Chapter 4 - Capturing Documents - Revision history

SSprencel at 20:28, 20 April 2011

2011-04-20T20:28:57Z

SSprencel at 21:32, 1 March 2010

2010-03-01T21:32:20Z

192.168.0.10 at 20:53, 23 February 2010

2010-02-23T20:53:43Z

192.168.0.10 at 20:48, 23 February 2010

2010-02-23T20:48:42Z

SSprencel at 17:02, 5 February 2010

2010-02-05T17:02:06Z

SSprencel at 16:56, 5 February 2010

2010-02-05T16:56:26Z

SSprencel at 16:00, 5 February 2010

2010-02-05T16:00:05Z

SSprencel at 17:12, 4 February 2010

2010-02-04T17:12:19Z

Show changes

SSprencel at 21:57, 3 February 2010

2010-02-03T21:57:54Z

SSprencel at 23:27, 1 February 2010

2010-02-01T23:27:04Z

@@ Line 3: / Line 3: @@
 ==Scanning Pages==
 [[Image:Scanner_Icon.jpg|left]] Scanning is performed using the menu selection '''FILE-SCAN''' or selecting the scan icon shown here. Scanned pages are placed into the basket selected at the top right side of the halFILE Manager. After a batch of pages is scanned, they can be grouped into individual documents. The first time you select this menu you will be asked:
 <BlockQuote>'''select scanner interface for this station 1=Kofax, 2=Twain, 3=Twain/Pro'''</BlockQuote>
@@ Line 20: / Line 22: @@
 ==Kofax Scanning==
 The screen below shows the control panel for Kofax-based scanning.
@@ Line 310: / Line 314: @@
 ==TWAIN Scanning==
 When you select the TWAIN scanner interface the screen below is shown. If you are not using Imaging Professional for Windows, most of the options on the Settings form will be disabled and the TWAIN Interface is used to configure these settings. (It will pop up when you click Begin Scan with the '''Show twain dialog''' option checked).
@@ Line 495: / Line 501: @@
 ==Streamlined Scanning==
 The TWAIN scan module also provides streamlined scanning features that can be used to quickly perform your work. These features are described in the following sections.
@@ Line 599: / Line 607: @@
 ==Paper Sizes==
 The following table lists the different paper size codes that are available. The codes that are available to you when scanning depend upon the make and model of your scanner.
@@ Line 664: / Line 674: @@
 ==Remote Scanning==
 Remote scanning is scanning documents at a remote site and uploading them to the central server location so they can be indexed in halFILE. halFILE supports a variety of remote scanning strategies including:
@@ Line 679: / Line 691: @@
 ==Importing Documents==
 [[Image:Import_Icon.jpg|left]]Images can be captured from disk and loaded into the selected in-basket. To import images from disk, select '''File-Import''' or select the Import icon in the toolbar. This will display a screen similar to the following.
@@ Line 702: / Line 716: @@
 ==Capturing Printed Output==
 When halFILE is installed, the halFILE Printer is automatically installed which provides for halFILE's 'Print To' feature. With this feature, documents printed from any application can be imported into halFILE. The 'Print To' feature captures the printed out, converts it to a TIFF image and kicks off the import process. To print to halFILE, perform the following steps:
 # Load the document you wish to print to halFILE. This could be a word processing document, a spreadsheet, an Acrobat file, a Crystal Report or anything that includes a print menu.
@@ Line 714: / Line 730: @@
 ==Sending Office Documents to halFILE==
 The halFILE Send To Wizard is installed in the Windows system tray of the workstation when halFILE is installed. With this utility, you can import a Microsoft Office document into a halFILE basket and automatically start the index process. Document supported include:
@@ Line 730: / Line 748: @@
 ==Importing Documents using the Explorer Send To Feature==
 Windows Explorer includes a special 'send to' feature that lets you route a document to e-mail, a printer or another application. To set up 'Send to halFILE,' perform the following steps:
 # Go into Windows Explorer.

