Practice Documentation - Revision history

SSprencel: moved Documentation to Practice Documentation: No longer needed

2011-04-20T20:04:35Z

moved Documentation to Practice Documentation: No longer needed

192.168.0.10 at 19:00, 11 September 2009

2009-09-11T19:00:12Z

192.168.0.10 at 18:59, 11 September 2009

2009-09-11T18:59:48Z

192.168.0.100: /* Append Searches */

2009-05-13T22:24:12Z

‎Append Searches

192.168.0.100: /* Managing Search Windows */

2009-05-13T22:22:54Z

‎Managing Search Windows

192.168.0.100: /* Zoom Hot Keys */

2009-05-13T22:21:07Z

‎Zoom Hot Keys

192.168.0.100: /* Zoom Hot Keys */

2009-05-13T22:20:42Z

‎Zoom Hot Keys

192.168.0.100: /* Using image panning */

2009-05-13T22:20:13Z

‎Using image panning

192.168.0.100: /* Imaging View Window */

2009-05-13T22:19:22Z

‎Imaging View Window

192.168.0.100: /* The Document Information Window */

2009-05-13T22:17:32Z

‎The Document Information Window

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 == Document Capture ==
 Capturing documents is the method by which images are placed into the system. halFILE provides several methods for capturing documents including (1) scanning pages using a digital scanner, (2) importing compatible image files from disk, (3) capturing printed output from another application, and (4) sending Office Documents to halFILE.
 === Scanning ===

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 == Document Capture ==
 Capturing documents is the method by which images are placed into the system. halFILE provides several methods for capturing documents including (1) scanning pages using a digital scanner, (2) importing compatible image files from disk, (3) capturing printed output from another application, and (4) sending Office Documents to halFILE.
 === Scanning ===

← Older revision		Revision as of 22:24, 13 May 2009
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	'''Clear hit list and begin new search''' - this selection clears any existing records from the search hit list and begins a new search of your document database using the criteria.		'''Clear hit list and begin new search''' - this selection clears any existing records from the search hit list and begins a new search of your document database using the criteria.
		+	====Combining Documents on the Search Hit List====
		+	The Search module includes a feature where images for documents on the Search Hit List are combined into a new document. The data for one of the documents being combined may also be posted to the newly created document. The Image Move utility can also be loaded to reorder the documents, if needed. The following describes the steps used to combine images to a new document.
		+
		+	#The first step is to identify the document from which the data will be posted. Select the '''Hit List-Mark as Doc Data for Combine''' menu to place a “D>>” mark in the first column of the selected row. The data from the marked document will eventually be posted to the newly created document. If you do not wish data to be posted, then you can skip this step.
		+	#The second step is to mark additional rows from which the combined images will come. Note that the combine feature only processes image documents. Text and Associated documents (such as Word, Excel) will be skipped.
		+	#Once all rows have been marked, select the '''Hit List-Marked Items-Combine''' menu. The system will verify the marked items and then:
		+	##Combine all the images into a new document in the currently selected basket.
		+	##If a Data Document was selected in step 1, then the data will be posted to the new document record.
		+	##At the end of the process, a panel will show the results including number of documents that were processed, skipped and missing. It will ask if the Image Move Utility should be loaded to reorder the documents.
		+	##If the Image Move Utility is loaded, then a screen will display where the user can reorder the documents, then click Save to make the reorder permanent.

← Older revision		Revision as of 22:22, 13 May 2009
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	===Managing Search Windows===		===Managing Search Windows===
	As described above, there are several windows that comprise the Search Module. By managing these windows, you are able to view the data and related images in many different ways. halFILE defaults to certain window sizes and formats and loads and hides the different windows automatically whenever they are needed. You can adjust the size and position of these windows and halFILE will remember the layout. halFILE also provides a Window menu to help you navigate between the various search windows.		As described above, there are several windows that comprise the Search Module. By managing these windows, you are able to view the data and related images in many different ways. halFILE defaults to certain window sizes and formats and loads and hides the different windows automatically whenever they are needed. You can adjust the size and position of these windows and halFILE will remember the layout. halFILE also provides a Window menu to help you navigate between the various search windows.
		+	====Viewing the SQL Statement for a Search====
		+	The '''Window-SQL''' menu selection shows how the search criteria was interpreted into an SQL (Structured Query Language) statement.
		+	Returning to the Search Hit List Window
		+	From any search window (except the image viewer window), you can press the F8 button to display the search hit list.
		+	====Preparing for a New Search====
		+	The '''Clear-New Search''' menu will clear the current search criteria and activate the Search Criteria Window. The hot key combination for this menu is '''Alt-C-N'''. There is also a convenient '''New Search''' button at the bottom of the hit list window.
		+	====Append Searches====
		+	When you click the Begin Search button to perform a search and the system detects that there are already documents in your Search Hit List, a pop up menu will give you append search options that you can perform as follows:
		+
		+	'''Search primary and add to hit list''' - this option will search your document database and add any new records found that match the criteria to the existing records in your hit list.
		+
		+	'''Search hit list and retain matches''' - this is a sub-search of the records found in your hit list. Any records that found match the criteria are kept in the hit list while those records that do not match the criteria are discarded.
		+
		+	'''Search hit list and delete matches''' - this also performs a sub-search of the records in the search hit list. Any records found meeting the criteria are removed from the hit list.
		+
		+	'''Clear hit list and begin new search''' - this selection clears any existing records from the search hit list and begins a new search of your document database using the criteria.

