45
ImageNow User Getting Started Guide
Page 11 of 37
About ImageNow and WebNow Viewer
ImageNow and WebNow Viewers enable you to see the content of your documents. The viewer appears
when you double-click a document in the ImageNow or WebNow Explorer window. The Page pane
displays a resizable view of the document you opened.
In addition to displaying the document, ImageNow or WebNow Viewers can also display information
about the document in the following panes that appear when you select them in the View menu:
•
In the Actions pane, you can perform actions on the document such as emailing the document,
exporting the document to a file, faxing or printing the document, editing the documents properties,
digitally signing the document, adding the document to a folder or workflow, or launching the
application that is associated to the document.
If the selected document is in version control, the Actions pane includes an additional section that
allows you to check out or check in the document, view version history of the document, and
remove the document from version control.
•
In the Contents Search Results pane, if you have a licensed Content Server, the results of the most
recent full-text search appear. The pane lists all pages in a TIFF, GIF, BMP, or JPG document where
the search string appears. You can display these pages sequentially by clicking the Next or Previous
button, or you can display a specific page by double-clicking a row in the list.
•
In the Digital Signatures pane, if you have a Document Management license, you can view the
details of any signatures on the document.
•
In the Forms pane, you can view electronic forms that allow you to capture additional data for the
document. You can then type data into the fields on the form you select.
•
In the Properties pane, you can display and update the document keys and custom properties that
describe and define the document. You can also add a note to the document or update an existing
note.
•
In the Related Documents pane, you can select a view in the Relationship list. The relationship view
then runs automatically and shows all of the documents in ImageNow that satisfy the conditions
defined in the related view.
•
In the Tasks pane, you can view the document-related tasks assigned to you as well as complete,
return, or temporarily skip a task.
•
In the Thumbnails pane, you can double-click a different page of a multiple-page document to
display it in the Page pane.
Depending on your privileges and the format of the document in the Page pane, you can perform
additional functions, such as rotating, smoothing, inverting, or annotating, by selecting items in the View
menu or clicking buttons on the toolbars.
Note You can open a maximum of nine document viewers and folder viewers (combined) at one time.
38
ImageNow User Getting Started Guide
Page 12 of 37
About document properties
ImageNow uses document properties to store, secure, and retrieve a document. Many document
properties exist and you assign a set of these properties to best fit your organization's business needs.
To make a document distinguishable from other documents, you must assign a Document Type value
from a pre-defined list of values. In addition, depending on how your administrator defined the
properties for a document, you must assign a unique name and location (a name along with a folder) or a
unique set of document keys (Drawer along with Field1, Field2, Field3, Field4, or Field5).
You can also assign custom property values that are associated with a particular document type.
Custom properties store unlimited data beyond the standard document properties.
About pages
In addition to document keys, custom properties, and document properties, ImageNow documents
normally consist of one or more pages. A page represents an image captured by a scanner or a file
imported from your file system. You usually scan pages to TIFF files. You can import pages in any file
format, and pages in different formats can reside in a single document. For example, your imported
document might contain several pages in Microsoft Word format and additional pages in PDF and XSL
format.
To view the number of pages in a document, open a view or filter in ImageNow Explorer and inspect the
Pages column, open a document and view the Thumbnails pane in ImageNow Viewer, or check the
document properties. When granted the appropriate drawer or document type privileges, you can
manage pages with the following actions:
•
Copy all the pages from one document to another. This action gives you the option of replacing all
pages in the destination document or appending them to the existing pages.
•
Copy selected pages from one document to another. This action appends the copied pages to the
pages of the destination document.
•
Append a page from a scanner or a disk file to an existing document.
•
Add an addendum to a document.
•
Move pages within a document.
•
Move pages from one document to another.
•
Delete pages.
50
ImageNow User Getting Started Guide
Page 13 of 37
About Capturing and Storing
g
ImageNow offers many methods to capture a document and its associated data. This guide focuses on
using CaptureNow, which enables you to capture documents at your desktop from a variety of sources.
CaptureNow also supports three capture modes to provide flexibility in how ImageNow stores document
pages and when in your business process property values are assigned to documents. ImageNow uses
property values to store, secure, and retrieve a document. This guide focuses on linking a document to a
record in your business application to gather the required property values.