@@ Line 45: / Line 45: @@
 ----
+<p style="color:blue;font-style:italic">
 ''Dual Page scanning involves scanning both sides of the page when the paper passes through the scanner.''
+</p>
 ----
@@ Line 140: / Line 140: @@
 ----
+<p style="color:blue;font-style:italic">
 ''Deskew is the process of recognizing that a page was misaligned when fed through the scanner, then correcting the angle to improve image quality. Correction for deskew of up to 16 degrees is possible.''
+</p>
 ----
@@ Line 185: / Line 185: @@
 ----
+<p style="color:blue;font-style:italic">
 ''Despeckle is the process of removing tiny dots that may appear on the image.''
+</p>
 ----
@@ Line 202: / Line 202: @@
 ----
+<p style="color:blue;font-style:italic">
 ''Edge Enhancement is the process of enhancing the edges of lines and characters to improve image quality.''
+</p>
 ----
@@ Line 219: / Line 219: @@
 ----
+<p style="color:blue;font-style:italic">
 ''Line Removal is the process of identifying and removing the horizontal and/or vertical lines on the page. This is typically used to remove form lines.''
+</p>
 ----
@@ Line 236: / Line 236: @@
 ----
+<p style="color:blue;font-style:italic">
 ''Streak Removal is the process of identifying and removing the streaks from the image.''
+</p>
 ----
@@ Line 253: / Line 253: @@
 ----
+<p style="color:blue;font-style:italic">
 ''Inverting is the process of reversing the black and white color on the image.''
+</p>
 ----
@@ Line 273: / Line 273: @@
 ----
+<p style="color:blue;font-style:italic">
 ''Barcode Recognition is available in halFILE only when a KOFAX hardware or software engine is present in the computer.''
+</p>
 ----
@@ Line 304: / Line 304: @@
 ----
+<p style="color:blue;font-style:italic">
 ''Note: Configure menu options, such as deshade, black border removal, line removal, etc., adjust the image. You should experiment with these options to see how they can improve your image quality before going into production.''
+</p>
 ----
@@ Line 420: / Line 420: @@
 ----
+<p style="color:blue;font-style:italic">
 ''Deskew is the process of recognizing that a page was misaligned when fed through the scanner, then correcting the angle to improve image quality..''
+</p>
 ----
@@ Line 435: / Line 435: @@
 ----
+<p style="color:blue;font-style:italic">
 ''Despeckle is the process of removing tiny dots that may appear on the image.''
+</p>
 ----
@@ Line 452: / Line 452: @@
 ----
+<p style="color:blue;font-style:italic">
 ''Cropping is the process of removing extraneous white space around the edge of the image. ''
+</p>
 ----
@@ Line 465: / Line 465: @@
 ----
+<p style="color:blue;font-style:italic">
 ''Inverting is the process of reversing the black and white color on the image.''
+</p>
 ----
@@ Line 476: / Line 476: @@
 ----
+<p style="color:blue;font-style:italic">
 ''Image deskew, despeckle, crop and invert features are available in the halFILE TWAIN scan module only when Imaging Professional for Windows is present on the computer.''
+</p>
 ----

