch processes and transitions it to the next job step To submit the batch 1 Click the Submit Batch Complete cd icon 2 Click Yes to proceed with the submittal Note If you completed the Indexing step click Yes if you want to perform the final index verification before submitting the batch Submitting Incomplete Batches You can submit a batch that has not been completely processed 1 e indexed or scanned
21. appear in the Paste Pages dialog box To change your selection enter the appropriate document and page number 7 By default the pages will be pasted directly before your selected location If you want them pasted after your destination page select the option Paste after destination page Tip Select the Suppress future copy paste Pages messages options to hide the confirmation messages in the future To show the message once again select Tools gt Options gt Confirmation Messages and select the applicable check box PaperVision Capture User Guide 33 a Chapter 3 Standard Commands and Menu Options Deleting Pages This operation deletes your specified page s in one document or across multiple documents You can perform this operation in single display view View gt Organization gt Single Display or multiple display view View gt Organization gt Multiple Display as well as the Thumbnails window View gt Windows gt Thumbnails Tip You can also right click on a page or within the multiple display view or Thumbnails window to delete pages To delete pages 1 Select one or more pages in the same document or across multiple documents 2 Click the Delete Pages es icon The Delete Pages dialog box appears Delete Pages Selected Pages curent document Suppress future delete pages messages Delete Pages 5 If you selected pages within the same document the first option S
22. b Remove QC Tags Shift Ctri Delete Clear Filters Shift Ctri F Add Gc Batch Tag Ctrl Alk 6 Add OC Document Tag Ctrl Alk D Add QC Page Tag Chrl Alk P Print Export wll Browse QC Tags wal Browse Batch Browse QC Tags Right Click Context Menu Note The print and export operations do not print or export associated images To remove all QC tags 1 Highlight one or more documents containing QC tags 2 Right click and select Remove QC Tags 3 To proceed with the deletion click Yes To clear all Browse Batch Filter criteria right click and select Clear Filters To add a QC Batch Tag 1 Right click and select Add QC Batch Tag from the context menu 2 Inthe QC Tag Details window select the tag name 3 Enter additional information about the tag optional 4 Click Apply PaperVision Capture User Guide 50 E Chapter 3 Standard Commands and Menu Options To add a QC Document Tag l Right click and select Add QC Document Tag from the context menu 2 Inthe QC Tag Details window select the tag name 3 4 Enter additional information about the tag optional Click Apply To add a QC Page Tag l Right click and select Add QC Page Tag from the context menu 2 Inthe QC Tag Details window select the tag name 3 4 Enter additional information about the tag optional Click Apply To print one or more QC tags metadata
23. eceeoeeeee 72 OC Menu Operations erros nna E TE SETER 74 OC Ao P OTO R ER RER 74 Using the QC Auto Play Operations cccccccccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 75 OS Ee E EE O A A A E ec sete eae 76 APAE DOCO e a S a E E EE 77 Chapter 7 Operator Console Settings cccsccccccsssssssssscccccsscessssssscccseees 82 Scanner SENES css sissenhsnacddnesvdntosssneassawactadwohsnsaacnaneedwabavatnenesetadenieechersegeaniends 82 bas ep 61o foal a E S ee A ene ee ee see ees 86 e oe yd ed cs ol o e ae ne A er eee aes eee eee 88 Dy LG Ui ag Rod Ke a Oo ee ee ee See ee eee nee eee nee eee oe ree 90 Hapon PT CIS LCC C6 sisne Ena e E E E 92 Confirmation NEC SSeS srisorrieirseioiore strna itiren ETER E E E ea EEIE EERE R 93 FOE E a E E A E E A 95 TOODI eei ee ee E E E E E ere eer 101 Appendix A Additional Help Resources essssecccsssscecccssssecoosssseecossssceosssseee 110 PaperVision Capture User Guide iv Chapter 1 Introduction The PaperVision Capture Operator Console provides scanning indexing quality control and batch processing capabilities After you log in to the PaperVision Capture Operator Console the main window appears where you can manually create batches assume batch ownership open batches and submit batches Once you create a batch you can scan or import images index documents and define user settings for the scan and batch display Contents of a batch can also be edited befor
24. index scan etc the batch at a later time and does not transition the batch to the next job step This command moves the batch to the Batches Waiting queue To submit incomplete batches In the Batches Owned list highlight the batches Click the drop down arrow in the Submit Batch Complete button Select Submit Batch Incomplete Click OK to proceed with the submittal a ee ee PaperVision Capture User Guide 14 B Chapter 2 Batch Creation Undoing Batch Ownership If you no longer want to own a batch you can release it to the Batches Waiting queue Any work you have performed on the batch will be removed To undo the ownership of a batch 1 Highlight the batch 2 Click the Undo Take button 3 A confirmation message appears click OK to proceed Tip If you make mistakes while you work on a batch and you want to discard all of your work use the Undo Ownership command Retransmitting Batches You can re submit batches in case you encounter errors during a prior batch submittal To retransmit batches 1 Click the Retransmit Batch icon 2 Click OK if the No batches require retransmittal message appears PaperVision Capture User Guide 15 B Chapter 2 Batch Creation Assigning Batch Settings In the batch creation screen you can configure how batches are moved to queues how batches are assigned and how columns in the batch lists appear in the screen To assign batch settings
25. index zoom zones which take precedence over all settings and operations Note For more information see the section on Hold Zoom Regions in Chapter 7 PaperVision Capture User Guide 23 a Chapter 3 Standard Commands and Menu Options LJ Insert Document Break Ey Marks an existing page as the first page of the next document Menu Edit Hot Key Ctrl Insert H Removes a document break and merges the current document with the previous document once again Menu Edit Hot Key Ctrl R Remove Document Break Submit Batch cy Submits the batch to the server for transition to the next job step Menu File Hot Key Shift S Submit and Create New Batch E Creates a new batch immediately after submitting a batch Menu File Hot Key Shift C Assigns options for the Capture step such as scanner display system hot key and toolbar preferences Options Menu Tools PaperVision Capture User Guide 24 m Chapter 3 Standard Commands and Menu Options File Menu The File menu contains import commands for batches and images Additionally this menu contains commands that enable you to submit batches and print documents and pages Importing Images This operation imports images before or after your selected page in the current document The Import Images operation does not perform barcode recognition apply page rotation or insert auto document breaks Note Your PaperVision Capture administrator grants you
26. numbers and page counts As you type characters in any of the top Filter fields only those documents containing your specified criteria will appear in the Browse Batch window Browse Batch Document Mica First Mame Last Name as State a John Paul Denver a co B0222 a O a O E co Irom ao o bo o w oe e o so Bare mason dower ico iemn Browse Batch Filter To filter the Browse Batch grid by index values 1 Inthe top Filter field for the appropriate index field name enter one or more characters to initiate the filter 2 Alternatively select the lt Blank gt option to filter by documents containing blank index values 3 Press Enter or the Up and Down arrows to locate the document To filter the Browse Batch grid by document number 1 Inthe top Filter field in the Document column enter one or more numbers indicating the document position within the batch to initiate the filter 2 Or enter the entire number 3 Press Enter or the Up and Down arrows to locate the document PaperVision Capture User Guide 43 m Chapter 3 Standard Commands and Menu Options To filter the Browse Batch grid by page counts 1 In the top Filter field in the Pages column enter one or more numbers indicating the number of pages comprising the document to initiate the filter 2 Or enter the entire number Press Enter or the Up and Down arrows to locate the document Tip To clear all filter criteria and start
27. settings specific to individual workstations e Display Preferences define how single and multiple page documents display on screen and how index verification is performed e System Preferences define document navigation batch creation and scanner event messages e Import Preferences allow you to select default PDF resolution and smoothing settings for import operations e Confirmation Messages allow you to display or suppress confirmation messages that appear during specific operations e Hot Keys allow you to personalize hot key settings e Customize Toolbars allow you to add new toolbars and customize existing toolbar settings Scanner Settings If you are assigned to the Capture step in the PaperVision Capture Operator Console you can configure scanner settings for your workstation Black and white images are saved in an industry standard Group IV TIFF file format while color or grayscale images are saved in a standard JPG or BMP file format PaperVision Capture supports more than 300 ISIS compatible scanners The PaperVision Capture installation media contains most of the currently available ISIS scanner drivers However as this list is ever growing some newer drivers may not be available at the time of distribution If you need additional drivers please contact Digitech Systems Technical Support at support digitechsystems com or by phone at 877 374 3569 If the driver is available our support personnel will assist y
28. the copied document page Jump to newly created document page will open after you copy the existing document or page Batch Creation and Auto Batch Assignment Information on Batch Creation and Auto Batch Assignment settings can be found in the sections on Auto Batch Assignment in Chapter 2 PaperVision Capture User Guide 91 a Chapter 7 Operator Console Settings Import Preferences During the Import Batch and Import Images operations for PDF files you can select the default resolution and smoothing settings Higher resolution and smoothing settings may help improve the quality of PDF files during import operations The default resolution is 150 dpi and no smoothing is enabled by default PaperVision Capture Capture Step Options Scanner Settings Indesing Preferences Display Preferences POF Sustem Preferences Resolution mpont Preferences smoothing Confirmation Messages Hot Revs Toolbars Import Preferences PaperVision Capture User Guide 92 a Chapter 7 Operator Console Settings Confirmation Messages During specific operations in the PaperVision Capture Operator Console such as cutting pasting copying pasting and deleting pages you are presented with a confirmation message before the operation executes These settings allow you to display or suppress confirmation messages that appear during specific events The following confirmation messages appear by default except for scanner pape
29. to import the remaining images e Click Yes to import the remaining images into the batch e Click No to abort the import process from that image forward The remaining images located after the invalid image will not be imported PaperVision Capture User Guide 60 DE Chapter 4 Capture Step Scanner Menu The Scanner menu and toolbar specific to the Capture step contain commands that enable you to scan specific pages and documents mark new documents and scan configure scanner settings and insert pages into documents Scanner Menu and Toolbar Commands Mark New Document and Scan A Scan Pages bD Scan One Page B Re Scan Pages 3 Insert Pages Stop Scanner E Scanner Settings Saved Scanner Settings PaperVision Capture User Guide Creates a new document and begins scanning pages in the new document Hot Key M Scans from a specified page to the end of the current document Hot Key S Note A notification will appear if you attempt to scan pages when the feeder does not contain paper Scans a specified page If your scanner 1s configured for duplex scanning only the front image 1s scanned Hot Key O Re scans a specified range of pages Hot Key A Inserts pages before or after a specified page and applies page rotation if defined by the administrator does not apply barcode recognition or auto document breaks Hot Keys Ctrl B Before Ctrl A After Stops the scanner Hot Key
