Introducing Real Vision Imaging Version 8.0!
Contents
1. You are in Image Inquiry for a specific customer in System B and you want an index list of all documents for the property in System P but you only want documents that are of the Document Type METER To accomplish this first set up a link from System B to System P When the link is activated the lookup to System P will contain the System B Property Number and Document Type METER From the main Image Menu GO IMAGE choose the Maintenance Menu choose Maintain Image System Descriptions And Key Fields On the Index Definition screen press F7 to maintain links for this system Press F9 to add a linking record Note You can press F4 when positioned to the Document Type and Image System fields to invoke a pop up selection window You can enter ANY in the Document Type field This will force a link from any document type in the Image System Real Vision Software Inc Image System Linking Maintenance Screen ic Copyright RVI 1992 1999 RVLNKIM RECDSP When a link request for Document Type BILL amp NY A11 in Image System B is received perform the lookup in Image System P with indexes as specified below Use Index Value From Source Index Y Yes Use The Value Specified Below E Delete Code F Exit F Prompt System DocType Fl Cancel Enter Contirue Having performed this setup will now cause the L Link option to be available in the Image Inquiry screen for the Billing System Image Inquiry Se2. 9 1999 IMAGE 001 PAGES O 01 10 2005 IMAGE OVERLAY 04 28 1999 REPORT 001 PAGES O 01 10 2005 INVOICE 04 28 1999 IMAGE 001 PAGES oO 01 11 2005 MERGE2 03 01 2004 IMAGE 001 PAGES O 01 12 2005 PAYABLES ANALYSIS GRAPH 04 28 1999 OEM 001 PAGES O Record Count 15 Page i 2 i a f y iea gt Sloss aAVEe lt deGe Device 00026630 Web Application Version 8 0 Copyright 2006 Real Vision Sotware 7 June 2007 Real Vision Imaging Version 8 0 Auto Import Polling continued from page 3 Leaving the destination directory blank will cause the imports to be considered as drag and drop items They can then be indexed using the BC OCR button then uploaded through the Import Drag And Drop Documents option of the Import External Documents menu Myron Rogers EI Screen Scrape from a PC Application with Version 8 0 Ever wish you could screen scrape from a PC application screen like this Or maybe from JDEdwards EnterpriseOne or Microsoft Dynamics GP formerly Great Plains With RVI Release 8 0 we plan to give you that capability It is as simple as using a 05 24 2007 REPORT 001 PAGES hot key to grab the text from the window having focus The text is sent to the Host system into the RVI Screen Scrape system and an inquiry or scan request can be launched Real Vision Software Inc Document Imaging For The iSeries 400 DOC TYPE For the purpose of this example the window title is the key to our screen scrape profile and that profil
3. Arrow tool will draw arrows in the color of your choice on the document Draw a single head arrow double head arrow or line Text Annotation is a custom feature that allows you to add highlighted using the color of your choice text to the document You will be prompted to save all changes to the document when you close it Rich Carlisle Rectangle Tool lo x 4 D gt Dl Get cp SF SX Ill wp A ROZOretti o m OO STATE OF LOUISIANA and appeared af PARISH OF RAPIDES COPY BE IT KNOWN AND REMEMBERED That on this the Mth of March A D Nineteen Hundred and Ninety Three before me the undersigned Notary Public in and for the Parish of Rapides State of Louisiana duly commissioned and qualified personally came Circle Tool ELLY HAMN Sc ial Security M and his wife PAMELA PLOTTS HAMM Si born Plotts whose mailing address is Dunbar Plaza Suite 126 IH 3600 Jackson Street Ext Alexandria Louisiana Highlic hts n the presence of the undersigned competent witnesses that 2 01 10 2007 CAS or and in consideration of the price and sum and on the terms and conditions hereinafter named and expressed they have bargained and sold and do by these presents bargain sell transfer convey and deliver with full warranty of tithe subrogation to all rights and actions in warranty to which they are entitled against former owners and free from all encumbrances Text Ann otation unto Ar
