DocBuild Plus User`s Guide
Contents
1. Cancel lt Back Ver2_11 2014 THE FIRST SCREEN OF THE SETUP PROCESS REQUIRES THE USER TO SELECT THE DESTINATION FOLDER WHERE THE DOCBUILD APPLICATION WILL BE INSTALLED ON THEIR WORKSTATION THE USER CAN ALSO CHOOSE WHETHER THE APPLICATION WILL BE INSTALLED FOR ALL USERS OF THE WORKSTATION OR JUST HIS OR HER OWN USER IT IS RECOMMENDED THAT THE DEFAULTS BE SELECTED WHEN FINISHED CLICK THE NEXT BUTTON TO PROCEED CONFIRM THE INSTALLATION BY CLICKING THE NEXT BUTTON y DocBuild Plus ONCE INSTALLATION COMPLETES CLICK THE Installation Complete P CLOSE BUTTON mA DocBuild Plus has been successfully installed Click Close to exit Please use Windows Update to check for any critical updates to the NET Framework Close b gt CHOOSE TO ACTIVATE THE SOFTWARE AND You are running an evaluation copy of this product or you CONTINUE have exceeded the number of allowed network users Please select from the following options Evaluate this software Activate this software manually Activate this software online NOTICE Trial Days Left 30 YOU WILL BE PROMPTED TO ENTER IN YOUR LICENSE ID AND PASSWORD THIS INFORMATION pa IS FOUND ON YOUR ELECTRONIC RECEIPT AFTER Enter your order information provided on your electronic receipt YOU PURCH ASE THE D O CBUILD PLU S PRO GR AM License ID Password ONCE YOU HAVE FILLED OUT THE INFORMATION2. Print Fax Email EasyFile E Page 2 l 7 DELETE PAGE seme O cBuyild Plus User s Guide S 2 2 PAGE VIEWING OPTIONS 1 200M IN ZOOM OUT drsio 4 4 0 9 PRINT APPEND SLIDER BAR _ 4 CO ELE O O O O10 Kame Ire Figure 12 The Image Display Toolbar Note that Rotate Left Rotate Right and Delete Page will physically modify the document when saved while the other buttons will only change how the document is displayed on screen 1 Zoom In Zoom Out Slider Bar Click and drag on the slider tab to zoom in or 6 7J zoom out on selected page The and options also allow a user to zoom in or out 2 Page Viewing Options Pointer Tool The pointer tool allows annotations to be selected and moved around the document Zoom 100 displays the document in the viewer at its actual size View Fit to Width View the page at the zoom necessary for the page to display the full width on the screen Vertical scrolling may be required View Fit to Height View the page at the zoom necessary for the page to display the full height on the screen Ver2_11 2014 27 Horizontal scrolling may be required View Best Fit View the page at the zoom necessary for the entire page to be displayed on the screen Zoom Selection Click and hold to create a box or rectangle around an area on the document that you would like to zoom into 3 Create Stamp Once this button is selected click and drag a box around an im
3. Portable Document Format PDF with Password File saved into EasyFile will be in PDF format and password protected WARNING by selecting to password protect your document you are solely responsible for keeping track of your password If you forget your password the document will be unrecoverable If you would like to learn more about EasyFile Content Management Solutions please visit our website http www easyfilecms com Or email us for more information Sales easyfilecms com Ver2_11 2014 25 Working with Documents nce a document has been launched in DocBuild Plus you are ready to begin working with that document There are two key toolsets available within the DocBuild Plus that allow you to work with an open document Display Options and Annotation Tools This section will deal with the following key topics Note that changes made to a document will not be reflected until the document is saved using the Save or Save As buttons A Navigating the Menu Options A Using the Image Display Toolbar Using the Annotation Tools Ver2_11 2014 26 Image Display Toolbar The image display toolbar shown in Figure contains page information and how documents are viewed in DocBuild Plus Below is an annotated screenshot of the Image Display Options dl i Doc Build Plu n _ amp E NES Document Edit 9 Help Style gt i lo ma Lo y N c Aide Open Close SaveAs Scan Doc
4. the application additional buttons will be displayed in the main toolbar just to the right of the Email button You ll even be able to label the button as desired and also place your own graphics to be used on each button Clicking on your custom buttons will create a finalized version i e with annotations burnt in of the current document to be sent to the target application The interface that displays following this will vary from application to application See Configure Custom Buttons on Page 52 for more information Ver2_11 2014 43 Applications Settings he DocBuild Plus program allows certain settings to be specified that affect how the application behaves These settings can help customize a specific installation of the application to an individual user s workstation and profile Most of these settings are stored on a per user basis allowing different profiles for different users of the same machine This section will outline the configurable settings for the DocBuild Plus viewer application providing suggested defaults where appropriate Topics covered by this section include Overview of the Settings Interface Settings Details Ver2_11 2014 44 Overview of Settings Interface The settings interface is accessed by clicking on the File tab and choosing to open the Applications Settings button on the bottom right of the menu screen The Application Configuration menu will open up as s
5. CLICK OK THE DOCBUILD PLUS PROGRAM IS NOW FULLY ACTIVATED AND READY TO BE USED Ver2_11 2014 Launching the Application Once the DocBuild Plus program has been installed a shortcut icon for DocBuild is placed on the user s desktop which can be used to launch the application Or you can launch it by clicking your Windows Start button and under the All Programs listing selecting the ScanPoint folder and clicking the DocBuild Plus icon Upon first launch you will be asked if you would like to set the DocBuild printer as your default printer For most Users and to maximize your automatic paperless workflow processes we recommend selecting Yes for the greatest convenience The DocBuild Plus program can also be set as the default application for opening certain file types after installation Only TIFF images are set to open by default upon installation PDF BMP JPG JPEG and GIF can also be set manually if you desire Once the DocBuild Plus program is launched the standard user interface is displayed which will be discussed in the next section lt may take a few moments to open DocBuild Plus the first time that it is run on slower low resource workstations Please note that the first time the application is launched it may require activation if not previously performed Activating DocBuild Plus was reviewed in the previous section Ver2_11 2014 8 User Interface Layout The goal of the DocBuild P
6. Libraries 2 Name Date modified Type L Documents a Music Pictures F Videos JA Kate E Computer cu Network 9 Control Panel Recycle Bin Lo desktop icons Je Docs Le project Credit Card authorization form 12 4 2012 4 13 PM Adobe Acrobat D 371 KB gt docbuild 6 3 2013 9 21 AM Adobe Acrobat D 44 KB Z EASYFILE CUSTOMER SUPPORT INFORM 2 26 2013 8 07 AM Adobe Acrobat D 279 KB Y EasyFile w DocVault Module Quick Guide 8 17 2012 7 15 AM Adobe Acrobat D 3 291 KB 3 Inv093053 6 5 2002 4 14 PM Adobe Acrobat D 28 KB gt MFC7220 User Guide 4 13 2006 2 06PM Adobe Acrobat D 3 725 KB order_form 7 12 2012 5 13 PM Adobe Acrobat D 1 131 KB scanning info 6 16 2004 6 56 AM Adobe Acrobat D 158 KB usernames_passwords 6 6 2013 1 34 PM Adobe Acrobat D 95 KB File name project gt Save as type Portable Document Format PDF r a Hide Folders Save Figure 20 The standard Save As dialog Ver2_11 2014 37 If you want to save the current document to a folder location name it or save as a different file format you simply click the Save As button or choose Save As from the File menu Doing so will cause the Save As window as shown in Figure 20 to appear This window allows you to specify the folder location file name and file format type for the document being saved Once saved the newly saved created document will be remain open and active in the viewer NOT the previously open
7. MyDocument pdf Mapped network drives are also fully supported Ver2_11 2014 15 Drag and Drop The second way to open existing documents in the DocBuild Plus program is to first open the program itself and then drag and drop a file or files into the viewer window The steps below describe this process in more detail Figure 5 shown below illustrates this process in graphical form Figure 5 Opening a document via drag and drop 1 2 3 4 Open DocBuild Plus by clicking its icon from the Start Menu or double clicking its shortcut on your desktop The application should open with no document loaded Now click to select the PDF TIFF GIF BMP or JPEG file you want to open in the viewer This can either be from your desktop or from an Explorer window Now while holding down the left mouse button drag it over the DocBuild Plus window Once the mouse pointer moves over the application window it should change to include a plus sign Once you have dragged the file you want to open over the window release the left mouse button The document should now open in the viewer window You may repeat this process to drag in multiple files If a document is already open in DocBuild Plus you will see the window refresh in a few seconds as the additional pages are added to the existing document This allows a document to be built from multiple smaller files You can also drag in multiple files at the same tim