CaptureNow sources
CaptureNow supports the following capture sources:
•
File. Enables you to retrieve an electronic file from a file system and import it into ImageNow.
•
Scanner. Enables you to load paper or other items into a scanning device and capture them into
ImageNow.
•
ImageNow Printer. Provides a virtual printer that allows you to "print" an electronic file into
ImageNow while converting it to the TIFF file format. To capture a file using ImageNow Printer, you
use the Print button in the Windows application that created the file.
CaptureNow modes
CaptureNow supports the following capture modes:
•
Single. Enables you to capture files as a single ImageNow document and immediately assign the
property values to it. Single mode supports File, Scanner, and ImageNow Printer source options.
•
Batch. Enables you to capture files and store them in a batch on your computer. ImageNow uploads
the batch to ImageNow Server and processes it based on settings specified by your administrator in
a capture profile. You perform quality assurance and assign property values to the files later in your
business process, where you can store the captured files in one or many documents. Batch mode
supports File, Scanner, and ImageNow Printer source options.
•
Package. Enables your administrator to provide a set of pre-defined basket groups, document rules,
and capture profile options that allow you to capture, organize, and verify that a package includes all
required documents. Package mode is ideal for point-of-registration or walk-up environments where
document collectors must collect highly structured data in real time, and then verify and organize the
data based on logical groups and other settings. Package mode supports File and Scanner source
options.
Capture a document in Single mode
To capture a document in Single mode, you can drag an electronic file to ImageNow or use a capture
profile to scan or import a file.
Drag a file to ImageNow
The following steps explain how to drag a file from your computer's operating system into ImageNow
and link the new document to a record in your business application.
1.
Open the record in your business application to which you want to link the new document.
2.
On your computer's operating system, drag the file you want to import to the ImageNow toolbar or
ImageNow Explorer.
62
ImageNow User Getting Started Guide
Page 14 of 37
3.
In the New Document dialog box, in the Select an application plan list, select the application plan
n
defined for your business application.
4.
Click the Get Keys button.
5.
Optional. To designate the selected application plan as the default when creating a new document,
select Use as default application plan.
6.
Under Document Options, select any of the following options:
:
•
Add to version control. Places the new document under version control.
Note You can only add a document to version control when a Document Management license
exists on your system.
•
Submit to Content Server. Submits the new document to Content Server to enable full-text
search.
Note You can only submit a document to Content Server when a Content Server license exists
on your system.
•
Send to workflow queue. Enables you to select a queue to route the new document for further
review or processing.
•
Create shortcut in folder. Creates a shortcut to the document in another folder, which allows
you to reference the document in multiple folders while maintaining the integrity of the document
in a single location.
7.
Click OK.
Import a file using a capture profile
The following steps explain how to import an electronic file using a capture profile and link the new
document to a record in your business application.
1.
Open the record in your business application to which you want to link the new document.
2.
On the ImageNow toolbar, click the Capture down arrow and select a capture profile set to the File
e
source and Single mode.
3.
In the Import Files dialog box, select the file you want to import and click Open. To select multiple
ple
files to import and store in one ImageNow document, press CTRL while you select each file.
4.
In ImageNow Viewer - Single Scan, in the Properties pane, under Application Plan, perform the
m the
following substeps:
1.
In the Select an application plan list, select the application plan defined for your business
s
application.
2.
Click the Get Keys button.
5.
On the Scan toolbar, click one of the following options:
•
Save Scanned Image. Saves the imported file as an ImageNow document.
•
Rescan Page. Replaces the file currently displayed in Viewer with a new file that you select to
import. After you import the new file, you must click Save Scanned Image.
C#: How to Delete Cached Files from Your Web Viewer C#.NET rotate PDF pages, C#.NET search text in PDF VB.NET How-to, VB.NET PDF, VB.NET Word, VB Introduce Visual C#.NET Developers the Ways of Deleting Cache Files.
how to erase in pdf text; delete text from pdf
66
ImageNow User Getting Started Guide
Page 15 of 37
•
Discard Scanned Image. Removes the file currently displayed in Viewer. If another file remains
in Viewer, and you want to save it as an ImageNow document, click Save Scanned Image.
Note After you click Save Scanned Image, ImageNow Viewer - Single Scan automatically closes
closes
.