4. If a user attempts to link over to a secured system and the user is not authorized to that system the normal security rules will apply Marvin McDonald 6 June 2007 Ei Sorting in the RVI Web Application SHARCH Real Vision Software Inc 3 Chg Sort m y ACCOUNTNO DATE View View CView C CView C viw View Wiew o View C 3 3 3 3 3 3 3 3 3 3 3 3 01 01 2005 01 01 2005 01 02 2005 01 03 2005 01 04 2005 01 05 2005 01 06 2005 01 07 2005 01 08 2005 01 08 2005 Index Description Sort Order ACCOUNT NG DATE Dial TYPE Create Date DOC TYPE SPOOL FILE W OUT OVERLAY WORD DOCUMENT AFP CHECK AUDIO VISUAL FILE BRANCH CHECK COLOR PHOTO DELIVERY RECEIPT BILLING REPORT HIGHLIGHTS REDACTION O Device 00026626 Created 04 28 1999 04 28 1999 02 25 2004 03 11 2002 04 28 1999 04 29 1999 04 26 1999 10 28 2003 12 18 2001 04 29 1999 af O TYPE REPORT 001 PAGES OEM 001 PAGES IMAGE 001 PAGES OEM 001 PAGES REPORT 001 PAGES IMAGE 001 PAGES IMAGE 001 PAGES IMAGE 001 PAGES REPORT 004 PAGES IMAGE 001 PAGES MACE OO PAGES Ascending Descending Web Application wersion 8 0 Copyright 2006 Real Vision Sofware Inc Help aa REE z3 Real Vision Software Inc 13 Cha Sort m y ACCOUNT NO 2 DATE CView C CView View View View O CView 0 CView 0 CView 0O V
5. Real Vision Software Inc Volume 12 Issue 1 mu Server Real Vision Imaging Introducing Real Vision Imaging Version 8 0 Real Vision Imaging is excited to announce Version 8 0 of the RVI Imaging Software The new 8 0 release will be available for distribution July 1 2007 and below are some highlights that you may be interested in General Enhancements e Support for up to 99 indexes e Drop down value list for index lookups in scanning indexing and image inquiry e Non EHLLAPI emulators supported Image selection screen in PC Viewer F20 to print the index list from the Green Screen Scanning e Auto Redaction for scanning and indexing by document type Support for scanning to multiple servers Scan profiles expanded to include OCR scanning Support for 99 indexes Drop down value list for index entry Indexing Screen Scrape and Batch Indexing Assign index values for up to 99 indexes Option for repeating last values keyed Ability to skip items Attach to last indexed item Versioning of OEM documents Spool File e Manual signature merge e Standard capture indexing for up to 99 indexes e Form profile name easily added to document types OCR e Scan profiles expanded to include OCR scanning e Highlight of OCR words e OCR results searchable by Image System ID e Social Security masking module custom code Imports e Import and burst most multiple page PDF documents Can be manually in
6. ance the document You can add Custom Text Annotation draw circles rectangles arrows or use a rubber stamp to mark document as approved or rejected This will give the user greater control of the document in the work flow process The Select tool gives the user the ability to select any annotation on the page to resize change the color resize to the page delete or reposition on the page Use the Rectangle tool to draw a rectangle using the color of your choice around a value or word or block an area you want someone to notice The Rubber Stamp gives you the ability to rubber stamp the document using a set of predefined stamps You have the ability to change the size or location as it appears on the document Pre defined Stamps Approved Assigned Checked Copy Draft Extended Fax Faxed Important Invoice Official On File Paid Passed n RYI Image System 8 Image View Scan Print Page Host PETER 5 f Gs Pending Processed Received Rejected Release Sent Shipped Secret Top Secret Urgent Void Confidential Client Use the Circle tool to draw a circle using the color of your choice around a value or word or block an area you want someone to notice The Highlight feature will allow you to highlight using the color of your choice important numbers words or an area to catch someone s attention Redaction blocks out sensitive information such as names address or social security numbers The