8. PDF or protected with a password 4 Password If PDF with Password is selected enter in password in this field WARNING by selecting to password protect your document you are solely responsible for keeping track of your password If you forget your password the document will be unrecoverable 5 Confirm Password Confirm password entered in password field Ver2_11 2014 4 Faxing Documents Faxing documents from DocBuild Plus is only possible if you have a Print to Fax Driver installed Faxing from within the application requires that the default fax driver first be selected on the Settings interface In every other way it resembles printing a document to a regular printer Note that you can always just use the Print option to send via a print to fax driver as well using the Fax button on the main toolbar simply allows you to do so with a single button click For more information on the Default Fax Driver setting see the section on the Settings interface later in this guide Ver2_11 2014 42 Special Document Send Options Custom Buttons DocBuild Plus also allows you to create up to three of your own Custom buttons that support sending or saving documents to many third party applications automated workflows or document repositories including Cloud based accounts like Box DropBox GoogleDocs Skydrive and more If you enable this functionality in your installed version of
9. multipage document 46 DocuSign Button Default This setting allows users to select a preference for the default upload setting when clicking on the DocuSign button on the DocBuild Plus toolbar There are two settings to select from the standard and generally recommended setting is Send Document The other available option is Send Selected Pages and would typically be used for Users that want to pre select specific pages within documents and have only those pages uploaded into DocuSign If this option is not set as the default setting you can always choose to Send Selected Pages when needed by simply choosing it from the drop down arrow below the button 47 Username Password fields These fields are where you enter store your eSignature account login name and password Upon doing so when you click on your DocuSign or EchoSign button DocBuild Plus automatically authenticates and passes your credentials into those systems thereby eliminating the need for users to have to manually login Please refer to the eSignatures section page 57 for more information 48 Launch n Browser Launches and displays your uploaded document s using your default internet browser This is the preferred and recommended setting Ver2_11 2014 36 eSignatures DocBuild Plus currently provides an integration button for two popular eSignature services DocuSign and EchoSign and may accommodate other signature programs in fut
10. screen shots above depending on how your administrator has configured your DocBuild Plus windows For more information on configuration see the Settings section below third party applications may be displayed on the main toolbar depending on your system configuration The buttons on this toolbar will be discussed in more detail in the sections to follow Ver2_11 2014 10 3 Current File Page Navigation these buttons allow you to navigate through the pages of the currently loaded document The paging options will be discussed in more detail in the section later in this guide 4 Current Document Thumbnails each page of the currently open document will be displayed here in thumbnail form allowing the user to quickly preview each page and quickly navigate to specific pages within a document A user may adjust the width of the thumbnail display by clicking and dragging the side next to the slider bar 5 Display Options Toolbar this toolbar contains buttons that affect how the current document page is displayed in the viewer window Options include page rotation zoom and fit options stamp creation and page deletion 6 Edit Annotations Tab Clicking on the Edit tab will bring up the annotations toolbar buttons which allow you to apply annotations to the current page of the loaded document The annotation tools will be discussed in more detail in the Working with Documents section later in this guide 7 Action Tools With O
11. the newly updated Viewer application If no update is available the DocBuild viewer will Click the Check for Updates button a a to launch a search for updates indicate it is running the most current version The DocBuild Plus software may only be updated if an active license is present a trial installation of the application cannot be updated in this manner If the Help menu is not available consult with your administrator Ver2_11 2014 60
12. 73W Ver2_11 2014 38 E Signatures with DocuSign Once the file is ready to be uploaded into DocuSign proceed by clicking on the DocuSign button Please note that any annotations you apply to a document in DocBuild Plus prior to being sent into DocuSign will not be recognized and will be removed from the file Tools to annotate pages are provided in DocuSign and can be applied there Upon clicking the DocuSign button your files are uploaded into DocuSign and a console window opens Here you can proceed with applying signature and information fields directly on the document Message DocuSign Document af h Ch P Ty w h z m F Tag for tt G O Y Y af he 4 AH im go u i 1 pa t Documents name missing v uanti Item Number Description Unit Price Total HAS Custom a _ a _ _ _ __ _ _ _ _ _ EFNW NET1 EasyFile Content Management Solution Premier Edition 6 490 00 149 00 mo 1 Signature x A EFNW OVIM Nationwide Document Vault Integration Module 795 00 no charge T 4 c T Optional Signature Initial EFPRO INS Professional Services for Setup Configuration and Training 995 00 no charge Optional Initial Full Name Company Title gg a Amp E Date Signed Data Field ma InfoSafe Online Managed Data Backup Service imo included ig f Check Box Note B 7 Special
13. DocBuild Plus DocBuild Plus User s Guide Version 2 0 Copyright 2014 O by ScanPoint Inc All Rights Reserved Table of Contents Tapie OO ote 2 MOGUC O earnen Ea lesson tard ladies nose 1 INtenaea UIC misses 2 Technical CONVENTOS arrancada di boctuneianaedads 3 GOtina Sta POr nooo 4 APPICALION PUFDOSE et ee 5 e o o e 0 T A E E 6 Launching the AppliCatiON oocccccccnoncnconononacncnononananncnononannrnnnnnncnrnnnnancnrarnnannnnnrnnananennnons 8 User Intertace Lavoro ies 9 User Interface Component OVEFVICW ccccecececececeeeceeeeeeueuaeaeaeaeseeeaeaeeneteneneneneenenens 10 Creating Documents Paperless Print Scan IMPOTFt oconccccnononococnononananncnonnnnnnnnnnnnnnnes 12 Opening Existing DOCUMENTS ccccccoccccoccnnnccocnonaccnnnnnnorarnnnnnnnrrnnnnrnrnarnnrarnnrnnrnrrsrnnancanano 13 AS e o Eo AA 14 Standard File BrOWS necesario ica oline 15 Drag ana DOD e E asinat mene ninenenonsiaeedea E S 16 Scanning New DOCUMENTS ccccecceceeceeceecesceeteeteateateateateaeeaeeaeeaseuseueeuenaeeceneaeseesseas 17 Scanning New Documents actos asirio 18 AppendinNg SCANS rra iii A E EE E E EE E AEE 19 Scanner eE TO E R E E er 20 Printing to DO CB UNG PIS caridad ii 21 PEINADO Us E 21 IOC NMI OFT ar 22 EasyFile with Options f you have purchased this product sold separately 23 EasyFile With Options COMUINUC ccccccccececccceccceeeccuevceeevavaeeuvaeuevaueneauauenvansuvanenes 24 Working WiN DOCUMEN sais o
14. DocBuild Plus Software Updates vicicicisiciciidciccetidiasasibeniecetaceascitidedesavedouaceieanenceoeuee 60 Introduction ocBuild Plus is an easy to use solution for creating paperless documents using multiple and very simple processes DocBuild Plus provides a comprehensive set of tools including annotation stamps signature pad and electronic signature solutions integration that allow users to work with and distribute documents as part of an overall paperless workflow process While the application provides many powerful advanced features the focus of the design was on keeping the interface as simple and easy to use as possible to minimize training needs and to allow users to begin using the application quickly This user guide covers all key aspects of the DocBuild Plus application while touching on many related concepts related to document imaging The user may benefit from additional reading on topics such as document scanning document file types and their benefits i e TIF vs PDF basic Microsoft Windows network navigation and printing and e mailing concepts amongst others However a user with basic knowledge of how to utilize modern Microsoft Windows operating systems should be fully capable of making full use of this guide and the software it describes Ver2_11 2014 l Intended Audience This guide is intended for all levels of both IT support staff and end users who will be either i
15. EF J desktop icons New folder Name Credit Card authorization form docbuild St EASYFILE CUSTOMER SUPPORT INFORM 2 26 20 EasyFile w DocVault Module Quick Guide i House 3 Inv093053 itoi MFC7220 User Guide neuschwanstein order_form photo2 je sarah scanning info X A usernames_passwords File name Date modified 12 4 2012 4 13 PM 6 3 2013 9 21 AM 113 8 07 AM 8 17 2012 7 15 AM 7 1 2013 12 59 PM 6 5 2002 4 14 PM 11 7 2001 5 05 PM 4 13 2006 2 06 PIV 6 3 2013 9 26 AM 7 12 2012 5 13 PM 6 26 2013 8 12 AM 8 10 2011 10 31 AN 6 16 2004 6 56 AM 6 6 2013 1 34 PM fil Type Siz a Adobe Acrobat D 371 KB Adobe Acrobat D 44 KB Adobe Acrobat D 279 KB Adobe Acrobat D 3 291 KB JPG Fil 38 KB Adobe Acrobat D 28 KB JPG Fi 1 013 KB A Adobe Acrobat D 3 725 KB JPG Fi 88 KB Adobe Acrobat D 1 131 KB JPG Fi 75 KB JPG File 44 KB Adobe Acrobat D 158 KB Adobe Acrobat D 95 KB v X All Valid Documents gt Open M Cancel Figure 4 Standard File Browse dialog applications Note that only a single file at a time can be opened using this dialog In addition to clicking folders and buttons to browse to locations on the local machine or network file paths can be manually entered into the File Name box either as a local path such as C Images MyDocument tif or to UNC network paths such as server Images
