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User manual ClickWizard v4

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1. Create a new batch Head the explanations to the button One Click Solutions GmbH User Manual ClickWizard Page 17 of 62 ONE CLICK SOLUTIONS Open existing batch Read the explanations to this button Open last batch This function opens the batch which has been processed last time Close batch The function closes an opened batch and returns to the empty ClickScanner screen Start ClickWizard The function starts the ClickWizard application A batch can be opened for capture in the ClickWizard screen that is subsequently displayed ClickWizard with current batch The function starts the ClickWizard application with the document batch that is currently being processed Exit The function closes the ClickScanner application If the page recognition and page assignment functions were not performed on the current batch the user is warned by the following message amp OCR recognition or eg separation are not completed Ignore and close batch ke p By clicking Yes the application is shut down properly The batch pages were not recognized and assigned By clicking No the application is not shut down The user can continue to process the batch One Click Solutions GmbH User Manual ClickWizard Page 18 of 62 ONE CLICK SOLUTIONS 3 4 2 Edit Menu Empty pages detection OCR recognition Document separation Document file creation Create fulltext files Ctrl Shitt F4 Check scan
2. 1x Interface MS SOL Server 340 00 ma installation remnte S80 00 Strg The ClickWizard window is divided roughly into 2 sections The menu and operating area File Edit View ClickWizard Help The operation section contains all current executable functions menus the functions that are used most often are located in this area and can be selected directly via buttons simpler and quicker operation One Click Solutions GmbH User Manual ClickWizard Page 30 of 62 ONE CLICK SOLUTIONS The document area it s the biggest area where the current page is shown q Alpha Numeric Char Company 1294W Harbour Road Dillen City At 289428 Canada INVOICE DATE January 10 2011 INVOICE 1NW12349389 C1008 One Click Solutions GmbH Zwergbachstr 16 Syrgenstein D 89428 Germany The size of the window and the size of the page aperture can be varied and adjusted to the monitor 5 1 Data Capturing The capture process is incredibly simple Open your target window screen of your back office system and then start capturing the information on your document by click or drawing with the mouse The captured information will be transported to the input box of your current target system As soon as the captured information has reached the input box of the current target system the cursor will jump to the next input box in the window screen of the target system Due to the differe
3. 7 1 5 Batch creation Document file creation Create multipage TIF document files E Suffix and extension for the Create multipage TIF document files 2H creation of document files in Porn multipage TIF format Create Pdf document files KO Export deoument files during batch Automatically export document creation files during batch creation 7 1 6 Batch creation Scan quality check Display message Gs E count of pages and docur mi Check first page only Left edge as a percentage between O and 99 Right edge as a percentage between D and 99 Top edge as a percentage between 0 and 99 Bottom edge as a percentage between 0 and 99 Min number of OCR blocks within the check area for a valid document Min number of characters in OCR blocks for the blocks to be counted as valid Copy dacument files with possibly bad scan quality to a directory for visual checking Directory where documents with possibly bad scan quality will be copied to Switch logging on 7 1 7 Batch creation Settings for extraction Field 1 to save information extracted from the documents file name using a regular expression e g document number filen name Field 2 to save information extracted from the documents file name using a regular expression eg document number Regular expression to extract a value from the documents file name e g 51 5 to extract the last 5 cha
4. Open last batch Open last batch batch Close batch batch ee oo CI document status in work done completed Go to First document Previous document Next document Last document First page Previous page Next page Last page End EXT SS O e DD Log mino am ce Show sean image 1 ClickWizard Fullscreen on off Target application type Browser Excel Access COI et le One Click Solutions GmbH User Manual ClickWizard Page 34 of 62 ONE CLICK SOLUTIONS 5 3 1 File ClickWizard Edit View ClickWizard Help Open batch Cirl O Open last batch Ctrl Shift O Close batch Ctrl F4 Exit Alt F10 Open Batch The File Open Batch function opens a batch To do so a window screen is opened and a directory and batch can be selected To confirm press the button open Open last Batch The File Open last Batch function opens the last batch Close Batch The File Close Batch function closes the current batch returns to an empty ClickWizard window There is no safety interrogation Exit The File Exit function exits the application There is no safety interrogation 5 3 2 Edit ClickWizard View ClickWizard Help Set document state b Goto gt Set document status Each batch document is assigned statuses during and after the completion of the capturing process The user can set the following statuses in work the document is being captured and the cap
5. if you have licensed an interface to an ECM system exports the document inclusive the index field contents to a back office system Exit Closes immediately the ClickWizard window and returns to the ClickMenu There is no safety interrogation O One Click Solutions GmbH User Manual ClickWizard Page 41 of 62 ONE CLICK SOLUTIONS 6 Installation licensing language The installation and licensing of AutoClick is written in the document Installation AutoClick v4 You start the licensing via the configuration menu in ClickMenu AT e A F i s ww e ie La 1 1 Show current license information The button Show current license information opens the license administration All current license with ei Seri ictionality Subset Protection Type Installation Type Expiration Date MiSWER 1000 0002 00 Runtime Professional Software File Standalone Until 31 12 12 01 00 N To see a detailed status of a license you just click a license One Click Solutions GmbH User Manual ClickWizard Page 42 of 62 ONE CLICK SOLUTIONS H ABBYY SDK 10 License Manager A PE License service Help Licenses Serial Number Functionality Subset Protection Type Installation Type Expiration Date ee St SWER 1000 0002 00 Runtime Professional Software Ele atandalone Unti 31 12 12 01 00 The button License Parameters gt gt showa the current status Activate License Update License
6. Strg Shift E All unrecognized pages Document separation F2 Separator page Auto detected scan mode Shift F2 Single sided scan mode Double sided scan mode Scan page Single sided scan Double sided scan Barcode F3 Address Black corner Manual document separation F4 F5 Recreate deleted document data Strg Ins Document file creation Create fulltext files Strg Shift F4 One Click Solutions GmbH User Manual ClickWizard Page 24 of 62 ONE CLICK SOLUTIONS Check scan quality Rotate current page oe meat Strg L 180 degrees Strg U Goto Strg F6 Strg F7 Strg F8 Strg F9 Shift F6 Shift F7 Shift F8 Shift F9 Show data View Zoom 25 Strg Shift 2 Zoom 50 Strg Shift 2 Zoom 100 Strg Shift 2 Zoom 200 Strg Shift 2 Best fit Strg Shift S Page width Strg Shift B Page height Strg Shift H Page list Thumbnails Strg Shift T List Strg Shift D Help Online m About One Click Solutions GmbH User Manual ClickWizard Page 25 of 62 ONE CLICK SOLUTIONS 4 Automatic Batch Processing CREngine 4 1 Processing documents from one directory The automatic batch processing is manually started by clicking on the second button in ClickMenu or automatically started via the Add on Queue Service Before you can start the automatic batch creation you have to load image files in the scan directory There are two possibilitie
7. C Belegtrennung nach Trennblatt LSK C Belegtrennung nach Schl sselwort The configuratione will navigate only through the selected path At the end of the path it will continue with Create multipage Tif document files Possible selections Ze back to last setting Y confimration to proceed settings single choice If you e g select separator sheet the settings for file barcode and keyword will not be shown Y exit configuration modified settings will not be saved The different paths are as follows File each image file contains exact one document So no further setting has do be made at this state and the configuration continues with Create multipage Tif document files Barcode The navigation leads sequential to the following settings Select barcode type Barcode includes check sum Barcode orientation BarcodeRecognitionRegularExpression EnterBarcodeField RenameDocToBarcode 1 Barcode types multiple selection choice With Autodetect ClickScanner will decide by itself Barcode types Autodetect Intedeaved25 EAN12 _ Code 128 TEAM _ PDF417 Possible selections amp back to previous setting gt proceed to next setting 9 exit configuration modified settings will not be saved 2 Barcode has to contain a check sum yes no Possible selections amp back to previous setting One Click Solutions GmbH User Manual ClickWizard P
8. Configuration gt Batch creation gt Automatic batch creation i F 4 y a Run automatic batch creation in background mode Run in background mode Run automate batch creaton in background mode with no user interaction required e g 25 scheduled task gt gt gt Email adress name domain xx Emad adress to send enor logs to norephi barcodereader de From adress One Click Solutions GmbH User Manual ClickWizard Page 28 of 62 ONE CLICK SOLUTIONS 5 Capture using ClickWizard You can start the capturing of documents by the following ways Manual start via ClickMenu Srm Start Auto Batch Creation Manual start via the manual batch creation ClickScanner AIBBBRES o Open current batch for capturing The completion of the document batch processing steps manual batch creation or automatic batch creation is required to initiate the data capture process with ClickWizard O One Click Solutions GmbH User Manual ClickWizard Page 29 of 62 ONE CLICK SOLUTIONS The ClickWizard screen E ClickWizard mx_120425 00031951 crb File Edit View ClickWizard Help 1294W Harbour Road INVOICE nn At 289428 INVOICE DATE January 10 2010 e INVOICE INV123456789 E C1008 One Click Solutions GmbH Zwergbachstr 16 Syroenstein D 89428 Germany Pos Description Cost 1x AutoClick software licence PDF input output seal licence 8540 00 120 000 pia ooo
9. DD Last page Show data The function displays the results table derived from the data records which were created for the current batch Stapelname SUB_ID Gruppe CRStatus CRBemerkun CRcrested CRfirstchang CRlastchange CRDocument CRFulltextFil CRBilddateiN CRBilddateiPf mx_120422_ 0 null 22 04 2012 null null Alpha Numeri Alpha Numeri Alpha Numeri C ProgramD mx_120422_ 1 null 22 04 2012 null null null null Alpha Numeri C ProgramD mx_120422 0 null 22 04 2012 null null Alpha Numeri Alpha Numeri Alpha Numeri C ProgramD mx_120422_ 1 null 22 04 2012 null null null null Alpha Numeri C ProgramD mx_120422_ 0 null 22 04 2012 null null Alpha Numeri Alpha Numeri Alpha Numeri C ProgramD mx_120422_ 1 null 22 04 2012 null null null null Alpha Numeri C ProgramD One Click Solutions GmbH User Manual ClickWizard Page 22 of 62 ONE CLICK SOLUTIONS 3 4 3 View Menu The View menu function changes the depiction of the document view in the ClickScanner screen Help Zoom 25 Ctrl Shift 2 Zomm 50 Ctrl Shift 5 Zoom 100 Ctrl Shift 1 Zoom 200 Ctrl Shitt 0 Best fit Ctrl Shift B Y Page width Ctrl Shift W Page height Ctrl Shift H Page list E The following functions are available Zoom 25 displays the current page of the batch at 25 of the original size Zoom 50 displays the current page of the batch at 50 of the original size Zoom 100 displays the curr
10. Refresh Close License Parameters Description Functionality Subset Runtime Professional h Protection Type Software File Se al Number SWER 1000 0002 0041 3060 5752 Expiration Date Until 31 12 12 01 00 il Productivity I CPU cores Unlimited CPU cores per station minimum 1 Productivity limit Unlimited Volume Regular texts The button Hide License Parameters lt lt closes the window Having select a license you can also activate or update the license for instance if you have purchased an Add on later The Refresh button refreshes the status then 1 1 Install new license Please read the document Installation AutoClick v4 1 1 Change language One Click Solutions GmbH User Manual ClickWizard Page 43 of 62 ONE CLICK SOLUTIONS 7 Configuration and Settings In the section Configuration all settings and parameters for ClickWizard are made ChickWizard Konfiguration C Program Files x66 OCSv4 ClickWizard Cfg Main menu a License management Basic configuration settings for Click Wizard Configuration Manage all possible configuration settings for Click Wizard e Multi Queue Modus Settings Manage all possible settings for Multi Jueue Modus Change language German English Spanish ORE CLICK k SOLUTIONS 3 Configuration It contains License administration Layout creation for capturing Basic settings navigated wiz
11. quality Delete current page Rotate current page Goto Show data Empty pages detection The Edit Empty Pages detection function offers the following options to recognize empty pages in a batch or to clear empty page recognition Number of pixels the number of pixels can be set here Pages are classified as empty if the pixel number is lower than the setting File size the files size setting can be set Pages are classified as empty if the file size is smaller than the setting Number of OCR blocks the number of OCR blocks can be set The number signifies the number of recognized OCR blocks that would still be classified as an empty page Remove Empty Pages removes all empty pages Clear Empty Pages Recognition reverses the empty page recognition process OCR page recognition DER Ze Read the explanations to this button One Click Solutions GmbH User Manual ClickWizard Page 19 of 62 ONE CLICK SOLUTIONS Document separation View Help Empty pages detection DER FILE a ll q i OCR recognition O e a Ley rl F2 Existing file Document separation Document file creation k Separator page Create fulltext files Ctrl Shitt EA Scan page Check scan quality Barcode F3 Address Delete current page Black corner Rotate current page Keyword Shift F3 ZI Manual document separation Show data Delete document separation Recreate deleted do
12. ERP system is the leading system and an ECM system is just existing due to fact that the documents have to be stored and can be easily found The employees are used to work with their ERP menus and windows and they don t want to learn a second one the ECM one ClickWizard backs this process as follows on the first page of each document will be put a serial barcode Starting the capturing you click with your first action on the barcode By this as the usual O One Click Solutions GmbH User Manual ClickWizard Page 32 of 62 ONE CLICK SOLUTIONS capturing with ClickWizard works the barcode information will be transferred to the targed field in your ERP system In addition the barcode information will be also transferred to a hidden field in ClickWizard Now when you store the document in an ECM system the document will be passed over together with the barcode information to the ECM system The barcode information is packed in an xml data set The doc 1 page y EA 1 vis pi on off Target application type From then on everybody working with the ERP system can look for the document stored in the ECM system via the barcode ClickWizard window without and with index field r F AA Busen um Z ClickWizard mx_120425_00031951 crb I File Edit View ClickWizard Help doc 1 page 1 1 1 4 Alpha Numeric Char Company 1294W Harbour Road 44 EBI L d e e ai ci D INVOICE Y 0 e ClickRea
13. Help ClickWizard Help The Help Help function opens the application s help system About The Help About function displays the version numbers for the ClickScanner application and the FineReader Engine 5 4 Buttons W A REI L de e ei amp The function of the buttons are as follows ia a Y Wi Ie Y ei Selection of pages and documents The first 4 buttons are to navigate to documents The second 4 buttons are to navigate to a certain page Open Batch The button opens a batch To do so a window screen is opened and a directory and batch can be selected To confirm press the button open One Click Solutions GmbH User Manual ClickWizard Page 39 of 62 ONE CLICK SOLUTIONS ina D 1 Show page list The button displays all the pages of the current batch stack in a separate window By clicking on the desired page the respective document is displayed with the corresponding page Current Batch ao TH gt e Doc Page Filename Dokument AutoClick FRE file DocSepB OcrStopB 1 Alpha Numeric Char Company 20100110 pdf work OK C ProgramData ClickWi 2 Alpha Numeric Char Company 20100111 pdf work OK C ProgramData ClickWi 3 Alpha Numeric Char Company 20100201 pdf work OK C ProgramData ClickWi 4 Alpha Numeric Char Company 20100201 pdf work OK C ProgramData ClickWi i i i i Thumbnails Zoom in Pressing this butto
14. Jjj SI Mm SI Kw and fieldname ExportBatchPostProcessingCommand Command which will be executed after the export ExportBatchFulltextFiletype file type for additional fulltext file export Next possible selections amp back to previous setting Y confirmation to go to the next setting Y exit configuration modified settings will not be saved O One Click Solutions GmbH User Manual ClickWizard Page 56 of 62 7 1 Complete configuration 7 1 1 Database configuration One Click Solutions GmbH User Manual ClickWizard ONE CLICK SOLUTIONS OleDbDATEN MS Access database with AutoClick DATA table and OleDbLookup MS Access database with AutoClick LOOKUP tables ODBCDATEN ODBC data source with AutoClick DATA table and ODBCLookup ODBC data source with AutoClick LOOKUP tables SOLServerName name of SOL Server SOLServerDATEN name of database with DATA table SOLServerLookup name of database with lookup tables and type of SQL Server authentification WinNT SOL Server Page 57 of 62 ONE CLICK SOLUTIONS 7 1 2 Batch creation Scan files file type tif pdf jpg bmp gt Fast OCR recognition Export dcoument files during batch creation J Fast OCR recognition 7 1 4 Batch creation Automatic batch creation One Click Solutions GmbH User Manual ClickWizard Page 58 of 62 ONE CLICK SOLUTIONS Scanfiles Directory 5can
15. ToTextFields Feldliste fuer den Export im Textformat Bsp Name Nummer Datum ExportBatchToTextTableformat Formatstring fuer Positionsdaten fuer den Export im Textformat ExportBatchToTextTablefields Feldliste fuer Positionsdaten fuer den Export im Textformat One Click Solutions GmbH User Manual ClickWizard Page 55 of 62 ONE CLICK SOLUTIONS Export Batch To TEXTHletype NONE Fie type for exported files with index data in TEXT fomat Export Batch To TEXT Format pm Esc SS for export i in TEXT format Eg 0 13 42 Export BatchToTEXTFields Fimenname Rechnungsnummer Rechnungsdatum Bruttobetra Field list farted export Bsp Name Nummer Datum Export Batch To TEXT TableFormat HOM kona nn let Be of table data ExportBatchTo TEXT TableFields Position Artikel ArtNr Anzahl Preis Summe Fi eld list forte export of table PER Next possible selections Ze back to previous setting gt proceed to next setting 7 exit configuration modified settings will not be saved Batch export definition in which directory the export files will be copied In addition you can define acommand for a programm start another programm and whether fulltext files will be created ExportBatchIndexDirectory Export directory for index data files ExportBatchlmageDirectory Export directory for export document files Possible wildcards Dn Dt Ly
16. UTIONS 7 1 11 ile Batch export Tren Ganache TARMA en ie CSV nur Fetdinformationen CSV komplette Datenbanks tze File type for exported files with index data in TEXT format Format string for export in TEXT format E g O5 152 Text JO Field list for text export Bsp Name Nummer Datum Format string for text export of table data Field list for text export of table data Export directory Lo store index data Export directory for document files Possible placeholders Dn Dt Su AJA HH Fm LH Mor und Fieldname Postprocessing command Lo be called after export File type for the optional export of fulltext files 7 1 12 Export Settings index data export 8 Imprint Status April 1 2012 Version 2 1 Publisher Author One Click Solutions GmbH Zwergbachstr 16 D GERMANY9428 Syrgenstein One Click Solutions GmbH User Manual ClickWizard Page 62 of 62
17. User Manual ONE CLICK SOLUTIONS Tia a TE gt ei Gi sao Y fa Scen Verzeichnis 0 Fl mx_120318_23452535 0b AY Barcode 2 0 FE Scan Verzeichnis 0 F mx_120318_23480821 ob FE mx_120218_23452535 0b Ae amp Fie 20 E Scen Verzeichnis 0 F mx_120318_23480821 ab FE mx_120318_23452525 0rb 18 03 2012 23 52 48 SY ctictwizera started 20 10 2011 15 04 59 Belege im PDF Belegdatei Dos status E RE OCS 33084 08 pdf abgeschlossen gt Vr Stapel und Filteroptionen Stapel mx_120318_23480821 crb ClickWizard Version v4 One Click Solutions GmbH ONE CLICK SOLUTIONS Table of Contents 1 ol A EE 4 2 Functions ClickWizard ClickMenue 2 4 22 2422200220a220020nan00nnnnnnonnnnnnunnnnnnnnnnnnnnn 6 2 iere eet On LEE 7 2 1 Filter functions and batch delete ccc mag aan 8 3 Manual Batch Processing ClickScanner au 222200002a200002nan000nnnnnonnnnnnunnnnnnnnnnnnnnn 9 341 Crealo a MEW e EE 10 3 2 Selecionoran eXising b lchz een een 12 3 3 BUllonS lc Scanner aria u 12 3 4 Menu and Function Overview CJckzcanner nennen nnennnnnennnn nennen nennen 17 3 4 1 SI TE EE 17 3 4 2 Belt En EE 19 3 4 3 VS Ulsa loci 23 3 4 4 ONO MEN e 23 35 Funcion Keys CICK Scannen esse ea 24 4 Automatic Batch Processing CREngine uuurn200000n an00onnnnnnnnnnnnnunnnnnnnnnnannunnnnnnnnnn 26 4 1 Processing documents fro
18. age 50 of 62 ONE CLICK SOLUTIONS gt proceed to next setting 2 exit configuration modified settings will not be saved 3 Barcode orientation in which direction should the barcode be read Barcode orientation Autodeteci Down To Ton _ Left To Right _ Riaht_To Left _ Top_To_ Down _ Unknown Possible selections Zo bach to previous setting gt proceed to next setting 7 exit configuration modified settings will not be saved 4 further settings Definition of a regular expression of the barcode has to be for regular expressions see separate chapter field name in the layout where the captured barcode will be copied only for the products ClickReader und AutoClick selection whether the captured barcode will be used as file name Barcode RecoognitionRegularexpression pas Regular expression for barcode recognition see the chapter about regular EnterBarcodeRield Name of database column layout field to store a recognized barcode RenameDocToBarcade _ Rename document file Rename document tile to barcode Possible selections amp back to last setting Y proceed to next setting Create multipage Tif document files 9 exit configuration modified settings will not be saved Separator sheet separation by separator sheet The wizard will proceed sequential to the following settings O One Click Solutions GmbH User Manual ClickWizar
19. and extension datti Suffix and extension for the creation of document fles in multipage TIF format Create Pdf document files as output no Plain menu Gay o Create Pdf document files Create one Pdf file per document Create Pdf document files Automatically export document files during batch creation no gt ain menu dr sf y a 7 Automatically export Automatcally export document Hes dunng batch creation One Click Solutions GmbH User Manual ClickWizard Page 48 of 62 ONE CLICK SOLUTIONS 7 1 2 User guidance batch export Jo Through all listed menus will guided sequential In each sub menu settings or and decisions have to be made There is no exit inbetween Layout field which will be filled by the trained supplier Possible selections Y proceed to next menu 7 exit configuration modified settings will not be saved Directory path where the automatic batch creation will import the scans from The path has to be a accesable directory Default C ProgramData ClickWizard Scans Scans Possible selections gt proceed to next menu Y exit configuration modified settings will not be saved One Click Solutions GmbH User Manual ClickWizard Page 49 of 62 ONE CLICK SOLUTIONS In first step you have to select which criteria will be used for document separation single choice Art der Belegtrennung 2 Belegtrennung nach File Belegtrennung nach Barcode
20. ard Complete settings To give you a general view at which position in the configuration you are you find the path at the top of the window When you touch a button with the mouse a status line will be opened at the bottom of the window to explain what the function of the button is There are the following menus One Click Solutions GmbH User Manual ClickWizard Page 44 of 62 Licence management basic configuration settings for AutoClick ONE CLICK SOLUTIONS configuration Manage all possible configuration settings for AutoClick Change language German English Spanish The navigation is done by the following buttons button explanation action Exit of the section configuration All settings made which have not been saved will be lost KMA All settings made will be saved and are available imediately Zi H just in main menu configuration the button leads one level back This button is only available when you have set multiple scan directories The button selects the configuration file to be configured This button is only available when you have set multiple scan directories The button offers to save the actual configuration under a new name 7 1 Licence administration Please read chapter Installation license language One Click Solutions GmbH User Manual ClickWizard MultiQueue Mode settings Manage all possible settings for the MultiQueue Mo
21. be saved Further settings MultiPageSuffixAndExtension based on a regular expression you define how the end of the file name will be extended e g continously counting of a four sized number Additionally you specify the filename extension e g tif In case of the setting RenameDocToBarcode True you have to choose mir see last setting in section Barcode O One Click Solutions GmbH User Manual ClickWizard Page 53 of 62 ONE CLICK SOLUTIONS Multi Page TIF SuffixAndExtension Loss Safe and extension for the creation of document files in multipage TIF format Next possible selections amp back to previous setting Y confirmation to go to the next setting Y exit configuration modified settings will not be saved Definiton of the kind of PDF filetype Create PDF docu ment file i searchable First you decide whether PDF files will be created Next possible selections back to previous setting Y confirmation to go to the next setting 9 exit configuration modified settings will not be saved PDF type you can choose between PDF image pure image file not searchable PDF A standard und searchable complete searchable file Next possible selections Zo back to previous setting gt proceed to next setting 7 exit configuration modified settings will not be saved PDFSuffixAndExtensio
22. been completed OCR must be repeated because this function overrides the recognized text The green frame around the text blocks disappears and the corresponding asterisk disappears from the table eis Rotate left In the event this function is performed after the OCR Analysis has been performed OCR must be repeated because this function overrides the recognized text The green frame around the text blocks disappears and the corresponding asterisk disappears from the table OCR recognize single pages OCR analysis can also be performed on individual pages After this step has been completed a green frame highlights the recognized text blocks on the respective pages The left screen panel background is still highlighted in red After the OCR process has been completed an asterisk is automatically entered into each row of the asterisk column This indicator shows the pages that have been analyzed with OCR All the pages of a batch do not have to be analyzed with OCR However text cannot be extracted from pages that have not been analyzed with OCR l k TIF Create documents in Multipage Tif format One Click Solutions GmbH User Manual ClickWizard Page 15 of 62 ONE CLICK SOLUTIONS a Create PDF format image PDF a Create PDF A format Delete document separation assignment of pages to documents This function deletes page separations that have already been performed The background of the tab
23. curnent data Ctrl Ins xk J Existing file All pages of a MultiPage TIF file are summarized into one logical document Separator Page Auto detected scan mode Shift F2 Single sided scan mode Double sided duplex scan mode o Auto detected scan Mode The document separation is performed on the basis of separator sheets in addition all empty pages are eliminated o Single sided scan mode Document separation is performed on the basis of separator sheets and the acceptance of single side scanned documents in addition all empty pages are eliminated o Double sided duplex scan mode Document separation is performed on the basis of separator sheets and the acceptance of duplex scanned documents in addition all empty pages are eliminated Attention the function Separator page needs all empty pages to work proper If you process the function Remove Empty Pages before a document separation via separator page cannot work Scan page you can select whether the separation will be made after each page single sided scan or after the always second recognized page double sided scan Barcode this function recognizes the first page of a document by means of defined barcodes The definition is performed in the OneClickSettings ini function Address the separation will be done by recognition of an address window Black corner this function looks after a black corner on a page an
24. d Page 51 of 62 ONE CLICK SOLUTIONS ka scan mode simples duplex Autodetect NumberOfPixel empty page recognition NumberOfPixel NumberOfOCRBlocks NumberOfOCRBlocks FileSize NumberOfOCRBlocks Ke Filesize E 1 Scan Modus single choice decision whether the programm will look for single oder double paged scans or decide by itself Next possible selections Zo back to previous setting gt proceed to next setting 9 exit configuration modified settings will not be saved 2 empty page recognition single choice for critera of empty page recognition Empty page recognition Number fPixel 0 NumberfOCRBlocks FileSize Please choose the method used for empty page recognition Next possible selections amp back to previous setting gt proceed to next setting 9 exit Configuration modified settings will not be saved Further settings detailed Number of Pixel EmptyPageMaxBlackWhitePercentage Max percent as floating point of white or black pixel on an empty page EmptyPageThumbnailScalePercentage size of Thumbnails for emty page recognition for number of pixel Next possible selections amp back to previous setting gt proceed to next setting 9 exit Configuration modified settings will not be saved EmptyPageMinWhitePixelBrightness Min brightess of white pixel 0 to 255 EmptyPageAnalyzeAreaPercent used size for empty page recognition fo
25. d separates then the document Keyword this function recognizes the first page of a document by means of defined keywords stamps etc The definition is set in the OneClickSetting ini function The keyword definition must be unique and may not appear in the text of the document One Click Solutions GmbH User Manual ClickWizard Page 20 of 62 ONE CLICK SOLUTIONS Attention Optical Character Recognition OCR must be performed prior to the execution of the Edit Document Separation Keyword function because otherwise the keyword is not available Manual document separation this function performs the document separation on the currently listed pages begin the new document or adds the current page to the current document subsequent page assignment Delete document separation deletes the document separation of the batch that has been performed in full Recreate deleted document data this function executes in first step the function Delete document separation and in second step the function Create documents in MultiPage TIF format When the document separation has been successfully done all pages and documents are listed in an ascending sequence of numbers File Edit View Help Document Page Source 1 Alpha Numeric 2 2 1 Alpha Numeric 3 3 1 Alpha Numeric 4 3 2 Alpha Numeric i e Document file creation The function creates different output files You can select be
26. d with the save function and the following screen open images refers to the directory from which the image files are loaded One Click Solutions GmbH User Manual ClickWizard Page 12 of 62 ONE CLICK SOLUTIONS 97 Open existing batch this function displays the window in which the existing batch is opened corresponding default navigation path The Open function opens the batch and the associated image files and status The batch stack status has not changed since it was last processed Empty page recognition by number of pixel Empty page recognition by number of OCR blocks Empty page recognition by file size Remove empty pages Detect empty pages This function eliminates empty pages according to the selected criteria This function is to be initiated after OCR has been executed because OCR blocks cannot be recognized until the OCR process has been performed The criteria definition for example the minimum number of pixels that define that a page is not empty is set in the configuration There are different methods to recognize empty pages number of pixel set a limit of pixels underneath a page is characterized as empty number of OCR blocks set a limit of OCR blocks underneath a page is characterized as empty file size set a limit of file size underneath a page is characterized as empty remove empty pages eliminates the current recognized empty pages z DCR OCR recognize all pages This function
27. de statusline i Konfiguration beenden E Konfiguration bernehmen de Zur ck 4 Korfigurationsdatei ffnen E Konfiguraboredatel speichern unter Page 45 of 62 ONE CLICK SOLUTIONS Basic configuration settings E Basic configuration settings for Click Wizard You will be navigated through the following settings there is no exit possibility in between Si You navigate the menu via the following buttons button explanation action statusline Exit of the section configuration All settings made which Konfiguration beenden have not been saved will be lost All settings made will be saved and are available H Konfiguration bernehmen imediately Button returns to previous setting de Zur ck Button navigates to the next setting al Zur n chsten Konfigurations Einstelkng Button confirms a single or multiple choice or indicates the end of Ei Konfiguration bernehmen a settings path Button quits the aktual settings and returns to the main menu Aktuelle Konfiguration abbrechen where you have to decide whether you want to save the settings made or exit the coniguration without saving Just in main menu configuration the button leads one de Zur ck level back One Click Solutions GmbH User Manual ClickWizard Page 46 of 62 ONE CLICK SOLUTIONS 7 1 1 Factory settings ClickWizard will be delivered with the following factory settings Default Scan directory for aut
28. der mx_120425_00031951 crb eg Eile Edit View ClickWizard Help e e 5 Ch ES EA HRA L i 4 Wi 4 4 Y ei Dillen City At Z89428 Canada INVOICE DATE January 10 2010 zl U INVOICE INV123456789 Alpha Numeric Char Company 1294W Harbour Road Dillen City At Z89428 Canada C1008 One Click Solutions GmbH Zwergbachstr 16 Syrgenstein D 89428 January 10 2010 DATE q INVOICE INV123456789 Germany 1008 One Click Solutions GmbH Zwergbachsir 16 v Syrgenstein D Germany status y Pos Description Cost created 25 04 2012 0001 1x AutoClick software licence PDF input output seat licence 8 540 00 last changed 120 000 p a created by N y Z 0002 1x Interface MS SQL Server 340 00 Sot ee ee scan image Alpha Nume 0003 Installation remote 380 00 directory CAProgramE 0002 1 Iatartaos MIS SOL Siner Strg Strg The following graphic shows the process again Incoming invoice barcode document separation Doc Id Capturing with ClickWizard Barcode as index Barcode captured information ERP Finance SW ECM system One Click Solutions GmbH User Manual ClickWizard Page 33 of 62 ONE CLICK SOLUTIONS 5 3 Menu and Function Overview ClickWizard The following menus i e functions are available fields highlighted with a green background can be selected via buttons
29. desired page the respective document is displayed with the corresponding page Current Batch e Filename Dokument AutoClick FRE file DocSepB OcrStopB Alpha Numeric Char Company 20100110 pdf work C ProgramData ClickWi Alpha Numeric Char Company 20100111 pdf work C ProgramData ClickWi Alpha Numeric Char Company 20100201 pdf work C ProgramData ClickWi Alpha Numeric Char Company 20100201 pdf work C ProgramData ClickWi Thumbnails Block Info on off The View Block Info on off function displays information pertaining to the individual text blocks that have been recognized in the current page This is a service and debug function Log window on off The View Log window on off function displays different application information Each layout switch is documented in the log window The current batch name for example is recorded there One Click Solutions GmbH User Manual ClickWizard Page 37 of 62 ONE CLICK SOLUTIONS Properties on off status sd e created 25 04 2012 00 04 05 last changed 25 04 2012 01 11 24 created by company scan image Alpha Numeric Char Company 201001 directory CProgramDataClickWizardBatch wr The View Properties on off function displays different information of the current document The properties window is located in the lower left hand corner of the ClickWizard screen and is only seen when fullscreen is on The following informat
30. e available functions The area on the left shows all the batches which have been already created the latest batch is at the top The first element in a queue shows the scan directory where the documents images have to be copied to be processed for this queue If your license includes the Add on module Multiqueue you also see the different queues which have been configured If you click on a batch all documents of the batch will be listed with their status in the area on the right At the bottom all the available filter functions for the actual batch will be shown Notice to process more than one queue you need to license and configure the Add on Multiqueue Notice to run ClickWizard as an operating system service you have to license and configure the Add on Queue Service O One Click Solutions GmbH User Manual ClickWizard Page 6 of 62 ONE CLICK SOLUTIONS 2 1 Buttons ClickMenue The main functions are start ClickWizard with a selected batch here you capture documents start Automatic batch creation creates automatically one or more batches depending on the configurations made arce start Manual batch creation stepwise manual batch creation of one batch R Ser Settings 8 Configuration opens the configuration section in which most of the parameters for ClickWizard are configured 9 gt Help amp Support opens the documentation directory in the installation directory Here
31. ent page of the batch at 100 of the original size Zoom 200 displays the current page of the batch at 200 of the original size Best fit displays the current page in full Page width adjusts the page width to fit the window width Page height adjusts the page height to fit the window height 3 4 4 Help Menu Help Online Help Context Help What to do next About Help The Help Help function starts the application s help system Online help The function starts the internet online help http www oneclicksolutions de help online cs_de where you will always find the latest version of the help Context help what to do next The function is a context help which suggests at any state of process what to do next or why anything could not be executed About The function displays the version numbers for the ClickScanner application and the FineReader Engine O One Click Solutions GmbH User Manual ClickWizard Page 23 of 62 ONE CLICK SOLUTIONS 3 5 Function Keys Click Scanner The following function keys are available in ClickScanner The function keys are also listed in the individual menus The yellow background indicates that these functions can also be started by buttons File Strg O Open last batch Strg Shift O Close batch Strg F4 Start ClickWizard ClickWizard with current batch Alt F10 Edit Empty pages detection OCR recognition
32. filter options Batch mx 120417 14453456 crb z el The buttons have the function EA batch with this button a batch can be deleted There is a safety request before realization Delete batch Do you really want to delete batch mx_120318_23480821 crb Show all documents all documents of the selected batch will be listed One Click Solutions GmbH User Manual ClickWizard Page 8 of 62 ONE CLICK SOLUTIONS 3 Manual Batch Processing ClickScanner In manual processing pages can be separated manually or documents comprised of several pages can be put together to make up a logical document pages can be rotated manually and the individual pre processing functions can be initiated manually In productive operating environments manual batch processing will largely be the exception The main purpose of manual batch processing is to test settings parameters In a majority of cases automatic batch processing is used in productive operating environments Manual batch processing is to be started via the ClickMenue Start Click Scanner Before you start the manual batch processing ClickScanner you have to select either a batch or the scan directory or the queue name ge au gt N Se E SU a D i nl L File Separation 70 Pe m 120421 10511775 0b Sl mx_120421_10375963 0rb If you select a scan directory which is empty or the queue name the ClickScanner window will be empty and o
33. framed box that is currently highlighted with a yellow background and the next field in the layout is activated yellow background highlight Save captured values Capturing all fields in a layout is not a prerequisite to saving the captured data for a specific document All mandatory fields of a layout mandatory fields are defined during the creation of the layout with the Layout Editor must be completed otherwise the data document cannot be saved Captured documents are saved by clicking the following button V In this case the document status switches to completed done at this point the capturing process cannot be continued Document Status Each batch document is assigned statuses during and after the completion of the capturing process Here is a list of the statuses open the document has not yet been captured and accordingly no data has been stored and if required transferred to another system done completed the document has been captured and the captured data information has been transferred to a back office system for processing The status is set automatically upon saving the document The definitions open done completed can be modified to meet customer specifications in the OneClickSetting ini file 5 2 ClickWizard ECM function ClickWizard has an ECM functionality which allows you to store a document with one index value in an ECM system The idea and procedure is In most cases an
34. he scan directory is then filled with image files Y File Separation 6 3 Filename Size Creation Date amp scan Directory 3 Alpha Numeric Char Company 20100111 pdf 51 04 22 04 2012 18 11 12 Cen Alpha Numeric Char Company 20100201 pdt 5 337 22 04 2012 16 11 13 mm 120422 15910514 0b E Alpha Numeric Char Company 20100202 pdf 51 771 22 04 2012 10 11 13 ra mx 120422 1151 ch Ds Computer One Click Solutions H Demo Belege Testbelege Layouts englisch F Open Drucken E Mail Neuer Ordner tzgruppe Name Datum Alpha Numere Char Company 2U10sh pdt 16 02 2010 43 15 ker E Alpha Numeric Char Company 010shduplex pdf 16 02 2010 23 13 Now you can start the automatic batch creation Gah d S Y Start Auto Batch Creatio ME Having processed the automatic batch creation ClickScanner will show up with the main window of ClickWizard 4 2 Processing documents from multiple directory To process more than one scan directory you need the ClickWizard Add on Multiqueue Having licensed this Add on you can process as many directories as you like How to create a multiqueue processing You have to open administration directory of ClickWizard where you find all processed documents captured information layouts and the configuration file which is named oneclicksettings in By default you will find it here C ProgramData ClickWizard Now you just copy the configuratio
35. ion is list in the properties window e Document Status e Creation date e Date of the last change e User name of the creator e Company e Scan file name of the image file e Target directory of the scan file Show scan image The View Show scan Image opens the current page image file with a third party graphics Should the image file be supplemented with additional information the processing of the image file with the ClickWizard application must be repeated The page recognition function must also be repeated to ensure that all of the existing texts in the image file are recognized 5 3 4 ClickWizard ClickWizard ClickWizard Help Fullscreen on off Alt Fo Target application type Fullscreen On Off The ClickWizard Fullscreen On Off function opens a hidden index field to show the export mechanism On plus the buttons from ClickReader are displayed One Click Solutions GmbH User Manual ClickWizard Page 38 of 62 ONE CLICK SOLUTIONS Target applications type The ClickWizard Target applications type includes some sub functions to navigate the cursor in the current target system Browser after the input the cursor in the target system will stay at the current position Excel after the input the cursor in the target system will execute the tabulator function Access after the input the cursor in the target system will execute the carriage return function 5 3 5
36. is asterisk column is completely filled File Edit View Help PO ee ES Alpha Numeric Char Comp Alpha Numeric Char Comp Aloha Numeric Char Comp x Ty AP Alpha Numeric Char Comp ie a Document separation by MultiPage TIF files Based on the criteria settings this function takes the individual pages of a logical document and summarizes them into one logical document This function can only be executed after the OCR process has been performed The table background highlight color switches from red to green after this function has been performed At this point documents can be captured with ClickWizard Document separation by separator page auto detected This function separates documents based on the empty separator sheets This function can only be executed after the OCR process has been performed The table background highlight color switches from red to green after this function has been performed At this point the capture process can be performed with ClickWizard or empty pages can be eliminated see above e Document separation by barcode This function separates documents based on defined bar codes The barcode is defined in the software settings This function can only be executed after the OCR process has been performed The table background highlight color switches from red to green after this function has been performed At this point the capture process can be performed with ClickWizard or empty page
37. l null null Alpi TENU D mt F The Close button navigates back One Click Solutions GmbH User Manual ClickWizard Page 36 of 62 ONE CLICK SOLUTIONS Zoom The ANO Ino additional functions are available Zoom to block this function zooms in the window that is displayed after the function has been activated with the mouse By activating the function a second time the application returns to the original view Zoom 25 displays the current page of the batch at 25 of the original size Zoom 50 displays the current page of the batch at 50 of the original size Zoom 100 displays the current page of the batch at 100 of the original size Zoom 200 displays the current page of the batch at 200 of the original size Best fit displays the current page in full Page width adjusts the page width to fit the window width Page height adjusts the page height to fit the window height Scroll The following additional functions are available these functions are usually performed via the function keys or using the mouse Scroll Up shifts the page view up Shift Page Up Scroll Down Shift Page Down Scroll left Shift Home Scroll right Shift End Scroll To top Alt Page Up Scroll to bottomEnd Alt Page Down Home Alt Home End Alt End Sow page list The View Display Page List function displays all the pages of the current batch stack in a separate window By clicking on the
38. le in left panel switches back to red from green FE W A Context help Wie geht s weiter Kontextbezogene Hilfe die sie dabei unterst tzt was als n chstes zu tun ist bzw was Sie berhaupt tun k nnen A er Start capturing with current batch After preprocessing OCR document separation page assignment is completed this button is utilized to initiate the capturing function e g AutoClick ClickReader ClickWizard This function is only possible if the document separation has not been performed or was deleted again The background highlight color of this table must be green Exit One Click Solutions GmbH User Manual ClickWizard Page 16 of 62 To the first page To the first document To the previous document To the previous page ONE CLICK SOLUTIONS To the next page To the next document To the last document To the last page Pages or documents can be accessed directly by clicking the respective page in the red green table in the ClickScanner screen or by selecting the buttons described above 3 4 Menu and Function Overview ClickScanner The main menus in ClickScanner are do E ClickScanner mx 120422 0122 crb aw fae EL CR x File Edit View Help 3 4 1 File Menu Edit View Help Create new batch Ctrl E Open existing batch Ctrl Open last batch Ctri Shift 0 Close batch Ctri F4 Start ClickWizard Start ClickWizard with current batch Exit Alt F10
39. m one directory ccoooccccocccnnccconnonononcnncnnannncononcnnonnnnnncnnannnnonanons 26 4 2 Processing documents from multiple drechonm 27 4 3 Automatic batch processing with Email messaging sn01nnnensennnnnsennnnrosnnnnresnnnrneesenreenenne 28 5 Capture using CCK AE de WEE 29 5 1 Dala Caputo he ener Cnn een laa 31 Size QUICKWIZara ECM UNCON ae aaa 32 5 3 Menu and Function Overview ClickWizard ooonccccconncncccononcoconcnnoconconnonanonconanenonnnnnnonnnas 34 5 3 1 FIIEIGICKWiZard a ee 35 De Edi CICK WVIZANG atinente eae 35 5 3 3 VIEWIBICKWIZAG ren 36 5 3 4 GlCKWizard CHICK WV IZA ana 38 5 3 5 ICID BE A E de EE 39 5 4 BURON Seen ee se se eisen 39 6 Installation licensing language uuruunaauu00nnnnnnonnnnnnunnnnnnunnnnnnnnnnnnnnunnnnnnnnnnnnnnnnnnnnnennnnnnn 42 1 1 SHOW current license information a ae a a A Aa iat 42 1 1 If Eat EE 43 1 1 Change language oocccccconconoconcncccnnnncononnnnnononcnnnn nn nnn nn nennen nnnnnnnennnnnnennnnnnnnnnnnnennnnnnennnnnnennnnnnne 43 T Configuration and Settings He 44 OH KN le int el an He TEE ge Te EE 45 7A Basic COMMOULATION de Sida 46 O One Click Solutions GmbH User Manual ClickWizard Page 2 of 62 ONE CLICK SOLUTIONS Pi Facon ne EE 47 7 1 2 Reie e 49 fala GOMPIETE CO MIG MAU OM tie osteo este 97 7 1 1 Database COMU lo l Ayes 57 7 1 2 Batch cre alias sein 58 7 1 3 Batch creation Manual batch creatio
40. n nnnnn00nnnneneannnennennnnnnrnnnnnnsrnrnrnsennnressnnrensenenne 58 7 1 4 Batch creation Automatic batch creation nnnsnoennnnnneennnnosenrnnensnnrnensnnrnresenrerenennenee 58 7 1 5 Batch creation Document file Creaton 60 7 1 6 Batch creation 7 Scan quallly check iii iio 60 71 7 Batch creation Settings for extrachon 60 7 1 8 Batch creation Display message nennen nnnnnne nennen nnnnnnnnnnnnnne nennen 61 71 9 dao re laos 61 7 1 10 Export Single document export e a a 61 FiA EXPORT Bach pol ana a o ee da ead 62 7 1 12 Export Settings index data evport 62 8 Jl dl GE 62 One Click Solutions GmbH User Manual ClickWizard Page 3 of 62 ONE CLICK SOLUTIONS 1 Introduction ClickWizard is a capturing tool to extract information into any application that is currently running on your operating system except virtual machines That may be an Microsoft Excel SAP Navision Sage KHK or any other back office system It even can be a browser Explorer or Thunderbird or a DOS window The idea is to have a maximum flexible tool without any integration effort or interface problems Just install and start The operating guidelines describe the basic steps working with the application ClickWizard The basic steps are run manual batch processing a b run automatic batch processing c Capturing with ClickWizard d make Setting up Talking about a batch of paper we mean any amount of documen
41. n oneclicksettings ini and rename it as you like e g oneclicksettings barcode ini You can vary the settings in the configuration files as you like E File Separation 70 i P Stapel E IR Sp Barcode Separation 7 0 mix ES 12 H Bat Ap Keyword Separation 7 D a SS Sms iz E IR amp Page Separation 7 0 a ah AA e y One Click Solutions GmbH User Manual ClickWizard Page 27 of 62 ONE CLICK SOLUTIONS 4 3 Automatic batch processing with Email messaging Particularly when you have big batches with many pages the automatic batch creation can take some time Main reason for this is the OCR In these cases the automatic process can be optimized if the automatic batch creation sends an email to the operator to tell him that he now can start with the training or capturing To do so you have to make the following settings in the configuration Configuration Manage all possible configuration settings for Click Wizard o Batch creation Edit advanced settings for manual an automatical batch creation gt gt gt Automatic batch creation Edit settings for automatic batch creation Run automatic batch creation in background mode as scheduled task with no interactive output messages and error will be sent as emails gt gt gt In this submenu you have to tick the checkbox and then step through the menu til you you come to the settings with the email addresses Main menu
42. n based on a regular expression you define how the end of the file name will be extended e g continously counting of a four sized number Additionally you specify the filename extension e g tif In case of the setting RenameDocToBarcode True you have to choose pdf see last setting in section Barcode O One Click Solutions GmbH User Manual ClickWizard Page 54 of 62 ONE CLICK SOLUTIONS Suffix and file type for the creation of document files in Pdf Format Next possible selections amp back to previous setting Y confirmation to go to the next setting a exit configuration modified settings will not be saved Specification as which file type and in which directory the captured index data will be exported Nele E XML File type Ki CSV file with headline Text 6 batch export In the first setting you have to choose whether document files will be exported Next possible selections amp back to previous setting Y confirmation to go to the next setting 9 exit configuration modified settings will not be saved ype multiple choice selection With the selection text there is a sub menu File ty Sub menu with selection Text Text ExportBatechToTextFiletype Dateityp fuer die Dateien mit den Indexdaten bei Export im Textformat ExportBatchToTextFormat Formatierung fuer den Export im Textformat Bsp 0 1 2H ExportBatch
43. n you can draw a frame with your mouse which then will be zoomed to the whole window Pressing the button again the window turns back Calculator The button opens a type of calculator with which various calculations can be calculated without obstructing the click rhythm Calculator By clicking the different values calculations can be performed the corresponding results can be transferred to the corresponding field After the function has been performed the quick calculator remains on top and the user can perform different calculations for the active field The most important operators that are available are addition subtraction multiplication and division In addition values can be multiplied and divided with the factor of 10 and 100 Calculator 41 440 21 41 440 21 One Click Solutions GmbH User Manual ClickWizard Page 40 of 62 ONE CLICK SOLUTIONS Upon opening the quick calculator the desired calculator operation can be selected by click Subsequently all values are clicked that are to be calculated in the selected calculation By clicking OK the result is transferred into the current target field ofa back office system The quick calculator is closed and the user can continue with the capture of the next field The user can stop a calculation at any by clicking cancel The result is not transferred to the field Y Set state done and export Sets the intern document status on done and
44. nly four buttons are sensitive E ClickScanner File Edit View Help Gel Kal Se The sensitive buttons are Create new batch Open existing batch Help what to do next Exit So the next step will be to open an existing batch or create a new one O One Click Solutions GmbH User Manual ClickWizard Page 9 of 62 ONE CLICK SOLUTIONS 3 1 Create a new batch To create a new batch press P reate new batch The typical Microsoft Windows procedure to store a file or folder has to be passed As batch name the configured default name plus date and time will be suggested and can be optionally changed For each generated batch ClickWizard creates a crb file and a folder with the same name where all the captured documents and export files with the captured Information will be stored In the next step a batch name and directory must be assigned in which the batch is to be stored The files that are to be processed must be stored in a batch Attention only TIF PDF JPEG etc image files can be processed Files from Microsoft processing systems Word Excel PPT or spread sheets are not image files and as such cannot be processed Having finished this step you will be asked in the following step from which directory and which files you want to be processed select between TIF PDF and all You can also process JPG and other image files Having successfully loaded the image files all butt
45. nt cursor movements in different applications this can be adjusted with the menu function ClickWizard Target application type All information in the document that can be selected and as such that can be captured is highlighted with a green background This information can now be captured simply per mouse click dragging the mouse several blocks located one after another or mouse click while the Ctrl button is pressed when capturing several blocks that are not located directly next to each other or in sequence When dragging the mouse the mouse can be dragged from left to right and right to left or diagonally The best starting point is the point that is furthest from the next green field simply because one can navigate with less accuracy and navigate more quickly The background color of the information that will be captured will simply switch from green to red So it is quite obvious whether you have captured the information you wanted or not One Click Solutions GmbH User Manual ClickWizard Page 31 of 62 ONE CLICK SOLUTIONS Alpha Numeric Char Company Alpha Numeric Char Company 1294W Harbour Road 1294W Harbour Road Dillen City At 289428 Dillon City At Canada Canada Alpha Numeric Char Company 1294W Harbour Road Dillen City At Z89428 Canada Alpha Numeric Char Company 1294 e arbour Road Dille At 289428 Canada As soon the mouse clicks a green field the information is located in a
46. ntations and the quality of the contrast between the characters and the background The input type of file for capturing may be TIF PDF and JPG The output file type may be the same or even PDF A it simply depends on the license key What kind of format can ClickWizard deal with each page of a document is one image file e g single page TIF all documents of a batch are stored in one file each file includes one document eg MultiPage TIF O One Click Solutions GmbH User Manual ClickWizard Page 4 of 62 ONE CLICK SOLUTIONS In the first two cases a document separation has to be made before the batch process can be started Otherwise ClickWizard cannot decide of how many pages a document consists The document separation can be done in different ways put separation sheets empty sheets between the documents stick a barcode strip on the first page of each document print a keyword on the first page of each document e g can be done by an imprinter A technical overview about the capturing with ClickWizard shows the following diagram import processing with the capture software ClickWizard l export image files workflow UF ERP gt PDF ECM PES Finance gt GIF A configuration Data base Lookup data balancing Working with ClickWizard the common steps are L GE E Setting up the file OneClickSettings ini definitions for batch pr
47. ocessing capturing and data export Optimal provide lookup data base Test run executing manual batch processing Test run executing data capturing and data export Productive operation automatic batch processing data capturing and data export The application ClickWizard runs on the Microsoft platforms Windows XP Vista and 7 64 and 32 Bit as also with Microsoft Server 2003 2008 and can be integrated in Terminal Server Applications One Click Solutions GmbH User Manual ClickWizard Page 5 of 62 ONE CLICK SOLUTIONS 2 Functions ClickWizard ClickMenue ClickWizard will be either started by the operating service Add on modul Queue Service is needed or can be manually started with the desktop Icon H ClickWizard ClickMenue will be opened which contains the following main functions X ei f 24 04 2012 17 10 43 Gren En NG eo 24 04 2012 17 10 f A ClickWizerd started SS WW A Y Ke 13 01 2012 11 50 44 Belege im PDF S E S Trennblatt_ 6 0 gt Scan Directory 0 gt imx_120318_23452535 orb mx_120318_23480821 cb El mx_120420_13142556 eb mx_120412_11541404 ob gt mx_120420_11265341 orb gt mx_120417_14452458 orb gt mx_120420_112685341 orb H me_120417_14453408 0b mx_120420_13142556 cb gt mx_120412_11541404 orb gt mx_120318_23480821 orb PS mx_120318_23452525 0rb IR gt Barcode 60 oe Zi MP Fie 60 At the top of the menu you find the buttons for th
48. omatic batch creation Directory where the image files are imported from CAProgramDatalClickWizardiScans Default created batch directory for automatic batch creation Directory where the created batches are exported to C ProgramData ClickWizard Auto Batch Default export directory for automatic batch creation Directory where the export files are exported to C ProgramData ClickWizard Export Databasecolumn Field identifier in layout for contractor ClickWizard Konfiguration C Program Files x86 OCSv4 ClickWizard Cfig Main menu Pr Directory C Program Data Click Wizard Scans Directory with scan Hes to be processed Scan directory directory to import the images files for the automatic batch creation Directory C Program Data Click Wizard Scans Z Directory wath scan files to be processed Document separation separator sheet plane sheet between documents py o a a al 9 Document separation by File Document separation by Barcode O Document separation by separator sheet Document separation by keyword One Click Solutions GmbH User Manual ClickWizard Page 47 of 62 ONE CLICK SOLUTIONS Create multipage TIF document files as output sy a Create multipage TIF document files 4 Create multipage TIF document files Create mulipage TIF document Res Suffix and extensio adds a four digit number at the end of the file name Hlain menu py gt Suffix
49. ons in the ClickScanner window will now be sensitive TE EE e TE gl E ClickScanner mx_120422_0122 crb H klen File Edit View Help Doc Page Source LP Se Pa 5 Ja ma OS aaa a 1 Alpha Numeri ne bs Se Us E ke Fer 2 Alpha Numeri 3 Alpha Numeri lia OS S d iim A q 4 Alpha Numeri dek RW i I _ al x de Ze 5 Alpha Numeri D Alpha Numeri ht 4 Abeba Aiea cs en A Now pre processing can commence Users can select individual files in the left screen panel at any time The files are then immediately displayed on the main screen The left screen panel contains the table form information on the files In addition column document page asterisk and file name are displayed The pages that are to be processed in the current batch are numbered sequentially Document The number of the document that is to be processed in the current batch Page Page number of the respective document Processing status File name File name remains the same as when it was imported The entire table is highlighted in red This means that the pre processing has not yet been completed the batch cannot yet be captured with ClickWizard One Click Solutions GmbH User Manual ClickWizard Page 10 of 62 ONE CLICK SOLUTIONS The manual batch processing includes the sequent steps Create a new batch Load the files you want to have to be captured Eliminate the empty pages Process the OCR E
50. performs the actual OCR process i e Optical Character Recognition After the OCR process has been completed an asterisk is automatically entered into each row of the asterisk column This indicator shows the pages that have been analyzed with OCR All the pages of a batch do not have to be analyzed with OCR However text cannot be extracted from pages that have not been analyzed with OCR The OCR recognizes only type written letters numbers and special characters Hand written characters and logos will not be properly recognized Recognized characters look like this INVOICE If you navigate the mouse pointer on a reconized field it will turn red and the recognized expression is INVOICE If you want to check a more than one block just capture it with the mouse pointer and the recognized blocks will be listed at the bottom of the window INVOICE Pos Description Cost 1x AutoClick software licence PDF input oulpul seat licence 0001 120 000 pla 8 540 00 _ CT LE FEN t Ix AutoClick software licence PDF input output seat licence One Click Solutions GmbH User Manual ClickWizard Page 13 of 62 ONE CLICK SOLUTIONS There are two buttons for the OCR recognize all pages and recognize a single page In addition you can select via the menu Edit OCR recognition the function unrecognized pages When the OCR is done for all pages the status windows for all pages look like th
51. r number of pixel Next possible selections amp back to previous setting Y confirmation to go to the next setting Y exit configuration modified settings will not be saved One Click Solutions GmbH User Manual ClickWizard Page 52 of 62 ONE CLICK SOLUTIONS Number of OCR Blocks EmptyPagesMaxBlocks Max number of text blocks to detect an empty page Next possible selections back to previous setting Y confirmation to go to the next setting 2 exit configuration modified settings will not be saved File Size EmptyPageMaxFileSize Max file size in bytes to detect an empty page Next possible selections amp back to previous setting Y confirmation to go to the next setting 9 exit configuration modified settings will not be saved Keyword documents will be separated by the defined keyword The keyword has to be unique and should not occur somewhere else in a document otherwise the document will be separated there as well Next possible selections amp back to previous setting a Y confirmation to go to the next setting a exit configuration modified settings will not be saved Create MultipageT Create multipage TiF document files Create multipage TIF document files Create multipage TF document files Next possible selections Zo back to previous setting Y confirmation to go to the next setting 9 exit configuration modified settings will not
52. racters at the end of the file name Field 3 to save information extracted from the documents file name using a regular expression e g document number Regular g to extraci a value from the full path of a document file to be stored in field 3 e g EAU AA to extract the directory na name on the lowest level of the full path One Click Solutions GmbH User Manual ClickWizard Page 60 of 62 ONE CLICK SOLUTIONS 7 1 8 Batch creation Display message Display termination message after successful batch creation Please choose format for te on export of index ta single document export K 4 SS ee a el XML 1 File type for exported fites with index data in TEXT format Please choose format for ea E E export of index data 2 Format string for export in TEXT format E g 0 13 2 5 3 Field list for text export Bsp Name Nummer Datum Format string SC for text export of table data 4 Field list for text export of table data 5 do not export table data 1 Export directory to store index data files 2 Export directory for document files Possible placeholders Dn FDL Fe PEA ALA AMmg FILA twat und Fieldname single document export JO 3 Postprocessing command to be called after export 4 File type for the optional export of fulltext files O One Click Solutions GmbH User Manual ClickWizard Page 61 of 62 ONE CLICK SOL
53. s can be eliminated see above er Document separation by keyword This function separates documents based on a defined keyword The keyword is defined under settings in the menu This function can only be executed after the OCR process has been performed The table background highlight color switches from red to green after this function has been performed At this point the capture process can be performed with ClickWizard or empty pages can be eliminated see above O One Click Solutions GmbH User Manual ClickWizard Page 14 of 62 ONE CLICK SOLUTIONS EN Manual document separation new document This function is utilized for the manual separation of documents This function is only possible if the document separation has not been performed or was deleted again The background highlight color of this table must be red i oo Manual document separation follow up page This function assigns the current page to the current document as a subsequent page Documents can be comprised of any documents This function is only possible if the document separation has not been performed or was deleted again The background highlight color of this table must be red Delete page This function deletes the selected page from a batch The corresponding page is also eliminated from the table The remaining table entries remain unaffected gt SR Rotate right In the event this function is performed after the OCR analysis has
54. s to do so You scan or copy the files directly into the scan directory which is by default C ProgramData ClickWizard Scans You just manually drag and drop the files into scan directory in ClickMenu How to drag and drop image files into the scan directory in Click menu Click on the scan directory in ClickMenu There are no files listed in the window on the right i e the scan directory i ClickWizard mg en BR Ne 24 04 2012 23 04 20 I N ClickWizerd started y 13 01 2012 11 50 44 Belege im PDF Filename i Creation Date 5 B ENG Trennblatt_ 6 0 ES Scan Di gt gt PS mx_120420 13142556 0rb F mx_120420_11285341 ob u mS mx_120417_14453458 orb FS mx_120412 11541404 cb Drag and drop some image files from any directory into the scan directory of ClickMenu Wi TS TARZ UTZ OF Was sl T Filename Size Creation Date 15310514 ob 1151 crb ge Click Solutions H Demo Belege Testbelege Layouts englisch rucken E Mail Neuer Ordner Name Datum e Alpha Numeric Char Company 20100110 pat 16 02 2010 21 58 T Alp Alpha Numeric C Char Company 20100111 1 pdf 16 02 2010 42 18 KI Alpha f Numeric Char Com pany 4 20100201 pdf 16 02 2010 23 01 es ES Numeric Char Com pany 20100202 pdf 16 02 2010 22 35 Ek St D oe Sr r a Se Para at ER P P One Click Solutions GmbH User Manual ClickWizard Page 26 of 62 ONE CLICK SOLUTIONS T
55. toFileDir 4 Scan files file type tif pdf jpg bmp Directory to store document files during batch processing Directory to store batch files and _subdirectories during batch processing Full path to call the application for automatic batch creation ClickScanner exe Call AutoClick after batch creation Full path to call AutoClick ClickReader exe o Select barcode type TAR we Kee Barcode must have checksum Please choose one or more Begular expression for barcode recognition see the chapter about regular expressions in the AutoClick user manual Name of database column layout field to store a recognized barcode Rename document file to barcode Please choose the scanning mode used single or double sided or select automatic detection by the application Max percentage as float value of white or black pixel NumberOfPixel ka Di SMBLY Pages Thumbnail size as percentage for pixel calculations Min brightness of white pixel 0 to 255 Page area used for Please choose the empty page recognition by number of pixel as percentage method used for EMPEY RASE recognition FileSize a Max file size in bytes for empty documents for document separation by file size Keyword on page 1 of each document gt Command to be called after j batch creation One Click Solutions GmbH User Manual ClickWizard Page 59 of 62 ONE CLICK SOLUTIONS
56. ts each of them consisting of one ore more pages A batch of documents can be separated by their document type e g invoice delivery note From the view of ClickWizard it is not a necessary condition due to the fact that ClickWizard anyway does not care about the types of documents To capture a batch of documents with ClickWizard the application simply needs free access to the drive containing the documents There is no difference whether the drive is local or somewhere in the local network Therefore ClickWizard needs no scan interface or scan client Surely the image files can also be extracted from emails or can be copied from other drives Again ClickWizard just needs free access to the documents which should be captured Just a short statement about the quality of the images the better the quality of the images is the better the capturing result will be In general image files with a solution of 300dpi will lead to sufficient relation between image quality and size of file Sure using a high quality scanner 200 dpi might also be sufficient Capacity performance the performance i e the time which is needed to capture a batch of documents primarily depends mainly on the computing performance that is available to the OCR The factors that influence the performance of the OCR are mainly the amount of characters on a page the size and font of the characters the complexity of the document is e g whether you have characters in different orie
57. ture process has not yet been completed The user can also set the status manually done completed the document has been captured and the captured data information has been transferred to a back office system for processing The status is set automatically upon saving the document The user can also set the status manually The definitions open done completed can be modified to customer specifications in the configuration One Click Solutions GmbH User Manual ClickWizard Page 35 of 62 ONE CLICK SOLUTIONS Go to This function can jump to any page or document in the current batch and displays the associated page The following Go to functions exist First document Previous document Next document Last document First page Next page Previous page Last page 5 3 3 View ClickWizard ClickWizard Help Show DATA Ctrl Shift D Show position data Ctrl Shitt P Zoom d Scroll Show page list FS Block info on off Ctrl Shift Log window on off Ctrl Shift L W Properties on off Ctrl Shift G Show scan image Ctrl B Show data The View Show Data function displays a table that containsamong others the index field barcode that is to be captured Miem SUBID Grume CRBemerkun CRerested CRfirstchang CRlastchange CRDocument CRFulltextFil CR mx_120425 0 doc 0 null 25 042012 null 25 04 2012 Alpha Numen Alpha Numen Ale me 120425 OT SUBGroup 0 null 25 04 2012 null nul
58. tween MultiPage TIF format PDF Image only format Searchable PDF format Searchable PDF A format Create fulltext files The function extracts all recognized information from an analyzed document into a text file This file will be stored in the same export directory as configured You can start the function after the OCR and the document separation have been done Check scan quality The Edit Check scan quality function checks the quality of all pages of the current batch In the status line at the bottom of the window the result is shown You can execute the function after the OCR has been done The result will be shown at the bottom of the main window 1x AutoC 0001 420 000 f A e Im Scan quality check finished without errors Delete current page The function deletes the current page from the batch The function should for example be performed on pages that are not needed in a document One Click Solutions GmbH User Manual ClickWizard Page 21 of 62 ONE CLICK SOLUTIONS Rotate page The menu consists of the following functions Clockwise Counterclockwise 180 degrees Go to This function can jump to any page or document in the current batch and displays the associated page The following Go to functions exist First document Previous document Next document Last document First page Next page Previous page L i Ai E DI Ie
59. xecute the document separation Only when these steps have been done successfully you can proceed with the capturing and training One Click Solutions GmbH User Manual ClickWizard Page 11 of 62 ONE CLICK SOLUTIONS 3 2 Selection of an existing batch If a user would like to process an existing batch the existing batch is selected by clicking on the button or by selecting File Open Batch from the menu The displayed Microsoft menu default navigation path C ProgramData ClickWizard Batch displays the existing batch directory as well as a crb file associated with each directory The desired crb file is selected and is opened by selecting Open The associated batch image files are now displayed in the left screen panel The batch status has not changed since it was the last processed The user can now continue processing and or revise the batch 3 3 Buttons ClickScanner The next pre processing steps depend on the specific capturing process the step prior to the actual capturing of the documents begins with ClickWizard The important functions of ClickScanner are accessible a buttons EL ELECO The following buttons can be selected d Create new batch this function opens the save batch as window This function creates the new batch Default name suggestions are offered for the batch name and batch directory The default names can be changed or renamed The batch directory is create
60. you find all kind of documentation to ClickWizard m Website www oneclicksolutions de gt O Exit Closes ClickMenu Refresh Refreshes the menu after having made changes or inputs If you select a main function the ClickMenu window will be minimized until you exit the main function again If you touch a main function at the ClickMenu window at the right side the button function will be described in red letters One Click Solutions GmbH User Manual ClickWizard Page 7 of 62 ONE CLICK SOLUTIONS If you click on a batch in a queue in the right window section all documents with their status will be listed and with all filter status you can select EL ClickWizard 1 Uf _ a 24 04 2012 23 04 30 el 4 ne a F ClickWizard started y m v 12 01 2012 11 50 44 Beleg El ig gt Trennblatt 6 0 a Sor a gt Scan Directory 0 2012 02 17 2011 12 24 Mich Dt in Bearbeitung 2012 02 17 2012 03 26 Yidy pdf in Bearbeitung 1 2012 03 11 2012 02 17 Vicky pdf in Bearbeitung Scan file Document st E FE mx_120420 13142558 ob FS mx 120420 11285341 ob ES mx 120412 11541404 cb EE mx_120318_23480821 0rb ES mx 120318_23452535 0rb g IR Barcode 6 0 E amp File 6 0 The name of a queue is to be configured in the configuration You can choose the name you like 2 1 Filter functions and batch delete The following filter and batch options are offered Batch and

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