TF SharePoint ECA User Guide EN
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1. Electric Paper g AUTOMATED DOCUMENT SOLUTIONS 2013 JUNE SharePoint Connect Agent for HP TeleForm User Guide Created by Electric Paper Informationssysteme GmbH http www electricpaper biz Contact Thorsten Schwandt Tel 49 4131 96916 O E Mail ts electricpaper de Document Updates Date Version Comment Author Electric Paper Informationssysteme GmbH 9 Subject to change Electric Paper i i T T T www electricpaper biz g AUTOMATED DOCUMENT SOLUTIONS Conventions For better understanding the following conventions are used in this document Code uses the font Courier Paths and files like c programm files teleform are set as italics Buttons and Keys are emphasized using brackets Grey boxes include examples Notice Information in this documentation is subject to change without notice and does not represent a commitment on the part of Electric Paper GmbH While reasonable efforts have been made to ensure the accuracy of the information contained herein Electric Paper GmbH assumes no liability for errors or omissions No liability is assumed for direct incidental or consequential damages resulting from the use of the information contained in this documentation This documentation may use fictitious names for purposes of demonstration references to actual persons companies or organizations are strictly coincidental Trademarks The Adobe logo Adobe and Acrobat reference2. of the SharePoint website is inserted in section Server URL Please insert only the base URL 1 e g http yourserver com 80 website without reference to specific files e g default aspx If you are uncertain what to insert or to test the URL click on TEST 2 The default web browser is going to be launched and opens the URL automatically Server URL URL of SharePoint website Test http w yourserver com 80 website Website document 0 Figure 11 Server URL Next please click on the button CONNECT to launch a request 3 which document libraries are available for the SharePoint website If the connection is established successfully the dropdown list WEBSITE DOCUMENT LIBRARY becomes editable 4 Please choose the appropriate document library for the list Electric Paper Informationssysteme GmbH Subject to change 14 2 Electric Paper www electricpaper biz g AUTOMATED DOCUMENT SOLUTIONS File storage c The final section provides features to define the TELEFORM SOURCE IMAGEFILE 1 create SUBDIRECTORY 2 and FILENAME 3 dynamically based on form fields and to RETURN the URL 4 of the exported document for other processes within TeleForm File storage TeleForm Source lmagefile Form Image bi Remove TeleForm source file if successful SharePoint Subdirectony SharePoint filename Return SharePoint URL Figure 12 File storage The option TELEFORM SOURCE IMAGEFILE 1 determi
3. SharePoint Auto Export Setup Authentication Single Sign On Windows Useraccount Domain User Password Server URL URL of SharePoint website Website document library File storage TeleForm Source lmageftile Remove TeleForm source file if successful SharePoint Subdirectory SharePoint filename Jn Return SharePoint URL PDF post processing activate file compression E save as PDF Alb Resolution dpi Compression level JPG Quality 150 Normal 70 es Figure 9 SharePoint Auto Export Setup These sections are described in detail on the following pages Electric Paper Informationssysteme GmbH 9 Subject to change 13 2 Electric Paper NAP a T T www electricpaper biz AUTOMATED DOCUMENT SOLUTIONS Authentication a The section Authentication contains settings for the type of connection to the MS SharePoint Server Two options are available SINGLE SIGN ON 1 or WINDOWS USER ACCOUNT 2 For SINGLE SIGN ON TeleForm exports the processed documents using the account information for the Windows User currently logged in on the TeleForm workstation For WINDOWS USER ACCOUNT a dedicated Windows User Account is used to export the documents no matter which Windows User is currently logged in a SharePoint Auto Export Setup Authentication Single Sign On fi Windows Useraccount Domain WORKGROL User jdoe Password HHHH Figure 10 Authentication Server URL b The URL