16. Echo Sign or DocuSign or another accommodated program The DocSign menu accepts a default title for the Subject Line This can be left blank to be filled in manually or entered in to be pre filled A default message may also be entered in the Default Email Body section Once account information has been entered and completed click okay and a DocuSign or EchoSign button will appear and be active on the Document Menu Bar Once a document is completed and ready to send with an e Signature program Ver2_11 2014 gt E Signatures with EchoSign Click on the EchoSign or DocuSign button A panel will open up as seen on the following page to initiate the process ENTER THE EMAIL ADDRESS YOU WISH TO SEND THE DOCUMENT TO IN THE SEND TO FIELD a EchoSign Document Send To Name IF YOU WISH TO PUT IN A NAME OF THE PERSON YOU ARE SENDING TO ENTER THEIR NAME IN THE NAME FIELD Document Name Echosign Test Document DOCUMENT NAMES CAN BE ENTERED BEFORE SENDING Once information has been entered and the Send button has been pressed your document will be uploaded into your e signature program to be prepped according to whatever normal steps you would follow per their process and sent to your recipient using the information provided For more information on EchoSign eSignature solution visit The Echosign homepage at https www echosign adobe com ref S54K8R8G643
17. Getting Started his section provides the information necessary to get started with using DocBuild Plus While every effort has been made to keep the application easy to use for users of all levels of technical ability there are some key topics to understand that will make the application much easier to use effectively A Application Purpose and Intended Usage A nstalling and Configuring DocBuild Plus 3 Running DocBuild Plus for the First Time A Understanding the User Interface Layout Ver2_11 2014 4 Application Purpose The DocBuild Plus application is intended to be used in any environment where Users desire a versatile application for paperless printing viewing scanning annotating and otherwise managing standard documents The application can be used to work with existing documents in PDF TIF JPG BMP or GIF formats or it can be used to scan new documents using almost any TWAIN compliant scanner Additionally those formats can be drag and dropped onto the program window Once a document is open in DocBuild Plus it can be manipulated in various ways Virtually any document webpage or file can be easily printed into the Viewer using the DocBuild printer also allowing multiple print jobs to be combined into a single document Certain existing files can be dragged and dropped onto the DocBuild Plus window provided those files are in JPEG PDF TIFF GIF or BMP format Documents can be annotated with vari
18. Instructions 5990 00 InfoSafe Ont Dees Becht BRUDE 2GB of backup files included at no extra cost first year Monthly subscription fi required after 2GB if Customer wants to continue service cost varies based on storage capacity needed Balance Dus 5990 00 Customer Signature Date Signed w Preview lt Go Back Save Draft Discard Changes cy Copyright 2014 DocuSign Inc All rights reserved For more information on DocuSign eSignature solutions visit The DocuSign homepage at https www docusign com Ver2_11 2014 39 DocBuild Plus Software Updates DocBuild Plus automatically checks for Update Available updates once every 7 days default setting that occurs during installation You can Update is available would you like to update now modify the automatic check for updates settings in the Application Configuration Yes No settings The other values are O never 1 day or 30 days You can also manually check for updates at any time by going to the Help menu and choosing Check for W poumet cas Help Updates Note You should close any existing Eg documents open in the window prior to proceeding About es This action will close the current Viewer window and open the updater window If an update is available it will automatically be downloaded and installed and will Figure 27 Access the Help Tab on the located on the main toolbar re launch
19. SE Tae Ey OPO PRT aE Oe DE er av eI Ve Oe 49 Z be Delu FIRE DIVVOP iia 49 Ze CTAUIE Ema DDOCUIMCNE NAME Alia 49 ZF CHECKF OFC DOALECS A A A 49 24 T nable CONTO PASS WO siesena a a AO 49 25 20 27 28 29 30 3l 32 33 34 35 36 37 38 39 40 4 42 43 44 45 46 47 48 Enable Document RIDDONBAF oooocnnnnnncnnnnnonannnnnnnn nano nn nn narran 50 Enable PEREO DUO Detayli N dias 50 Enable Fax BUTION ODW OM DESTE a ae eiei wind weeps oe 51 Enable Email Button Options Default ccccccccccccccccccccccccceveveveeeeeeeeueueueusuneneneneneneanens 51 CONMTIQUIC Custom BUTONS oiis a A N 51 Enable botton Toolbar aii tiins aiii 5 1 ERADISNEOIERIDDON Ba incas 52 ENDE Text TOO WS A o 52 ENADIE DITO AM Dis AAA AAA A 52 Advanced Image FIX sisisi aran nn nr nr nene nene a Aana 52 Enable PAS urea a ico da didei ns 53 Enable Fas File Buton Deli a id 53 Cler FeAl er SAVE tenis 53 Enable FAS VIC WED S arch BUON id A A A 54 Gateway URL Secondary Gateway URL cccccccccccccceccceuececeeeeeeueneaeseeueneauaeenenentanenenenes 54 Relieve CONTOUFAIO MN dida diiniita 54 PLONE CONAGUA A 54 DICTATE FOTON a ae dodo 54 Enable ECOS OMS LA ASA ISA 55 ENADIC DOCUS TM A aa 55 Se a Document Se parate dida isis 55 DOCUSION BULLION DEA 56 Username Password fieldS 2 seisccics eacsstwiaecta ei tis eteasearnesies eda nabisa ean otaeeedg ties kane mtodeiwedaneieates 56 Launch iT BI OWS er AAA aetna Care auld asta 56 SM SS aia 57
20. This setting enables the Date Stamp annotation If enabled you may set the default Font Font Size and Format 34 Advanced Image Fix In some printing environments or applications the output quality of certain documents may not provide the best appearance These settings for the DocBuild printer provides user choices as to which default method it should apply when accepting printed documents The three settings are None It does not try to fix the pages this is the default setting Ask It will ask on the first page coming in if you want to apply the fix and only while the current DocBuild is in print append mode Automatic it will try to fix all pages from all print jobs where incorrect fonts overall print quality is degraded or other anomalies appear Ver2_11 2014 32 iy Application Configuration General Display Y Enable EasyFile 35 Button Default Quick v EasyFile Exe unseen Y Clear File after Save 37 Default File Format PDF v E Enable EasyFile Web Search Button Gateway URL Secondary Gateway URL Figure 25 The DocBuild Plus EasyFile Settings Interface EASYFILE Settings Tab 35 Enable EasyFile Select this feature to activate and display the EasyFile Content Management System button on the toolbar This would only apply to DocBuild Plus customers who have also purchased our full featured EasyFile CMS solution 36 Enable EasyFile Button Default All
21. a 26 Image Display TOOlDaAT escupe irene 27 COATING A ota Press at ncterna can peace pitos pole lban ia 29 Annotation TOOIS oocccccccccccncnccnnncnn cnn rra 30 The Annotations Toolbar ruina a nee One S OOO 30 Finished Documents Saving Printing Email Faxing etC ococccccconoconcnnononanannononanannons 36 Saving DOCUMEN er a E N a S 37 Pinuno DOCU Sra E EENT 39 ESM NING DOCUMEN S vorra a N E nauk teaaaenees 40 Fan VV UCI DION do eel 41 FAXING DOCUMEN Sasien a ou 42 Special Document Send Options Custom Buttons cococccconncncnnnncnnnananannncna nana nnanaso 43 APplications SEINI Scrii ciao a a ciodi 44 Overview f Settings Nte AE 45 12 Append Scans PY DCTAUIE niasin a a a a aA 46 aa SNOWS ANET O a EEE E E antes peacoat anata duit otcaaeisgeensslaoie 46 Se ACUO TIT ITI ONT AUIS ie 46 4 Enable Scanner Memory Transfer MOdE ooononnnnnnccncnononenononononnnnonononanonanenenenenenonono 46 3 PUE RESTO A Noa 46 6 MNAE DP i aa este Shek A ere ies trac nl i eat a 47 IE EAT en ee RO ENE ON RE eee een ENON SOE CoS eee noe nT ee E 47 6 RECORTES LIST LOOT anna AE a 47 DE Clear LIS a et o 47 VO RES CELO ICT AICS a 47 VT VOCAL Temp NCS sca steaks a A a 47 IZ Reset Window Derrame SIZE Sita 47 133 Deactivate LICENS Cia 47 ETC TIMO Cr ds 48 ESTE SD 1 SAN aaa eas a eee Re T 48 VO DEUN SAVE PAT Ai 48 ET SPINE TEN FO OO is 48 ES DOEINMPOFE FOO Ei as 48 19 Delete After IMPOR siii ii ibid 48 EA A AS A OE C
22. age in the DocBuild Plus window to create a stamp Name your file and it will be available as a stamp in the stamps folder Further instructions on how to create a stamp are listed on page 28 4 Rotate Page Left rotates the current page to the left by 90 degrees 5 Rotate Page Right rotates the current page to the right by 90 degrees 6 Flip 180 rotates the current page 180 degrees Bo oe p 7 Delete Page Delete the current page Note page deletions will be reflected in the document when saved 8 Current Page Navigation these buttons allow you to navigate through the pages of the currently loaded document 9 Print Append A button that allows you to combine documents when it is enabled Print a document while it is active and it will be appended to the existing document allowing multiple documents to be combined into one If the button is enabled but no existing document is open a new document will be created The Print Append button is automatically activated once a document has been put into the DocBuild Plus program Multiple pages can be printed into the program until the button times out Once the Print Append button has timed out it can be re activated by clicking on the Print Append button Note once it has been manually re activated it will not time out It can be deactivated by clicking on the button once more The default time out settings for DocBuild Plus can be adjusted to User prefer