30. you can right click within a single page the Thumbnails window or Browse QC Tags window and then select the appropriate tag from the context menu When you apply a QC tag you can modify the contents of the QC Tag Details window where you select the tag name and enter additional details about each tag You can apply QC tags in single or multiple display organizational view within the Manual QC Capture and Indexing steps Add QC Batch Tag E Add QC Document Tag ia Add QC Page Tag Aa Add QC Index Tag E Remove QC Tag x PaperVision Capture User Guide Adds a QC Batch Tag Hot Key Ctrl Alt B Adds a QC Document Tag Hot Key Ctrl Alt D Adds a QC Page Tag Hot Key Ctrl Alt P Adds a QC Index Tag Hot Key Ctrl Alt I Removes QC Tag Hot Key Shift Ctrl Delete 76 a Chapter 6 Manual Quality Control QC Applying Batch Tags Although the following predefined batch tags are available for selection your administrator may have defined additional custom tags e Document Count Indicates that the document count falls outside the specified range e Index Sequence Indicates that one or more numeric index values fall outside the specified minimum and maximum values To apply a batch tag 1 When you encounter a batch level error during QC auto play click the Pause QC Auto Play Ly icon Click the Add Batch Tag ld icon In the QC Tag Details window select the Tag Name from the drop down list Enter additio
31. 31 03 a3ese aS AAR PS DIRECT INC moe y 899 STH AVE STE 304 excicern MEM YORK W 10003 g 7 9043658000000005 3231 54 PEH dev Erone Batch Batchi Doc 1 of 1 Page 1 of 20 lt Blank gt lt Blank gt lt Blank gt lt Blank gt LMM Capture Step PaperVision Capture User Guide 56 a Chapter 4 Capture Step File Menu In addition to the described in the section on the File Menu in Chapter 3 the Import Batch command is also available in the Capture step Importing Batches The Import Batch command allows you to manually or automatically import directories containing images This command creates a new document at the end of the current batch and then inserts the images Additionally Import Batch allows new documents to be created through barcoding or one of the following options e The Manual option prompts you to keep or discard documents and pages that are being added to the batch This option also enables you to manipulate the images as you import them e The Automated option allows you to insert document breaks with each directory or image file or based on the job step s automated document break setting assigned by the administrator To import a batch 1 Select File gt Import Batch and the Batch Import dialog box opens Batch Import Select Directories to Import Folders Directories Queued for Import E E Es ddd CN Capture Attachments 10 images i BARCODE samples S
32. E Capture Attachments A 10 images Black _W hite_ Simplex 20KB 3 2 Black white_Simplex_Small_3KBE J Color_Simplex_314KB E Various Image Files DB Backups E Documents and Settings Se E sports W Inetpub E Program Files mo RPECYCL Ee IIll Import Mode Manual Automated Insert Document Breaks Use Job Step s Automated Document Break i Fe Batch Import PaperVision Capture User Guide 57 es Chapter 4 Capture Step In the Select Directories to Import section highlight the directory and click Add Repeat the second step for each target directory Note A message appears if you attempt to import a directory that has already been added to the Directories Queued for Import list If applicable select the drive from which to import the batch By default the contents of your local hard drive appear in the Folders list To remove one or more directories highlight them in the Directories Queued for Import list and then click Remove Note Use the Ctrl key when you select multiple directories or the Shift key when you select multiple consecutive directories To remove all selected directories click Clear To specify an image file type to import enter it in the File Type field To enter multiple image file types use the filter format with semicolons placed between file types OMP JPI atif In the Import Mode section if you select Manual proceed to the nex
33. Entries for the following indexes must be walid Index Name Number Eror Message Invoice Humber y Invalid number Index Validation Error Messages PaperVision Capture User Guide 68 2H Chapter 5 Indexing Step Verifying Index Values To ensure the accuracy of hand key indexing the Verify Index Values command searches for blank values or other search string values defined by the administrator in the current batch Depending on your general index verification settings in Tools gt Display Preferences Verify Starts from Current Document Forward or Verify Starts at the Beginning of the Batch the index verification process starts with the appropriate document in the batch and will highlight the next document that contains a blank value or the administrator s defined search string value To verify that blank index values or other defined search string values are not present click the Verify Index Values E icon If no blank values or defined search string values exist you will see a message that indicates all indexes have been verified Edit Menu For information on the Edit menu commands see the section on the Edit Menu in Chapter 3 The Merge Index Values command may be available if your administrator has provided a custom merge operation that you can execute from your job step Additionally if you are tasked with manually applying zones around barcodes or OCR text in the Indexing step the Manual Barcode Index an
34. Escape Allows you to configure your scanner s settings Hot Key E Drop down menu that contains saved scanner settings and allows you to toggle among multiple scanner configurations on the fly Hot Key Ctrl F6 61 a Chapter 4 Capture Step Marking New Documents and Scanning In the Capture step you can create new documents and scan pages into the newly created document by executing the Mark New Document and Scan command To execute this operation click the Mark New Document and Scan E3 icon Edit Menu For information on the standard Edit menu commands see the section on the Edit Menu in Chapter 3 View Menu For information on the View menu commands see the section on the View Menu in Chapter 3 If you are assigned to the Capture step the Organization submenu allows you to choose a single page display or multiple page display for documents e To view one page at a time in the main window select View gt Organization gt Single Display e To view multiple pages in the main window select View gt Organization gt Multiple Display To assign the number of rows and columns that appear at a time see the section on Display Preferences in Chapter 7 Note Windows that you open or close in single display and multiple display views such as Thumbnails Index Manager and Browse Batch etc are retained in each view when you switch between them PaperVision Capture User Guide 62 DE Chapter 4
35. Ma icon to scale the image to the width of the main window e Click the Scale to Window mi icon to scale the image to fit the entire image in the main window PaperVision Capture User Guide 45 i Chapter 3 Standard Commands and Menu Options Navigating Documents The Documents menu contains the document navigation commands also found in the Batch Navigation toolbar Batch Navigation Commands Documents Displays the first document First Document Hot Key Ctrl Home Displays the previous document Previous Document KA Hot Key Ctrl Page Up Displays the next document Next Document Hot Key Ctrl Page Down Displays the last document Last Document a Hot Key Ctrl End Retrieves a specified document based on its sequence in the batch Hot Key Ctrl J Jump To Document PaperVision Capture User Guide 46 E Chapter 3 Standard Commands and Menu Options Navigating Pages The Page menu option contains the page navigation commands also found in the Batch Navigation toolbar Displays the first page of the current document Hot Key Home Displays the previous page of the current document Hot Key Page Up Displays the next page of the current document Hot Key Page Down Displays the last page of the current document Hot Key End 5 Retrieves your specified page number Jump To Page Hot Key J Viewing Windows In the View menu the Windows submenu allows you to display thu
36. Manual opens a PDF of the PaperVision Capture User Guide e Help gt About PaperVision Capture Operator Console displays a splash screen with the copyright and version information for your version of PaperVision Capture PaperVision Capture User Guide 11 Chapter 2 Batch Creation Once you log into the PaperVision Capture Operator Console the batch creation screen appears If you are assigned to the Capture job step you can configure the batch creation settings create new batches assume batch ownership open batches and submit batches from the batch creation screen You can also re transmit batches from the batch creation screen if they encountered processing errors during submittal a PaperVision Capture Batches Waiting Batch ae Batch Operator Provided Batch Job Step Job Step Priority Name Date Description Name Type Job Name Batch Id ns Docs Pages 02 17 10 10 45 41 Manual QC Manual QC 1 02 17 1010 3 Batches Owned acs Batch Name ae Provided eee an ps Te i tep Job Name Batch Id ae Created 02 16 10 11 17 31 02 16 10 11 17 25 Manual QC Manual OC 1 2 02 16 10 12 04 21 Capture 02 16 10 12 04 23 02 17 10 14 10 28 Capture 02 17 10 14 10 30 Submit Batch Complete Undo Take Batches Waiting 2 Batches Owned 3 Connected as ADMIN v Batch Creation Batches Waiting The Batches Waiting list displays batches that are awaiting ownership No operators are currently processing these
37. Menu in Chapter 4 2 If you have rotated zoomed in out or manipulated the page resets the page to the original view or returns to the last saved view of the image Reset Image Menu View Hot Key Ctrl T Bs Reverses black text on a white background to white text on a black background or vice versa Menu Edit Invert Pages Polarity Invert and Save Pages Polarity Ba Reverses black text on a white background to white text on a black background or vice versa and then saves the images Menu Edit d Rotate Image Rotates the image 90 degrees clockwise Menu View Hot Key R jY Rotate Save Images a Rotates one or multiple images by 90 180 or 270 degrees and then saves the images prior to batch submittal Menu Edit PaperVision Capture User Guide 21 a Chapter 3 Standard Commands and Menu Options Scale to Window Et Determines the best method Scale to Width or Height to fit the image within the window Menu View Hot Key Ctrl W Scale to Width ba Scales the image to the width of the screen Menu View Hot Key W Scale to Height Scales the image to the height of the screen Menu View Hot Key H a Zooms in on specified area designated by the boundary you draw within the image Hot Key Ctrl Plus Sign Note You can also use the left mouse button to zoom on an area of the image Zoom Out x Zooms out from the last view of the image Hot Key Ctrl Minus Sign Zoom In
38. PaperVision Capture User Guide 22 E Chapter 3 Standard Commands and Menu Options Zoom Zones and Scaling Order of Operations In PaperVision Capture index zoom zones defined by your administrator in the PaperVision Capture Administration Console user defined zoom zones Zoom In Out and scaling Scale to Height Width Window can be applied to images viewed in the PaperVision Capture Operator Console Zoom zones and scaling operations are applied in the following order 1 Any defined index zoom zones take precedence over all zoom zone or scaling settings that have been applied on images in the Operator Console So when you navigate to an index field defined by an index zoom zone the index zoom zone will be applied If you enable the Hold Zoom Regions system preference any zoom zone that you apply will be retained until you navigate to an index field defined with a different zoom zone 2 If you enable the Hold Zoom Regions system preference any zoom zone that you apply on the image will be retained across all index fields pages and documents 3 Ifyou disable the Hold Zoom Regions system preference any zoom zone that you apply on the image will not be retained across index fields pages and documents 4 Finally any scaling that you apply on the image takes precedence over the Hold Zoom Regions system preference and any zoom zone that you have applied on the image However scaling the image does not impact any defined
39. Rotate Image R e Reset Image Spacebar or Ctrl T e Exit Ctrl E e Help F1 11 If you select the Automated batch import option select from the following Insert Document Break options e Use Job Step s Auto Document Break Setting is assigned by your administrator One of the three settings may have been assigned a None This is the default auto document break type for a newly created step When set to None the system expects you to manually separate new documents b Number of Pages Per Document This is the total number of pages that PaperVision Capture will scan before starting a new document Your administrator may have the system display a message that asks you for a fixed number of pages before breaking to a new document c Barcode Your administrator has defined the barcode zones to be read for document breaks during the scanning process e Each Directory automatically imports images into multiple documents placing a document break between each directory For example if you select a parent directory that contains subdirectories document breaks are automatically inserted between the subdirectories e Each Image automatically places a document break between each image file Multi page image files are also separated into their constituent parts during the import process 12 Click OK to begin the import process 13 A notification may appear if the import process encounters an invalid image and will prompt you whether