7. dexed or with an exit program e Improved auditing for imported documents e Import rules and capture e ASCII to Spool Import continued on page 2 Introducing Real Vision Imaging Version 8 0 continued Workbaskets and Routing Real Vision Software 8 0 Windows Internet Explorer e Spool to PDF can optionally include Gort Heke eS notes SS SSS ee File Edit Yiew Favorites Tools Help e Combine TIFF images on routing to CD E a Gravonstnas sa Mlapa Spee Gina a DR E n CT N e Search in Workbasket User Work Basket RVIBPB0 e Call Back reminder Real Vision Software Inc e Packages over the web r os xc e View Notes over the web DATE DOCUMENT TYPE TYPE e Multiple pop a queues CView 01 01 2005 AFP LOAN DISCLOSURE IMAGE OD1PAGES e Counts by system and group View 01 15 2005 SURVEY PLAT IMAGE O01PAGES f ath e Workbasket groups and subgroups Ce 2 ae eae UNRI e Enhanced overdue notifications Queue Up Approvals Queue For Indexing _ e Stop Approval Rules 75 Y Records per page e Enhanced and improved Return to SKIP worksasket croup Sender Page i e Workbasket enhanced to separate by Sauces Bano this Image System and Workbasket Group Eee eee ee e Enhanced auditing Web Real Vision Software 8 0 Windows Internet Explorer e New look i Support for ENTER key File Edit Yiew Favorites Tools Help e Additional search from Index Listing Ue BY Brea Vision Software 8 0 e Chang
8. e has an image system of 1 Lets say that our screen scrape profile calls for the values from the positions corresponding to the suum nome meee ed Ex second row columns 1 2 and 3 In this case that will yield us the values 1 01 01 2005 and Image View Scan Print Page BRANCH The profile software willl e gt 2g 182639 Xm e Aw then launch an inquiry into Imagehk ozG048m871 system 1 Index 1 1 Index 2 01 01 2005 and Index 3 BRANCH iei DEMO BRANCHING REPORT We could get a browser based inquiry Real Vision Software Inc JANUARY 7 1998 f SEARCH f BRANCH such as the screen on the right ER Chg Sort m v ACCOUNTNO DATE DOCTYPE NUMBER NAME View 1 01 03 2005 BRANCH 3511772 HERMAN MUNSTER This screen scrape process will work anitvew Sgeevse SUNY AeeTO 8966874 LEAH NOLAND S365 o4 MARK BAKER with most windows based applications It has been tested with 2386521 VERONICA EZA JDEdwards EnterpriseOne Microsoft aoa a pee gt 2939985 DEHRA REDFORD Dynamics GP 5250 sessions and me OS MENGE lt A RE AEE more We would like to test it with other PC based applications so if you are up to giving it a try contact me at RVI Technical Support 318 449 4579 or support realvisionsoftware com 12 gt Records per page Record Count 1 000521 FABIO MUSSELMAN 9000547 SHANIA SMITH SNMAESA MONTY MANTTA m Document 1 Page 1 of 1 M
9. e sort sequence ag e Global h leri Real Vision Software Inc obal search on spool entries gt e Search ranges in Image Inquiry ChaSo m v ACCOUNT DATE GOEEATIVE IE Sticky Notes Cw 2 MVC IMAGEOO2PAGES View Jla 2 0 005 AFP STATEMENT IMAGE 001 PAGES O e Search by creation date with ranges 2 01 03 2005 AUDIO VISUAL FILE OEM 001 PAGES Cc Queue all documents 2 01 04 2005 BRANCH REPORT 001PAGES C e Scan and upload from Inquiry 2 01 05 2005 COLOR IDENTIFICATION IMAGE 001 PAGES O 2 01 08 2005 HOUSE PHOTOGRAPH IMAGE 001 PAGES E e Index maintenance 2 01 09 2005 LOAN ANALYSIS GRAPH OEM 001 PAGES D e Multi view button CView r 01 10 2005 LOAN APPLICATION IMAGE 002PAGES e EA e Packages over the web view Ta 01 10 2007 CASH SALE AND MORTGAGE IMAGE 003 PAGES C View 01 11 2005 IMAGE OVERLAY REPORT OO1PAGES C Custom menus CView r 01 12 2005 MERGE IMAGE OO1PAGES C e HATS or WebFacing in internet frame iew r Hie S permis O e Option for showing 12 24 or 36 results per page Inquiry Record Count 15 e Drop down values list for indexes for pre Page fil 2 determined indexes SCDoqgBaras I e b La Internet R10 e 5 Viewer e 64 Bit Install for Viewing Stations e Auto Import Drag amp Drop e Screen Scrape From PC Viewer using F6 Real Vision Software Inc 2 June 2007 Real Vision Software 8 0 Windows Internet Explorer J9 x le gt X Google File Edit wiew Favorites Tools Help e For
10. iew C View oO View Records per page 3 3 3 3 3 3 3 3 3 3 3 S RVI has made many design changes to the web application for Version 8 0 On the left is an example of the new image inquiry screen The Change Sort function will allow users to change the sort order of the records that are displayed on the screen You can sort by any of the first seven indexes by the document Create Date in either ascending or descending order To change the sort order click the Chg Sort button located in the upper left hand corner of the screen In the resulting screen the user selects the sort order of the indexes available then selects ascending or descending order In this example the user has selected to sort by indexes Document Type then Date in ascending order Click submit when you have finished creating your sort Once the screen has been sorted Real Vision Software Inc p the order is displayed in the column heading 1 DOC TYPE Created TYPE Seon 01 02 2005 STP CHECK 02 25 2004 IMAGE 001 PAGES T Tom Lucas 01 03 2005 AUDIO VISUAL FILE 03 11 2002 OEM 001 PAGES gt 01 03 2005 BILLING REPORT 12 18 2001 REPORT 004 PAGES O 01 04 2005 BRANCH 04 28 1999 REPORT 001 PAGES oO 01 05 2005 CHECK 04 29 1999 IMAGE 001 PAGES O 01 06 2005 COLOR PHOTO 04 28 1999 IMAGE 001 PAGES oO 01 07 2005 DELIVERY RECEIPT 10 28 2003 IMAGE 001 PAGES 01 08 2005 HIGHLIGHTS REDACTION 04 2