23. ailing printing adding image based stamps such as Confidential or Copy and much more This section will describe the Annotations toolbar each of the annotation tools in detail and annotation related options Annotations Overview Annotations allow a document to be marked up in various ways in either a temporary Or a permanent manner Additional text date stamps redaction highlighting image Stamps and other items may be added to a document in the form of annotations These annotations can be branded permanently into the document when saved or kept as editable annotations that can be later removed or changed as necessary The one exception to this is if the Signature annotation tool is used Signing a document automatically makes all annotations permanent The Annotations Toolbar The Annotations Toolbar is shown in Figure 13 below Detailed descriptions of each tool follows Note that the annotation buttons on the Edit toolbar are only active when a document is loaded in DocBuild Plus otherwise all of the buttons are grayed out and inaccessible Ver2_11 2014 30 Document Edit Help ate aaa paa 9 Es 7 E Pan Text Date Hightight vhiteout Blackout S tamp Annotations me Figure 13 The Annotations Toolbar with tool descriptions 1 Pointer Tool This tool changes the current tool to a standard pointer which allows annotations to be selected moved resized etc Thi
24. by other third party applications including many Document and Content Management Solutions that launch or run specific processes or workflows Send to Printer can be set to use any print devices or print processor found in your Window s devices and printers 30 Enable Bottom Toolbar This button enables the Thumbnail Pane the pane on the bottom of the screen that displays a thumbnail of each page in the document Ver2_11 2014 gt The Print Target Timeout settings can be enabled and adjusted here This affects the Print Append function it is timed in seconds and affects how long a user has to print a document into the DocBuild Plus window before de activating If the Print Append function times out the user can active the Print Append button manually and it will remain active until manually turned off 31 Enable Edit RibbonBar This setting enables the Annotations Toolbar which is displayed horizontally along the bottom of the EDIT Tab If enabled you may separately enable the buttons contained in the Annotations Toolbar the Pointer Tool Text Tool Block Highlight White out Redaction Black out Redaction Line Tool Freehand Tool Stamp Tool Signature Tool and Date Stamp The Text Tool and Date Stamp also have configurable settings which are explained below 32 Enable Text Tool This setting enables the Text Tool annotation If enabled you may set the default Font and Font Size 33 Enable Date Stamp
25. document If simply saving changes to the original document file click the Save button if enabled No dialog is shown and the file is silently saved over the original If annotations have been added they will be saved as part of the file Ver2_11 2014 38 Printing Documents Printing documents from DocBuild Plus utilizes standard Microsoft Windows printing features There are two key ways to print a document from the application by clicking the Print button in the main toolbar or by choosing the Print option from the File menu The key difference in these two options is that the toolbar Print button will use the default printer selected in the applications Settings interface and will not display the printer selection dialog If no default printer is set then the printer selection dialog will display See the section below on application 5 DocBuild Plus Tip settings for more information on setting the default printer to be used by the DocBuild Plus The Print button on the main toolbar will send the document Pro JEAN directly to the default printer The Print button on the File menu will always cause the printer selection hand always causes the printer selection dialog to dialog to display display A way to keep this straight is to think of the toolbar button as a quick print option and The Print option on the File menu on the other the File menu option as a print with options method which
26. e with each being appended in order to the end of the document Ver2_11 2014 16 Scanning New Documents Scanning is the process of creating an electronic image of a physical paper document in such a way that the imaged document can be viewed and manipulated on a computer By scanning your paper documents and storing them electronically you can improve your efficiency improve disaster recovery options and reduce the physical impact of large amounts of paper on your business DocBuild Plus supports scanning via the TWAIN standard which is supported by most scanners available today This section of the guide will walk you through the basics of selecting a scanner and scanning documents however advanced scanning concepts and scanner installation setup varies from manufacturer to manufacturer so you may need to refer to your scanner s documentation for more information The Scan button dropdown menu is shown in Figure 6 JA as TN Open Close Save As _ Scan za Fax Email pees E gt Scan New Scan Append Scan Select Figure 6 The Scan button dropdown on the main toolbar with three available options 1 Scan New 2 Scan Append append pages to currently open document 3 Scan Select Ver2_11 2014 17 Scanning New Documents DocBuild Plus Tool Tip Scanning a new document into DocBuild Plus can The behavior of the Scan button on the main toolbar can be be done at any time lf a document is curr
27. e document The location where the DocBuild Plus viewer looks for existing stamps images can be set via the Settings dialog and must be set to a valid directory before the Stamp Tool is used By default a set of standardized image stamps were installed on your c efdata DBstamps folder You can add virtually any image format file PDF TIFF GIF BMP or JPEG to that directory to be used as a stamp To use the Stamp Tool click the tool button to activate it then choose a stamp from your stamps folder to be placed on the document Once you have selected your stamp and clicked okay the stamps folder will disappear and you must now create a box on the document where you want the stamp to go and to a size that you want the stamp to be The selected stamp graphic will be added to the source document in the place and at the size of the box you drew Tool tips You can apply the same stamp to multiple locations on a document by clicking the drop down arrow below the Stamp button and selecting Multi Stamp You can also select a stamp by simply double clicking it and then proceed to position and size it on the document Ver2_11 2014 34 Pick an Image Sta a a KJ Ji Computer OS C EFData DBstamps v Search DBstamps P Organize v New folder raas APPROVED APPROVED EE Desktop es uu A Je Downloads approved approved2 checkmark confidential date_here_left Dropbox FAXED E RecentPlac
28. e worthwhile to set the DocBuild printer as the default printer on your system if you use If this feature is used frequently it may be worthwhi orthwhile to set the DocBuild printer as the this feature frequently default printer on your system Print Append The Print Append button shown below in Figure 8 allows documents to be printed into DocBuild Plus using the DocBuild printer The Print Append button is set by default to time out after a specified number of seconds when the window first opens When the button is disabled a new DocBuild Plus window will be opened with the next printed document When the button is enabled the printed document will be appended to the existing document allowing multiple documents to be combined into one Users can enable or disable it by simply clicking on it When it is manually re enabled in the open viewer it remains active until manually disabled again Time out settings are adjustable to user preference in the Application Configura tion settings Opan Close SaveAs Scan Print Fax mail EssyFile Email EssyFile j i a r a DocBuild Plus User s Guide Z DocBuild Plus User s Guide Page 10 Page 12 Page 11 Page 12 A Print Append OFF Page 14 Page 13 Page 14 2 k DSO SG D amp m 2 y 1 gt Y Page lof 14 s Print orr MRS OBEH B H 2 y 1 gt Y Pagel 14 e Print Append ON Figure 8 The Print Append button disabled
29. een in Figure 23 Each of the numbered items will be discussed in detail in following the settings image below It should be noted that no settings are saved until the OK button is pressed if the Cancel button is pressed or the window is otherwise closed no settings changes will be committed Some settings changes may require the application to be restarted before they will take effect uy Application Configuration Genera Display EasyFie San o Y Append Scans by Defaut 1 15 Stamps Directory C Users Kate Documents DocBuild Stamps naa 16 Defaut Save Path C Users Kate Documents DocBuild Documents Active Thumbnails Enable Scanner Memory Transfer Mode Doc Import Folder C Users Kate Documents Doc Build View Options PDF Raster DPI 300 5 Default Print Driver Brother MFC 8890DW Printer Fax Driver Image DPI 72 Default emai Document Name DocBuild Document Save Options Color Bit Depth 8 7 Check for Updates Days Dfor Never 7 8 Recent Files list Length Gear List 9 E Enable Config Password 24 Reset to Defaults Clear Temp Files E Reset Window Sze TZ Deactivate License 13 7 Debug Mode me There are four subsets of settings available in the DocBuild Plus viewer General Display EasyFile and eSign Ver2_11 2014 45 GENERAL Settings Tab 1 Append Scans by Default This setting will cau