4. Skip this export if Field Condition Value Figure 7 Auto Export Setup Main Tab 6 In the tab MAIN of the general auto export preferences you need to enable this auto export Otherwise this auto export might be configured but will not be executed while exporting processed forms data for this template 2 The option Fail commit if this export fails is only available for batch processing in TeleForm 3 But if this option is activated it might help to recover captured data while the export failed and to avoid double entries for the batch in your database Please refer to the TeleForm documentation or TeleForm Help for further information about this option In addition you may also use the option Conditional Export to skip this export based on a condition 4 Please check the option Skip this export if and choose a form field form the dropdown list for Field Next select a Condition and if applicable a Value Based on your settings for this option this export is skipped dynamically for all processed forms which meet the condition Example for Conditional Export TeleForm might be used to digitalize invoices for electronic archives For processing a TeleForm template is created including choice fields to select a specific type of color settings e g color or black amp white for the image of the document which is going to be archived This template is used as document separator and sc
5. anned before the each document containing single pages or multiple pages For the template of the document separator two auto export settings for SharePoint Export Connect Agent are configured Auto Export 1 creates and exports color images with corresponding JPEG compression settings Auto Export 2 creates and exports images in black amp white with TIF G4 compression Depending on the selected choice on the document separator Auto Export 1 or Auto Export 2 is skipped respectively executed defined through Conditional Export using the selected value for the choice field and the favored file format with compression is available in the archive afterwards Electric Paper Informationssysteme GmbH Subject to change 12 2 Electric Paper www electricpaper biz g AUTOMATED DOCUMENT SOLUTIONS 4 2 SharePoint Export Connect Agent Configuration Next the configuration of the options unique to SharePoint Export Connect Agent is described in detail 7 You can open the additional settings respectively configuration for this auto export with a click on SAVE AS Teleform Diagnostic Traditional Form Auto Expor Main Table Format Sharepoint Export NET m Separator Figure 8 Select Auto Export Format The SHAREPOINT AUTO EXPORT SETUP dialogue is opened automatically The dialogue is subdivided into the four sections Authentication Server URL File storage and PDF post processing a
6. d form fields 3 and match these form fields with corresponding Database columns If the form field s ID is identical to the names of the corresponding document library column in MS SharePoint you can click on AUTOMAP to match form fields and columns automatically 4 Electric Paper Informationssysteme GmbH e Subject to change 20 2 Electric Paper i i I T T www electricpaper biz AUTOMATED DOCUMENT SOLUTIONS 4 5 Confirm settings for Auto Export Setup The necessary settings were done step by step Finally you need to confirm your settings for this auto export setup using the export format SHAREPOINT EXPORT NET 11 Please confirm your settings with a click on button OK and you will get back to the overview of your auto export setups for your TeleForm template see figure below Auto Export Setup lt Sharepoint Export NET Configuration Data gt Enable Fail commit if this export fails E Save to internal datafile also Figure 20 Overview for Auto Export Setups 12 Changes to the auto export setup need to be confirmed for each TeleForm template before these changes become active for the export through TeleForm Reader or TeleForm Verifier Therefore you need to save the TeleForm template Electric Paper Informationssysteme GmbH 9 Subject to change 21 2 Electric Paper 5 File and data export The auto export setup for SharePoint Export Connect Agent is executed in the given order of the au
7. d herein are trademarks or registered trademarks of Adobe Systems Incorporated Microsoft Windows NT Windows and other Microsoft products referenced herein are trademarks or registered trademarks of Microsoft Corporation Cardiff TeleForm and other HP Autonomy products referenced herein are trademarks or registered trademarks of HP Autonomy Corporation plc All other trademarks mentioned in this documentation may be trademarks and or registered trademarks of their respective owners AUTOMATED DOCUMENT SOLUTIONS Electric Paper Informationssysteme GmbH 9 Subject to change 2 Electric Paper NAP www electricpaper biz Table of Contents Vi PROLOGUE cust tip at cannes cucu canada nada decane tau ka e ka kek