11. ike Miller Document 1 of 1 C ARVINCACHESSPOOLO01 PDF Ready for em Server Proven oftware
12. lection icreen c Copyright RVI 1992 1999 B BILLING DOC OO FH SFHISTCT 2 See Routing SAudit Inquiry Prev Version SE Mail Image Staple E Fax Image I Include Page Link H MarnalRe stage P 5 Z Custom Option F N Notepad Print Image Route Profile U Rowte User Y View Image Image Info 00005 RECORDS SORTED BY INDEX L A FL0 CHAN ACCOUNT HO PROP DATE 001224567 PROL oO5 01 2007 BILL L 00122345678 FROL o4 01 2007 BILL 001224567 FROL 03 15 2007 NOTICE OOLZ24567 PROL 03 01 2007 BILL 001234567 PROL oz 01 2007 BILL PgUp Prev Fi Index List Fii Que Z Option Fi Hore Options Pon Next F Exit F4 Clear F5 Fold Unfold Fli Previous Screen Fi Queue All Images Placing the L option on the item shown above will display the index list shown below Image Inquiry Selection Screen c Copyright RVI 1992 1999 P PROPERTY DOCO O FUY SFHISTCT See Routing amp Audit Inquiry B Prev Version E E Mail Image F Fax Image I Include Page N Marwalkestage N Notepad P Print Image R Route Profile 3 Staple U Route User V View Image xX Image Info Z Custom Option 1 Add Redaction 00d RECORDS SORTED BY INDEX 1 A F10 CHANCGE SORT PROP DATE DOCUMENT TYPE FROL 12 15 2006 METER PROL 04 22 2005 METER PgUp Prev Fi Index List Fii Que Z Option Fi More Options PgDn Next F Exit F Clear F5 Fold Unfold Fli Previous Screen Fi Queue All Images Security It is important to note that RVI security is in effect
13. ms Recognition Scanner Profiles e Internet Frame Interface e Import Polling e Document Annotations See page 4 As in the past the upgrade software is provided free of charge to RVI customers on active support RVI always recommends that the upgrade testing and training be accomplished by a certified technical person If you are interested in upgrading to our new release when it becomes available please contact your RVI Certified Business Partner for details QUEENSBOROUGH SHIRT CO PO BOX 554 CHARLOTTE NC 02192 8009005055 INVOICE j SOLO TO PHEONIX MICRO ELECTRONICS 171 LOW BEND DRIVE WHESKEY BAY AZ 70601 INVOICE NUMBER 23456 INVOICE DATE 12 13 94 OUR ORDER NUMBER 58583 YOUR ORDER NUMBER 169 TERMS 30 DAYS SALES REP MD SHIPPED VIA FEDEX FOB PREPAID or COLLECT O SHIPPED TO PHEONIX MICRO ELECTRONICS ATTN SCOTT HAMILTON RV 1 Ready Page 1 of 1 001 SOF a8 Oe BORO h H ae ee alee nx Real Vision Imaging Version 8 0 Auto Import Polling Real Vision Software is proud to present a new image import feature Poll for Auto Import This exciting feature will allow the user to set up automatic polling for all supported file types including emails Scanner The user simply checks the Poll For Auto Import option in the viewer Click Image Preferences Scanner Preferences Enter the polling source directory using any valid path As an added bonus the Auto Poll feat
14. row oa Redaction t WALLACE M WOODSON Social Security EEE andinis witt DiANE ABOU WOODSON Social Security SE born Mabou 2 01 10 2007 CAS whose mailing address is P O Box 262 Deville Louisiana 71328 here present who accept 2 01 10 2007 CASH SALE AND MORTGAGE Document 1 Page 1 of 3 Ready Document 1 of 1 C RVINCACHESDEMO1 001 Connected 4 B y AA Real Vision Software Inc 4 June 2007 Rubber Stamp i Signature Capture RVI Signature Pad Support gives you the ability to apply a signature to a captured spool file or a scanned black and white image The signature can be an interactive signing or a saved signature RVI supports any Topaz signature pad Go to www topazsystems com to see the available Topaz devices P E C Technologies 1088820 5531 Johnson St Invoice Joneavitie TX 71356 1089320 Sill To a i al a a e e a p es S a Received By Emaii poc pectech Below are the requirements and guidelines for implementation and application of signature capture Signature capture is accomplished by using the Z Option and Queued Z Option features of RVI while in Image Inquiry program DOC003 Using the Z Option allows a user to sign once and apply that signature to one specific document that is listed in the Image Inquiry Selection Screen Using the Queued Z Option allows a user to sign once and apply that signature to ALL documents that are listed in the Image Inq
