Chapter 5 - Capturing Documents 4.0 - Revision history

Tomh: /* The halFILE Document Transporter */

2014-07-29T14:24:03Z

‎The halFILE Document Transporter

Tomh: /* Capturing Printed Output */

2013-02-18T20:51:46Z

‎Capturing Printed Output

Tomh: /* Using the import feature to import images */

2013-02-18T20:50:14Z

‎Using the import feature to import images

Tomh: /* Importing Documents */

2013-02-18T20:47:55Z

‎Importing Documents

192.168.0.10: /* Importing Documents */

2012-10-19T19:47:08Z

‎Importing Documents

192.168.0.10: /* TWAIN Scanning */

2012-10-19T19:46:12Z

‎TWAIN Scanning

192.168.0.10: /* Deskewing pages during scan */

2012-10-19T19:42:07Z

‎Deskewing pages during scan

192.168.0.10: /* Deskewing pages during scan */

2012-10-19T19:41:41Z

‎Deskewing pages during scan

192.168.0.10: /* Removing shaded areas from pages during scan */

2012-10-19T19:40:57Z

‎Removing shaded areas from pages during scan

192.168.0.10: /* Removing shaded areas from pages during scan */

2012-10-19T19:40:23Z

‎Removing shaded areas from pages during scan

@@ Line 739: / Line 739: @@
 ===The halFILE Document Transporter===
-The '''halFILE Document Transporter''' replaces the Send To Wizard used in prior versions of halFILE. With this utility, you can not only import the active Office Document into halFILE, but also easily Drag/Drop other types of documents into halFILE. To activate the halFILE Document Transporter, select the Tools-Document Transporter menu on the halFILE Manager toolbar.
+The '''halFILE Document Transporter''' replaces the Send To Wizard used in prior versions of halFILE. With this utility, you can not only import the active Office Document into halFILE, but also easily Drag/Drop other types of documents into halFILE. To activate the halFILE Document Transporter, select the Tools-Document Transporter menu on the halFILE Manager Toolbar.
 ===Display the Document Transporter in the Notifications Area===

@@ Line 725: / Line 725: @@
 [http://help.halfile.com/index.php?title=Chapter_4_-_Capturing_Documents_4.0#column-one Contents]
-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:
+The halFILE Printer is a printer driver where printed output from other Windows applications can be captured and imported into halFILE. This ‘Print To halFILE’ feature converts the printed output to a TIFF image and begins 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.
+# In your Windows application, select the print option (typically File – Print), change printers to the halFILE Printer and begin the printing process.
 # A box will be displayed showing the printed output is being captured and converted to a TIFF image. Once that is complete, the halFILE Document Capture Utility is loaded.
 # Select the halFILE Application, Database and Basket to import into. Also select whether you want to immediately index the document.

@@ Line 712: / Line 712: @@
 # Once the Import List contains the files that should be imported, click '''Begin Import'''. 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.
 # The Staple screen shown below is then loaded. This step lets you group images into documents.
 [[Image:Import2.jpg|center]]
-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.
+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 F5'''  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 F6 '''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.
-# Select '''File-Close''' to exit the import function.
+<br /><br />'''Two Docs on One Page F6''' 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.
 ===Staple Preview Option===

@@ Line 701: / Line 701: @@
 [[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|center]]
@@ Line 706: / Line 707: @@
 ===Using the import feature to import images===
 # Select '''File-Import'''.
-# Select the drive to import from the '''Drive List '''located in the lower left-hand corner.
+# Use either the '''Add Folder''' button or the Add Files button to add images you wish to import.
-# Select the directory to import from the '''Directory List''' immediately above the drive list box.
+# Use the '''Remove''' button to remove selected files from the import list.
-# Enter the file specification to search for into the box directly above the Directory List. For instance, '*.*' lists all files, *.TIF shows files with an extension of 'TIF'.
+# Use the '''Clear''' button to clear the entire list and start over.
-# Select the File Type. Select 'image' for TIFF image files, select 'text' for ASCII Text Files, or select 'associated' for documents that will be viewed using the native application (i.e Word, Excel, etc.). Note that all files selected are assumed to be the same File Type.
+# Once the Import List contains the files that should be imported, click '''Begin Import'''. 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.
-# The files found are listed in the box in the middle of the screen. From this list you can add images into the '''Import List''' on the right side of the screen by highlighting a file name in the middle box and pressing the '''Add To List''' button.
+# The Staple screen shown below is then loaded. This step lets you group images into documents.
-# Make sure the image button is turned on in the File Type box.
-# The '''Clear List button''' is used to clear the Import List.
+[[Image:Import2.jpg|center]]
-# The '''Add All button''' will add all the files found in the middle box to the Import List.
-# '''The Remove button''' removes the highlighted file from the Import List.
+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.

@@ Line 704: / Line 704: @@
 [[Image:Import_Dialog.jpg|center]]
-'''Using the import feature to import images'''
+===Using the import feature to import images===
 # Select '''File-Import'''.
 # Select the drive to import from the '''Drive List '''located in the lower left-hand corner.
@@ Line 719: / Line 719: @@
 # Select '''File-Close''' to exit the import function.
-'''Staple Preview Option'''
+===Staple Preview Option===
 The Staple Preview option can be turned on behind the '''Tools-Options''' tab of the scan module and affects the stapling operation in Import. With this option, the stabling procedure is the same, except instead of immediately removing stapled documents from the list, the staple point (when F5 or End of Document is pressed) is marked with <end of doc>. If a mistake is made during stapling, you can return to the staple point and press F5 again to remove the <end of doc> marker. When all the staple points have been defined, click Done to actually perform the stapling process.