30. ence Please see Application settings section Page 43 for more information Ver2_11 2014 28 Creating a Stamp Any portion from a document that is open in the DocBuild Plus program can be saved as a stamp to be placed on a document for further use The create stamp tool referenced in figure 12 allows the user to select an area on a document to copy as an image in the stamps folder for example you may want to create a stamp of your signature initials or special symbol To begin this process the user will click on the Create Stamp icon on the display toolbar Once it has been selected the cursor will then transform into an image clipping tool Next locate the image or text the user wishes to make a stamp Using the mouse click hold down on the click and drag the cursor down and over The selected area will be determined as the new stamp Once the user has specified the image they wish to create the stamps folder will open and request a name for stamp After typing in a title click Save The image will now be available as a stamp Ver2_11 2014 29 Annotation Tools DocBuild Plus Annotation Tools are a powerful set of components that allow you to add additional content such as highlighting text redaction and signatures to an existing electronic document These tools can be used to add markup to documents for review by others for adding electronic signatures to forms for redacting content before e m
31. ently open it will be closed with a prompt to save pai p p configured to always default to changes if necessary If no document is currently either Scan New or Scan Append open a new one will be created The following This is configured via the Settings interface Note that the Scan button always defaults to Scan New if there is not already an open document active in the steps and screenshots outline the process of scanning a new document using DocBuild Plus Refer to the Scanner Selection instructions above l Viewer if you have not already done so as a scanner must be selected before scanning can commence 1 Make sure your scanner is powered on and that the document you want to scan is properly loaded 2 Start the scan process in one of the following two ways a Click the Scan button on the main toolbar Note that the behavior of this button can be to either append additional pages to a document or scan a new document The default behavior is for additional pages to be appended to the existing document however if no document is open a new document will be scanned You may change the default behavior of the Scan button through the Settings interface b Click the dropdown next to the Scan button on the main toolbar and choose the Scan New button 3 Your scanner s interface should now be shown This interface will vary from scanner to scanner refer to your scanner s documentation for more information on the op
32. es AE ua lt C date_here_right date_paid date_paid_black draft initial_here left HE Desktop j PAID prast pvr ReceeDn REJEC REJECTED parnirrt w vour payrite whity E Documents a Music Pictures EE Videos misa VOID E Computer aa Cl th Network sign_here_left sign_here_right void File name v All Valid Images GIF amp JPG v initial_here_right paid past_due received j rejected2 Figure 5 The Stamp Selection Form 11 Signature Tool The signature tool is a special tool used for electronically signing a document using a Topaz electronic signature pad so d separate y connected to your computer currently only the Topaz Systems signature pads are supported Adding a signature annotation to a document will cause all current annotations on that document to be burnt in thereby making them permanent on the source document To use the Signature Tool click the tool button to Sign Document activate it then draw a box on the document where you want the signature to go and to a size that you want the signature to be The Signature Form will then AS display as shown in Figure 6 and you can use your signature pad to create the signature When you click OK the signature will be added to your document in the place and size of the box you drew Once the Figure 6 The Signature Capture Form signature is added the document is finalized by having a
33. existing document 4 Repeat as many times as necessary When finished save print etc your document as needed Ver2_11 2014 19 Scanner Selection Once you have a TWAIN compliant scanner installed on your workstation it should be available to DocBuild Plus for acquiring documents A scanner can be selected from within the application by clicking the dropdown next to the Scan button in the main toolbar and choosing Scan Select This option is shown in Figure 7 Once clicked the Select Scanner interface will be displayed as shown in Figure 7 Assuming that your TWAIN compliant scanner is correctly installed on your system it should appear in the list Simply select the scanner you want to use and then click the Select button Figure 7 The method for selecting a scanner Use the Scan button on the main toolbar DocBuild Plus will now use the selected scanner for all scans until the scanner is changed Ver2_11 2014 20 Printing to DocBuild Plus One additional way of getting documents into DocBuild Plus is to use the special DocBuild printer to print documents directly to DocBuild Plus from any software application that supports printing Doing so will render the printed item for example a Microsoft Word document web page or email to a PDF file and display it in DocBuild Plus Using the DocBuild printer can save having r to print a document to paper and then scan it DocBuild Plus Tool Tip back in It can b
34. ful 21 Default Print Driver This setting specifies the default print driver that DocBuild Plus will attempt to use when the user clicks the Print button on the main toolbar If not set the user will be presented with the printer selection dialog Configuring this setting is required for the quick print functionality to be possible within the viewer The DocBuild printer should not be selected as the Default Print Driver to avoid circular document creation 22 Default Email Document Name You can enter a default file name in this box that will be automatically created for any file that you send using the EasyFile button on the toolbar You can of course use the Email with Options selection if you prefer to create a specific name for your attachment see page 40 more information 23 Check For Updates This sets the frequency of how often the software automatically checks for updates The default value is 7 days The other values are O never 1 day or 30 days 24 Enable Config Password When enabled a password must be given in order to change the DocBuild Plus settings The first time this is enabled a minimum 6 character password must be entered in both Password and Password Confirm boxes Ver2_11 2014 49 uy Application Configuration Emile e Sun Annotation Features Y Enable Edit RibbonBar 31 J Enable Pointer Main RibbonBar Buttons 32 Y Enable Text Tool V Enable Auto Size Y ane Document R
35. has become a sort of standard in modern Microsoft applications E DocBuild Plus Tip Alcor e rada e It is important to note that annotations are burnt printed version of a document in to the document before printing and that all annotations will display on the printed version unless first deleted Also note that if your system default printer is set to the EasyFile Printer you will need to be sure to set the default printer in the DocBuild Plus settings to an actual physical printer Ver2_11 2014 39 E Mailing Documents E mailing a document from DocBuild Plus A ES allows you to quickly and easily distribute documents in electronic form to one or more recipients using your default e mail client software To e mail a document simply click the Email Figure 21 The Email Button with Options button on the main toolbar when you have a document open in DocBuild Plus If the standard Email button is pressed the current document will be added to a new outgoing mail message as an attachment and a default subject and message body will be added Documents are always mailed in PDF format even if the source document is a TIFF You can then change the recipients list message subject and body as necessary lt should be noted that the e mail interface used is similar to the built in Microsoft Windows Send DocBuild Plus Tip l S f fO To gt Email feature and that user specific Documents are always e mai
36. ibbonBar Fort Arial gt Sze 110 Yi Enable Open Button a Enable Save Button IV Enable Highlight V Enable Save As Button Y Enable White Out LA Enable Scan Button P J Enable Black Out Redaction V Enable Print Button Options Defaut 26 V Enable Line Tool 4 Enable Fax Button E Options Default 27 V Enable Freehand Tool Y Enable Email Button F Options Default Y Enable Stamp Tool Enable DocBuild Button Y Enable Signature Tool Configure Custom Buttons Y Enable Date Stamp Font Arial Bottom Toolbar Options Format 01 01 2010 7 E r y Enable Bottom Toolbar gt 01 01 2010 Yi Enable Zoom Buttons 9 January 1 2010 Y Enable Rotation Buttons Friday January 1 2010 Y Enable Page Delete Button V Enable Paging Buttons V Enable Print Target Functionality Advanced image Fx Automatic 180 Print Target Timeout fn seconds Ofornone F Enable Print Target Always META Figure 24 The DocBuild Plus Display Settings Interface DISPLAY Settings Tab 25 Enable Document RibbonBar This setting enables the Document Tab which is displayed horizontally along the top of the DocBuild Plus Window If enabled you may separately enable the buttons contained within the Main Toolbar the Open Save Save As Scan Print Fax Email and Doc Build buttons 26 Enable Print Option Default If preferred you can set this button to default to Print w options when clicked instead of
37. it processing the entire file by default when clicked Refer to Page 39 for information on this feature Ver2_11 2014 30 27 Enable Fax Button Option Default If preferred you can set this button to default to Fax w options when clicked instead of it processing the entire file by default when clicked Refer to Page 42 for information on this feature 28 Enable Email Button Options Default If preferred you can set this button to default to Send w options when clicked instead of it processing the entire file by default when clicked Refer to Page 41 for information on this feature 29 Configure Custom Buttons DocBuild Plus allows you to create up to three 3 of your own Custom Buttons for the toolbar This functionality enables you to configure DocBuild Plus to interact integrate with other applications folders and processes that you may find useful In addition you can even add your own graphic and label to the button to make it even more identifiable and unique There are three supported methods that your custom buttons can be configured to perform Save to Folder can be set to local network or cloud folders including cloud account folders like Box DropBox GoogleDocs Skydrive and more or process folders for other software applications that launch a process when a file is saved into a specific folder sometimes referred to as a hotfolder Send to Application can be pointed to executable files used