15. sioning or redaction are not eligible for signature application o If the image has been highlighted the highlights will NOT be carried over to the new image e Captured Spool Files of Type SCS or AFPDS For SCS spool files and AFPDS spool files capturing only SCS data the Form Profile from which the report was captured must be set up for viewing with a scanned TIF overlay See Chapter 18 of the RVI User Manual for full Signature Capture implementation Fred Broussard Real Vision Software Inc June 2007 ial Linking Systems with Version 8 0 Some documents relate to other documents in very identifiable ways same account number same address same check number and perhaps other similar or shared characteristics Image System Linking lets you do an image lookup to an image system while in Image Inquiry for a different image system Example A utility system serves properties identified by a Property Number Over time different customers accounts will receive billings for the same property Assume Image System B is set up for all billing for all customers Index 1 is Account Number index 2 is Property Number index 3 is Date Index 7 is Document Type Invoices are generated as Document Type BILL Assume that you have System P set up for Property Documents contains all documents for a specific property regardless of current customer Index 1 is Property Number Index 2 is Date Index 7 is Document Type
16. uiry selection screen Implementation Prerequisites To set up and implement signature capture the user must be familiar with e Creating a Scanned Overlay if signatures will be applied to captured reports e RVI PC Viewer Operation e Adding items to the Z Option menu and Queued Z Option menu See Z Option Menu and Queued Z Option Menu in the User Exit Programs section in Chapter 18 of the RVI manual e The user must be familiar with viewing reports and images Hardware Requirements e An RVI supported Topaz signature pad To see a list of the supported Topaz signature pads open the RVI PC viewer click Image Preferences click the Signature Pads tab e APC with the RVI PC viewer installed with the appropriate Signature Pad preferences set Temporary disk caching MUST be turned on at the PC Viewer station running signature capture To turn on disk caching click Image Preferences click the Disk Caching tab check Temporarily Cache Images To Local Hard Drive IBM Host System Emulator and RVI Viewer Requirements Signature capture requires the RVI PC Viewer and Client Access emulation Signature capture is not supported with any other RVI viewer or emulator Eligible Image Types for Signature Application e Black and white TIF images o The image must be in a Kofax supported black and white TIF format o The image must NOT be in multi page format one image file containing multiple pages o Images with RVI ver
17. ure allows the user to control the polling intervals with a range of 1 to 1440 minutes Import Polling Interval i Polling Interval Max Minutes 1440 Li Signature Pads a a a O ae Barcode P Read Patch Codes Delete original files after import Default Scanner Kofax Software Import Source no image Load TWAIN Scanners IV Load Kofax Scanners IBM Host System Control a Send images to IBM Host System while scanning Applies to Scan Direct from IBM Host System Only Barcode ip Auto Import Directory Ic ARY1 PollingS ource Polling Interval Destination Directory lf ftp 12 0 0 0 3 Image Default Import Engine Kofax Software Import Source no image Poll For Auto Import NO ee nee e eee nee ee ee EE EEE E EER EE EERE WEEE ERE EES zj V Move files after import 2 If you specify a destination directory the imports must be uploaded through the Upload Auto Polled Images option of the Import External Documents menu continued on page 8 Real Vision Software Inc June 2007 Ra Document Annotation Tools for RVI 8 0 Select Tool Thumbnails In the RVI 8 0 viewer we have added a new tool bar which will give you the ability to add Annotations to the document after it has been scanned into the system When a user views the image they will have the ability to use the Annotation Tools to enh
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