40. ST Filter A Filter oF Filter T j a d aO Delete Documents Ctrl Delete 1 a Jason Harris Jacob 10 Jerry Print Jennifer Export Clear Filkers ShiFE Ckrl F Configure Grid Note The print and export operations do not print or export associated images To delete one or more documents 1 Highlight one or more documents 2 Right click and select Delete Documents 3 To proceed with the deletion click Yes To print one or more documents 1 Highlight one or more documents 2 Right click and select Print gt Selected Rows 3 Or select Print gt All Rows 4 Select the printing parameters and click OK PaperVision Capture User Guide 48 E Chapter 3 Standard Commands and Menu Options To export one or more documents metadata 1 Highlight one or more documents 2 Right click and select Export gt Selected Rows 3 Or select Export gt All Rows 4 In the Save As dialog box browse to the appropriate directory where the XML file will be saved Enter the file name 6 Click Save To clear all Browse Batch Filter criteria right click and select Clear Filters Note For more information see the section on the Browse Batch Filter To reorder the columns 1 Right click in the Browse Batch
41. Settings Display Preferences General Sustem Preferences _ Save and Jump to Next Document with Blank Index Values Import Preferences _ Enter Key Moves between Index Fields eas _ Verify Skips Fields that Ignore Indexing Errors Confirmation Messages Hot Keps a o Vertication Mavigatior Toolbars Verify Starts at the Beginning of the Batch Verify Starts from Current Document Forward Indexing Preferences PaperVision Capture User Guide 86 a Chapter 7 Operator Console Settings General If you are tasked to enter index values you can enable the following indexing settings e To save the current index values and proceed to the next document that contains blank index values select Save and Jump to Next Document with Blank Index Values e To use the Enter key to move between index fields select Enter Key Moves Between Index Fields e If you want the index verification process to skip fields that ignore an invalid index value select Verify Skips Fields that Ignore Indexing Errors e To start the index verification process at the beginning of a batch select Verify Starts at the Beginning of the Batch e To start the index verification process from the current document forward select Verify Starts from Current Document Forward Verification Navigation You can select the location in the batch where the index verification process begins e To start the index verification process at the begin
42. Sign Zoom Out Ctrl Minus Sign PaperVision Capture User Guide 98 a Chapter 7 Operator Console Settings Additional Standard Hot Keys Although the following commands are undefined by default you can configure these as well e About e Batch Document Grid Form e Batch Import e Batch Scrollbar e Execute Custom Code e Exit Application e Extract and Copy Region e Help Manual e Import Images e Invert Page Polarity e Invert and Save Page Polarity e Move to Next Field e Move to Previous Field e Options e Preferred Bitonal e Rotate 270 e Rotate and Save Images e Set Focus to Browse QC Tags e Set Focus to QC Tag Details e Show Status Bar e Thumbnails e View Index Manager PaperVision Capture User Guide 99 a Chapter 7 Operator Console Settings Customizing Hot Keys You can customize hot keys for any of the commands found in this screen To customize hot keys l ese E Expand the main category node Batch Navigation Indexing Scanning or Standard Click the row of the command to modify Open the drop down menu in the right column Select from the Key drop down list Select the additional keys Alt Shift or Ctrl that comprise the hot key setting optional Click outside the command s row to apply the changes PaperVision Capture User Guide 100 i Chapter 7 Operator Console Settings Toolbars PaperVision Capture s toolbars Batch Navigation Indexing Scann
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44. able check box PaperVision Capture User Guide 36 T Chapter 3 Standard Commands and Menu Options Rotating and Saving Images You can rotate one or multiple images in one document or across multiple documents and save them You can perform this operation in the Thumbnails window View gt Windows gt Thumbnails single display view View gt Organization gt Single View or multiple display view View gt Organization gt Multiple Display To rotate and save one or multiple images 1 Select one or more pages l 2 Click the Rotate and Save Images 4 icon The Rotate and Save Images dialog box appears Rotate Save Images Rotation Mode Selected Pages current document Suppress future page rotation messages Rotate Save Images From the Rotation Mode drop down list select the angle 90 180 270 4 If you selected pages within the same document the first option Selected pages current document will be selected For this option the selected pages are listed in the Pages field If you selected pages across multiple documents the second option Selected pages across documents is selected Ensure the appropriate option is selected 5 To specify a certain page page range or combination thereof enter the page numbers in the Pages field For example you can enter 2 4 7 6 Click OK Tip To prevent this confirmation message from appearing each time you perform this op
45. ages in multiple display or Thumbnails 2 Click the Cut icon The Cut Pages dialog box appears Cut Pages Selected Pages curent document Suppress future cut pages messages Cut Pages 3 If you selected pages within the same document the first option Selected pages current document is selected For this option the selected pages are listed in the Pages field If you selected pages across multiple documents the second option Selected pages across documents would be selected Ensure the appropriate option is selected and then click OK 4 Inthe Thumbnails window or multiple display view selected pages appear with the Cut icon in the upper right Navigate to the page in the document where the pages will be pasted PaperVision Capture User Guide 31 Chapter 3 Standard Commands and Menu Options 5 Click the Paste ve icon The Paste Pages dialog box appears Paste Pages Destination Location Document Page 10 we Paste after destination page Cancel Suppress future paste pages messages Paste Pages 6 Your selected document and page number appear in the Paste Pages dialog box To change your selection enter the appropriate document and page number 7 By default the pages are pasted directly before your selected location If you want them pasted after your destination page select the option Paste after destination page Tip Select the Suppress future cut
46. ages within the same document or across documents Multiple non consecutive pages that you select in the same document or across multiple documents will appear in Sequential order in the destination location To drag and drop one or more pages 1 Select one or more pages 2 Hold the mouse button and then drag the pages to the new location in the batch You can drag the pages to a location in the same document or across documents For guidance your selected pages appear translucent as you move them and a vertical line appears in the destination location 3 To quickly scroll through the Thumbnails or multiple display view drag the selected images over the right or left up or down arrows 4 When you have reached the desired location release the mouse button Toolbars To display the PaperVision Capture Operator Console toolbars open the View menu and ensure check marks appear next to the appropriate toolbars e Standard e Scanning e Batch Navigation e Indexing PaperVision Capture User Guide 52 a Chapter 3 Standard Commands and Menu Options Status Bar The Status Bar displays the batch name user scanner status document number and page number at the bottom of the screen To display the Status Bar at the bottom of the screen select View gt Status Bar and select the check box Batch Scrollbar The Batch Scrollbar displays the selected image s position relative to the batch To display the Status Ba
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48. ault hot key settings The following commands and hot keys are available in all job steps Delete Page xe Deletes a specified page range within the current document Menu Edit Hot Key Delete a Copies a specified page range within the current document Menu Edit Hot Key Ctrl C Copy Pages Cut Pages Cuts your specified page range within the current document Menu Edit Hot Key Ctrl X PaperVision Capture User Guide 19 T Chapter 3 Standard Commands and Menu Options Paste Pages B Pastes the copied or cut pages into a destination document before or after a specified page Menu Edit Hot Key Ctrl V Re Save Page al Re saves the page after you manipulate it e g change its rotation or page polarity Menu Edit Hot Key V Add Document Ta Appends a blank document at the end of the batch Menu Edit Hot Key Shift Ctrl A Ezi Deletes the current document and all of its associated pages Menu Edit Hot Key Ctrl Delete Delete Document Print Document er Prints a specified page range within the current document Menu File Hot Key P Ly Single Display D Displays one page at a time in the main window PaperVision Capture User Guide 20 Chapter 3 Standard Commands and Menu Options Displays a specified number of rows and columns of pages at a time in the main window Note For more information on the single and multiple display settings see the section on the View
49. batches To refresh the list click the Refresh Z icon in the toolbar Note Values for document and page numbers reflect totals from the most recent time the operator submitted the batch These values do not reflect changes to a batch currently owned by the operator Taking Ownership of Batches To assume ownership of one or more batches highlight the batch es in the Batches Waiting list and then click the Take button Your selected batch es will move to the Batches Owned list PaperVision Capture User Guide 12 B Chapter 2 Batch Creation Taking and Opening Batches To assume ownership of one or more batches and subsequently open the batch es highlight the batch es in the Batches Waiting list and then click the Take Open button The applicable step screen will open for the first selected batch Batches Owned The Batches Owned list contains batches that are owned and that you can open and process Creating a New Batch Only users who have access to a Capture start step can create new batches in the Operator Console If you attempt to create a new batch for a job that has been deleted deactivated or whose start step has been deleted a message prompt will inform you of the job deletion deactivation etc so you will not be able to create new batches in those scenarios To create a new batch 1 Click the New Batch 3B icon and the New Batch dialog box appears New Batch Job Start Step Captu
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52. ccess database For information on performing specific wildcard searches against a database refer to the respective database s documentation To merge your index values 1 Enter the required index value s 2 Click the Merge Index Values EJ icon The entries found in the database populate the remaining index fields 3 Ifmore than one entry is found you will be presented with a list of records in the Record Selection dialog Highlight the record and click OK Record Selection Please select a record Check Date Payee Inv Number Irv Date 02 26 2009 123 2 27 2009 Oe 202009 Quest Diagnostics 45 03022009 Record Selection PaperVision Capture User Guide 38 a Chapter 3 Standard Commands and Menu Options Tip Click a column header to sort the records in ascending or descending order and the sort order will be maintained for the duration of your logon session 1 e the records return to their original sort order after you log out of the Operator Console 4 If you do not see the correct record click Cancel PaperVision Capture User Guide 39 T Chapter 3 Standard Commands and Menu Options Merging Like Documents If this command is available you can execute it to combine multiple documents containing the same index values into a single document Documents that have not been indexed are not included in the merge process The Merge Like Documents command is performed on all documents in the batch