@@ Line 155: / Line 155: @@
 [[Image:Scanning_Deskew_Button.jpg|left]] Even after scanning without the deskew option, a crooked page can be deskewed by pressing the deskew button located in the tool bar.
-''Image deskew is available at scan in halFILE only when a KOFAX hardware or software engine is present in the computer.''</ br>
+''Image deskew is available at scan in halFILE only when a KOFAX hardware or software engine is present in the computer.''<br />
-'''Removing the black border from pages during scan'''</ br>
+'''Removing the black border from pages during scan'''<br />
-''Black Border Removal is the process of identifying and removing the black border generated by some scanners.''</ br>
+''Black Border Removal is the process of identifying and removing the black border generated by some scanners.''<br />
 To use the Black Border Removal feature:
@@ Line 286: / Line 286: @@
 The following summarizes the menu selection within the scan routine.
-'''File-Configure Engine''' - selects the hardware or software engines used to scan.</ br>
+'''File-Configure Engine''' - selects the hardware or software engines used to scan.<br />
-'''File-Select Scanner''' - selects the scanner model being used.</ br>
+'''File-Select Scanner''' - selects the scanner model being used.<br />
-'''File-Close''' - exits the scan routine and returns to the main window.</ br>
+'''File-Close''' - exits the scan routine and returns to the main window.<br />
-'''Configure-Scanner''' - loads a dialog box containing the scan options.</ br>
+'''Configure-Scanner''' - loads a dialog box containing the scan options.<br />
-'''Configure-Advanced''' - used to configure advanced features of the scanner such as dithering and photograph handling.</ br>
+'''Configure-Advanced''' - used to configure advanced features of the scanner such as dithering and photograph handling.<br />
-'''Configure-Auto Split''' - when barcode recognition is turned on, clicking this menu selection will call up a dialog box where you can set the software to automatically group pages into documents based on the location of the barcode.</ br>
+'''Configure-Auto Split''' - when barcode recognition is turned on, clicking this menu selection will call up a dialog box where you can set the software to automatically group pages into documents based on the location of the barcode.<br />
-'''Configure-Deskew''' - loads a dialog box to configure deskew options.</ br>
+'''Configure-Deskew''' - loads a dialog box to configure deskew options.<br />
-'''Configure-Black Border Removal''' - configures options for black border removal.</ br>
+'''Configure-Black Border Removal''' - configures options for black border removal.<br />
-'''Configure-Deshade''' - loads a dialog box to configure deshade options.</ br>
+'''Configure-Deshade''' - loads a dialog box to configure deshade options.<br />
-'''Configure-Despeckle''' - loads a dialog box to configure despeckle options.</ br>
+'''Configure-Despeckle''' - loads a dialog box to configure despeckle options.<br />
-'''Configure-Edge Enhancement''' - configures options for edge enhancement.</ br>
+'''Configure-Edge Enhancement''' - configures options for edge enhancement.<br />
-'''Configure-Line Removal''' - loads a dialog box to configure line removal options.</ br>
+'''Configure-Line Removal''' - loads a dialog box to configure line removal options.<br />
-'''Configure-Streak Removal''' - configures streak removal options.</ br>
+'''Configure-Streak Removal''' - configures streak removal options.<br />
-'''Configure-Invert''' – toggles the image invert (reverse) option.</ br>
+'''Configure-Invert''' – toggles the image invert (reverse) option.<br />
-'''Configure-Reset''' - re-initializes the scanner and scanner driver.</ br>
+'''Configure-Reset''' - re-initializes the scanner and scanner driver.<br />
-'''Help''' - display on-line help information.</ br>
+'''Help''' - display on-line help information.<br />
 ----
@@ Line 335: / Line 335: @@
 '''Show twain dialog''' – check this box to load the twain settings options dialog box before the pages are scanned. This is useful for reviewing or change custom settings for your scanner that may not appear on the control panel.
-'''Image Preview''' - check this box to show the images in the view window as they are scanned. Note that on certain TWAIN scanners, enabling image preview will cause scanner errors.</ br>
+'''Image Preview''' - check this box to show the images in the view window as they are scanned. Note that on certain TWAIN scanners, enabling image preview will cause scanner errors.<br />
-'''Deskew''' – check this box to deskew crooked images during scan.</ br>
+'''Deskew''' – check this box to deskew crooked images during scan.<br />
-'''Despeckle''' – check this box to remove speckles from images during scan.</ br>
+'''Despeckle''' – check this box to remove speckles from images during scan.<br />
-'''Crop''' – check this box to remove white space border around the image.</ br>
+'''Crop''' – check this box to remove white space border around the image.<br />
-'''Invert''' – check this box to reverse black and white color on the image.</ br>
+'''Invert''' – check this box to reverse black and white color on the image.<br />
-'''Delete blank page threshold''' – this provided a box to enter a byte value. If the scanned image is smaller then the designated number of bytes, then the system assumes it is a blank page and deletes the image. Deleted images are marked as deleted in the page list so the user can see what pages were deleted. A Delete Blanks Page button is provided to remove these from the list. This button should be clicked after reviewing the deleted pages and before the stapling process begins.</ br>
+'''Delete blank page threshold''' – this provided a box to enter a byte value. If the scanned image is smaller then the designated number of bytes, then the system assumes it is a blank page and deletes the image. Deleted images are marked as deleted in the page list so the user can see what pages were deleted. A Delete Blanks Page button is provided to remove these from the list. This button should be clicked after reviewing the deleted pages and before the stapling process begins.<br />
-'''Brightness''' – controls the brightness/darkness levels for the scanner.</ br>
+'''Brightness''' – controls the brightness/darkness levels for the scanner.<br />
-'''Contrast''' – controls the contrast levels for the scanner.</ br>
+'''Contrast''' – controls the contrast levels for the scanner.<br />
 '''General Scanning Procedure'''
@@ Line 489: / Line 489: @@
 The following summarizes the menu selection within the scan routine.
-'''File-Select Scanner''' - selects the scanner to use.</ br>
+'''File-Select Scanner''' - selects the scanner to use.<br />
-'''File-Scan Preferences''' - used to customize compression settings.</ br>
+'''File-Scan Preferences''' - used to customize compression settings.<br />
-'''File-Scan Settings''' – used to activate the TWAIN scanner settings dialog window.</ br>
+'''File-Scan Settings''' – used to activate the TWAIN scanner settings dialog window.<br />
-'''Help''' - display on-line help information.</ br>
+'''Help''' - display on-line help information.<br />
 ==Streamlined Scanning==