duu kl a tk kk akou OS ra tp oka da 4 2 OVERVIEW OF THE MOST SIGNIFICANT PRODUCT FEATURES u ccccscsssssssssssssssssssssssssssssessessscsscsecsscsscsacsscsacsacsacsacsaceseess 5 Cee 0 ee 6 3 SYSTEM REQUIREMENTS eect ce cea l ls a ki tl cc clones n reece e a preg n cesta ki n ke ea ene 6 De MEPA cerca ia taa tek De a ie n a e n a n e Ok l a a a a e e ceases a a e en a a e pp e eee 7 4 CONFIGURATION OF SHAREPOINT AUTO EXPORT ccccccsscsscssssssscssssssssssssssssssssssssssnsessecsscsacsscsesocsacsocsacsausacsacsacsausaneateaeeaeeass 10 AL GENERAL SETTINGS aurian NAANA os e el a al ka tk kel el a lis el 10 4 2 SHAREPOINT EXPORT CONNECT AGENT CONFIGURATION uiccscsscsscssessessessessessessessessssssssessssessussussussuss
8. e beginning of the export file Store pages in the order they were scanned The order of the images bind to this form template is not changed The order is determined either through the order while scanning or through changes during Image QC This option is suitable if you want to save the images in the original or modified order while processing in TeleForm is Electric Paper NS g AUTOMATED DOCUMENT SOLUTIONS 44 Fields At this point the TeleForm template is connected to the appropriate document library in MS SharePoint configured in chapter SharePoint Export Connect Agent Configuration on page 14 Therefore you can match the form fields with the corresponding document library columns easily 10 Please mark the form field column Field ID 1 and click on the corresponding Database column to the right 2 A dropdown list will show up listing the available document library columns in MS SharePoint Fels 3 T Barcode 10 1 n eT EBarcode D A MMMM E S a E Batch Cust BatchCust4 BatchCust5 BatchDir BatchNoa BatchPglnt BatchPgDta BatchPoNo BatchAD ate Batch5 cOpr BatchT rack Chaice 1 Choice_2 Entry Field Farm ld Farm Notes O n n a Teach Teach Teaco ie JeatchPotre Te BatohPaDt SSS Teaco ie JBatchdate Teach Tie Batohlraek O k on Ke a n cou n ees erty Fe a on kou n Form Notes Figure 19 Matching Form Fields Please keep in mind that you need to enable all require
9. e original file name Each document exported to MS SharePoint gets its specific unique URL in the system If this URL is required for other processes within TeleForm e g additional exports into databases you need to define a form field which is going to store the URL 4 If applicable please choose the appropriate form field from the dropdown list for the option RETURN SHAREPOINT URL At last the original TELEFORM SOURCE FILE might be REMOVED after SUCCESFUL export to MS SharePoint Please check this option ifyou want to remove the TeleForm source file Electric Paper Informationssysteme GmbH Subject to change 15 Electric Paper i i AUT T T www electricpaper biz AUTOMATED DOCUMENT SOLUTIONS d The last section named PDF POST PROCESSING contains optional features to use FILE COMPRESSION 1 resolution compression level and JPG quality and to SAVE the document file AS PDF A1B 2 PDF post processing activate file compression Resolution dpi Compression level 0 on enn AB Figure 13 PDF post processing You need to check the option ACTIVATE FILE COMPRESSION 1 to change the RESOLUTION COMPRESSION LEVEL and JPG QUALITY The RESOLUTION defines the resolution in DPI of the exported PDF file Available rates are 72 96 144 150 200 300 600 720 800 1200 or 2048 DPI Please choose the appropriate resolution rate from the dropdown list The COMPRESSION LEVEL defines the level of th
10. e sections FILE EXPORT IMAGE FILE CONVERSION and PAGE OPTIONS Teleform Diagnostic Traditional File Export File Export Export files Directory C ProgramData Cardiff TeleForm exp E Use the data from this field as a subdirectory Dynamic folder field Image File Conversion meae Description Redact fields Page Options Pages Export all pages both forms and nonforms Page order Group form pages at the beginning default Figure 14 File Export dialogue for Auto Export Setup 9 Please check the option EXPORT FILES 1 to activate the FILE EXPORT for this specific auto export Now the additional options are unlocked Teleform Diagnostic Traditional Form Auto Export Setup 1 x Man _ Fie Export 1 File Export Export files Director C ProgramData Cardiff TeleForm exp Figure 15 Activate File Export a File Export a The DIRECTORY is required to save the images of the processed documents forms temporarily 2 The TeleForm user needs appropriate permissions for this directory to read write and delete files This directory can be freely selected Please click on BROWSE to choose a directory 3 Electric Paper Informationssysteme GmbH P a Subject to change 17 2 Electric Paper NP i i T T T www electricpaper biz AUTOMATED DOCUMENT SOLUTIONS Image File Conversion b Next the format for the image file conversion needs to be specified Please select an available format from
