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ProSystem fxScan
UserGuide
January2015
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©2000-2015,CCHINCORPORATED,apartofWoltersKluwer.Allrightsreserved.Materialinthispublicationmaynot
bereproducedortransmitted,inanyformorbyanymeans,withoutpriorwrittenpermission.Requestsforthat
permissionshouldbedirectedto:
CCHINCORPORATED
20101HamiltonAve.,Suite200
Torrance,CA90502
Thecontentsofthispublicationarebelievedtobeaccurate.However,responsibilitycannotbeassumedforthe
informationcontainedherein,andtheconsequencesresultingfromtheusethereof.Materialinthispublicationis
subjecttochangewithoutnotice.
ThisUserManualandthecomputersoftwareitdescribesaredesignedtoprovideaccurateandauthoritative
informationinregardtothesubjectmattercovered.Theyaredistributedwiththeunderstandingthatthepublisher
isnotengagedinrenderingaccounting,legal,orotherprofessionalservice.Iflegaladviceorotherexpertassistance
isrequired,theservicesofacompetentprofessionalshouldbesought.
“ProSystem fx”isaregisteredtrademarkofCCHINCORPORATED.
"Globalfx"isaregisteredtrademarkofCCHINCORPORATED.
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Allotherbrand,product,orcompanynamesaretrademarksorregisteredtrademarksoftheirrespectiveowners.
C# HTML5 Viewer: Deployment on AzureCloudService
RasterEdge.XDoc.PDF.dll. RasterEdge.XDoc.PDF.HTML5Editor.dll. Or you can select x86 if you use x86 dlls. (The application cannot to work without this node.).
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C# HTML5 Viewer: Deployment on ASP.NET MVC
RasterEdge.XDoc.PDF.HTML5Editor.dll. When you select x64 and directly run the application, you may get following error. (The application cannot to work without
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Contents•iii
Chapter1-OverviewandInstallation
1
WhatScanDoes
1
ScanProcessingOverview
1
ProSystem fxScanComponents
3
SystemRequirementsforScanAdministrator
3
SuggestionsforAchievingOptimalPerformancewithScanAdministrator 4
RecommendationsforHigh-VolumeFirms
4
SystemRequirementsforProSystem fxScanWorkstation
5
RecommendedWorkflowforInstallingProSystem fxScanComponents
5
InstallingScanAdministrator
6
RunningServicesonaScaledServer
7
InstallingScaledServer
7
ConfiguringScaledServer
8
InstallingScanWorkstation
9
GettingHelpwithProSystem fxScan
9
Chapter2-AdministeringScan
11
UsingScanAdministrator
11
SuggestedWorkflowforAdministeringScan
12
ConfiguringScan
12
OverviewofImport,Archive,andExportFolders
13
SettingUpanImportFolder
13
ModifyingSettingsforanExistingImportFolder
16
ChangingtheProcessingOrderforImportFolders
16
RemovinganImportFolder
17
SettingScanDefaults
17
MonitoringScanProcessingwiththeQueue
18
ChangingthePriorityofaJob
19
StartingandStoppingaJob
19
RemovingaScanJobfromtheQueue
19
RefreshingtheQueue
20
ViewingJobHistoryInformation
20
VerifyingSuccessfulCompletionofaScanJob
21
AccessingaCompletedScanJob
21
ExportingJobHistorytoanExcelSpreadsheet
22
ManagingScanServices
22
ConfiguringScanServices
23
StartingorStoppingScanServices
24
Contents
C# PDF: PDF Document Viewer & Reader SDK for Windows Forms
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Contents•iv
UnlockingaPDFFileduringValidation
24
CheckingforCatalogUpdates
24
Chapter3-UsingProSystemfxScanWorkstation
25
ScanWorkstation
25
RecommendedScanWorkflow
25
UsingScanWorkstation
26
ModifyingtheScanWorkstationView
27
ConfiguringaDefaultPrinterforCoverPagesandTargetSheets
27
PreparingDocumentsforScanning
27
AboutCoverPagesandTargetSheets
28
UsingCoverPages
28
PrintingCoverPages
29
UsingTargetSheets
29
SpecialConsiderationsWhenScanningTaxFormsforDataExtraction
33
AfterYouScanClientDocuments
33
ViewingJobHistoryInformation
33
VerifyingSuccessfulCompletionofaScanJob
35