38. ition to the methods presented below there is an additional way to open files in the application DocBuild Plus can be set to be the default application for TIFF PDF JPG or GIF files then simply double clicking a file with that format on your workstation will cause it to open in DocBuild Plus Associating file types with applications is an advanced topic and is beyond the scope of this guide please contact your system administrator for more information on this topic DocBuild Plus is automatically associated with TIFF files during installation In addition note that when you open a file in the DocBuild Plus program it will not be modified until you click the Save or Save As button All annotations placed down on a document are flattened and not able to be edited in the saved file Ver2_11 2014 14 Standard File Browse The file allows browse method you to use a Standard Open File dialog to select a single document for display in the DocBuild Plus program This dialog can be used to open files both from the local workstation and from network locations very similar to how files are opened in most modern Microsoft Windows software OU i Docs Organize v A Kate 49 Computer El os c E DVD RW Drive as Removable Dis a Removable Dis as Removable Dis du Network 3 Control Panel Recycle Bin Lo Docs de project a Removable Dis opt efdata EFS
39. led in preferences such as e mail stationary and PDF format even if the source Signatures will not automatically be added document is a TIFF However they can be manually added to the message and all other features available in your e mail client should also be available If you do not have a default e mail client currently configured please contact your system administrator The Email drop down arrow will open the extended Email menu as seen in Figure 21 above Quick Email will launch your current email program and automatically attach the document that s open in DocBuild Plus The Email with Options selection will provide even more options and document control as described on the next page Ver2_11 2014 40 Email With Options Y Email Options Page Selection 1 Send File Format 3 e All Pages e PDF Selected Page s PDF with Password Page Range E tc 114 Password Attachment Name 2 Confirm Password s Send Email Figure 22 The Email Options Display Menu 1 Page Selection Choose pages to be sent to an email All Pages will select all pages within the DocBuild Plus program to be emailed Selected Pages will only submit pages that have been manually selected in the DocBuild Plus page menu Page Range will send any pages that have been specified by the user 2 Attachment Name Field where the user can name their PDF attachment 3 Send File Format Specify if PDF is sent as a standard
40. ll annotations permanently burnt into it so signatures should only be added after all other annotating is complete 35 Ver2_11 2014 Finished Documents Saving Printing Email Faxing etc he DocBuild Plus program offers a number of PR a e A gt options for saving and distributing documents that have been opened printed or scanned into it The features that will be covered in this section include A Saving Documents A Printing Documents A Faxing Documents 3 E mailing Documents A Special Document Send Features Custom Buttons Ver2_11 2014 36 Saving Documents The process for saving documents from within DocBuild Plus should B S es Save Save As look very familiar to anyone who uses most Microsoft Windows applications There are two possible options when saving either Saving the document over the original file via the Save button or saving the document as a new file using the Save As button both of which are can appear on the main application toolbar as discussed in the Getting Started section The Save As button is the only one available by default when DocBuild Plus is first installed The Save button can be enabled through Display option in the Application Settings Save As can also be accessed via the File menu Note that no changes are saved to the original file until you manually click Save As or Save BE As x lt i Organize y New folder A aw
41. lor t tt Page 2 Figure 15 Text Options may also be accessed by doing a right click on top of text annotations Ver2_11 2014 32 4 Date Stamp Tool v This tool allows a date stamp to be added to the current document The default font font size and format may be modified in the Display tab of Application Settings 5 Highlighter Tool gt This tool allows you to add transparent color highlighting to a document By default the highlight color is bright yellow though this can be changed by right clicking the highlight annotation and choosing a new color from the context menu or choosing a new color option located to the right of the tools menu To use the Highlighter Tool simply click the tool button to activate it and then draw a box on the document where you want the highlight annotation to go al 7 DocBuild Plus o 8 2 ct BAO Ke HIGHLIGHT OPTIONS 2R B 8 A S Y pme 5 b E ad F Highlight Whiteout Blackout Line Free hand Stamp Signature b Line h Pointer Pan Text Date Fill Settings Style ih Stamp Annotations Figure 16 Highlight options become available once the Highlight tool has been selected A user may change the highlight color and it s transparency 6 White out Tool White Redaction ES This tool allows you to draw a white opaque rectangle on the document in order to block out text or other content on the page known as redaction Thi
42. lus aie _ user interface Ul design is to keep the overall experience simple and easy to use while at the same time allowing advanced users quick access to more powerful features When first launched from a Shortcut no document will be N z z s Print Append OFF loaded into the application s Figure 1 Standard User Interface shown when launched without a viewer window and many of the document loaded toolbar options will be disabled as shown in the screenshot to the right Once an image is loaded most toolbar options will be enabled for use If a document is launched in the DocBuild Plus program by right clicking a PDF TIF JPEG or BMP file selecting Open With and choosing DocBuild Plus then it will launch with the document loaded and all options enabled The two screenshots below show the standard Ul displayed when an image is loaded the first is the interface exactly as it appears and the second includes explanatory uE CE bubbles to identify the Daw gt gt 20A B key interface features n The numbered items in E the bubbles will each be DocBuild Plus discussed in detail L below Note that more E DocBuild Plus User s Guide deii on each of these slds aa items will be provided in J later sections dealing me ORADGS e e p 1 gt Poge 1065 print Ape OFF with specific Figure 2 Standard User Interface shown when a document i
43. mp images If this setting is not defined then the Stamp tool will be unavailable Note that only GIF JPG BMP and PNG files are supported by the Stamp tool 16 Default Save Path This is the default path where documents will be saved It is also the folder that the DocBuild Plus first browses to when you open a document by clicking the Open button or Open menu item in the File menu 17 Print Temp Folder This is the path for the directory in which temporary files are created by the EasyFile Printer when a document is printed Correctly setting this is required to make use of the Print Target functionality 18 Doc Import Folder This is a pointer to a folder where a user might temporarily place documents that will be imported into the DocBuild Plus application This path can be set to a local folder on the users computer or it can be set to any network accessible folder or virtual repository folder such as Google Docs DropBox SkyDrive etc 19 Delete After Import This feature deletes the original source file from its folder location upon using the DocBuild button to import the file into the DocBuild Plus program This function is used to eliminate the need to manually remove source files upon processing Ver2_11 2014 48 20 Fax Driver This setting specifies the default printer driver that is to be used for sending faxes from within DocBuild Plus This setting must be specified for the Fax button on the toolbar to be use
44. nstalling supporting the software or making use of it as part of daily workflow While the focus will primarily be on the topics that standard end users are concerned with additional technical information will be given where appropriate that will be useful to more advanced users and system administrators This guide is not intended to be an exhaustive manual on all of the related topics covered within The following basic levels of knowledge are assumed Basic knowledge of how to use and navigate modern Microsoft Windows operating systems Windows XP Vista Windows 7 or 8 Standard modern office application concepts such as opening and saving files using toolbars and drop down menus and related topics Basic understanding of document imaging concepts such as fundamentals of document scanning printing etc Basic understanding of how e mail works Ver2_11 2014 2 Technical Conventions This guide will use a number of technical conventions to help the user differentiate between concepts and make different types of text easier to understand A References to toolbar buttons or menu items will be boldface to help the reader differentiate them from normal text A File path references will be formatted in Courier New Font Face in the form C Images MySampleDocument tif Useful tips will be presented in the text as sticky note inserts to help summarize key points and allow for quick reference Ver2_11 2014 3