Scan a file using a capture profile
The following steps explain how to scan a file using a capture profile and link the new document to a
record in your business application.
1.
Open the record in your business application to which you want to link the new document.
2.
Load the page you want to scan into the document feeder of your scanner.
3.
On the ImageNow toolbar, click the Capture down arrow and select a capture profile set to the
Scanner source and the Single mode.
.
4.
In ImageNow Viewer - Single Scan, under Application Plan, perform the following substeps:
eps:
1.
In the Select an application plan list, select the application plan defined for your business
application.
2.
Click the Get Keys button.
5.
Review the quality of the scanned file and, on the Scan toolbar, click one of the following options:
•
Save Scanned Image. Saves the scanned file as a document and assigns the property values
that you specified.
•
Rescan Page. Replaces the file currently displayed file in Viewer with a new file that you scan.
After you scan the new file, you must click Save Scanned Image.
•
Discard Scanned Image. Removes the file currently displayed in Viewer. If another file remains
in Viewer, and you want to save it as a document, click Save Scanned Image.
Note After you click Save Scanned Image, ImageNow Viewer - Single Scan automatically closes.
oses.
Print a file to ImageNow using a capture profile
1.
Open the record in your business application to which you want to link the new document.
2.
Open the file you want to print into ImageNow and, in the application that created the file, click File
and Print.
3.
Set the printer name to ImageNow Printer and click OK.
.
4.
If the ImageNow Print dialog box displays, in the CaptureNow Profile list, select a capture profile
e
set to the ImageNow Printer source and Batch mode and click OK.
5.
In ImageNow Viewer - Single Scan, under Application Plan, perform the following substeps:
eps:
1.
In the Select an application plan list, select the application plan defined for your business
application.
2.
Click the Get Keys button.
6.
On the Scan toolbar, click one of the following options:
•
Save Scanned Image. Saves the imported file as a document and assigns the property values
that you specified.
C# Word - Delete Word Document Page in C#.NET C# Word - Delete Word Document Page in C#.NET. Provides Users with Mature Document Manipulating Function for Deleting Word Pages. Overview.
online pdf editor to delete text; remove text watermark from pdf online
58
ImageNow User Getting Started Guide
Page 16 of 37
•
Rescan Page. Replaces the file currently displayed file in Viewer with a new file that you select
to import. After you import the new file, you must click Save Scanned Image.
•
Discard Scanned Image. Removes the file currently displayed in Viewer. If another file remains
in Viewer, and you want to save it as an ImageNow document, click Save Scanned Image.
Note After you click Save Scanned Image, ImageNow Viewer - Single Scan automatically closes.
ses.
Capture a document in Batch mode
To capture a document in Batch mode, you use a capture profile to scan or import a file.
Import a file using a capture profile
The following steps explain how to import an electronic file using a capture profile set to Batch mode.
Batch mode allows you to quality assure and assign property values to the imported file later in your
business process.
1.
On the ImageNow toolbar, click the Capture down arrow and select a capture profile set to the File
e
source and Batch mode.
2.
In the File Capture - Batch window, select the file you want to import and click Open. To import
port
multiple files, press CTRL while you select each file.
3.
If your business processes require you to quality assure captured documents, perform the steps
provided in the “Perform quality assurance on a batch” section. Then perform the steps in the
“Assign document property values to a batch” section.
Scan a file using a capture profile
The following steps explain how to scan a file into ImageNow using a capture profile set to Batch mode.
Batch mode allows you to quality assure and assign property values to the scanned file later in your
business process.
1.
Load the page you want to scan into the document feeder of your scanner.
2.
On the ImageNow toolbar, click the Capture down arrow and select a capture profile set to the
e
Scanner source and Batch mode.
3.
If the Supply Group Information dialog box displays, select or type values for Prep User, Prep
Date, and Pages to validate the page count and click OK.
K.
4.
If the Batch Report dialog box displays, click OK.
.
5.
If your business processes require you to quality assure captured documents, perform the steps
provided in the “Perform quality assurance on a batch.” Then perform the steps in the “Assign
document property values to a batch” section.
Print a file to ImageNow using a capture profile
The following steps explain how to print a file, such as a Microsoft Word document, into ImageNow
using the Print button inside the software program with which the file was created.
1.