← Older revision		Revision as of 22:21, 13 May 2009
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	Ctrl_L - Goes to last page of the document		Ctrl_L - Goes to last page of the document
		+	===Managing Search Windows===
		+	As described above, there are several windows that comprise the Search Module. By managing these windows, you are able to view the data and related images in many different ways. halFILE defaults to certain window sizes and formats and loads and hides the different windows automatically whenever they are needed. You can adjust the size and position of these windows and halFILE will remember the layout. halFILE also provides a Window menu to help you navigate between the various search windows.

← Older revision	Revision as of 20:04, 20 April 2011
(No difference)

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 ====Zoom Hot Keys====
 Alt-Z - zoom toggle
 Alt-1 - zoom to upper left quadrant
 Alt-2 - zoom to upper right quadrant
 Alt-3 - zoom to lower left quadrant
 Alt-4 - zoom to lower right quadrant
 Alt-~ - Fit width (toggles upper half/lower half of document)

← Older revision		Revision as of 22:20, 13 May 2009
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	#Hold on the left mouse button.		#Hold on the left mouse button.
	#Drag the mouse pointer around to pan around the image.		#Drag the mouse pointer around to pan around the image.
		+	====Zoom Hot Keys====
		+	Alt-Z - zoom toggle
		+	Alt-1 - zoom to upper left quadrant
		+	Alt-2 - zoom to upper right quadrant
		+	Alt-3 - zoom to lower left quadrant
		+	Alt-4 - zoom to lower right quadrant
		+	Alt-~ - Fit width (toggles upper half/lower half of document)
		+
		+	Ctrl-F - Goes to first page of the document
		+
		+	Ctrl_L - Goes to last page of the document

← Older revision		Revision as of 22:19, 13 May 2009
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	===Imaging View Window===		===Imaging View Window===
	If the document has an image file attached, the image is displayed in the Image View Window when the document is viewed by clicking the View button on the Hit List Window or double clicking a Hit List row.		If the document has an image file attached, the image is displayed in the Image View Window when the document is viewed by clicking the View button on the Hit List Window or double clicking a Hit List row.
		+	====Zooming in on the image====
		+	#Position the mouse arrow over the area of the image you wish to zoom in on.
		+	#Press and hold the left mouse button.
		+	#Drag the mouse to form a box around the area to zoom in on.
		+	#Release the mouse button.
		+	#To return the image to full page, double click on the image.
		+	====Rotating the image====
		+	Click one of the page rotation icons in the tool bar on the Image Viewer.
		+	====Printing an Image====
		+	#Click the printer icon in the tool bar above the image or select File-Print Current Image from the menu. Or select the Printer icon on the Viewer Window.
		+	#The Print Window is displayed showing a page range for all the images for the document. Select the desired page range and press the OK button
		+	====Using image panning====
		+	#Display the image.
		+	#Zoom in on a portion of the image.
		+	#Hold on the left mouse button.
		+	#Drag the mouse pointer around to pan around the image.

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 See the '''Search Menu Summary''' at the end of the chapter to review the menu selections that are on the Right Click and Hit List menus.
 ===The Document Information Window===
-Once the Document Information Window is loaded the screen will be similar to the sample below. Fields that cannot be altered such as document number, storage location and folder appear in a lighter shade. These fields are used to locate the image relating to the document. Date fields are formatted using the long date format set up in the Windows Control Panel (Regional and Language Options). Multi-entry fields are placed in larger text boxes with scroll bars on the right if all the entries will not fit in the box. Like Index, a question mark icon will appear if a field is validated in a table.
+When you click the View button on the Hit List window or double click a Hit List row, the Document Information Window is loaded showing eht entire database record for the selected document. Fields that cannot be altered such as document number, storage location and folder appear in a lighter shade. These fields are used to locate the image relating to the document. Date fields are formatted using the long date format set up in the Windows Control Panel (Regional and Language Options). Multi-entry fields are placed in larger text boxes with scroll bars on the right if all the entries will not fit in the box. Like Index, a question mark icon will appear if a field is validated in a table.
 ====Changing database information====
 #Perform a search and select a record from the hit list to load the Document Information Window.
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 #To save the changes, press CTRL-S.
 '''''Note: If security is enabled, users that do not have Index privileges will not be able to change the database information.'''''
 ===Imaging View Window===
 If the document has an image file attached, the image is displayed in the Image View Window when the document is viewed by clicking the View button on the Hit List Window or double clicking a Hit List row.