45. on the left enabled on the right Ver2_11 2014 21 Doc Import The Doc Import button allows multiple existing documents to be merged into one document This feature is essentially a file import process This button opens a target source folder using default settings you set in Application Settings When clicked the Doc Import button allows you to select one or more existing files in the default source location or you can navigate out to any other accessible folder s to acquire files Doc Import supports most image file formats including PDF TIFF GIF BMP JPG or JPEG files that you want to import merge in the viewer window Figure 9 The DocBuild button as shown in the Main Toolbar In addition you can set up this feature to delete the source file from its original location upon importing into DocBuild Plus see Page 48 for more information on this feature Ver2_11 2014 22 EasyFile with Options if you have purchased this product sold separately EasyFile is a robust secure document management program that uses virtual filing cabinets to hold records Once a user has clicked on the EasyFile Button the Batch Index will open and allow a User to select an electronic file cabinet and file a document into the EasyFile System Indexing searchable fields information must be entered and saved to be filed away into the EasyFile filing cabinet The EasyFile with Options choice gives a user the ability to save only certain selec
46. ous annotation tools including signatures image Stamps text highlighting black white redaction lines and freehand drawing You can choose to save your documents wherever you like including almost any virtual or cloud repository such as Google Docs Dropbox or SkyDrive to name a few thereby providing secure access from virtually any internet capable device A document can be saved to a new filename and or file type allowing conversion between PDF and TIFF format as needed Documents can be printed e mailed faxed or sent into a third party application providing versatile means for distributing documents Ver2_11 2014 5 Installation Installing DocBuild Plus is as simple as running the Docbuildplus msi file and choosing to accept all defaults The following screenshots will walk you through the process fig DocBuild Plus Select Installation Folder The installer will install DocBuild Plus to the following folder To install in this folder click Next To install to a different folder enter it below or click Browse Folder C Program Files x86 ScanPoint DocBuild Plus Browse Disk Cost Install DocBuild Plus for yourself or for anyone who uses this computer Everyone O Just me Cancel al lt Back fig DocBuild Plus Confirm Installation The installer is ready to install DocBuild Plus on your computer Click Next to start the installation
47. ows user to set a preferred default setting when clicking on the EasyFile Button Please refer to Page 24 for a description of the available options 37 Clear File after Save The current document that is open in the DocBuild Plus program window will clear after the record has been saved into EasyFile Ver2_11 2014 33 38 Enable EasyFile Web Search Button This setting enables the EasyFile Web Search Button to appear on the toolbar This should only be enabled if you have purchased and utilize the EasyFile Content Management Solution and if EasyFile has been configured by your Administrator to support this functionality If you are unsure of the Gateway URL please see your administrator 39 Gateway URL Secondary Gateway URL For EasyFile CMS users only These fields indicate the local area network and or the Internet based access path for EasyFile Web portal login page 40 Retrieve Configuration For EasyFile CMS users only after installing and licensing DocBuild Plus Users can click this button to retrieve both their URL EasyFile Web and URI database and image path settings for EasyFile 41 Profile Configuration For EasyFile CMS users only for Advanced users or where automatic retrieval of configuration does not populate the connection profiles Users can manually enter connection profiles 42 Default File Format This selection allows EasyFile CMS users to choose the type of file format to save documents tha
48. ptions Most action tools in the toolbar allow you to perform specific commands with your document such as emailing selected pages saving certain pages to the desktop or EasyFile or customizing an action command 8 Current Page View Window this window displays the current page from the currently loaded document Annotations are added to the document via choosing an annotation tool and clicking on the displayed page Ver2_11 2014 11 Creating Documents Paperless Print Scan Import ocuments created in the DocBuild Plus program can originate from four ScanPoint Tool Tip sources they can be printed into DocBuild Plus using the DocBuild Once a document is open in the DocBuild Plus viewer all of the Printer they can be scanned into the viewer application s enabled display and using the built in TWAIN scanning capabilities annotation features are available they can be dragged and dropped for use on it regardless of Whether it was opened from an into the DocBuild Plus program or existing file or scanned they can be opened from existing PDF TIF JPG JPEG BMP or GIF files Once a document is open in the DocBuild Plus window from any source all of the application s enabled features are available for working with that document This section will cover all of the concepts related to opening dragging and dropping existing documents and scanning documents using DocBuild Plus Specific topics co
49. s is the default tool 2 Pan Hand Tool S This tool allows the user to grip the page and navigate it by clicking and dragging the hand up or down 3 Text Tool 2 This annotation tool allows text to be added to the current document both single line text snippets or multiline paragraphs Moving the mouse pointer over a text annotation changes the mouse pointer to Text Edit mode which allows you to left click the annotation to edit it Once the text tool has been selected further text options are available to the right of the tool menu Right clicking a text annotation will bring up a context menu with many annotation related options The default font and font size may be modified in the Display tab of Application Settings Ver2_11 2014 31 E DocBuild Plus w e a Styl e 7 To use the Text Tool simply click the tool button to activate it and then click on the document where you want the text annotation to appear DocBuild Plus ae X TEXT OPTIONS Style Annotations Figure 14 Once the Text tool has been selected options become available The user can make the text placed on the document Bold ta ic a different font or change the size of the font placed on the document qj A F 5 DocBuild Plus Document Edit Help RogarabadauYr Pan Text Date Highlight Whiteout Blackout Line o amp Signature Stamp TEXT OPTIONS SCANF where documen Line Width Line Style Line Co
50. s launched functionalities into the program 6 Edit Annotations Tool Tab Help He Document Eat Help gt Pak s gt se0 y Doc Open Close Scan Print Fax Email aa 2 Main Toolbar 4 7 Action Tools with Options 1 Main Application Menu ocumen c 4 Current Document Thumnails Page 2 A 8 Current Page View Window Page 3 Page 4 DocBuild Plus User s Guide Version 1 4 4 0 ne reges l 5 Display Options Toolbar i 3 Current File Page Navigation p 90 sx ASNAGH A M AELE gt PM Pageror1a A Print Append OFF Figure 3 DocBuild Plus application window showing a document loaded with explanatory bubbles identifying key interface features User Interface Component Overview 1 Main Application Menu the main menu presents many of the standard application related options including the File Document Edit and Help menus Most menu items have a corresponding toolbar button which performs the same task with fewer mouse clicks 2 Main Toolbar this toolbar includes some of the key items related to moving documents into and out of the application The key buttons presented by this toolbar include the Open Close Save Save As Scan Doc Import Print Fax Email and EasyFile buttons Note that as shown by the EasyFile button in Figure 3 additional buttons for sending documents into 3 DocBuild Plus Tool Tip Your interface may differ from the
51. s tool functions very similar to the Highlight Tool discussed above 7 Black out Tool Black Redaction Same as the White out Tool discussed above except that the redaction box is drawn in solid black instead of white 8 Line Drawing Tool ES Allows a straight line or series of straight lines to be drawn on a document Once drawn the line color and other options can be chosen by right clicking the line and selecting desired options from the drop down menu Ver2_11 2014 33 To use this tool simply click the tool button to activate it and then click the start and endpoints of the line on the document viewer window A A DocBuild Plus 2 LINE OPTIONS Document Edit Help A E Baas YW Pointer Pan Text Date Highlight Whiteout Blackout Line Free hand Stamp Signature Stamp Line v Annotations Figure 17 Line options become available once the Line tool has been selected Options include being able to adjust the thickness of lines line style and color 9 Freehand Tool This tool is similar to the Line Tool described above except that it lets you draw a freehand line on the document To use this tool click the tool button to activate it and then click and hold the left mouse button down while you draw the line on the document When finished drawing release the left mouse button 10 Stamp Tool The Stamp Tool allows users to quickly apply an existing image file as a stamp on th