ImportingFilesforScanProcessingwiththeImportAssistant
35
MonitoringScanJobsfromScanWorkstation
36
Chapter4-ValidatingExtractedData
38
ValidationOverview
38
CustomizingtheValidationWindow
38
ChangingtheFontintheListofFormsandValidationPanes
38
ChangingImageSizesintheValidationandScannedTaxFormPanes
38
AdjustingtheSizesofIndividualPanes
39
ValidatingExtractedDatawithTaxInstalled
39
ValidatingExtractedDataWithoutTaxInstalled
41
AddingaFieldoraGroupofFieldsforExtraction
42
ValidatingExtractedGainandLossTransactions
42
SubmittingaFiletotheCCHScanCatalogteam
43
EmailingaFile
43
UploadingaFile
44
Chapter5-IntegratingwithOtherProSystem fxProducts
45
IntegratingwithTax
45
ExtractingGainandLossStatementsOnly
46
ImportingExtractedDataintoaTaxReturn
47
Contents
GIF to PNG Converter | Convert GIF to PNG, Convert PNG to GIF
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C# PowerPoint: Document Viewer Creating in Windows Forms Project
You can select a PowerPoint file to be loaded into the WinViewer control. is not supported by WinViewer control, there will prompt a window "cannot open your
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Contents•v
ReviewingAutoFlowDiagnosticsandtheGainsandLossesSpreadsheet
50
ImportingGainandLossTransactions
51
UsingAnnotationstoColorCodeDatainaReturn
52
IntegratingScanwithDocument
53
SettingUpDocumentFoldersforUsewithScan
53
SettingUpScanforUsewithDocument
54
Chapter6-WorkingwithProSystem fxPDFlyer
55
PDFlyerTools
55
RotatingPages
55
InsertingPDFs
55
InsertingTargetSheets
56
ExportingtoaMulti-PageTIFF
57
DeletingBookmarks
57
DeletingPages
58
SplittingBookmarks
58
SettingBookmarkOptions
59
UsingtheCalculators
60
PDFlyer10KeyCalculator
61
BasicCalculator
66
AddingStickyNote
70
SettingStatus
70
ResettingStatus
70
UsingNoteSummary
71
UsingAutoFlowSummary
71
ConfiguringSettings
71
Bookmarks
71
Calculator
72
InsertPDF
72
SetStatus
73
Stamps
73
StickyNote
73
UserStamps
74
PDFlyerStampsTools
75
CreatingUserStamps
75
WorkingwithConnectors,Tickmarks,UserStamps,andRecentStamps
76
UsingStampSummary
78
Contents
C# Image: Create C#.NET Windows Document Image Viewer | Online
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C# Image: How to Use C# Code to Capture Document from Scanning
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Contents•vi
Appendix-SettingsandTips
79
ScannerSettings
79
ScanningTips
80
Contents
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Chapter 1
Chapter1-OverviewandInstallation
ThepaperlessworkflowcanbearealityforyourfirmwithProSystem fxScan.Scangenerates
bookmarkedPDFfilesfromscannedclientdocuments.Thesefilescanthenbestoredin
ProSystem fxDocument,ProSystemfxDocument(On-Premise),CCH AxcessDocument,orany
otherMicrosoftWindows-baseddocumentmanagementsystemthatincludestheabilitytoaccess
PDFfiles.Alltheinformationneededtopreparetaxreturnsisavailableinadigitalformandcan
bestoredinyourdocumentmanagementsystem.
IfyourfirmusesTax,ScancanalsoextractdatafromthePDFfilesandflowitintoclienttax
returns,dramaticallyreducingtheamountofmanualdataentrythatisrequired.
WhatScanDoes
Scanningadocumentcreatesanimageofthedocument.Textinthedocumentiscapturedaspart
ofthepicture.Tomakethistexteditable,ProSystem fxScanusesaprocessknownas“optical
characterrecognition”(OCR).DuringOCRprocessing,thesystemcomparesindividualelementsin
animageagainstalibraryofcharacters.Whenthesystemfindsamatchingcharacter,theimage
elementisassociatedwiththematchingcharacter.
AftercompletingOCR processing,ProSystem fxScancomparesthetextinthescanneddocument
againsttemplatetaxformsintheScancatalog.ScanclassifiesindividualdocumentsinaScanjob
bymatchingkeywordsinthescanneddocumentwithcorrespondingtemplates.WhenScancreates
aPDF fileofthescanneddocument,italsocreatesbookmarksinthePDFfilethatidentifythese
forms.