@@ Line 155: / Line 155: @@
 [[Image:Scanning_Deskew_Button.jpg|left]] Even after scanning without the deskew option, a crooked page can be deskewed by pressing the deskew button located in the tool bar.
-''Image deskew is available at scan in halFILE only when a KOFAX hardware or software engine is present in the computer.''
+''Image deskew is available at scan in halFILE only when a KOFAX hardware or software engine is present in the computer.''</ br>
+'''Removing the black border from pages during scan'''</ br>
-'''Removing the black border from pages during scan'''
+''Black Border Removal is the process of identifying and removing the black border generated by some scanners.''</ br>
 To use the Black Border Removal feature:
@@ Line 288: / Line 286: @@
 The following summarizes the menu selection within the scan routine.
-'''File-Configure Engine''' - selects the hardware or software engines used to scan.
+'''File-Configure Engine''' - selects the hardware or software engines used to scan.</ br>
-'''File-Select Scanner''' - selects the scanner model being used.
+'''File-Select Scanner''' - selects the scanner model being used.</ br>
-'''File-Close''' - exits the scan routine and returns to the main window.
+'''File-Close''' - exits the scan routine and returns to the main window.</ br>
-'''Configure-Scanner''' - loads a dialog box containing the scan options.
+'''Configure-Scanner''' - loads a dialog box containing the scan options.</ br>
-'''Configure-Advanced''' - used to configure advanced features of the scanner such as dithering and photograph handling.
+'''Configure-Advanced''' - used to configure advanced features of the scanner such as dithering and photograph handling.</ br>
-'''Configure-Auto Split''' - when barcode recognition is turned on, clicking this menu selection will call up a dialog box where you can set the software to automatically group pages into documents based on the location of the barcode.
+'''Configure-Auto Split''' - when barcode recognition is turned on, clicking this menu selection will call up a dialog box where you can set the software to automatically group pages into documents based on the location of the barcode.</ br>
-'''Configure-Deskew''' - loads a dialog box to configure deskew options.
+'''Configure-Deskew''' - loads a dialog box to configure deskew options.</ br>
-'''Configure-Black Border Removal''' - configures options for black border removal.
+'''Configure-Black Border Removal''' - configures options for black border removal.</ br>
-'''Configure-Deshade''' - loads a dialog box to configure deshade options.
+'''Configure-Deshade''' - loads a dialog box to configure deshade options.</ br>
-'''Configure-Despeckle''' - loads a dialog box to configure despeckle options.
+'''Configure-Despeckle''' - loads a dialog box to configure despeckle options.</ br>
-'''Configure-Edge Enhancement''' - configures options for edge enhancement.
+'''Configure-Edge Enhancement''' - configures options for edge enhancement.</ br>
-'''Configure-Line Removal''' - loads a dialog box to configure line removal options.
+'''Configure-Line Removal''' - loads a dialog box to configure line removal options.</ br>
-'''Configure-Streak Removal''' - configures streak removal options.
+'''Configure-Streak Removal''' - configures streak removal options.</ br>
-'''Configure-Invert''' – toggles the image invert (reverse) option.
+'''Configure-Invert''' – toggles the image invert (reverse) option.</ br>
-'''Configure-Reset''' - re-initializes the scanner and scanner driver.
+'''Configure-Reset''' - re-initializes the scanner and scanner driver.</ br>
-'''Help''' - display on-line help information.
+'''Help''' - display on-line help information.</ br>
 ----
@@ Line 337: / Line 335: @@
 '''Show twain dialog''' – check this box to load the twain settings options dialog box before the pages are scanned. This is useful for reviewing or change custom settings for your scanner that may not appear on the control panel.
-'''Image Preview''' - check this box to show the images in the view window as they are scanned. Note that on certain TWAIN scanners, enabling image preview will cause scanner errors.
+'''Image Preview''' - check this box to show the images in the view window as they are scanned. Note that on certain TWAIN scanners, enabling image preview will cause scanner errors.</ br>
+'''Deskew''' – check this box to deskew crooked images during scan.</ br>
-'''Deskew''' – check this box to deskew crooked images during scan.
+'''Despeckle''' – check this box to remove speckles from images during scan.</ br>
+'''Crop''' – check this box to remove white space border around the image.</ br>
-'''Despeckle''' – check this box to remove speckles from images during scan.
+'''Invert''' – check this box to reverse black and white color on the image.</ br>
-'''Contrast''' – controls the contrast levels for the scanner.
+'''Delete blank page threshold''' – this provided a box to enter a byte value. If the scanned image is smaller then the designated number of bytes, then the system assumes it is a blank page and deletes the image. Deleted images are marked as deleted in the page list so the user can see what pages were deleted. A Delete Blanks Page button is provided to remove these from the list. This button should be clicked after reviewing the deleted pages and before the stapling process begins.</ br>
 '''General Scanning Procedure'''
@@ Line 497: / Line 489: @@
 The following summarizes the menu selection within the scan routine.
-'''File-Select Scanner''' - selects the scanner to use.
+'''File-Select Scanner''' - selects the scanner to use.</ br>
-'''File-Scan Preferences''' - used to customize compression settings.
+'''File-Scan Preferences''' - used to customize compression settings.</ br>
-'''File-Scan Settings''' – used to activate the TWAIN scanner settings dialog window.
+'''File-Scan Settings''' – used to activate the TWAIN scanner settings dialog window.</ br>
-'''Help''' - display on-line help information.
+'''Help''' - display on-line help information.</ br>
 ==Streamlined Scanning==