53. ct Only Display Current Document to view only the current document in the batch Leave this check box blank to view all of the documents in the batch e If you want the Browse Batch window to retain its last position and state open or closed select Retain Browse Batch Docking When this option 1s disabled the Browse Batch window will not retain its last location or state and it will not open automatically even if it was open when you last closed the batch Note Disabling the Retain Browse Batch Docking option may improve performance in the Operator Console PaperVision Capture User Guide 89 a Chapter 7 Operator Console Settings Images Select the Preferred Bitonal setting for dual stream scanners System Preferences The System Preferences screen contains settings for document and page navigation in the PaperVision Capture Operator Console Additionally you can select how batches are assigned to you PaperVision Capture Capture Step Options Scanner Settings Indexing Preferences Display Preferences Navigation System Preferences Stop at firstelast page of document Hold Zoom Regions Hold OCA Barcode Regions Import Preferences Confirmation Messages Hot Keps Copy document Fages Tosi Stay on original document page Jump to newly created document page Batch Creation Add To Batches Waiting Take Ownership Take Ownership And Open Auto Batch Assignment None
54. d simplex etc PaperVision Capture User Guide 84 a Chapter 7 Operator Console Settings Dual Stream Applicable to dual stream scanners you can select how pages will be scanned Front Back Front Only Back Only To disable dual stream scanning select None Brightness Brightness defines a pixel s lightness value from black darkest to white brightest Select the brightness level to apply during the scanning process and whether it should be applied manually or automatically If applying the contrast manually use the slider to increase or decrease the amount of contrast Contrast Contrast is a measure of the rate of change of brightness in an image A high contrast image contains defined transitions from black to white Select the contrast level to apply during the scanning process and whether it should be applied manually or automatically If applying the contrast manually use the slider to increase or decrease the amount of contrast PaperVision Capture User Guide 85 A Chapter 7 Operator Console Settings Indexing Preferences If you are assigned to the Indexing job step in PaperVision Capture you can select how to progress between documents and index fields These settings can also be configured if you are required to hand key index in the Capture or Manual QC step You can also determine where the index verification process begins in the batch PaperVision Capture Capture Step Options Scanner
55. d Manual OCR Index operations may be available See the sections on Manual Barcode Indexing and Manual OCR Indexing in Chapter 3 View Menu For information on the View menu commands see the section on the View Menu in Chapter 3 e To view one page at a time in the main window select View gt Organization gt Single Display e To view multiple pages in the main window select View gt Organization gt Multiple Display To assign the number of rows and columns that appear at a time see the section on Display Preferences in Chapter 7 Tools Menu The Tools menu contains the PaperVision Capture Operator Console s user settings batch image information and document history operations For information on the Tools menu commands see the section on the Tools Menu in Chapter 3 PaperVision Capture User Guide 69 2H Chapter 5 Indexing Step QC Menu QC Auto play and QC tagging operations are available in the QC menu when your administrator requires you to inspect and tag batches documents pages and index fields while indexing in the Operator Console The QC menu and toolbar contain auto play operations that enable you to automatically advance through batches documents and pages to perform visual inspections Auto play operations facilitate your visual inspection since you do not have to touch the keyboard or mouse to move between pages documents and batches The QC menu and toolbar also contain the tagging operations so
56. dicates the tag s page position within the document e Index if applicable indicates the tag s current index value e Detail Set Index if applicable indicates the tag s detail set value PaperVision Capture User Guide 80 i Chapter 6 Manual Quality Control QC Right Clicking on QC Tag Information Within the QC Tag Details window you can perform several right click operations on the tag s information You can copy paste and cut paste information from one tag to another or you can undo or delete the information you have entered about the tag Additionally you can select all text to cut paste or copy paste into another tag index email etc OC Tag Details Info Unable to view purchase order numbe Unde Cut Copy Paste Delete Select All Hide Details Category Page Created By ADMIN Date A201 9 49 24 AM Document 4 Page Index Hd DetailSet Index M A QC Tag Information Right Click Menu PaperVision Capture User Guide 81 Chapter 7 Operator Console Settings Once you have opened a batch for your assigned job step you can configure the scanner settings display and system preferences hot keys and toolbars To view the PaperVision Capture Operator Console settings open Tools gt Options e Scanner Settings allow you to customize scanner settings specific to individual workstations e Indexing Preferences allow you to customize hand key indexing
57. e PaperVision Capture User Guide 35 a Chapter 3 Standard Commands and Menu Options Inverting and Saving Page Polarity Inverting the page polarity reverses the black text on white background to white text on black background or vice versa This operation saves the inverted pages prior to batch submittal To invert and save page polarity on one or multiple pages 1 Select one or more pages 2 Click the Invert Save Pages Bi icon The Invert Save Pages Polarity dialog box appears Invert Save Pages Polarity Selected Pages current document Pages 2 4 7 Suppress future invert save pages polarity messages Invert Save Pages Polarity 3 If you selected pages within the same document the first option Selected pages current document is selected For this option the selected pages are listed in the Pages field If you selected pages across multiple documents the second option Selected pages across documents is selected Ensure the appropriate option is selected 4 To specify a certain page page range or combination thereof enter the page numbers in the Pages field For example you can enter 2 4 7 5 Click OK Tip To prevent this confirmation message from appearing each time you perform this operation select the Suppress future invert page polarity messages option To show the message once again select Tools gt Options gt Confirmation Messages and select the applic
58. e Document ID 12345 08 19 2008 ABC Corp The system Document ID is generated behind the scenes hidden from your view Detail Sets Invoice Number Invoice Date Document ID A0001 08 01 2008 A0002 08 02 2008 A0003 08 03 2008 To add detail set values 1 Click the Add Detail Set E icon 2 Enter the number of detail sets 3 Click OK PaperVision Capture User Guide 67 i Chapter 5 Indexing Step Saving Indexes After you enter your index values you can save them prior to submitting the batch Unsaved index values display with an asterisk next to the index field name If you have not entered a required field or entered an invalid index value in the Index Manage upon saving the index value a red exclamation a icon will appear in the field Tip To receive a message that notifies you when all documents have been indexed in the Capture or Indexing step enable the general display preference option Save and Jump to Next Document with Blank Index Values To save index values 1 Click the Save Indexes H icon Tip You can also press Enter in the Index Manager 2 If indexing errors occurred they appear in a popup message Click OK to return to the Index Manager to correct the errors before proceeding Note If your Browse Batch window is viewable the index values will be updated once you execute the Save Indexes command PaperVision Capture Index Validation Error Messages
59. e To return to the batch creation screen select None which 1s the default option e To be taken to the batch with the next highest priority select Next Highest Priority If no batches are found you are returned to the batch creation screen e To be taken to the next batch in the current job step i e the job step you most recently worked on select Next Batch in Current Job Step For example if you are indexing a batch and click Submit then you are taken to the next batch ready for indexing This option does not use batch priority in its assignment If no batches are found you are returned to the Batch Creation screen Batches Select Populate new batch with previous batch information to automatically populate information from the last entered batch as you create a new batch Select Auto Refresh to automatically update the list of batches in the batch creation screen By default the refresh interval is 15 seconds but you can assign another value in seconds Note You must assign a value of 15 seconds or greater for the Auto Refresh interval PaperVision Capture User Guide 17 B Chapter 2 Batch Creation Customizing Columns These settings allow you to select the columns that appear in the Batches Waiting and Batches Owned lists To select the columns to display 1 In the Options dialog box click the Batches Waiting or Batches Owned button which opens the Select Columns dialog box Select Columns Batch Name
60. e marking the batch as complete and submitting it for processing and transition to the next job step You have to be assigned to specific job steps by your PaperVision Capture administrator in order to perform specific functions in the PaperVision Capture Operator Console If you are not able to perform a certain function such as batch creation contact your system administrator a PaperVision Capture Batches Waiting Batch as Batch Operator Provided Batch Job Step Job Step Priority Name lt Date Description Name Type Job Name Batch Id ai Docs Pages 02 17 10 10 45 41 Manual QC Manual QC 1 02 1 7 1010 3 Batches Owned a Operator Provided Batch Job Step Job Step Batch Created Priority Batch Name Date Description Hana Type Job Name Batch Id fae 02 16 10 11 17 25 Manual QC Manual OC 02 16 10 11 17 31 02 16 10 12 04 21 Capture Capture 02 16 10 12 04 23 02 17 10 14 10 28 Capture Capture 02 17 10 14 10 30 Submit Batch Complete Undo Take Batches Waiting 2 Batches Owned 3 Connected as ADMIN PaperVision Capture Batch Creation PaperVision Capture User Guide 5 a Chapter 1 Introduction PaperVision Capture Terminology Batch A batch 1s a collection of documents and their associated index name value pairs and statistics that are moved as a logical unit of work through a job Batch Priority Batch priority refers to the order in which 1 batches awaiting ownership are displayed in
61. eeeeeeas 42 P page CTI IO TI essaasincasnusenn E N E 7 ae 5 01101 gr EREI a na ee 19 pages OD ame anne ene ge tee Re EE 19 ol TL ak cen ee en ee ne eee ene eee ne ee 19 SO E E EEA 34 inverting polarity eeeeeenennnnnnnnnnnneeeereererereen 21 36 45 navi AUN Oi aa E E E 47 EET o EE P E E E E EE E EE 20 DOUN e A 26 TV e A E I TAEA T 20 35 single 06 bs 0 A 20 PaperVision Capture Administration Console 0 7 PaperVision Capture Automation Service cccccceeees 8 PaperVision Capture Data Transfer Agent Service 8 PaperVision Capture Gateway Servet ccccccccsssseeeeeeeees 8 PaperVision Capture Operator Console cccccccceeseeeees 8 PaperVision Capture User Guide PDF files AT OLN onara 82 92 Q QC Auto Play operations ccccccccccccccccceeeeeeceeeeeeeeeeeees 75 QC menu and toolbar cceessseeeeeeeececceeeeeeeeeeeeeaas 74 OC Tag Details Wit Ow css cate ten ac E 80 QC Tags applying DAtCH TAOS iis se cceteseseveasseaecesdeeeeecadatceenneseensedes TI applying document tags cc ccccccceccececeeeeeeeeeeeeeees TI applying index tags oo cccccccccccccceeceeeeeeeeeeeeeeeeeees 78 app yine page TAOS enyen eri 78 MOVI a E 79 R temovine QC TaS sass ae cee ce eee ese tence nics 79 Retain Browse Batch Docking option 0ceeeeeeeee 89 Retain Thumbnail Docking option ceeeeeeeeee 89 right clicking in Browse Batch wWindow
62. elected pages current document is selected For this option the selected pages are listed in the Pages field If you selected pages across multiple documents the second option Selected pages across documents would be selected Ensure the appropriate option is selected and then click OK 6 To confirm the deletion click OK Tip Select the Suppress future delete pages message option to hide the confirmation message in the future To show the message once again select Tools gt Options gt Confirmation Messages and select the applicable check box PaperVision Capture User Guide 34 E Chapter 3 Standard Commands and Menu Options Re Saving a Page If you rotate a page or invert its polarity this command allows you to save its new appearance To re save the page Lo 1 After you change the page rotation or polarity click the Re Save Page icon 2 Click OK to the confirmation prompt Extracting and Copying Regions This command extracts the specified region of an image and copies it to the next page of the document To extract and copy a region 1 Navigate to the image in the page 2 Press the Shift key and click the left mouse button 3 While holding the mouse button drag the cursor around the region A yellow boundary appears around the region 4 Select Edit gt Extract and Copy Region Click Yes to create a new page with the extracted region The new page appears after the current pag