TheconversionofscannedtextintoeditabletextmakesitpossibleforScantoextractdatafrom
thescannedtaxform.IfyourfirmusesTax,thisextracteddatacanbeimportedintoclienttax
returns.
ScanProcessingOverview
ThequalityoftheimagefilessubmittedtoScancanaffecttheaccuracyofOCRconversion.For
thisreason,therecommendedworkflowforProSystem fxScanincludesseveralpreparatorysteps
thatcanimprovethequalityofimagesgeneratedbyscanning.Thesestepsarenotmandatory,but
willgiveyouthebestpossibleresultsfromOCRprocessing.
Note:ThisworkflowassumesthatScanhasalreadybeeninstalledandconfigured.See
InstallingScanAdministratoronpage6forinstallationinstructions.Forinformationabout
configuringScan,seeConfiguringScanonpage12.
Chapter1-OverviewandInstallation•1
O
VERVIEW AND 
I
NSTALLATION
ThebasicworkflowforusingProSystem fxScanisasfollows:
1. Preparesourcedocumentsforscanning.Thedocumentsshouldbecheckedforstaples,
foldedcorners,orotheritemsthatmightinterferewithgettingaclearimageofthe
document.Youshouldalsosortandorganizedocumentsaspartofthisstep.Formore
information,seePreparingDocumentsforScanningonpage27.
2. Printandinsertcoverpagesandtargetsheets,ifneeded.Coverpagesandtargetsheets
arespecialpageswithbarcodesonthem.TheyareprintedfromwithinProSystem fxScan,
andthenscannedalongwiththeclientdocuments.Scanreadsthebarcodes,andusesthe
informationencodedinthemtocategorizeandbookmarkthedocuments.Formore
information,seeAboutCoverPagesandTargetSheetsonpage28.
3. Configureyourscanner.Therecommendedscannersettingsproduceahigh-qualityimage
thatwillproducethebestOCRresults.SeeScannerSettingsonpage79formore
information.
4. Scanthedocuments.TipsongettingthebestresultsfromscanningareincludedinScanning
Tipsonpage80.
5. SubmittheimagefilestoProSystem fxScanforprocessing.FromScanWorkstation,you
canuseatoolcalledtheImportAssistanttosendscannedimagesforprocessing.See
ImportingFilesforScanProcessingwiththeImportAssistantonpage35formore
information.
WhenScandetectsafilethathasbeensubmittedforprocessing,itchecksforandcorrects
problemsthatmightinterferewithOCRconversion,suchasskewedpages,upside-down
pages,andexcessivespeckling.Itsplitsthescannedimagesintoindividualdocuments,and
thenperformsthetasksdescribedinWhatScanDoesonpage1.
6. MonitortheprogressofscanprocessinginScanWorkstation.InScanWorkstation,you
canseetheprogressofeachjobinrelationtotheotherjobsthatarealsobeingprocessed.
SeeUsingScanWorkstationonpage26formoreinformation.
7. ValidatethedataconvertedthroughOCRprocessing.ProSystemfxScandoesnotrequire
thatextracteddatabevalidated.Yourfirmshouldsetitsownstandardsforwhenvalidation
shouldoccur.SeeValidationOverviewonpage38formoreinformation.
Note:YoudonotneedTaxonyourworkstationtovalidateextracteddata.Validation
canbeperformedonanycomputerrunningScanWorkstation.
8. UseAutoFlowWizardtosendextracteddatatoaclienttaxreturn.Thisstepisoptional.
Toexportdatatoataxreturn,youmusthaveTaxinstalled,andyoumusthaveaccessrights
fortheclient’sreturns.SeeChapter5-IntegratingwithOtherProSystem fxProductson
page45formoreinformationonusingAutoFlowWizard.
Chapter1-OverviewandInstallation•2
ProSystem fxScanComponents
Scanisacollectionofservicesthatworktogethertoprocessyourscanneddocuments.The
servicesareaccessiblethroughtwomajorcomponents:
ScanAdministratoristhecenterofScanprocessing.Whenscansaresubmittedfor
processing,ScanAdministratorretrievesandoptimizesthem,thenconvertstheminto
editabletextwithOCR.Finally,ScangeneratesthebookmarkedPDFfiles.