52. se the Scan button on the main toolbar to append pages to an existing document instead of starting a new document When selected after the first portion of a document is scanned the user can just press the Scan button to append each subsequent set of pages If not set the Scan button will always start a new document with a prompt to save if necessary 2 Show Scanner Ul This setting controls whether the scanner driver interface will be shown when scanning new documents If not set DocBuild Plus will initiate a scan using the scanner s default settings If set then the scanner driver s interface will always be shown It is recommended that the Scanner Ul display be turned off only if you are certain that your scanner supports no Ul mode 3 Active Thumbnails When activated it will burn annotations into the thumbnail pages so you can see them It also will rotate the thumbnail page if you rotate the page on screen 4 Enable Scanner Memory Transfer Mode Scanner Memory Transfer Mode scans directly to the computers memory and is typically utilized only when certain scanners have difficulty or display errors using their built in processes native mode Native mode scans directly to file and is considered to be more compatible with a wider variety of scanners 5 PDF Raster DPI This controls the resolution of the quality of thumbnails on the screen Ver2_11 2014 46 6 Image DPI This controls the resolution of the qualit
53. t are created in DocBuild Plus The default format is PDF but TIFF is also an available format Ver2_11 2014 34 uy Application Configuration General Display Easyrile e Sign Enable Echo Sign Y Enable DocuSign V Send documents separately User Name email email com Button Default Send Document v Password User Name email email com Default email Subject Echosign Document Password Ez Default email Subject DocuSign Document Y Launch in Browser Default email Body Figure 26 The DocBuild Plus e Sign menu Sign Settings Tab 43 Enable EchoSign Enter account information to link to your Echosign account Once enabled the option to send a document using EchoSign or DocuSign will be available 44 Enable DocuSign Enter account information to link to your DocuSign account Once enabled the option to send a document using EchoSign or DocuSign will be available 45 Send Document Separately When separate documents have been printed or combined into a single DocBuild Plus window This setting allows users of DocuSign eSignature to have those files uploaded into DocuSign as separate documents within a single envelope This is most useful where different signature templates may be used or auto applied Ver2_11 2014 3 When this feature is not set as default choice by clicking the checkbox documents created in DocBuild will be uploaded into DocuSign as one
54. ted pages within a document into a filing cabinet i 1 A y Doc Build Plus Document Edit Help Dad SmH eQ Open Close SaveAs Scan Doc Print Fax Email y Import Y gt v re Quick EasyFile gt da asy e with Upotions A EasyFilewith Options wil Figure 10 EasyFile with options Once EasyFile with Options has been selected a menu will open allowing the user to choose which pages to save from DocBuild Plus to EasyFile and which format Ver2_11 2014 23 B EasyFile Options Page Selection 1 File Options 2 e All Pages PDF Selected Page s PDF with Password Page Range l to 13 WARNING by selecting to password protect your document you are solely responsible for keeping track of your password Ifyou forget the password the document will be unrecoverable Password Confirm Password Figure 11 EasyFile Options display menu EasyFile with Options continued 1 Page Selection Pages can be selected to save into the EasyFile system All Pages all pages in the DocBuild Plus are selected to be saved as a record into EasyFile Selected Pages Pages that have been highlighted or selected in the Document Thumbnails Display screen will be saved as a record into Easyfile Page Range Page numbers entered into the page range option will be selected to save into EasyFile Ver2_11 2014 24 2 Send File Format PDF File saved into EasyFile will be in PDF format
55. tions and features available Generally you will need to click Scan or OK somewhere on this interface to begin the scan 4 The scanner should now come to life and the document should be scanned 5 Once scanning is complete the newly scanned document should be displayed in the DocBuild Plus window and can now be annotated saved printed etc Ver2_11 2014 18 Appending Scans The DocBuild Plus allows you to add additional pages to any open document via the Scan Append functionality This lets you scan a large document in smaller batches each new batch of pages will be appended to the end of the existing pages For example if your scanner only holds 50 pages at a time and you have a 500 page document to scan you could load the first 50 select Scan then load the next 50 pages choose Scan Append and so on until all pages have been scanned The end result in the DocBuild Plus viewer would be a single 500 page document You may also append scans to any already existing document using this method Here are the steps for appending scans 1 Open or create a new document by a Following the steps for scanning a new document as described above OR b Following the steps for opening an existing document as described above 2 Once your document is open load the next set of pages into the scanner and choose Scan Append the Scan button dropdown on the main toolbar 3 The next set of pages will be scanned and appended to the
56. ure updates With our built in eSignature integration your document s can easily be sent into your account portal with just a single click Your eSignature account automatically launches in your Internet browser and your document s are now available for you to perform any tasks prior to sending Apply predefined templates or add custom tags and signature fields to documents that don t have predefined templates or perform any other functions provided within your eSignature account eSignature services are integrated to external subscription accounts purchased by Users directly from those Vendors and are not a part of the DocBuild Plus program DocBuild Plus does not perform any eSigning tasks it simply automates the entire front end process to create the PDFs and upload them with just a click or two of the mouse Actual training for performing eSigning tasks are provided through your eSignature provider To set up the DocBuild Plus program for eSignature use open the Application Configuration menu located in the DocBuild Plus Click on the e Sign tab located at the top of the Applications Configuration menu and a panel will open requesting account information as shown on Page 55 figure 26 Activate the eSignature account options by clicking on the checkbox of the e sign service corresponding with account information Account username and password is provided by third party e Signature service when signed up with an account at
57. vered include Supported File Types Opening Documents via Standard File Browsing Opening Documents via Drag and Drop Scanner Selection Scanning a New Document Appending Scanned Pages to Existing Scanned Document Ver2_11 2014 12 Opening Existing Documents Opening documents in the DocBuild Plus viewer is very similar to opening existing files in most modern applications and should be familiar to most users There are several ways that existing electronic documents can be opened using the DocBuild Plus viewer and each will be discussed in turn The key items covered in this section are A Supported File Types Opening Documents via Standard File Browsing Opening Documents with Open With selection 3 Opening Documents via Drag and Drop A Using the DocBuild Printer A Using the Doc Import Feature Ver2_11 2014 13 Overview The DocBuild Plus program supports and can open several of the common document imaging formats Tagged Image File Format TIFF or TIF Portable Document Format PDF Graphics Interchange Format GIF and Joint Photographic Experts Group JPEG or JPG and Bitmap BMP The first two file types are predominantly used for scanned document images both in document management systems and also when scanning from a desktop scanner or copier All of the key application features are available for use with all types of documents and conversion between file types is supported Note that in add
58. y of images saved into a PDF file once the annotations are burned into the page 7 Color Bit Depth When the user places an annotation on a document the annotation is burned into the document This will set the number of colors the final document has The lower the bits the less colors and the smaller the file size 8 Recent Files List Length Allows user to adjust how many Recent Documents are displayed in the File tab 9 Clear List Clears the recent files listed in the Recent Documents tab 10 Reset to Defaults Clears out changes to settings that have been adjusted manually and resets all custom settings and window display sizing to default the default size 11 Clear Temp Files Erases all temporary files that get generated during document creation process 12 Reset Window Default Size This button resets the DocBuild Plus window size to its original initial opening size as set during installation 13 Deactivate License Use this feature to deactivate and reset your DocBuild Plus license on this computer before installing and reactivating the license on another system Ver2_11 2014 47 14 Debug Mode This setting enables Debug Mode which will cause the Viewer to show more detailed messages should an error occur This setting should remain disabled unless you are experiencing issues using the application 15 Stamps Directory This setting controls where the Stamp annotation tool will look for sta
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