11. e template Electric Paper Informationssysteme GmbH a Subject to change 10 2 Electric Paper www electricpaper biz g AUTOMATED DOCUMENT SOLUTIONS 3 If the template has been loaded for editing please open the general auto export configuration through menu FORM gt AUTO EXPORT SETUP Edit View l alia l Help orm Diagnostic Iraditronal Form Shape Object Utilities eForm Suite File Window F F Page Appearance Setup a RI ss ANA DA e a e Description pi hi Activate Re Classify Dropout Forms Script I Pre defined Virtuals Auto Export Setup Fields Save Default Settings Figure 5 Launch Auto Export Setup 4 Please click on NEW to create a new auto export Modify e Delete Enable Fail commit if this export fails Save to internal datafile also restore ato Figure 6 Auto Export Setup main dialogue Electric Paper Informationssysteme GmbH e Subject to change 14 Electric Paper NP www electricpa pe r biz AUTOMATED DOCUMENT SOLUTIONS 5 Select form the FORMAT dropdown list the format SHAREPOINT EXPORT NET 1 Teleform Diagnostic Traditional Form Auto Export Setup 1 Table 6 Format Sharepoint Export MET Separator Sharepoint Export MET Configuration Data gt Settings Enable Fail commit if this export fails Disable export locks Indude header Conditional Export
12. e used compression algorithm You may choose between default level Normal Maximum or Minimum form the dropdown list The level Maximum provides the best compression level but it is relatively slow The level Minimum provides the less compression but it is better in performance than Maximum Finally the level Normal is a balanced compression level The last option for section FILE COMPRESSION is the JPG QUALITY to set the quality for JPG coded images within the PDF file The value range is between O and 100 percent A low value means higher compression rates but less quality for the images The default value is 70 percent Finally if the PDF file needs to be saved as archive file format PDF A1B please check this option 2 8 Please confirm your settings with a click on the button OK The dialogue closes automatically and you will be redirected to the AUTO EXPORT SETUP dialogue Electric Paper Informationssysteme GmbH e Subject to change 16 2 Electric Paper www electricpa pe r biz Ui AUTOMATED DOCUMENT SOLUTIONS 4 3 File Export In addition the options for FILE EXPORT are available for the SharePoint Export Connect Agent and these options are described in this section You can define the file export format of the processed images and certain page options to handle forms non forms and the page order for multiple page documents The FILE EXPORT is subdivided into thre
13. eForm multi user systems Workgroup and Enterprise this connection might be established a central process as well The client s authentication within a domain is verified through Windows Single Sign On SSO or on the basis of a dedicated user account Local administrative privileges are required during installation of the SharePoint Connect Agent for HP TeleForm The SharePoint Connect Agent for HP TeleForm needs be installed on every TeleForm workstation where the connect agent is configured or where documents are uploaded to MS SharePoint Electric Paper Informationssysteme GmbH Subject to change 6 2 Electric Paper www electricpaper biz g AUTOMATED DOCUMENT SOLUTIONS 3 2 Setup Please stop and end all TeleForm modules running on your system before installing TeleForm SharePoint Export Connect Agent Please open your file explorer and change to the directory of the SHAREPOINT EXPORT CONNECT AGENT SETUP on your installation disc computer Please execute the file SETUP EXE in the main directory of the setup and the installation wizard will start automatically EP SharePoint Export Connect Agent InstallShield Wizard Welcome to the InstallShield Wizard for EP SharePoint Export Connect Agent The InstallShield Wizard will install EP SharePoint Export Connect Agent on your computer To continue click Next Tad Mi Installshield Figure 1 InstallShield Wizard for SharePoint Export Connect Agent Click
14. fied By Size Comments 5 0 27 06 2013 14 48 Alice 252 2 KB Title Ms Alice Smith 27 06 2013 14 43 Bob 252 2 KB 27 06 2013 14 42 Bob 252 2 KB Title Mr Bob Sinclair Department Professional Services Figure 22 Version History The integrated version history shows any changes sorted descending by modified date Electric Paper Informationssysteme GmbH 9 Subject to change 22 2 Electric Paper www electricpaper biz g AUTOMATED DOCUMENT SOLUTIONS File Edit View Window Help 28 2E6o ee Fs ge IB8 eslie Sign Comment A Click on Sign to add text and place signature on a m TeleForm Diagnostic Traditional General Recognition Types Machine Print OCR Hand Print ICR 4 5 6 7 8 9 0 118 9 o Constraint Print Field Numeric Constraint Print Field Numeric Ph ett A oe P AE ASA ede oh Comb AlphaNumeric w Special Char Comb AlphaNumeric w Special Char John Smith 345 Main Street Hollywood CA 98765 3456 Image Zone Multi line AlphaNumeric Image Zone Multi line AlphaNumeric l Figure 23 PDF A Sample The figure above shows a sample ofa PDF A file created and exported with SharePoint Export Connect Agent for HP TeleForm Electric Paper Informationssysteme GmbH a Electric Paper NAP Subject to change 23 www electricpaper biz AUTOMATED DOCUMENT SOLUTIONS
15. lease click on FINISH to close the setup Now you can configure and use the SharePoint Export Connect for HP TeleForm on this specific TeleForm workstation Please repeat the described setup steps on every TeleForm workstation where the export connect agent is going to be configured and or used for export After successful installation the format SHAREPOINT EXPORT NET is available within the auto export preferences in the TeleForm Designer Electric Paper Informationssysteme GmbH Subject to change 9 Electric Paper www electricpaper biz 4 Configuration of SharePoint Auto Export On the following pages the configuration of a SharePoint Auto Export in TeleForm Designer is described step by step and illustrated with screenshots This configuration is an example but all necessary options are described in detail The SharePoint Export Connect Agent is a regular auto export and therefore linked to the corresponding form template in TeleForm 4 1 General settings The first steps are identical to configurations of other auto export formats for TeleForm 1 Please start TeleForm Designer on your workstation Ctrl 5 Save As Template Sets Print Ctrl P Print Preview Print Setup 1 Teleform Diagnostic Versi Form 2 Teleform Diagnostic Existing Form 3 Teleform Diagnostic Traditional Form Exit Figure 4 TeleForm Designer Templates Select one of your templates and click on OPEN to edit th
16. ming mails archive old files records you can define either only attachments here non forms are exported or the form e g document separator including the attachments are exported 1 Three different options are available for PAGES Export all pages both forms and non forms The form including attachments will be exported This option is default Do not export form pages unless there are no non forms The attachments without the form will be exported If no attachments are available the form will be exported Do not export attachment non form pages Attachments are ignored for this export The form without attachments will be exported The PAGE ORDER controls the order of the single images of the document form for the export file The option Export all pages both forms and non forms for PAGES needs to be selected to unlock the PAGE ORDER Three different options are available for PAGE ORDER Electric Paper Informationssysteme GmbH Subject to change www electricpaper biz Group form pages at the beginning default All images which are identified and classified as pages of this form template are grouped at the beginning of the export file All attachments non forms are grouped at the end of the export file Group form pages at the end All images which are identified and classified as pages of this form template are grouped at the end of the export file All attachments non forms are grouped at th