63. ents from the batch If the document does not contain any pages the Delete Documents command will be disabled To delete one or more documents from the Browse Batch window 1 Select one or more documents 2 Right click and select Delete Documents 3 To proceed with the deletion click Yes Inserting a Document Break This command allows you to mark an existing page as the first page of the next document This operation also allows you to save index values prior to inserting the document break To insert a document break 1 Navigate to the page where the document break will be placed 2 Click the Insert Document Break icon If you want to save the index values click Yes e Selecting No will not save the index values but will insert a document break e Selecting Cancel will abort both operations 4 If you want the marked page to be the first page of the new document click Yes Removing a Document Break If you marked a new document and no longer want to keep the document break you can remove the document break and place the pages from the current document to the end of the previous document To remove a document break 1 Navigate to the page where the document break was placed 2 Click the Remove Document Break icon Note You cannot remove a document break for the first document in the batch 3 Click Yes to remove the document break and the current document will be merged with the previous document 4
64. ep priority administrative priority Detail Sets Detail sets expand on the capabilities of standard index fields because they define many to one relationships which allow multiple sets of field data to reference a single document In a many to one relationship an index field contains a value that references another field or set of fields that contain unique values PaperVision Capture User Guide 6 a Chapter 1 Introduction Document A document is the equivalent of a file folder within a filing cabinet A document holds all of the pages for a given set of index values Image An image is a visual representation of a picture or graphic such as an electronic file with the extension bmp jpg or tif Index An index is a value that users apply to a document for reference and retrieval Job A job is a defined process comprised of one or more job steps through which batches are processed At a minimum each job must contain a start step Each job 1s unique by name within an entity Job Step A job step is an automated or manual operation that is performed on a batch Manual job steps are performed by assigned users through the PaperVision Capture Operator Console automated job steps are completed by the PaperVision Capture Automation Service and require no user intervention Master Batch Repository The Master Batch Repository 1s the centralized storage area where PaperVision Capture stores all captured image
65. eration select the Suppress future page rotation messages option To show the message once again select Tools gt Options gt Confirmation Messages and select the applicable check box PaperVision Capture User Guide 37 a Chapter 3 Standard Commands and Menu Options Executing Custom Code This command is available if your administrator provides a custom operation that you can execute from your job step For example an operation can validate your indexing entries against an external database or your indexing entries can update an external database Click the Execute Custom Code icon to run a custom operation Merging Index Values If this command is available you can execute it to combine your indexing entries with entries found in the administrator s assigned database For example you enter one required index value a social security number for an insurance invoice You execute the command and the remaining two index fields First Name and Last Name are automatically filled in If you are unsure of the exact index value while hand key indexing you can insert wildcard characters to perform a partial search against the database For example you can insert the percent sign to specify any number of unknown characters to search for in a SQL Sybase or Oracle database or you can insert the asterisk to specify any number of unknown characters to search for within a Microsoft A
66. grid and then select Configure Grid Note If no indexes have been defined the Configure Grid operation will be disabled 2 Inthe Show Hide Columns dialog box highlight the column to move and then select Move Up or Move Down Note You cannot hide the Document and Pages columns 3 To restore the columns to their original order click Reset To show or hide columns 1 Right click in the Browse Batch grid and then select Configure Grid 2 Inthe Show Hide Columns dialog box select the columns to display in the Browse Batch grid Note You cannot hide the Document and Pages columns 3 To restore the original columns that will be displayed in the grid click Reset PaperVision Capture User Guide 49 a Chapter 3 Standard Commands and Menu Options Right Clicking in the Browse QC Tags Window If your administrator has granted you access to view the Browse QC Tags window View gt Windows gt Browse QC Tags you can right click within the window to execute operations on existing QC tags First you can remove one or multiple QC tags from the batch You can also print and export one or multiple QC tags metadata to an XML file The Browse QC Tags Filter can help you locate documents by document position number number of pages comprising the document specific index values and other criteria Browse QC Tags Category Mame Index Mame Document i ban WP oocunerkComt OO OO re Peame O
67. hat appear at a time see the section on Display Preferences in Chapter 7 Viewing Images You can change how many images display at a time single or multiple display in the main window while you work in the Manual QC step Additionally you can adjust how each image appears within the main viewing window The Invert and Save Page Polarity and Rotate and Save Images operations allow you to save inverted and rotated images prior to submitting the batch The following viewing operations are available for images e Single Display e Multiple Display e Reset Image e Invert Page Polarity e Invert and Save Page Polarity e Rotate Image e Rotate and Save Images e Scale to Window e Scale to Width e Scale to Height e Zoom In e Zoom Out PaperVision Capture User Guide 72 a Chapter 6 Manual Quality Control QC Page and Document Navigation You can navigate through pages and documents in the Manual QC step For descriptions of each operation see the sections on Navigating Documents and Navigating Pages in Chapter 3 Note When you initially perform a page or document navigation operation during auto play you will be prompted to first exit out of QC auto play mode You can opt to suppress this confirmation message in the future The following page and document navigation operations are available e First Document e Previous Document e Next Document e Last Document e First Page e Previous Page e Jump to Page
68. ing and Standard can be customized with your specified commands labels and separators lines used to separate related commands on a toolbar Additionally you can add new toolbars to the PaperVision Capture Operator Console PaperVision Capture Capture Step Options Scanner Settings Indexing Preferences Display Preferences System Preferences ees Delete Controls Import Preferences o First Document Confirmation Messages Previous Document Hot Keps Hest Document Last Document 2 amp S amp S Jump To Document First Page Previous Page Nest Page Last Page I amp i B Wl Jump To Page Toolbars PaperVision Capture User Guide Chrl Horne Add Ctl Page Up Delete Chri Page Down Move Up Chri E nd bi Move Down Ctrl Display ig Reset TER Fage Up Page Down End J 101 a Chapter 7 Operator Console Settings Batch Navigation e First Document e Previous Document e Next Document e Last Document e Jump to Document e First Page e Previous Page e Next Page e Last Page e Jump to Page Indexing e Save Indexes e Add Detail Set e Verify Index Values Additional Indexing Toolbar Commands Although the following commands are undefined by default you can configure these as well e Insert Default Index Value e Carry Index Value from Previous Document PaperVision Capture User Guide 102 a Chapter 7 Operator Console Settings QC Although the Browse QC Tag
69. ing barcodes in the Capture or Indexing step the Manual Barcode Index operation is available in the Standard toolbar and Edit menu This operation allows you to manually apply zones around barcodes in order to extract data that populates index fields This operation enables you to extract data from barcodes that may shift positions across pages and documents To manually barcode and index 1 Select the appropriate index field in the Index Manager 2 Press Shift left mouse button to equip the cursor with a zone 3 While pressing the Shift key left mouse button drag the cursor around the region on the image Barcode zones appear highlighted in the main window 4 Click the Manual Barcode Index icon The index value read from the barcode zone appears in the Index Manager begs Index Manager properties of a barcode zone highlight the Zone node in the tree and its pi 042000062008 appear on the bottom Expand the Zone node to view a barcode zone s X al dimensions in millimeters orientation and test results Batch Batch1 Doc 1 of 1 Page 5 of 6 042000062008 Manual Barcode Indexing Indexing Step PaperVision Capture User Guide 41 i Chapter 3 Standard Commands and Menu Options Manual OCR Indexing If you are tasked with indexing OCR text in the Capture or Indexing step the Manual OCR Index operation is available in the Standard toolbar and Edit menu This operation allows you to draw zones around text in o
70. l 2 3 4 Highlight one or more QC tags Right click and select Print gt Selected Rows Or select Print gt All Rows Select the printing parameters and then click OK To export one or more QC tags metadata oe i GN Highlight one or more QC tags Right click and select Export gt Selected Rows Or select Export gt All Rows In the Save As dialog box browse to the appropriate directory where the XML file will be saved Enter the file name Click Save PaperVision Capture User Guide 51 a Chapter 3 Standard Commands and Menu Options Single and Multiple Display Organization The Organization menu options allow you to choose a single page display or multiple page display for documents in the main viewing window e To view one page at a time in the main window select View gt Organization gt Single Display e To view multiple pages in the main window select View gt Organization gt Multiple Display To assign the number of rows and columns that appear at a time see the section on Display Preferences in Chapter 7 Note Windows that you open or close in single display and multiple display views such as Thumbnails Index Manager and Browse Batch etc are retained in each view per job step when you switch between them Dragging and Dropping Pages in Multiple Display View When you are in multiple display or Thumbnails view can drag and drop consecutive or non consecutive p
71. log into a terminal server can log into a single installation of the PaperVision Capture Operator Console if the administrator has configured the Operator Console accordingly Logging Out To log out and close the PaperVision Capture Operator Console select File gt Exit If you have any unsaved changes you will be prompted to save those changes before you are logged out of the system Alternatively you can log out of the PaperVision Capture Operator Console so another user can log into the system To log out and log in as another user 1 In the batch creation screen select the down arrow next to Connected as User Name in the lower right section of the Status Bar 2 Select Log In as Another User 3 Select Yes if you want to log out of the system and the Login prompt will appear The Status Bar will display a Disconnected status to indicate the initial user 1s no longer logged into the system 4 Or select No to cancel the logout and to remain logged into the system 10 Chapter 1 Introduction Obtaining Help in PaperVision Capture To obtain Help from any page within the PaperVision Capture Administration Console click the Help button or press the F1 key to open a topic related to the screen you are currently viewing Additionally every screen in PaperVision Capture contains the Help menu which contains the following items e Help gt Help Topics opens the Online Help file e Help gt User s