@@ Line 327: / Line 327: @@
 [[Image:hf4_twain_scan.jpg]]
-'''Changing the Scanner Parameters'''
+===Changing the Scanner Parameters===
 # The most commonly used settings for the scanner are in the drop down boxes on the scanner control panel screen shown above. You can also select '''File-Scan Setting''' from the menu or press the '''Scanner Settings''' button to load the TWAIN scanner settings interface for your particular scanner. This includes selection of paper size (letter, legal, etc.), paper source (Flatbed, Automatic Document Feeder), resolution (200 dots per inch, etc.), Image Type, Compression Type, and Compression Info. There are also brightness and contrast slide bars.
@@ Line 358: / Line 358: @@
 '''Contrast''' – controls the contrast levels for the scanner.<br />
-'''General Scanning Procedure'''
+===General Scanning Procedure===
 # Use the '''Scanner Settings''' button on the Settings frame to set the proper parameters for scanning.
@@ Line 373: / Line 373: @@
 # If the Batch style was 'multi page documents' then you can group documents by finding the last page of a document and clicking the '''end of document''' button. See 'Stapling pages into documents' below for more information.
-'''Scanning two-sided documents with a duplex scanner.'''
+===Scanning two-sided documents with a duplex scanner===
 Some scanners are capable of scanning both sides of the page at the same time. These are called duplex scanners. To use duplex scanners to scan two-sided documents:
@@ Line 381: / Line 381: @@
 # Click '''Begin Scan'''.
-'''Scanning one-sided documents with a duplex scanner.'''
+===Scanning one-sided documents with a duplex scanner===
 # Click the '''Scanner Settings''' button on the Setting frame to activate the scanner setup dialog box or check the '''Show twain dialog before scanning''' check box.
 # Click the '''ADF '''option and then click CLOSE to close the setup box.
@@ Line 387: / Line 387: @@
 # Click '''Begin Scan'''.
-'''Scanning two-sided documents with a single sided scanner'''
+===Scanning two-sided documents with a single sided scanner===
 If you do not have a dual-page scanner but need to scan two-sided documents, use the following procedure:
@@ Line 394: / Line 394: @@
 # When all the front sides have been scanned, flip the pages over and scan the back sides. The pages are automatically collated for you in the correct order.
-'''Scanning a batch of single page documents'''
+===Scanning a batch of single page documents===
 If the pages to be scanned are multiple documents, each being a single page, use the following procedure.
@@ Line 401: / Line 401: @@
 # When the batch is saved, each page becomes a document.
-'''Stapling pages into documents'''
+===Stapling pages into documents===
 If the pages scanned represent many multi-page documents, the pages must be grouped into documents. This process is called stapling. To staple documents. use the following procedure.
@@ Line 412: / Line 412: @@
 This process staples the images into separate, multi-page documents. Each page within a document is assigned a file name consisting of this 8-digit image number with an extension of the page number.
-'''Staple Preview Option'''
+===Staple Preview Option===
 The Staple Preview option can be turned on behind the '''Tools-Options''' tab of the scan module. With this option, the above stabling procedure is the same, except instead of immediately removing stapled documents from the list, the staple point (when F5 or End of Document is pressed) is marked with <end of doc>. If a mistake is made during stapling, you can return to the staple point and press F5 again to remove the <end of doc> marker. When all the staple points have been defined, click Done to actually perform the stapling process.
@@ Line 418: / Line 418: @@
 Note that once the Staple Preview option is enabled, then it is used for all databases in the scan and import modules.
-'''Removing a page from a batch'''
+===Removing a page from a batch===
 # Highlight the image number in the image list box.
 # Press the '''delete button''' to remove the page from the batch. This deletes the image from the in-basket and removes the file from disk.
-'''Inserting pages into a batch'''
+===Inserting pages into a batch===
 # Highlight the image number in the image list box before which the page to be inserted will be placed.
 # Press the '''insert button''' to scan a new page and insert it into the list.
-'''Replacing a page in a batch'''
+===Replacing a page in a batch===
 # Highlight the image number in the image list box that should be replaced.
 # Press the '''replace button''' to scan a new page and replace the selected image.
-'''Deskewing pages during scan'''
+===Deskewing pages during scan===
 ----
@@ Line 445: / Line 445: @@
 [[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 if the Image Viewer.
-'''Despeckling pages during scan'''
+===Despeckling pages during scan===
 ----
@@ Line 462: / Line 462: @@
 Even after scanning without the despeckle option, a crooked page can be despeckled by pressing the despeckle button located in the tool bar if the Image Viewer.
-'''Cropping pages during scan'''
+===Cropping pages during scan===
 ----
@@ Line 475: / Line 475: @@
 # If an error occurs, this may indicate that Imaging Professional for Windows is not installed on the computer. This is required for Cropping.
-'''Inverting (reversing) images during scan'''
+===Inverting (reversing) images during scan===
 ----
@@ Line 494: / Line 494: @@
 ----
-'''Printing during Stapling'''
+===Printing during Stapling===
 Documents can be configured to print immediately after stapling by placing the Documents can be configured to print immediately after stapling. This option is configured on the General tab of the Tools_Options menu.
-'''Summary of TWAIN scan menu selections'''
+===Summary of TWAIN scan menu selections===
 The following summarizes the menu selection within the scan routine.

@@ Line 160: / Line 160: @@
 [[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.
 ----
 <p style="color:blue;font-style:italic">''Image deskew is available at scan in halFILE only when a KOFAX hardware or software engine is present in the computer.''

@@ Line 177: / Line 177: @@
 ===Removing shaded areas from pages during scan===
+----
 <p style="color:blue;font-style:italic">''Deshade is the process of identifying and removing the shaded portions of the image.''</p>
+----
 To use the Deshade feature: