Module Guide
Contents
1. Navigator A Index a IZ p 4 wegen p 61032 a CD Batch Demo 11 1 Folder 4 c4 Folder 20090804 0828149846 10 Documents Capture Import Quality Assurance D Document 00000001 1 Page IE Document 00000002 1 Page Thank You for Your Continued Patronage D Document 00000003 1 Page D Document 00000004 1 Page gg Date 05 16 2005 B Document 00000006 1 Page D Document 00000007 1 Page Invoice 204435 Invoice Number D Document 00000008 1 Page CM PLEASE RE 25 VMENT IN B Document 00000010 1 Page F BY THE 15th Reporting Batch Manager Configuration Miles MPG Gallons Total L 0 0 0 317 8 350 29 il 0 0 0 317 8 350 29 SUBTOTAL 350 29 Ta MISC 0 00 2 Document Index Fields TOTAL DUE 350 29 mu E a CJ Batch Demo 11 Folders 1 Documents 10 Pages 10 Batch ID 18 E invoices OAI amp Jeff Young Log Alerts O 34 Open New Viewer Opens a new viewer in the Image Viewer Pane Multiple viewers may be opened simultaneously Various viewers may display different pages as well as be adjusted using the viewer tools i e zoom rotate magnify See Viewing Toolbar for more details Ce Capture Storage Legal OMR Demo 091200907300851 323725510000000 E Capture Storage Legal OMP Demo 0820090730 08511232 SG s5recB 2z78 Bee SF AS TB B amp Bs 2 O FT wm S3 nm D x 5 35G 52. PSI CAPTURE Index Module Application User Guide August 2009 Copyright 2009 PSIGEN Software Inc All Rights Reserved This product and the accompanying printed and electronic materials are protected by copyright laws You may not make or distribute copies of this product and the accompanying document or decompile decrypt or reverse engineer this product No part of this product and document may be reproduced or transmitted in any form or any means for any purpose without the express written permission of PSIGEN Software Inc To the maximum extent permitted by applicable laws in no event shall PSIGEN Software Inc be liable for any damages whatsoever arising out of the use of or inability to use this product and the accompanying documentation Information in this document is subject to change without notice The information contained in this document represents the current features of PSI Capture as of the date of publication Because PSIGEN responds to changing market conditions with new facilities PSIGEN cannot guarantee the accuracy of any information presented after the date of publication PSIGEN Software Inc 8 Goodyear Suite 110 Irvine CA 92618 USA sales psigen com www psigen com About this Guide This document is intended for the typical user of the PSI Capture Index Module while processing various document types These document types should be configured by an administrator prior to the start of the capture proces
3. Bookmark can exist in a Batch at one time Setting a Bookmark is useful if you need to know where you left off in a Batch or if you need to suspend the Batch and come back to it later b Flags Folders Documents and Pages can be tagged with flags via the drop down menu Options include set review reject delete or process flags clear one or all flags file size 15 auto flagging image level auto flagging delete items flagged for deletion reject items flagged for rejection split documents at pages flagged for processing Notes Allows User to attach Note s to any Batch Folder Document or Page Next Invalid Item P Go Skips to the next item in the tree that matches the selected criteria when you press the Go button 6 Expand All Batch Tree Nodes Opens all folders and documents within the batch 6 _____ Collapse All Batch Tree Nodes Collapses all folders and documents within the batch Hot Keys Help Lists keyboard shortcuts for commonly used toolbar commands See Appendex A for for complete list Validate Batch Checks if batch has met validation criteria dictated in document type configuration Any items that do not pass will be displayed here The batch will not be allowed to leave this workflow step until the issue is corrected See Document Type Validation in the Administrative Guide for more details 16 JE IU teas eT Batch did not pass validation See validat
4. Total Pages 7 Last Updated User Interface Overview The PSI Capture interface is divided into different functional areas as seen in the layout below These panes of the user interface will be referenced throughout this manual PSI Capture E Capture Storage Invoices OAI Demo 06 20090728 1636234470 00000008 000002 tif wes DLL File View Security Window Help di GaSeE w bn aBa aao ma E r ind oa ZO pra mano ee 9 Kwik Facts EDIT Cartoon World TV 50709 555 555 5555 Thank You for Your Continued Patronage D Sy 4 CO Batch Demo 06 1 Folder BILL TO Date 05 16 2005 4 ca Folder 20090728 1636234470 5 Documents Elmer F dd Invoice 204421 154 West Stroct PLEASE REMIT PAYMENT IN i D Document 00000004 1 Page T FULL BY THE 15th B Document 00000005 1 Page R D 8 CG c D Document 00000006 1 Page Card Vehicle Card Description cpu B Document 00000007 1 Page p Oo O a MONTHLY TOTALS a I Document 00000008 3 Pages Pease 1 E I NERO Page2 Pases 3 3 z b Reporting Batch Manager Pa Configuration 204428 4 05 16 2005 SUBTOTAL Kwik Fuels MISC Mags wud TOTAL DUE Q Batch Demo 06 Folders 1 Documents 5 Pages 7 Batch ID 8 EY Invoices OAl System Administrator Log Alerts 0 Toolbar Banner Navigator Pane Batch Viewer Pane Index Fields pub m X Jes x Image Viewer Pane Frame Pane Do
5. B38 g3 SO 5 aag v a eg 5 4 P EB o a 3g amp 2 amp SB s5 a Fe o R z So z 14225524282 D avnaRarae FS 2 un k a RE Y Pa e gut 9 58259 a 253 na 9 5S o a B BTS E o2 23 uU SA Re S amp S Be aes gt gt see amp er fF Ease amp T sRBZEe lg em doe O sa W amp a mio 5S Fm O j ON S 5 e csc ow O 5 c e a EN X 8 m 5 zx PE ee e m 5 gt g Fe Sa ng t K Le fi tz y p E S Storage Legal OM Demo 08120090730 E e le owned by the 5 i X a i 7A uw 4 y collide with an e r Ryan 2 e said Plaintiff 3 z Le B E E D En sag Index Setup Brings up the Index Settings dialog box NOTE All settings should be defined previously by the system administrator However some users may wish to make adjustments to the individual batch s settings to suit their needs See Document Type Configuration Step 8 of 9 in Administrative Manual for more details 35 KO Index Settings Indexing Options Index Field Mavigation Behavior Allow Enter Key to move between fields Select text when Index Field receives focus Skip to next field when maximum character count is reached 4 Include Folder fields in field navigation I Go to next field after selecting item from list Automation Automatically open next Batch of this Document Type Index Field Validation Validate Index values after each field CJ Validate Index values
6. D Document 00000002 1 Page Thank You for Your Continued Patronage D Document 00000003 1 Page B Document 00000004 1 Page B Document 00000005 1 Page Date 05 16 2005 Invoice 204435 Ps EASE REMIT PAYMENT IN FULL BY THE 15th D Document 00000006 1 Page D Document 00000007 1 Page D Document 00000008 1 Page D Document 00000009 1 Page ad D Document 00000010 1 Page Batch Manager Configuration Miles MPG Gallons Total amp 0 0 0 317 8 350 29 0 0 0 317 8 350 29 SUBTOTAL 8350 29 Y Folder Index Fields MISC 0 00 2 Document Index Fields TOTAL DUE 350 29 Invoice Number 204435 Utilities Document 10 of 10 m m al CJ Batch Demo 11 Folders 1 Documents 10 Pages 10 Batch ID 18 E invoices OAI amp Jeff Young Log Alerts 0 33 Toggle OCR Indexing Turns on OCR assisted indexing When activated user may select the index field then use the mouse to hover on the relevant text numbers highlighted in green With a left click the data will be populated in the corresponding index field NOTE OCR indexing in Index module must be enabled See Advanced Indexing in Document Type Configuration Step 6 of 9 for more details 7 PSLCapture E Capture Storage Invoices OANDemo 11 20090804 0828149846 00000010 000001 tif lolo 8 DL File View Security Window Help sh x X auiem bh DS NAA GE ss Ju
7. modules assemblies and license agreement 50 APPENDIX A Hot Keys Help Batch Folder E T DELETE H Document F W DELETE H Page Q X DELETE General B Reject Batch Combine Folders Rename Folder Delete Folder Reject Folder Create New Folder Combine Documents Delete Document Reject Document oplit Document Crop Page Delete Page Toggle Bookmark Flag Delete Flag Review 51 Dm Z QO N WD Flag Reject Flag Process Clear Flag Notes Tree Navigation Go To Next Item Viewer Page Up Page Down lt gt I W gt Home End Zoom In Zoom Out Scroll Up Scroll Down Rotate Left Rotate Right Actual Size Best Fit Fit to Height Fit to Width Scroll to Top of Document Scroll to Bottom of Document 52
8. 8 OCR Jul2009 txt 07 02 2009 PSiCapture Jul2009 txt 07 01 2009 i Migrations Jun2003 tet 06 04 7009 OCR Jun2003 txt 06 04 2009 zm PSiCapture Jun2008 txt 06 01 2009 Migrations May2003 txt 05 04 2009 OCR May2009 txt 05 04 2009 zm PSlCapture May2009 bet 05 01 2009 Migrations Apr2005 bd 4 30 2009 OCR Apr2008 txt 04 02 2009 Log Viewer Platform Services Logs Displays a list of logs for Platform Services View Log Pressing this button brings up the log in your default text file viewer KO Log Viewer Platform Services Jul 2003 txt Hlatform Services Jun2009 txt za a Platform Senices May 2009 bet Platform Senvices Apr2009 bet Plattiorm Senvices Mar2009 bet Platiorm Senices Feb2009 tet Platform Serices Jan2005 txt Platform Serices Dec2008 tet Platform Serices Nov 2008 bd Platform Sertces Oct2008 txt Platform Serices Ang 008 bet Created D7 12 2009 05 04 2009 D5 01 2009 04 12 2009 D3 02 2009 D2 03 2009 01 05 2009 12 06 2008 11 04 2008 10 07 2008 D8 04 2008 Service Status Local Services Remote Services Shows the version and current status of the services Reset User Window Settings Resets the Window settings to default License Agreement Displays PSI Capture License Agreement Update License Updates PSI Capture License with the License Server 49 About Shows PSl Capture copyright information maintenance expiration date installed
9. L TO late Fred Flinkstone Invoice 204405 448 US 30 PLEASE REM 57005 HIN FULL BY THE 13th Bedrock CO 80111 Card Vehicle Card Description Activity Miles MPG Erallons Total F 3 Tiimin URI SEE amp 79 7il MONTHLY TOTALS 4 Total Transactions on STA N SUBTOTAL STU MISC ESTEE TOTAL GUE 570 71 SUBTOTAL STA Ni MISC SL UR TOTAL DUE 579 7 26 Menu Bar Contains drop down menus File View Security Window and Help Capture Import b hi ABANA Be 4 Nextinvalidt a CO Batch Demo 16 1 Folder File Contains numerous commands specific to the Index module and the current batch File View Security Window Help View Batch Information Togglelndex Data Editing CiD On Demand Field Level OCR Toggle OCR Indexing Open New Viewer Index Setup Reset Indexed Flags Close Module Exit 2 Select Batch Opens the Select Batch dialog box which will list only those batches that are in the Index workflow step By highlighting a batch and clicking Select the selected batch will open Select Batch Loco as ID Batch Name Nd Demo 06 1 2 of 2 Batches Total Foldes 1 Total Documents Total Pages Last Updated 8 4 2008 8 27 41 AM Local Shared Tabs A document type set as a Local will show its batches on the Local tab if it was created on that computer A document type set as part of a multi station deployment would
10. X 1527 Y 345 Width 100 Height 40 for X 1645 Y 344 Width 72 Height 41 Your X 1732 Y 345 wWidth 128 Height 40 Continued X 1876 Y 344 Width 253 Height 41 Patronage X2147 Y 344 Width 266 Height 52 023 Width 33 He gahtzZc 23 Index Fields Displays indexed data of captured images The size and content of the fields are document type or project specific Index data can be entered or edited at this time if Index Data Editing is enabled When OCR assisted indexing is enabled the results will be populated here amp Folder Index Fields we CI amp Document Index Fields es oo NETGAM 1 Multi record Indexing At times a batch folder document can have multiple index records indicated by Record X of Y as shown in the image below These multiple records can be user generated or can result from returns after a database query If multiple records are found while performing a database lookup PSI Capture can be configured to automatically return the first matching record display a list for user to choose or create a new document record for each record returned Folder Index Fields amp Document Index Fields 4X 4 d E D Document 9 of 8 24 I3 On Demand Lookup Key index fields will have this icon next to it Clicking it initiates a lookup b
11. after each document 3 Validate Index values when closing Batch Validation should fail if Lookups have failed Other Options Default Document Page to view 4 Enable Audio Notifications Enable Quality Assurance Commands Indexing mode on when opening batches Attempt to Auto Index Batch Automatically close batches after last document is indexed I Warn user when closing Batches that contains items flagged for Deletion or Rejection OCR Indexing OCR Indexing mode on when opening batches Go to next field after selecting OCR index value Purto Index Exceptions Processing Indexing Options Index Field Navigation Behavior Contains settings concerning moving around between the fields Automation Index module can be set to run certain processes automatically OCR Indexing Sets preferences for the OCR Indexing feature Index Field Validation Allows user to choose when validation is performed 36 Other Options Contains miscellaneous options for the Index module Auto Index Exceptions Processing Includes settings for creating an exceptions batch after items fail validation during Auto Index Reset Index Flags Resets the completion flag for indexed data for purposes of re running the index process Close Module Closes the Index Module NOTE If a batch is currently open user will be prompted to close or suspend the batch PSI Capture will remain open 3 View Contains numerous commands relevant to page vie
12. ane already docked to the bottom 8 Dock the pane next to another pane already docked to the left 5 When dragged to this icon any pane becomes a standalone window Pinning The docked panes can either be pinned to the workspace default or set to auto hide into the left margin To enable or disable auto hide click on the thumbtack icon in the upper right corner of the pane u File View eee Window Help 8 B Quality Assurance Toolbars Index Toolbar X Close Module Closes the current module a Select Batch Opens the Batch Manager list for selection of existing batches for processing Ec Close Batch Brings up the Close Batch dialog box Toggle Index Data Editing Enables and disables the editing of index data in the Indexing Pane o On Demand Field Level OCR Also known as rubber band OCR or drag and drop OCR Used to perform OCR assisted indexing in a region of the image drawn by the user Toggle OCR Indexing Turns on OCR assisted indexing OCR indexing in Index module must be enabled See Advanced Indexing in Document Type Configuration Step 6 of 9 for more details M o b bi mm YN Page Navigator Allows User to navigate between pages in the current document 5 Rotate Left Right Provides the ability to rotate the document Rotating will only affect the way the images are displayed in the Viewer To save the Rotation to the actual i
13. ased on the data entered in the field Useful to refresh the record after the index field has been changed NOTE Allow Multiple Records per Document when Indexing must be enabled to process multi record indexing See General Information Step 2 of 9 and Lookup Configuration in Advanced Indexing Step 6 of 9 for Document Type Configuration in the Administrative Guide for more details Index Fields Toolbar k md b i Record 1 of 2 T Add Record Manually creates a new record for the selected folder document A Delete Record Deletes the selected folder document record d Next Record Advances displays the next record 1 Previous Record Displays the previous record HE Browse Records Opens the Browse Document Records dialog box where all records for a document can be viewed KC Browse Document Records PO Number Vendor Name GL Account 950007 00 00 AM Cal Telephone 390007 12 21 2007 12 00 00 AM Cal Telephone Utilities 390007 12 21 2007 12 00 00 AM Cal Telephone PR Marketing 25 Image Viewer Pane Displays the image for the currently selected page This is also the work area where the user can point click drag etc while performing OCR or zoom assisted indexing NG E Capture Storage Invoices OAD Demo 06120090728 1636234470 00000005 000001 tif Paer fe 458 Imaginary Drive Cartoon World TV 50709 5855 355 5555 Thank You for Your Continued Patronage BIL
14. cking amp Pinning Docking The Navigator and Batch Viewer Pane can be docked to the workspace default or made into a standalone window which can be resized and moved about independent of the PSI Capture workspace To undock the pane click the title bar and drag ra EM El a Eh 1 4 a e 4 k 4 E o i ah SW e sa ead FO mi Batch Demo 15 1 Folder 5 Pr 4 cy Folder 20050312 1513207416 2 Documents a El Document 00000001 8 Pages Pase aih O Paez S Page 3 wo Page 4 IF i em j sa Paes E To re dock a pane click the title bar and drag to one of the L arrows The blue shaded area indicates where the pane will be docked File View Security Window Help Xaa zemo LAB Ka 77 1 BH Ba NAA GE wm a aE nn zi j j re T Navigator E3 Quality Assurance IG z D b dA Next Invalid Item i C The different arrows allow the user to dock the pane to a different location of the work area Dock the pane to the top of the work area below the toolbar Dock the pane to the extreme right of the work area Dock the pane to the extreme bottom of the work area Dock the pane to the extreme left of the work area Dock the pane below another pane already docked to the top o oe Sy c Dock the pane next to another pane already docked to the right 7 Dock the pane above another p
15. d location Page Information Barcodes on Page 1 p Datamatrix Patch Codes on Page Barcode Type Folder Separator Barcode Value Barcode Location X 1864 Y 337 Width 242 Height 217 Patch Code Location OMR Optical Mark Recognition Results Displays OMR results for marks found on page Details include zone value and weight Page Information OMR Results Base Weigh Weight 1149 1217 Zone Boxes Net Weight Adj Weight 285 362 478 601 430 409 303 285 362 478 430 408 303 CO 4 e CTI w N Value General Recognition Results OMR Results OCR Indexing Results 22 OCR Optical Character Recognition Indexing Results Displays OCR Assisted Indexing results for words found on page Details include word and location Page Information AY Word Location X 184 Y 120 Width 384 Height 69 X 693 Y 121 Width 422 Height 68 458 X 393 Y 208 Width 83 Height 40 Imaginary X 495 Y 208 Width 257 Height 52 i X 769 Y 208 Width 137 Height 41 X 325 Y 276 Width 200 Height 41 World X 541 Y 277 Width 172 Height 49 TV X 733 Y 277 Width 79 Height 40 50709 X 829 Y 276 Width 141 Height 40 555 X 470 Y 344 Width 121 Height 53 555 5555 X 610 Y 345 Width 218 Height 39 INVOICE X 1828 Y 141 Width 467 Height 74 Thank X 1353 Y 345 Width 161 Height 40 You
16. e pages documentsAolders or entire batch This note will follow the batch throughout the entire workflow and can be viewed at anytime Go Skips to the next item in the tree that matches the selected criteria when you press the Go button Next Invalid Item Next Reject Flag Next Review Flag Next Delete Flag Mext Process Flag 20 Reject Batch Rejects the batch and sends it to an earlier workflow step ES Reject Folder Rejects the selected folder IX Reject Document Rejects the current document B Page Information Provides information on the current page including general page properties recognition results OMR results and OCR indexing results General Shows page number storage location source file bate stamp values as well as any notes attached to the page Ez Page Information man tSn m G a General Recognition Results OMR Results OCR Indexing Results Page Properties Page Number 2 7 Folder Separator V Document Separator Back Page Blank Page Page Path Page Color Flag Image Processing Page Note Source File Information Import Only Source File Import Only D Download Medical DemoKit Medical Sample Documents Medical OMR Medical OMR Batch 2 tif Source File Page Number 15 Bates Stamps on Page 21 Recognition Results Displays recognition results for barcodes and patch codes Details include type value an
17. eee hm comen micron sir Capurgim Han ciae acri sapaigas a St epee bana tpt dun ee nr ba a ore bea ispad kna za 39 Pointer Changes the mouse cursor back to the pointer from Zoom or Magnifier Selection Zoom Click and drag with your left mouse button to zoom in on a selected area on the image To bring the image back to full size double right click Zoom In Provides zoom in capability Zoom Out Provides zoom out capability Zoom Provides a menu for actual size fit page fit width and zoom levels e Zoom Qut Thumbnail View Gin Actual Sins Image Properties e Fit Page ka Fit Width Batch Manager Va Configuration e Security Thumbnail View This view is not available in the Index module 3056 100 125 15055 200 400 80055 40 Image Properties Displays file and image information about the current page Image Properties File Information File Path EXCapture StoragelLegal OMR Demo 07 20090729 1629216703 00000002 000004 tif File Size 36 74 KB 37 619 bytes Created 7 29 2009 4 29 73 PM Page 4of5 Modified 7 29 2008 4 29 73 PM Image Information Image Height 2200 pixels 11 00 in Horizontal Resolution 200 dpi Image Width 1700 pixels 8 50 in Vertical Resolution 200 dpi Compression TIFF CC ITT4 Compression Color Depth 1 bpp 41 Security Contains commands relevant to security in PSI Capture accu Help z Vi
18. ew User Profile ae Switch User View User Profile Opens the View User Details dialog box View User Details Properties Displays details about the current user C View User Details Holes History User Name First Name Last Name Display Name Email Comment Application nline 7121 2008 4 28 13 PM 7 31 2003 8 51 00 AM 7131 2008 8 51 01 AM 42 Roles Displays the current user s role settings as dictated by the administrator See Roles in Security Module in the User Manual View User Details Properties Holes History lw All Users W Administrator _ No Permissions C Utility User History Displays the history of the user s login activity in PSI Capture View User Details X Properties Roles History Timestamp TY Event Y Description 07 29 2008 01 52 PM Logn Successful User successfully logged in from Dea es User updated 07 23 2008 01 52 PM Updated profile for user PSIGEN 07 25 2009 05 00 PM User updated aaa User successfully logged out ro 07 30 2008 08 17 AM User successfully logged in from User undated 07 30 2009 08 17 AM Updated profile for user PSIGEN User updated User successfully logged oi frat 07 31 2009 08 51 AM User updated USA 0ST AM Updated User Updated profile for user PSIGEN 43 Print History Opens the Print Preview window Print Preview Displays the standard functions for viewing and printing such a
19. exed Folders Reindexed Documents Reindexed Reindex Conflicts Reindex Overrides Indexing Key Strokes Zone OCR Fields Processed Lookups Processed On Demand OCR Fields Processed Batch Rejected QA Module Rejected To QA Folders Rejected QA Documents Rejected QA Manual Rotations Saved GA 31 Document Type Summary A brief summary of the document type configuration settings presented in a tree structure Batch Information Batch ID 10 Main Document Type Summary General Information Separation Recognition Index Fields Advanced Indexing Image Processing Workflow Modify Document Type Defi nition Print Batch Summary Toggle Index Data Editing Enables and disables manual key editing of index data in Data View 32 On Demand Field Level OCR Also known as rubber band OCR or drag and drop OCR Used to perform OCR assisted indexing in a region of the image drawn by the user When activated user may select index field then use the left mouse button to draw a zone in the Page Viewing Pane containing the relevant text numbers PSkCapture EACapture Storage Invoices OAI Demo 11120090804 08281498461000000101000001 tif DL File View Security Window Help x dae 44 Be NAA OO s QQ p 4 vene p G16 9 x a QD Batch Demo 11 1 Folder Capture Import 4 C9 Folder 20090804 0828149846 10 Documents Quality Assurance D Document 00000001 1 Page
20. goo cd Fegi nd bolts Bo LLLI Lois m a hre p bgi m eo hg mb ar Dei ipi i od paagi oe mL E EE DP LE TL LE inhi Hy erat alge ae i kr Paa yma Cor eg harap ima Lond ens said ome by m Don dan RIE Ai Crisan Fan fe i ir e ul d Nu Ll ER S acd rp Hd bs amia ied tered gj bi Pigilan Pets dn undis riamn a raal Sop jur Frim aamin LIE ere for NG a uni miga ra rw kaam Ekai llami CDU iiid tsi TIE TED Pakwan 1E NAT Ka a een Nlang aedy ba ot ry od ns ci py as GO papo eee NG ee m n dam NI 5 Ju 3 Laama Akran Wag Wile amd men ix umet Hyh Foi bashing I Marmgmuum Bay Ansi limi ALS 46 Tile Vertically Displays all open windows vertically in the Image Viewer Pane i WHEREFORE dec mande podignent agami the Pame STATE OF RHODE ISLAND PROVIDENCE SC Desdam Poxr Edwards en Plast iff Cosqisst am thet sand Coraplast be dented sad diswcd agat hen THOMAS DORR et al There Paa Pawis teens a id Im gory Phe Peter bdwonde liy Hie Aserney PUTER EDWARDS et al Th Rendite Hairy Keon 999 Lowndge Rost Weu Ringen Ranke lulang ON r i 2 ANSWER OF DEFENDANT PETER EDWARDS wol TLL YTTT pi LI Di L LI LI DATED Febramy M 1997 Dekadni s hasi kare hedge or mdormation siiis to Dra o bellom w the treth of the sleginn of Paragraph of Const L 2 Defendant mirits the aliegetions of Paragmph 2 of Count L Aer fiae of Sr nee thereby comfy at a tree copy of Ge wahis phe was wm poge pepast bo Oe
21. ion alerts below for details Validation Details a 9 Batch Structure Validation v Batch structure has passed validation 4 A Index Data Validation lu B Document 00000102 Doc Type is a required field Index Lookup Validation O Hah BANA a PENA T a Flags There are four types of flags that can be tagged to a Batch Folder Document or Page NOTE A rejection flag can only be assigned to a Batch Folder or Document Bb xi 4 Next Review Flag gt Set Review Flag Set Reject Flag 2 Documents Q set Delete Flag es Q Set Process Flag i Document Clear Flag Clear All Flags Auto Flagging Auto Processing o m 17 Set Review Flag Places a review flag on current Batch Folder Document or Page G place on a Page Set Reject Flag Places a reject flag on current Batch Folder or Document cannot be O Set Delete Flag Places a delete flag on current Batch Folder Document or Page O Set Process Flag Places a process flag on current Batch Folder Document or Page Clear Flag Removes flag on selected item Clear All Flags Removes all flags in the current Batch Auto Flagging Allows flags to be set automatically based on certain criteria Clear Flag Clear All Flags File Size Auto Flagging Auto Processing Image Color Level Auto Flagging File Size Auto Flagging Automatically tags one of the four flags to a page based on size of
22. log box 29 Batch Information Batch ID 8 Batch Overrides Batch Note Batch History Document Type Summary Batch Name Demo 06 EE High Priority Batch Workflow Step Index Hold Batch Batch Fields No Batch Index Fields Defined Batch Totals Total Folders 7 Total Documents 5 Total Pages Batch Summary M E E Capture Storage Invoices OA Demo 06 7 28 2008 4 35 14 PM Modity Document Type Definition Batch Overrides This tab is unavailable Batch Note Allows the user to attach view a note to the batch The note will follow the batch throughout the entire workflow and can be viewed at anytime Batch Information Batch ID 1 Main Batch Overndes Batch Note Batch History Document Type Summary Batch Mote This is where the user can attach a note to a batch This note will follow the batch throughout the entire wordlow and can be viewed at anytime 30 Batch History Shows the history of the batch with a date timestamp Batch Information Batch ID 23 Main Batch History Step Module Start End 1 Capture Import 8 4 2009 3 48 12 PM 8 4 2009 3 48 17 PM 2 Quality Assurance 9 4 2008 3 48 18 PM 8 4 2008 3 48 22 PM 3 Index 8 4 2009 3 48 23 PM Modify Document Type Definition Print Batch Summary By clicking on the binocular icon the Batch History Item Details of the selected workflow step are shown O Batch History Item Details Folders Indexed Documents Ind
23. mage file you must click the Save Rotation button Save Rotation Save the current rotated page Ly Pointer Allows selection of a page or item 10 a Selection Zoom Click and drag with your left mouse button in the Image Viewer Pane to zoom in on a selected area of a page Double clicking will bring the image back to Fit Page zoom level Magnifier When selected a left click will magnify the area on the document zm Zoom Controls Provides zoom in and zoom out capability as well as a drop down with predefined zoom levels ck Toggle Standalone Viewer Allows the image viewing pane to be detached This can be useful in a multi monitor large display setup 11 Navigator Pane Navigator Pane can either be pinned to the desktop default or set to auto hide eh Capture Import Vi Quality Assurance Retrieval CF Migration i Reporting Cj Batch Manager A Configuration er Security Modules Tab Capture Import Opens the Capture Import module Quality Assurance Opens the Quality Assurance module Index Opens the Index module OCR Opens the OCR module Retrieval Opens the Retrieval module Migration Opens the Migration module Reporting Opens the Reporting module Batch Manager Opens the Batch Manager module 12 Configuration Opens the Configuration module Security Opens the Security module S
24. ndex Module is to build the lookup values or index fields for each image These values support query and retrieval of the images by multiple users once the images are migrated to a content management system Thus the accuracy and relevancy of chosen index fields per document type determines retrievability characteristics of the images Index values are also commonly referred to as metadata The Index Module incorporates sophisticated techniques to make the index process as productive and accurate as possible Examples include sticky fields auto incrementing fields pop up list boxes barcode fields multiple database lookups required fields input masks zonal OCR zoom assisted keying from image and more Manual indexing can be slow and tedious without a tool like the Index module It will speed up key entry increase accuracy and in some cases perform automatic indexing The result of the Index Module is the catalogue of metadata per document and or folder for use in accurately retrieving the archived images from an external content management system after migration Select Batch To begin the indexing process click on the Index icon in the Navigator Pane NOTE Multiple batches can be selected at a time This is useful when the indexing process is automated Select Batch Batch Name T Document Type Y Workflow Step Y Workflow Progre Demo 06 Invoices DAI Index TIN l loflBatches b Total Folders T Total Documents 5
25. of follwing amarecys on the day 1 Defender deses the allegations of Parrhas J and 4 of Court Roger Wan Pay George Aeders m Ing Defondont s wibenut kira talga or pirmdien sif to arr a belief in Go the treth of Mena the allegations of Parage of Cows Defendant without kare lokgo ot mformation Fvat to frre a beef w the truth of the abepations of Paragraph of Cows It Detentions odru the alingations of Paragraph 2 of Comet Il Defend domes the oliegations of Pasagragid and 4 of Coun I Defendant in wethewt kara lodge and forum suficient to form a belief an ko the trath of the alegatsone of paragraph 5 of Count I HIKST DEFENSE Jf the Phot iffe were injured then thew niria were ceased by their ewe meli gene ia that the Marti Thema Decr negligent tected into whei operaned by he Defandam Minimize All Windows Minimizes all open windows in the Image Viewer Pane Help Contains information and details about PSI Capture Local Services Reset User Window Settings Remote Services License Agreement Update License About mL E rx camus Yi View Logs User can select either PSI Capture Logs or Platform Service Logs Log Viewer PSI Capture Logs Displays a list of logs containing all PSI Capture modules View Log Pressing this button brings up the log in your default text file viewer KO Log Viewer Select Log Type KENA PA Logs Name Created Migrations Jul 2009 tet 07 12 200
26. s Refer to the Administrative Guide as necessary for information relating to configuration of document types About PSIGEN Software Inc PSIGEN Software is a fast growing privately held provider of document capture and retrieval software solutions Our product lines address production capture distributed capture web based retrieval including the Microsoft SharePoint platform Our largest customers include scanning service providers business process outsourcers and the corporate services divisions of Fortune 500 corporations We have significant customer concentration in financial services healthcare and manufacturing Our channel partners include document imaging value added resellers major brand MFP dealers Microsoft solution providers and document management software vendors Table of Contents Index Overview select Batch User Interface Overview Frame Pane Docking amp Pinning Toolbar Navigator Pane Batch Viewer Pane Batch Viewing Toolbar Flags Go Page Information Index Fields Image Viewer Pane Menu Bar File On Demand Field Level OCR Toggle OCR Indexing View Security Window Help Appendix Page 4 Page 5 Pages 6 Pages 7 9 Pages 10 11 Pages 12 14 Page 15 Pages 15 22 Pages 17 19 Page 20 Pages 20 23 Pages 24 25 Page 25 Page 26 Pages 27 37 Page 32 Page 33 Pages 38 41 Pages 42 44 Pages 45 47 Pages 48 50 Pages 51 52 index Index Module Overview The purpose of the I
27. s zoom options and page setup A Print Preview j Pageriofl Export History Exports the login history in a Microsoft Excel Workbook file This allows user to save the log to a desired location Switch User Logs out the current user out from the PSI Capture and allows an alternate log in 44 Window Contains commands relevant to the Viewing Pane in PSI Capture Tile Horizontally Tile Vertically Minimize All Windows Cascade Cascades all open windows in the Image Viewer Pane Storage Legal OM 5 E fees ge Leqz al OM Saka M rA Ne x n Ls x ma Ga ES J Bjb i itin Digna Prin bia dir qure paani ga hp Paani Ps ii Dima Hi i oe iaid ind hab naa magpa Na discum nd did apes a Delicias Piet Pabo a a i dal a aii Pree labwasija Hy Bia Haba mH Liber DATE Pisay l 19871 TT baka SL epy ee pg e ee eg peel AA ee eee der at lens Wiin Eni derer Ankan Fe rac hiiri ark Barat Li mei 45 Tile Horizontally Displays all open windows horizontally in the Image Viewer Pane STER KA AIEE Fu dM Paty CE E mack MRR a d Manit GAL TEET Dairies klasi e ad ee kda a aid e a ve ee i a a is sirga kama a Fagra of ama E Leirak mimin Une abiens od Papag cad Ciena Veiemlar drar Uv alk paama cd Tan aramir ad domm EIL P PIT a LLL ILL LL LI IIS EL D DEDE E LEE E i LI rcl Comm Miriam ma mag a Prage aft esum Hi fines dee Kap
28. the image file A separate threshold can be set for the front and the back of a page NOTE The back threshold only applies to batches scanned in duplex with pages marked as back pages 18 O File Size Auto Flagging Page Threshold Front Page Threshold Back Image Color Level Auto Flagging Automatically tags one of the four flags to a page based on image color level black white grayscale or color C Image Color Level Auto Flagging Select Color Levels to Flag 7 Black White Grayscale Color Auto Processing Items that are tagged by a flag can be handled in one of three ways Clear Flag Clear All Flags Auto Flagging Delete Items Flagged For Deletion Reject Items Flagged For Rejection Split Documents At Pages Flagged For Processing 19 Delete Items Flagged For Deletion Will delete all items tagged with a delete flag Reject Items Flagged For Rejection Will reject all items tagged with a reject flag and create an exceptions batch with the same name as the current batch containing the rejected item s Split Documents At Pages Flagged For Processing Creates a new document at the page s tagged with the process flag Notes Allows the user to attach a note to the batch folder document or page The note will follow the batch throughout the entire workflow and can be viewed at anytime This is where a Quality Assurance operator can attach a note to one or mor
29. typically be configured as Shared and therefore its batches would be found on the Shared tab See Document Type Configuration Step 1 of 9 in the Administrative Guide for further detail Close Batch Brings up the Close Batch dialog box Prompts user to select one of three options 28 C Close Batch Select Close Batch Action Close Batch Close Batch and Continue in next Workflow step OCR Suspend Batch in Index Close Batch Closes the current batch and sends the batch to the next workflow step The user stays in the Index module and the Select Batch dialog box comes up Close Batch and Continue in next Workflow step Closes the current batch and the Index module The batch is immediately reopened in the next module Example above shows OCR as the next workflow step Suspend Batch in Index Suspends the batch in the Index workflow step for processing at a later time The Index Module remains open and the Select Batch dialog box comes up View Batch Information Opens the Batch Information dialog box The button for Modify Document Type Definition as well as the Batch Overrides tab will not be available Main Information on Batch Name Batch Fields Batch Totals and Batch Summary are displayed The user cannot change the batch to High Priority at this point but a batch can be held by checking the Hold Batch box A batch on hold will no longer be listed in the Select Batch dia
30. upport Tab Contains links to support website support email and view logs cae Support Web Site YA Email Support E Lm d View Logs Support Web Site Opens the default web browser to www psigen com support Email Support Opens the default mail service for user to compose an email to support psigen com View Logs Displays a list of PSI Capture error and processing logs Utilities Tab Contains Barcode Generator and Network Manager utilities 13 T Barcode Generator Barcode Generator Opens up a utility for users to create save print custom separator indexing barcode sheets Network Manager Allows user to manage the port and IP settings for PSIGEN Platform Services and License Server 14 Batch Viewer Pane Displays the contents of the current batch in Index as well as a collection of various toolbars Index a Li b NextInvaliditen hp 6 o Q iX a C Batch Demo 06 1 Folder a ci Folder 20050728 1636234470 5 Documents D Document 00000004 1 Fage E Document 00000005 1 Page D Document 00000006 1 Page pi Document 00000007 1 Page I Document 00000008 3 Pages Batch Viewing Toolbar b 4 NextReviewFlag bp 6 6 Q 3 Validate Batch Checks if batch has met validation criteria dictated in document type configuration and displays the Validation Results dialog G Toggle Bookmark Allows you set a Bookmark on the selected item Only one
31. wing navigation in the Index module and the current batch security Window H First Page Previous Page Next Page Last Page Rotate Right Rotate Lett Save Rotation SOV AE Page Layout p a Pointer Selection Zoom Zoom In Zoom Qut t Zoom b Image Properties First Page Jumps to the first page of the document Previous Page Jumps to the page before the current page Next Page Jumps to the page after the current page Last Page Jumps to the last page of the document 38 Rotate Right Provides the ability to rotate the document right NOTE You must click on the save rotation button to save your changes to the page Rotate Left Provides the ability to rotate the document left NOTE You must click on the save rotation button to save your changes to the page Save Rotation Saves the current rotated page Page Layout Simplex The standard method of viewing this shows one page at a time in the Viewing Pane Duplex Shows two consecutive pages top and bottom in the Viewing Pane This is useful to view the front and backside of the page simultaneously Te a el LM oS s eee ee SONY CORP OF AMER v LINTVEREAL CITY STUDIOS INC 4 amp 4 L S 417 1584 STD j dalian ta ssrin ef wn KAO E d and BH DSA WHITE asd b ACER LL and AT a pa pa em pira eed ees eebe kapa mm lal ope bd P M Tee pamm e riin ian
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