Open the file you want to print into ImageNow and, in the application that created the file, click File
and Print.
2.
Set the printer name to ImageNow Printer and click OK.
.
49
ImageNow User Getting Started Guide
Page 17 of 37
3.
If the ImageNow Print dialog box displays, in the CaptureNow Profile list, select a capture profile
e
set to the ImageNow Printer source and Batch mode and click OK.
4.
If your business processes require you to quality assure captured documents, perform the steps
provided in the “Perform quality assurance on a batch.” Then perform the steps in the “Assign
document property values to a batch” section.
Perform quality assurance on a batch
The following steps explain how to quality assure a batch of documents. This procedure enables you to
inspect each document page to ensure it is properly oriented and its elements are legible. This
procedure applies only to documents captured in Batch mode.
1.
On the ImageNow toolbar, click the Batches down arrow and select Ready for QA.
.
2.
In the grid, select and open the batch you want to quality assure.
3.
In ImageNow Viewer, inspect the page. It is acceptable when it meets most or all of the following
standards:
•
The scanned or imported image resembles the original document.
•
No part of the page is missing due to a scanner misfeed.
•
All critical elements of the document are legible (for example, signatures, account numbers, and
totals).
•
The document is properly oriented and aligned.
4.
In the Actions pane, under Batch Processing, click one of the following options:
:
Icon
Description
Mark page as OK. If the batch was a single page document, you are returned to the ImageNow
Explorer. If you are quality assuring a multi-page batch, the next page of the document appears,
and you must click Mark page as OK until you complete QA on all pages in the batch.
Rescan page. Rescan a page if it does not meet your standards of quality. Locate the original
document and either place it back into the scanner feed or reimport it from a file system.
Commit batch. Choose this option if you want to QA the batch without looking at all pages.
Suspend batch. Choose this option if you want to review another batch and conclude the
current QA session later.
Delete batch page. Discard the page if you want to remove it from the batch and the
ImageNow server. If, instead, you want to replace it with a newly scanned version, click Rescan
page.
Note When the batch contains no further pages to quality assure, ImageNow returns you to the batch
grid where you can open another batch to review.
66
ImageNow User Getting Started Guide
Page 18 of 37
Assign document property values to a batch
The following steps explain how to assign property values to a page in a batch by linking it to a record in
your business application. This procedure applies only to documents captured in Batch mode.
1.
On the ImageNow toolbar, click the Applications down arrow and then select the application plan
n
for your business application.
2.
On the ImageNow toolbar, click the Batches down arrow and then click Ready for Linking.
.
3.
In ImageNow Explorer grid, select the batch you want to link.
4.
On the File menu, click Open and perform the following substeps.
s.
1.
In ImageNow Viewer - Link, identify the displayed page from its name, account number, or
or
other distinguishing information.
2.
In the business application, display the corresponding record.
3.
Position the ImageNow Viewer - Link window and the corresponding business application
ion
record so they are both visible on the screen.
Note In a few cases, the entire business application record may need to be visible for linking to
work.
4.
On the Batch Link toolbar, click the Link page button to create a link between ImageNow
ow
and your business application. The Properties pane slides in from the right side of the window.
5.
In the Properties pane, under Document Keys, enter required values if necessary, and then, on
n
the Batch Link toolbar, click the Save Batch Page button. The next page in the batch is
s
displayed.
5.
Repeat the previous substeps as necessary until each page in the batch is linked.
Capture a document in Package mode
To capture a document in Package mode, you scan or import a file into a basket.
Import a package of files
The following steps explain how to import a package of electronic files using Package mode.
1.
In your business application, display the record to which you want to link your imported files.
2.
On the ImageNow toolbar, click the Applications down arrow and select the application plan for
r
your business application.
3.
To access Package mode, perform one of the following actions:
•
If the Basket Group Selection dialog box displays when you log in to ImageNow, select the
check box next to the baskets you want to use for processing and click OK.
•
If the Basket Group Selection dialog box does not display when you log in to ImageNow, on
the ImageNow toolbar, click the Capture arrow and select Package Mode.
.
4.
In ImageNow Viewer - Package, on the Package toolbar, in the Capture Profiles list, use the
se the
already selected capture profile or select a new capture profile.
5.
On the Package toolbar, click the Capture button.