ScanAdministratorisalsowherefirm-levelScanoptionsareconfigured.Forthisreason,only
staffmemberswithsystemadministratorprivilegeshaveaccesstoScanAdministrator.See
Chapter2-AdministeringScanonpage11fordetailsabouttheadministrativetasks
associatedwithScan.
ScanWorkstationisthecomponentthatmoststaffmemberswilluseonadailybasis.Some
ofthetasksthatyoucanperforminScanWorkstationinclude:
GeneratingcoverpagesandtargetsheetsforScanjobs
UploadingfilestobesubmittedtoCCHforreview
Submittingjobsforprocessing
MonitoringdocumentsastheyareprocessedbyScan
CheckingtoseeifyouhavethelatestCatalogupdateinstalled
Validatingtheaccuracyofextracteddata
FlowingextracteddataintoTax
ScanisalsopackagedwithProSystem fxPDFlyer,autilitythatgivesyoutheabilitytoperform
advancedmanipulationofPDF files.SomeofthetasksyoucanperformwithProSystem fxPDFlyer
include:
Insertingtargetsheetsforeasierdigitalfilemanagementbeforeprocessingthefilethrough
Scan
ExportingPDFfilestomulti-pageTIFF files
ManagingandmanipulatingbookmarksinthePDFfileusingmultiplebookmarktools
Usingstandardcalculatorand10-keycalculatorthatproduceanelectronictapewhichcan
beplacedonthePDFfile
NavigatingthroughandmarkingupthePDF filewiththeuseofconnectorsandtickmarks
Creatinguserstampsusingyourownimages
SystemRequirementsforScanAdministrator
ScanAdministratorisnormallyinstalledandrunonaserver,butcanbeinstalledonadedicated
workstationthatmeetsthesystemrequirements.StorageoftheImport,Archive,andExport
folderscanbelocatedanywhereonyournetwork,oronanyworkstationthatyouselect,aslong
astheyaresharedfolderswithwriteaccessgrantedtoallthecomputerswhereScan
AdministratorandScanWorkstationareinstalled.
Component
Minimum
Recommended
Processor
Pentium4
MultiCoreProcessor
Chapter1-OverviewandInstallation•3
Component
Minimum
Recommended
RAM
2GB
8GB
DiskSpace
1GB forprogramfiles
1GB fortemporarydatafiles
2GB forprogramfiles
2GB fortemporarydatafiles
Other
Hardware
Monitorwithresolutionof1024x768
Monitorwithresolutionof1024x768
Hot-swappablestoragebackplanefor
multiplediskdrives(optimal)
Optionforremotesystemmanagement
Environments
32-bitversionofWindows7
Professional
DedicatedWindowsServer2012
Thefollowingenvironmentsarenotsupported:
MicrosoftSmallBusinessServer
Citrix
TerminalServicesEnvironments
PeertoPeerNetworks
ServerEnvironmentswithIISinstalled
Other
Software
InternetExplorer
AdobeReader
Microsoft.NETFramework
IfMicrosoftOfficeisinstalled,themostrecentservicepackmustbeapplied
beforeyouinstallScancomponents.
Virtualization
VMwareandHyper-Varesupported
SuggestionsforAchievingOptimalPerformancewithScanAdministrator
Forbestresults,followtheseguidelinesforScanAdministrator:
DonotinstallScanAdministratoronacomputerthathousesothercriticalapplications,asit
maycausedegradationinperformancetootherapplications.
InstallandrunScanAdministratoronmulti-coreprocessorsystems,ifpossible.Thisallows
ScanAdministratorandtheWindowsoperatingsystemtodistributeprocessesequally.
TheImport,Archive,andExportfolderscanbeonaworkstation,fileshare,orserverthatis
separatefromtheScanAdministratormachine.
RecommendationsforHigh-VolumeFirms
IfyourfirmprocessesalargenumberofScanjobs,werecommendthefollowingadditional
measurestooptimizeperformance:
DrivesshouldbehighRPM,highcapacity,Ultra/WideSCSI-3units.
Diskcontrollersshouldincludehardware-levelsupportforRAID0+1,provideon-boarddisk
cachingofatleast32MB,allowforWrite-Back(writetoRAM)caching,andprovide
battery-backupfortheonboardcache.
Chapter1-OverviewandInstallation•4
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