72. lt the Browse QC Tags window appears at the bottom of the screen and the QC Tag Details window appears to the right of the main viewing window where you can view and add details on each tag DEMO MODE PaperVision Capture Manual QC Step Job Job1 2010 05 07 08 45 10 File Edt vis O Tools QC in D ok TE ee ae EA A a ai p ou _ d F P OC Tag Details A xX Hide Details Category Created By Date Document Browse QC Tags Category Name Document Index Mame Created By Created Dal DetailSet Index MiA Filter F Filter F Filter F Filter F Filter SY Fiter 4 ii gt 4 Qc Tag Details af Index Manager Apply Delete Cancel Batch Job4 Doc 1 of 1 Page 1 of 15 Manual QC Step PaperVision Capture User Guide 71 a Chapter 6 Manual Quality Control QC File Menu For information on the operations available within this menu see the section on the File Menu in Chapter 3 Edit Menu For information on the standard Edit menu operations see the section on the Edit Menu in Chapter 3 View Menu For information on the View menu operations see the section on the View Menu in Chapter 3 e To view one page at a time in the main window select View gt Organization gt Single Display e To view multiple pages in the main window select View gt Organization gt Multiple Display To assign the number of rows and columns t
73. mage QOQ00000 tiF for Job 107 2672009 10 07 03 ADMIN WwIHF Added Image UOU00001 tit for Job 10 2872009 10 07 03 ADMIN WwINsP Added Image UOU00002 tt for Job 10 2872009 10 07 04 ADMIN wWwINsP Close Document History PaperVision Capture User Guide 55 Chapter 4 Capture Step If you are assigned to the Capture job step by your administrator the Capture Step screen appears after you take and open a batch from the Batches Owned list in the batch creation screen The Capture Step screen allows you to customize PaperVision Capture for the scanning needs for any task Once you successfully scan and import batches and images you can manipulate documents and pages and submit batches from this screen If you are tasked with hand key indexing while you scan you can open the Index Manager window which is accessible by selecting View gt Windows gt Index Manager If you are tasked with reviewing documents pages or index values while you hand key index auto play operations in the View menu enable you to progress through the documents and pages You can use the QC tagging operations in the Edit menu to tag batches documents pages or individual index values for further review For more information on PaperVision Capture s QC operations see the Chapter 6 on Manual QC REVIEW eon 1909 OFFICE ONLY SPOKANE WASHINGTON 9092 10 1900 FAR 450 5254 COET onecK Bist ee goa mer YA G 32
74. mbnail views Browse Batch window Index Manager and QC windows To show thumbnail previews of documents select View gt Windows gt Thumbnails To show the Browse Batch window select View gt Windows gt Browse Batch To show the Index Manager select View gt Windows gt Index Manager To show the Browse QC Tags grid select View gt Windows gt Browse QC Tags To show the QC Tag Details window select View gt Windows gt QC Tag Details Note Your PaperVision Capture administrator grants you permission to see the Browse Batch window and assigns you to hand key index so these options may be unavailable PaperVision Capture User Guide 47 i Chapter 3 Standard Commands and Menu Options Right Clicking in the Browse Batch Window If your administrator has granted you access to view the Browse Batch window you can right click within the window to execute operations on the batch First you can delete one or more documents and associated images from the batch You can also print and export one or more documents metadata to an XML file such as index values batch name order and number of pages The Browse Batch Filter can help you locate documents by document position number number of pages comprising the document or specific index values Additionally you can reorder and hide columns within the grid with the Configure Grid operation Browse Batch Document Pages First Mame Last Name City State
75. nal information about the tag optional o fa ae Click Apply to save the tag Applying Document Tags Although the following predefined document tags are available for selection your administrator may have defined additional custom tags e Document Page Count Indicates that a document page count falls outside the specified range e Document Re Scan Indicates that a document needs to be re scanned To apply a document tag 1 When you encounter a document level error during QC auto play click the Pause QC Auto Play icon Click the Add Document Tag E icon In the QC Tag Details window select the Tag Name from the drop down list Enter additional information about the tag optional oe a Click Apply to save the tag PaperVision Capture User Guide 77 a Chapter 6 Manual Quality Control QC Applying Page Tags Although the following predefined page tags are available for selection your administrator may have defined additional custom tags e Bad Image Indicates that an image cannot be opened e Bad Image Path Indicates that an image cannot be located e Image Dimensions Indicates that an image falls outside the specified height and width parameters e Image File Size Indicates that an image size falls outside the specified range e Page Re Scan Indicates that the page needs to be re scanned To apply a page tag 1 When you encounter a page level error during QC auto play click the Pause QC Auto Play Ly ic
76. nd copyrighted by Open Text Corporation All rights reserved PaperVision Capture contains portions of imaging code owned and copyrighted by EMC Corporation All rights reserved RON DIGITECH SYSTEMS Digitech Systems Inc 8400 E Crescent Parkway Suite 500 Greenwood Village CO 80111 Phone 303 493 6900 Fax 303 493 6979 www digitechsystems com Table of Contents Chapter 1 Introduction ssssivisscesssiccesitevaseseievecesadsnsionsssivacsstonssesstecssesstesecoosesaceensies 5 PaperVision Capture Terminology cccccccccccccssssssssssseseseeeeeeeceeeeeeeeeeeeeaaaaas 6 Supported Users in the Operator Console ccccccccccccccceeeeeeeeceeeaeessssseeeeees 8 A ed R G e 0c en EE 9 DUP POrled SCAM CIS Asoo E R 10 LOSS Ie erga ete cet nines ee ce ee ee 10 Te OU ss gs etc gents ster ys ces ose E E E E EAE 10 Obtaining Help in PaperVision Capture ccccccssssssseessssssssessssssssesseeees 11 Chapter 2 Batch COAG Mis asscscceeccs ccccescesevseces ccccecsteseuacs ceccesmessssucesceceesseessevecs cece 12 TB ACS VY MANN gare E spavceite tee one cdvsrescucpv sya ecasenteeesnosiasecdoomcupeedss 12 Beat HSS OWIE sa scisssueseasaiuwasaassueauasdasaseonsunseasaiontasngusceacdoesecesisenseasanoataneacueess 13 Chapter 3 Standard Commands and Menu Options sssscccssssssssssoees 19 Zoom Zones and Scaling Order of Operations cccceeeeeseeeeessssntaeees 23 STS a a E E T A ETE E E E A 25 Su
77. ning of a batch select Verify Starts at the Beginning of the Batch e To start the index verification process from the current document forward select Verify Starts from Current Document Forward PaperVision Capture User Guide 87 i Chapter 7 Operator Console Settings Display Preferences In the Display Preferences screen you can manipulate the single and multiple page display options for all job steps Additionally you can customize the image display quality for thumbnail views PaperVision Capture Capture Step Options Scanner Settings Indesing Preferences o system Preferences Humber of Thumbnails 5 s koai Import Preferences l j Only Display Current Document Confirmation Messages Retain Browse Batch Docking Hot Keps Retain Thumbnail Docking Toca Show High Quality Image While Scanning Multiple Display Rows g A Columns 5 3 Only Display Current Document Retain Browse Batch Docking Images Preferred Bitonal Display Preferences Capture Step PaperVision Capture User Guide 88 a Chapter 7 Operator Console Settings Single Display If you view images in single display View gt Organization gt Single Display only one image appears at a time in the main viewing window Optionally you can open the Thumbnails window View gt Windows gt Thumbnails to preview a specified number of images e To preview document s as thumbnails enter the number to di
78. on Click the Add Page Tag w icon In the QC Tag Details window select the Tag Name from the drop down list Enter additional information about the tag optional A oe Click Apply to save the tag Applying Index Tags Although the following predefined index tags are available for selection your administrator may have defined additional custom tags e Index Error Indicates that an indexing error exists e Re Index Indicates that a specific index field needs to be indexed once again To apply an index tag 1 When you encounter an index level error during QC auto play click the Pause QC Auto Play Ly icon 2 Select the index field in the Index Manager Click the Add Index Tag E icon In the QC Tag Details window select the Tag Name from the drop down list Enter additional information about the tag optional T oe ae Click Apply to save the tag PaperVision Capture User Guide 78 an Chapter 6 Manual Quality Control QC Note If you attempt to modify an index value during QC Auto Play you will first be prompted to exit QC Auto Play mode Removing a QC Tag You can remove QC tags via the QC toolbar by right clicking within the Browse QC Tags window In the Browse QC Tags window highlight the tag and then click the Remove QC Tag os icon or right click and select Remove QC Tag from the context menu Tagging Documents Pages and Indexes in Multiple Display View In the multiple display view yo
79. ou in obtaining the driver PaperVision Capture also offers the ability to use TWAIN scanners The use of TWAIN scanners is generally intended for extremely low volume scanners as ISIS drivers are available for most scanners on the market Note Depending on the type of scanner that is used some scanner options may be disabled and the number of options available in the drop down menus may vary PaperVision Capture User Guide 82 a Chapter 7 Operator Console Settings PaperVision Capture Capture Step Options Indexing Preferences Display Preferences Delete Saved Settings System Preferences Scanner Settings scanner Name Import Driver Color Format Black and white 0 whil Import Preferences Confirmation Messages Hot Keps f Dither N Toolbars aiia Horizontal Resolution 300 w Dots per Inch Vertical Resolution 00 s Dots per Inch Page Size Scan ype Automatic Dual Stream Hone Brightness Automatic Manual Contrast Automatic Manual Scanner Settings Saved Settings This drop down menu displays scanner settings that were previously saved To save a new scanner setting enter the name directly in the Saved Settings field then click Apply To remove a Setting select it from the Saved Settings drop down menu then click Delete PaperVision Capture User Guide 83 a Chapter 7 Operator Console Settings Scanner Name Click the Scanner Name drop down lis
80. over press Shift CtrI F or right click within the Browse Batch window and select Clear Filters from the context menu PaperVision Capture User Guide 44 m Chapter 3 Standard Commands and Menu Options View Menu The View menu helps you organize and customize your workspace when you work in the PaperVision Capture Operator Console Page and document navigation commands in this menu are also found in the Batch Navigation toolbar Tip Many of the View menu commands are accessible if you right click in the main viewing window in single or multiple display view Resetting an Image This command sets the image rotation back to its original view and displays the image using the Scale to Window view To reset the image to its original view click the Reset icon Rotating an Image This command rotates the page view by 90 degrees clockwise Click the Rotate 42 icon Note If you save the image the saved image will be rotated Inverting Page Polarity Inverting the page polarity reverses the black text on white background to white text on black background or vice versa When you are in single display view you can click the Invert Page Polarity ma icon to run this operation Scaling an Image These commands fit images to the height width or both height and width of the screen e Click the Scale to Height icon to scale the image to the height of the main window e Click the Scale to Width
81. paste pages messages options to hide the cut and paste confirmation messages in the future To show the message once again select Tools gt Options gt Confirmation Messages and select the applicable check box To copy and paste pages 1 Navigate to the page in the document or select one or more pages in multiple display or Thumbnails 2 Click the Copy icon The Copy Pages dialog box appears Copy Pages x Selected Pages current document Pages Suppress future copy pages messages Copy Pages PaperVision Capture User Guide 32 Chapter 3 Standard Commands and Menu Options 3 If you selected pages within the same document the first option Selected pages current document is selected For this option the selected pages are listed in the Pages field If you selected pages across multiple documents the second option Selected pages across documents would be selected Ensure the appropriate option is selected and then click OK 4 Inthe Thumbnails window or multiple display view selected pages appear with the EJ Copy icon in the upper right Navigate to the page in the document where the pages will be pasted 5 Click the Paste icon The Paste Pages dialog box appears Paste Pages Destination Location Document Fage 10 we Paste after destination page Suppress future paste pages messages Paste Pages 6 Your selected document and page number
