User Manual

halFILE Document Manager

Version 3.0

April 22, 2009

All information contained or disclosed by this document is considered confidential and proprietary by hal Systems Corporation, except for rights expressly granted by contract in writing to other parties concerning the data or information disclosed herein. All design, manufacture, use, reproduction, and sales rights are reserved by hal Systems Corporation. Under the copyright laws, neither the documentation nor the software may be copied, photocopied, reproduced, translated, or reduced to any electronic medium or machine readable format except in the manner described in the documentation. Copyright © 2004-2009 by hal Systems Corporation. All rights reserved.

Chapter 1 - Welcome to halFILE

Welcome! This chapter introduces you to halFILE™, the leader in document management and imaging, and provides you with an overview of this manual.

Chapter 2 - Overview

HalFILE 3.0 is a major product release. This chapter tells you about new features and enhancements and describes the upgrade process from prior releases.

Chapter 3 - System Setup

The steps used to install halFILE and set up hardware and software components is covered in this chapter. It also lists the system requirements, and tells how to set up special halFILE features. This chapter covers the halFILE Administrator in detail.

Chapter 4 - Capturing Documents

This chapter describes how to scan, import, and capture the printed output to introduce new documents to halFILE.

Chapter 5 - Indexing Documents

An explanation of how key word indices are entered, how barcodes can be used, how database lookups can streamline the index process and how "real-time" OCR works can be found in this chapter.

Chapter 6 - Archiving Document Images

This chapter describes how images are moved to permanent storage such as optical disk cartridges or magnetic disk. It also discusses back up strategies for image files and the process of making CD-ROM copies of images.

Chapter 7 - Search for Documents

This chapter provides an explanation of searching for documents and viewing and printing the database information and related images.

Chapter 8 - Tools

A number of special tools and features of halFILE are available to you. This chapter covers these tools and discusses when they are best implemented.

Chapter 9 - Other halFILE Features

This chapter describes some of the additional features you will find in halFILE.

Chapter 10 - Security

halFILE provides powerful security features covered in this chapter on security.

Appendix I - Compatible Scanners and Engines

This appendix defines scanners, scanner cards, and other tools to use with halFILE.

Appendix II - Enabling Other Application

This chapter explains the halFILE API, an add-on product that can be used to image-enable your own Windows applications.

Appendix III - Building a Sample Application

In this chapter, you will find the steps used to build and use a sample application.

Appendix IV - Importing Other Document Types into halFILE

This describes how halFILE can be used to manage Associated Documents such as Acrobat PDF files, Word documents, and Excel Spreadsheets.

Appendix V - Text File Support

This section describes our add-on Text File Support product, halCOLD/ERM (Enterprise Report Management).

Appendix VI - Add-On Applications

This appendix provides a brief description of other utilities and applications available from hal Systems Corporation.

Appendix VII - Hot Keys and Short Cuts

This appendix includes a table of hot keys and short cuts that will help you streamline the operation of halFILE.

HalFILE 3.0 Documentation

Contents