@@ Line 688: / Line 688: @@
 ==Importing Documents==
 [[Image:Import_Icon.jpg|left]]Images can be captured from disk and loaded into the selected in-basket. To import images from disk, select '''File-Import''' or select the Import icon in the toolbar. This will display a screen similar to the following.
 [[Image:Import_Dialog.jpg]]
 '''Using the import feature to import images'''
@@ Line 718: / Line 719: @@
 The screen below shows the capture utility used by the Print To feature.
+[[Image:Document_Capture_Utility_Dialog.jpg|center]]
 ==Sending Office Documents to halFILE==

@@ Line 702: / Line 702: @@
 # '''The Remove button''' removes the highlighted file from the Import List.
 # Once the Import List contains the files that should be imported, select '''File-Begin Import''' from the menu. The following question is displayed:<br />''After importing images, do you wish to delete the original image files?''<br />Select '''Yes''' if the original file that was selected should be removed from the hard disk after it has been copied to the selected in-basket. Answer '''No''' to leave the original file on the hard disk. Please note that if the original files are left on the hard disk, you must remove them yourself using the Windows File Manager, Explorer, or some other method.
-# After the files have been imported into the basket, The next step is to group the images into documents.. Options include:
+# After the files have been imported into the basket, The next step is to group the images into documents.. Options include:<br /><br />'''AutoSplit '''When the end-of-document has been marked off-site and the images are being transferred to the main system via removable cartridge, or if importing images that already have the extension as the page number (.001, .002, etc.) then autosplit goes through and imports based on where it finds .001. End of document does not have to be marked again.<br /><br />'''End of Document'''  This works much like the Scanning feature of grouping documents. The Up and Down arrows are pressed to find the last page of a document, then the '''End of Document '''button or '''F5''' is pressed to indicate the last page of the document. All files in the list up to the highlighted file become one document and are removed from the list (to be found in the basket). Continue this process until all images have been grouped into documents.<br /><br />'''Two Docs on One Page '''When one image file contains the image of two documents which need to each be indexed separately. Pressing this button will duplicate the image file, creating two separate documents in the basket to be indexed.<br /><br />'''Done '''If there are image files in the list, a message asks if you want to treat each image as a separate document. If yes, the stapling is done automatically.<br /><br />'''Remove Document  '''Removes the image file from the list.
 # Select '''File-Close''' to exit the import function.

← Older revision		Revision as of 21:57, 3 February 2010
Line 16:		Line 16:
	Before loading the scanner with paper, be sure all staples and paper clips have been removed. Pages that are torn or folded severely should not be placed through the Automatic Document Feeder (ADF). Instead, place these on the flatbed or make a copy of them and scan the copy.		Before loading the scanner with paper, be sure all staples and paper clips have been removed. Pages that are torn or folded severely should not be placed through the Automatic Document Feeder (ADF). Instead, place these on the flatbed or make a copy of them and scan the copy.

−	When using the ADF, be aware of the scanner~~\’s~~ capabilities. Placing too many sheets of paper into the scanner may cause paper jams.	+	When using the ADF, be aware of the scanner's capabilities. Placing too many sheets of paper into the scanner may cause paper jams.

@@ Line 610: / Line 610: @@
 {|
-|'''Paper Size'''|
+|'''Paper Size'''
-'''Paper Dimensions (Width x Length in inches)'''
+|'''Paper Dimensions (Width x Length in inches)'''
 |-
 |A0
@@ Line 655: / Line 655: @@
 |5 x 7.2
 |-
-|Business Check|
+|Business Check
-.5 x 4
+|8.5 x 4
 |-
-|Coupon|
+|Coupon
-x 4
+|1 x 4
 |-
-|Legal|
+|Legal
-.5 x 14
+|8.5 x 14
 |-
 |Letter
 |8.5 x 11
 |-
-|Personal Check|
+|Personal Check
-x 3
+|5 x 3
 |}