82. r at the bottom of the screen select View gt Batch Scrollbar and select the check box PaperVision Capture User Guide 53 a Chapter 3 Standard Commands and Menu Options Tools Menu The Tools menu contains user settings for the Capture Operator Console e Select Tools gt Options to access the PaperVision Capture Operator Console Settings For more information see the chapter on Operator Console Settings e Select Tools gt Batch Information to display the batch name ID destruction date job and step names and number of documents comprising the batch Batch Information Batch Name Bakch2 Batch ID 11851013440001218 20091026160659 Scheduled Destruction Date Job Mame Job Step Name Indexing Total of Documents 13 Batch Information e Select Tools gt Image Information to display the image name its dimensions size and current document name Image Information Displayed Image 00000331 tif Dimensions 2542 x 3205 Size 35 32 KB Current Document Mame OOO00000 Document Creation Date 10 28 2009 10 06 59 AM Image Information PaperVision Capture User Guide 54 i Chapter 3 Standard Commands and Menu Options e Select Tools gt Document History to view all user actions performed on the document such as its creation date and name image additions and deletions and index additions and updates Document History 00000000 Workstation 107 2872009 10 06 59 ADMIN WINAP Added I
83. r jam messages but you can remove the check marks to prevent these messages from appearing each time you execute an operation PaperVision Capture Capture Step Options EW Scanner Settings Indexing Preferences Display Preferences azz S Select the operations that display confirmation messages System Preferences El Document Manipulation Select All Import Images True 3 Import Preterences Inzert Document Break True Deselect All Confirmation Messages Pats Exit QC Auto Play True Hot Keys Submit Batch True Verity Index Values and Submit Batch True Toolbars Page Manipulation Invert Save Pages Polarity True Re Scan Pages True Rotate Save Images True Page Operation Copy Pages True Cut Pages True Delete Pages True Paste Pages True Scanner Operation Paper Jam True Import Images Display import images confirmation message Confirmation Messages PaperVision Capture User Guide 93 a Chapter 7 Operator Console Settings Document Manipulation Confirmation messages for the following document manipulation operations can be enabled or suppressed e Import Images e Insert Document Break General Confirmation messages for the following general operations can be enabled or suppressed e Exit QC Auto Play e Submit Batch e Verify Index Values and Submit Batch Page Manipulation Confirmation messages for the following page manipulation operations can be enabled or suppressed e Invert Save Pages Polarity e
84. rder to extract data that populates index fields This operation enables you to extract text that may shift positions across pages and documents To manually OCR and index 1 Select the appropriate index field in the Index Manager 2 Press Shift left mouse button to equip the cursor with a zone 3 While pressing the Shift left mouse button drag the cursor around the region on the image OCR zones appear highlighted in the main window 4 Click the Manual OCR Index a icon The index value read from the OCR zone appears in the Index Manager Tip If the barcode or text was not read completely or the results seem inaccurate adjust the zone s borders or scan a clearer image into the Operator Console DEMO MODE PaperVision Capture Hand Key Indexing Step Job Job1 yi Nets E 3 a No td eee Ba Da Index Manag ax ABC Company Mame O vae O O O Your Company Slogan Phone Numb EES 123 Main St Denver CO 80202 TO Name Company Name Street Address City ST ZIP Code Phone Customer ID ABC12345 ii Address Phone Number 10 Batch BatchS Doc 1 of 1 Page 2 of 10 123 Main St Denver CO 80202 303 32 Manual OCR Indexing Indexing Step PaperVision Capture User Guide 42 i Chapter 3 Standard Commands and Menu Options Browse Batch Filter You can use the Browse Batch Filter to locate documents containing specific index values or blank index values document
85. re Name Batch 1 Date afl 2010 Time 229 09 PM Description New Batch 2 Select the job from Job drop down list 3 Select the start step from the Start Step list Note If you are unsure which job or start step to select contact your PaperVision Capture administrator 4 Enter the name of the batch in the Name field PaperVision Capture User Guide 13 a Chapter 2 Batch Creation Tip To auto populate information from the previous batch open Tools gt Options and select the Populate new batch with previous batch information option Enter or select the date in the Date field if applicable Enter or select the time in the Time field if applicable Enter a description in the Description field if necessary Click OK OND wn Opening Batches To open a batch in the Batches Owned list highlight the batch and then click the Open button Note Although you may own more than one batch at a time you may only work on a single batch at a time in the PaperVision Capture Operator Console Submitting Complete Batches Submitting a complete batch processes and transitions it to the next job step To submit complete batches 1 In the Batches Owned list highlight the batch 2 Click the Submit Batch Complete button 3 Click OK to proceed with the submittal Submitting Incomplete Batches Submitting an incomplete batch allows you or another operator to assume ownership and continue processing
86. ry PaperVision Capture Gateway Server The PaperVision Capture Gateway Server is an application server that enables communication between PaperVision Capture modules and provides access to databases and the Master Batch Repository in distributed deployment scenarios PaperVision Capture Operator Console The PaperVision Capture Operator Console provides scanning indexing and batch processing capabilities Supported Users in the Operator Console PaperVision Capture supports users also known as operators who work in the PaperVision Capture Operator Console If you are assigned to a job step you have access to every function configured for that job step such as scanning indexing and batch processing PaperVision Capture User Guide 8 i Chapter 1 Introduction System Requirements The following tables outline the minimum software requirements and recommended hardware requirements for the PaperVision Capture application Minimum Software Requirements Operating Systems Windows XP Pro SP3 or later both 32 and 64 bit operating systems supported NET Framework Version 3 5 SP1 or later included on installation media Windows Installer Version 3 1 or later included on installation media Microsoft SQL Server SQL Server 2000 or later Note SQL Server 2008 R2 Express Edition is included on installation media Recommended Hardware Requirements 2 GB Hard Disk Space 1750 MB Minimum Screen Resolution 1024 x 768
87. s When installing PaperVision Capture in an environment containing multiple PaperVision Capture Gateways or PaperVision Capture Automation Servers this location should be a network accessible location e g SERVER SHARE Page One or more images files with extensions bmp jpg or tif comprise a single page within a document For example a page can include the originally captured image and a manipulated version of the image after noise removal Paper Vision Capture Administration Console The PaperVision Capture Administration Console provides administration and job configuration capabilities PaperVision Capture User Guide 7 a Chapter 1 Introduction Paper Vision Capture Automation Service The PaperVision Capture Automation Service is a Microsoft Windows service that performs automated tasks and batch processing at specified time intervals Examples of work performed by the PaperVision Capture Automation Service include the consumption of statistics when an operator completes a batch and the processing of automated job steps Multiple Automatic Services can be installed on distinct machines or multiple PaperVision Capture Automation Service processes may be configured to run on the same machine Paper Vision Capture Data Transfer Agent Service The PaperVision Capture Data Transfer Agent Service is a Microsoft Windows service that moves batches in local temporary batch repositories to from the Master Batch Reposito
88. s and QC Tag Details toolbar commands are undefined by default you can configure these as well e Start QC Auto Play e Pause QC Auto Play e Exit QC Auto Play e Restart QC Auto Play e Previous QC Group e Next QC Group e Add QC Batch Tag e Add QC Document Tag e Add QC Page Tag e Add QC Index Tag e Remove QC Tag Scanning e Scan Pages e Stop Scanner e Mark New Document and Scan e Scan One Page e Re Scan Pages e Saved Scanner Settings Additional Scanning Toolbar Commands Although the following commands are undefined by default you can configure these as well e Decrease Brightness e Decrease Contrast e Increase Brightness e Increase Contrast e Insert Pages Before e Insert Pages After e Combo Preferred Bitonal PaperVision Capture User Guide 103 a Chapter 7 Operator Console Settings Standard e Delete Page e Copy Pages e Cut Pages e Paste Pages e Re Save Page e Add Document e Delete Document e Print Documents e Single Display e Multiple Display e Reset Image e Invert Page Polarity e Rotate 90 e Scale to Window e Scale to Width e Scale to Height e Zoom In e Zoom Out e Insert Document Break e Remove Document Break e Submit Batch Complete e Submit Batch Incomplete e Submit and Create New Batch e Options e Execute Custom Code e Merge Index Values PaperVision Capture User Guide 104 a Chapter 7 Operator Console Settings Additional Standard Toolbar
89. s the job step for specific operations Tip Many of the Edit menu commands are accessible if you right click in the main viewing window in single or multiple display view Adding a Document The Add Document command appends a blank document to the end of the batch You can subsequently scan and import images into the new document and enter index values if tasked with this operation If you are tasked only with hand key indexing you can simply enter index values for the new document To add a document 1 Open the appropriate batch 2 Click the Add Document iad icon The blank document appears at the end of the batch You can then import or scan images into the new document and enter index values if assigned to do so Copying a Document The Copy Document command copies all pages and appends the new document after the selected document To copy a document 1 Open the appropriate document 2 Select Edit gt Copy Document 3 Enter the number of copies to create Deleting Documents The Delete Document command deletes the current document and its associated images To delete a document 1 Open the appropriate document 2 Click the Delete Document ie icon 3 To proceed with the deletion click Yes PaperVision Capture User Guide 28 E Chapter 3 Standard Commands and Menu Options Deleting Documents in the Browse Batch Window If the Browse Batch window is viewable you can delete one or more docum
90. seeeeeeeeeeeees 22 ZOOMIN Ree eee eee EE 22 ZOO D a a ae eee eae ne mete ere te erent 22 port prel ren ES eee ec nanan ee Cee ee aetna eee 82 92 importing POF THUGS een r 82 index CCTM ION PEE E E E A O 7 Index Manager REC o OUT SUC O acess E E N O 63 index values ANE 2 AANE IAEE A E A AEE 38 111 index Verification settings ee ceccccccccccccccceeeeeeeeeeeeeeeees 87 indexes BSA I eee aes cetera A E aie ee E E 68 STEN et ec E aces oa es seme oes eee 69 Indexing job step adding detail SEIS s lt 22s22cezseas2eaceisdasccacsdasacccscececcuskencass 67 ESETE 0i PERO erent ante E re ern E torent evn 69 PCO GC ON ceses enere 66 Tool meee EE 64 69 Indexing step settings i T ERPE EE AE EI E E EEE EE ETT 87 job definition sssessssesesesesseressersstrressresstresstrssereserreseressee 7 job step de DON ea eE 7 L labels EUG GIN 5 5 onesepecteceascenn aun ecemecencaen E 107 WOO OTIS eer E EE 10 lo nine OU pasa ee EEEE 10 M manual barcode index soeeseeensssesesensssersseresssrreseressrre 41 manual OCR index seseseneseessssnessensssresssrssrsressereseressrres 42 Mark New Document and Scan wi eeeccceecceeeeseeeeeee 62 Master Batch Repository delmi ON ereere E TEN 7 merging TIA a coon caseeteeptesacen cuca teeteeoanutees 38 like Gocuments ccecccceeccceeecccsecccesecceceeeceseeeceseeeceeeees 40 O OCR indexing manual ccccccceeseeseeeseseeess
91. ser Guide 63 es Chapter 4 Capture Step 4 Submit the batch 5 If you have not yet saved index values you will be prompted to save them If the prompt appears select Yes 6 Optionally you can verify index values prior to submitting the batch Note For more information on saving and verifying index values see the sections on Saving Indexes on page 68 and Verifying Index Values on page 69 Tools Menu The Tools menu contains the PaperVision Capture Operator Console s user settings batch image information and document history operations For information on the Tools menu commands see the section on the Tools Menu in Chapter 3 PaperVision Capture User Guide 64 a Chapter 4 Capture Step QC Menu QC Auto play and QC tagging operations are available in the QC menu when your administrator requires you to inspect and tag batches documents pages and index fields while you scan in the Operator Console The QC menu and toolbar contain auto play operations that enable you to automatically advance through batches documents and pages to perform visual inspections Auto play operations facilitate your visual inspection since you do not have to touch the keyboard or mouse to move between pages documents and batches The QC menu and toolbar also contain the tagging operations so you can apply batch document page and index tags as necessary For information on PaperVision Capture s QC operations see the nex