66
ImageNow User Getting Started Guide
Page 19 of 37
6.
In the Package pane, perform any of the following actions:
•
To move a document from its receiving basket to another basket, in the basket group tree, drag
the document from its receiving basket and drop it under the basket where you want it to
appear.
•
To enter additional property values for a document, under its basket, click the document to open
it and, in the Properties pane, make your changes.
7.
After you import and update all of the files, click the Submit button.
Scan a package of files
The following steps explain how to scan a package of files using Package mode.
1.
In your business application, display the record to which you want to link your scanned files.
2.
On the ImageNow toolbar, click the Applications arrow and select the application plan for your
r
business application.
3.
To access Package mode, perform one of the following actions:
•
If the Basket Group Selection dialog box displays when you log in to ImageNow, select the
check box next to the baskets you want to use for processing and click OK.
•
If the Basket Group Selection dialog box does not display when you log in to ImageNow, on
the ImageNow toolbar, click the Capture arrow and select Package Mode.
.
4.
If Scan Prompter displays, perform one of the following actions for each listed document:
•
If the Scan button displays and the other buttons are unavailable, insert your documents into the
scanner feeder and, in the corresponding row in Scan Prompter, click Scan.
.
•
If the Review button displays and the Defer button is unavailable, in the corresponding row in
Scan Prompter, click the Review button to inspect the document that was previously scanned
d
into ImageNow.
•
If the Defer button displays with the Scan and Review buttons, you can click Defer to continue
nue
to the next row in Scan Prompter.
5.
If Scan Prompter does not display, or if you need to scan documents in addition to those that Scan
Prompter lists, perform the following substeps:
1.
In ImageNow Viewer - Package, on the Package toolbar, in the Capture Profiles list, use the
e the
already selected capture profile or select a new capture profile.
2.
Insert the documents you want to capture into the scanner feeder.
3. On the Package toolbar, click the Capture button.
6.
In the Package pane, perform any of the following actions:
•
To move a document from its receiving basket to another basket, in the basket group tree, drag
the document from its receiving basket and drop it under the basket where you want it to
appear.
•
To enter additional document key values for a document, under its basket, click the document to
open it and, in the Properties pane, make your changes.
7.
After you import and update all of the files, click the Submit button.
53
ImageNow User Getting Started Guide
Page 20 of 37
About Document Processing
After you capture a document and assign property values to it, you can use other document features
such as merging, printing, and exporting.
About merging
When ImageNow merges two or more documents, it creates a multi-page ImageNow document. The
documents that become pages within the merged document are called "source" documents. The final
document that you select, when assembling documents to be merged, is known as the "target"
document because all of the index values of the source documents are replaced by the corresponding
index values of the target document. You cannot merge documents that are marked private or
documents that are checked out to another user. Only one member of the merged documents can be in
version control, and it must be the target document. A merge also occurs when you append a page to a
document in ImageNow Explorer either by scanning the source page or selecting it from a folder.
About modifying document keys and custom properties
es
In ImageNow, a document key, such as drawer, Feld1, or Field2, holds a value that allows you to file a
document in an organized and searchable manner within ImageNow. When you change a document key
value in the search grid or in workflow, the effect is to move the corresponding document from one
drawer, Field1, or Field2 to another. You cannot change a custom property value from the ImageNow
Explorer grid.
Modify document key values
1.
On ImageNow toolbar, click the Documents button to open the documents grid.
.
2.
In the documents grid, right-click the document key you want to edit and then click Edit Document
keys.
3.
Select or enter your change and then press ENTER.
Edit custom properties
1.
Open the document.
2.
In ImageNow Viewer, if the Properties pane is hidden, on the View menu, click Properties.
s.
3.
In the Properties pane, if the Custom Properties list is closed, click the arrows
s
button to open
it.
4.
Under Custom Properties, type or select a value in the custom property you want.
Note If a plus box button appears to the left of the property, it is a composite property, where
you can type or select a value for each row that appears. For this type of property, you can also add
a new set of properties if needed.
5.
To add a new row or set, right-click the property name and then do one of the following options:
•
If Insert Row appears, click it and then type or select a value in the new row.
•
If Insert Property Set appears, click it and then type or select any values that you want to store
in the new set.
Documents you may be interested
Documents you may be interested