92. set button 3 Click OK PaperVision Capture User Guide 109 Appendix A Additional Help Resources At Digitech Systems we provide multiple resources to help find answers to your questions Technical Support Contact our legendary customer support staff Monday through Friday between the hours of 8 a m and 6 p m Central Time for answers to your questions about our products Direct 402 484 7777 Toll free 877 374 3569 Email support digitechsystems com Help on the Web MyDSI is an interactive tool for all Digitech Systems customers Log in to http mydsi digitechsystems com to download product updates license purchased software view support contract renewals and check the status of your software support cases and requests User Forums Log in to http forums digitechsystems com to exchange answers and ideas with other users in our moderated community Knowledge Base Log in to http kb digitechsystems com to search our extensive Knowledge Base for articles on all Digitech Systems products PaperVision Capture User Guide 110 A adding a dOCUMENL cece ceeeeeeeeeeeeseeesseesesseeeeeeeeeeaeas auto batch assiQnMent ccccccccccccccceececeeeeeeeeeeeeeeeeeeees 17 B barcode indexing manual 00 ccceeseeeeeeeeeeeeeeeeeees 41 batch e O e a E E AO 6 OD E E E E E E 13 undo ownership eeose ee eee een ene emer tee 15 batch creation Sereen sssrinin 12 batch import UOTE EE
93. splay at a time in the Number of Thumbnails field e If you want to display only one document at a time select Only Display Current Document Leave this check box blank to view all of the documents in the batch e If you want the Browse Batch window to retain its last position and state open or closed select Retain Browse Batch Docking When this option 1s disabled the Browse Batch window will not retain its last location or state and it will not open automatically even if it was open when you last closed the batch e If you want the Thumbnails window to retain its last position and state open or closed select Retain Thumbnail Docking When this option is disabled the Thumbnails window will not retain its last location or state and it will not open automatically even if it was open when you last closed the batch Note Disabling the Retain Browse Batch Docking and or Retain Thumbnail Docking options may improve performance in the Operator Console e If you want to display a high quality image while scanning documents select Show High Quality Image While Scanning When this option is enabled scanning speeds will decrease Multiple Display You can view multiple images at a time in the main window View gt Organization gt Multiple Display and specify how many images appear per row and column e For multiple page documents enter the number of rows columns to display at a time in the Rows and Columns fields e Sele
94. t chapter on Manual QC PaperVision Capture User Guide 65 Chapter 5 Indexing Step If you are assigned to the Indexing job step by your administrator the Indexing Step screen appears after you take and open a batch from the Batches Owned list in the batch creation screen The Indexing Step screen allows you to save verify and merge index values You can also add detail set values while indexing within this screen If you are tasked with document manipulation operations such as adding copying and deleting documents inserting and removing document breaks etc while you hand key index values these operations will be available in the Edit menu and enabled in the Standard toolbar If you are tasked with tagging index values for further review while you hand key index the QC menu and toolbar enable you to use the auto play and tagging operations For more information on PaperVision Capture s QC operations see Chapter 6 Manual QC DEMO MODE PaperVision Capture Hand Key Indexing Step Job Job1 a eon 190 OFFICE ONLY SPOKANE VASHINGTON P9210 1906 FAX 500 230 5254 Address Prensa acca wen Ce itt cote EE OWECK DOMA MES aces ES worse P Ou we HERE US 10 Ue YOUN EDN CAD oe ow vere y cree me ew 42 31 03 43658 AARP PS DIRECT INC 8S STH AVE STE 304 3231 54 Batch Batchi Doc 1 of 1 Page 1 of 20 lt Blank gt lt Blank gt lt Blank gt lt Blank gt Indexing Step File Menu
95. t step If you select Automated proceed to step 11 PaperVision Capture User Guide 58 Chapter 4 Capture Step 10 If you select the Manual option the Manual Batch Import screen opens where you can save or skip certain images and insert document breaks Additionally you can rotate the pages invert page polarity and reset the page view The progress bar at the bottom of the screen helps you navigate through the images by displaying batch image document and page information PaperVision Capture Operator Capture Step Manual Batch Import A H lell Bj Ey L r re i henh pow Por raw Go Batch Batch Image name Inwoicel jpg Image index 1 of 16 Doc 2 of 2 Page z of 6 Manual Batch Import e To save the image click the Save Image td icon e To create a new document and save the image click the Create New Document and Save Image 2 icon e To skip the image click the Skip Image E icon e To invert the page polarity click the Invert Bj icon e To rotate the page view by 90 degrees clockwise click the Rotate a icon e To reset the image to its original view click the Reset 9 icon e To exit out of the screen click the Exit i icon PaperVision Capture User Guide 59 a Chapter 4 Capture Step The following hot keys can be used in the Manual Batch Import screen e Save Image Ctrl S e Create New Document and Save Image Ctrl Insert e Skip Image Ctrl I e Invert Page Polarity Ctrl N e
96. t the bottom of the screen In addition when you place the cursor over the slider you can see which image group is currently being viewed Batch Scrollbar Using the QC Auto Play Operations To begin auto play click the Start QC Auto Play P icon and each image or group of images appear in the main viewing window for an allotted amount of time When you encounter an image that falls outside of specified size range image that needs to be re scanned etc click the Pause QC Auto Play Ly button to temporarily stop auto play and apply the appropriate QC tag To restart auto play from the beginning click the Restart QC Auto Play 14 icon To return to a previously viewed image or group of images click the Next QC Group Dp icon To exit out of auto play click the Exit QC Auto Play L icon Previous QC Group icon To advance to the next image or group of images click the Tip When you initially exit QC Auto Play you are presented with a confirmation message Select the Suppress future QC auto play messages option to hide the confirmation messages in the future To show the message once again select Tools gt Options gt Confirmation Messages and select the applicable check box PaperVision Capture User Guide 75 Chapter 6 Manual Quality Control QC QC Tags During the inspection of batches documents pages and indexes you can pause QC auto play to apply QC tags via the QC toolbar Alternatively
97. t to select a scanner that has been installed and detected by PaperVision Capture The Properties menu allows you to configure scanner and file import devices Depending on the type of scanner the menu options will display different settings The Properties drop down menu contains the following options e More Settings may contain additional scanner settings that are available for configuration e About displays the driver s version copyright and other information specific to the scanner e Area Settings allow you to assign the scanning area e Extended Settings may contain additional scanner settings that are available for configuration e Calibrate allows you to calibrate the scanner driver e Configure allows you to configure the scanner driver settings Color Format Also known as the mode you can select from options such as black and white color etc Dither Dithering converts and simulates unavailable colors When dithering is turned on the system combines two or more colors to approximate the unavailable color Horizontal Resolution Select the horizontal dots per inch resolution setting to apply during the scanning process Vertical Resolution Select the vertical dots per inch resolution setting to apply during the scanning process Page Size This setting determines the default page size of the image as it is scanned Scan Type This setting determines if scanning should be two sided duplex one side
98. the PaperVision Capture Operator Console and 2 batches are processed by the PaperVision Capture Automation Service Four values are assigned by administrators to calculate the overall batch priority e Job age priority is a number associated with the job and is multiplied by the number of elapsed minutes since the batch was created e The job step s age priority is a value associated with the current job step and is multiplied by the number of elapsed minutes the batch has been waiting in the current step e The job step priority is a value associated with the current job step and assigned by an administrator e Administrative priority is a value associated with each specific batch To have a significant impact on the overall calculation administrators can assign a wider range of values 0 999 999 to this priority Administrators assign numbers to indicate batch urgency and assist with scheduling and resource allocation The system uses these numbers which range from 0 not urgent to 100 urgent to schedule system resources and assign higher priority batches to users Batch priority helps administrators efficiently manage job loads and enables the system to automatically assign prioritized batches to operators in a round robin fashion The overall batch priority is calculated as follows Job age priority x elapsed minutes since batch was created step age priority x elapsed minutes batch has been waiting in current step job st
99. u can select multiple documents pages and index values and simultaneously tag these items for review 1 In the main viewing window select one or more documents pages or index values 2 Click the Add QC Document Tag l Add OC Page Tag Il or Add QC Index Tag lad icon 3 Inthe QC Tag Details window select the Tag Name from the drop down list 4 Enter additional information about the tags optional Additional information is applied to all selected tags 5 Click Apply PaperVision Capture User Guide 79 Chapter 6 Manual Quality Control QC QC Tag Details Once you add a tag in the Manual QC step the QC Tag Details window allows you to select its name and enter additional details about the tag To view this window select View gt Windows gt QC Tag Details OC Tag Details a 3 Info Unable to view purchase order number Hide Details Category Fage Created By ADMIN Date 5 5 2010 9 49 24 AM Document 4 Page Index MA DetallSet Index M A E G QC Tag Details e Tag Name contains a list of tags available for selection e Info allows you to enter additional information optional about the tag e The Category displays the level batch document page index at which the tag is applied e Created By indicates the user who added the tag e Date indicates the date time the tag was applied e Document if applicable indicates the tag s document number e Page if applicable in
100. you can apply batch document page and index tags as necessary For information on PaperVision Capture s QC operations see the next chapter on Manual QC PaperVision Capture User Guide 70 Chapter 6 Manual Quality Control QC Step If you are assigned to the Manual QC step by your administrator you can visually inspect batches documents pages and index fields to ensure these items do not require further processing or review Within this step you can automatically advance through documents and pages manipulate documents and pages and tag items that need to be re scanned re indexed etc For example you can apply a document level tag that indicates an entire document needs to be re scanned in that same document you can apply a page level tag that indicates a page falls outside a specified file size range Depending on your viewing preferences you can perform manual QC operations in single or multiple display view Within the Manual QC step the QC toolbar and QC menu contain the QC auto play and tagging operations Most of these operations include corresponding hot keys that are described in this chapter Each tag is color coded to facilitate faster visual inspection and they appear in hierarchical order from left to right batch document page index in the QC toolbar Your administrator determines what tag names are available for selection and whether you can tag items while scanning or hand key indexing By defau

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