17. nes the source of the document image which is going to be exported to MS SharePoint Default is Form lmage which is the original scanned received and processed image file in TeleForm If applicable the TELEFORM SOURCE IMAGEFILE may also come from a different source If you want to use this option you need to select a form field where the absolute file path for the image file is stored In addition the permissions need to be set correctly for the TeleForm users to use the image file from other sources especially if the image files are stored on network drives or restricted areas Please choose the appropriate source respectively form field from the dropdown list The option SHAREPOINT SUBDIRECTORY creates subdirectories dynamically in the selected document library based on entries of a form field 2 For example if the TeleForm template contains a form field CustomerID for each captured customer ID a subdirectory is created containing the related documents in MS SharePoint If applicable please choose the appropriate form field from the dropdown list If you leave this option blank documents are exported in the main directory of the selected document library The option SHAREPOINT FILENAME sets the name of the document file dynamically based on the entry for a form field 3 If applicable please choose the appropriate form field from the dropdown list If you leave this option blank documents files are named after th
18. on NEXT to go to the next step Electric Paper Informationssysteme GmbH Subject to change 7 Electric Paper www electricpaper biz You are asked to insert the appropriate user information Please insert your user name 1 and the name of the company 2 for which you work and your SharePoint Export Connect Agent license code 3 EP SharePoint Export Connect Agent InstallShield Wizard Customer Information Please enter your information Please enter your name the name of the company for which you work and the product serial number User Name Uzer Company Hame Serial Number Nest gt Figure 2 Insert User Information Subsequently click on NEXT to proceed The setup runs automatically copies and installs required components on your workstation Valid license You need a valid license code for installation If you have any question or problems regarding this issue please contact our support team Electric Paper Informationssysteme GmbH Subject to change 8 Electric Paper www electricpaper biz If the installation is completed a corresponding message shows up EP SharePoint Export Connect Agent InstallShield Wizard InstallShield Wizard Complete The InstallShield Wizard has successfully installed EP SharePoint Export Connect Agent Click Finish ta exit the wizard Installshield Figure 3 Finish the setup P
19. ork stations in a multi user environment for load balancing and be used from several departments within an organization The volume of processed documents is unlimited Indexing and Export Functions for automated classification and indexing are provided including meaningful keywords for the captured meta data Several export formats for single and multi page documents specific extracted image zones or data of electronic forms are available Repository structures and directories for MS SharePoint document libraries are derived automatically and dynamically through processing Document and attachment handling is configurable Available export formats for document repository are for example TIF PDF PDF incl full text PDF A color or black white and MS Office Word Excel Several compression settings help to minimize the required storage space for image based documents it is possible to reduce the total file size under 10 of the original file size depending on the original file format Certain sensitive information on the documents might be blacken for export using redaction Configuration and Administration Knowledge in system administration is not required for quick configuration because of an easy to understand graphical user interface and an imperceptible MS SharePoint integration Changes of indices within MS SharePoint libraries are comprehensible Windows Single Sign On and user specific communication with MS SharePoin
20. rity level and permissions other than only team members Therefore the required information is provided centrally within MS SharePoint to share the common knowledge and to improve the communication While the number of different document repositories increases within MS SharePoint the inefficiency of gaining information or of searching data increases too This happens because the documents are stored without adequate meta data like keywords appropriate file name or storage location The result is that the document repositories are chaotic and that MS SharePoint does not meet the advantages of a modern Document Management System At this point TeleForm for MS SharePoint helps to reduce the time and costs in capturing and searching for data and information immensely Compared to the manual and therefore error prone capturing of data information TeleForm helps to simplify the capturing processes through intelligent automation and processing of input such as documents e g invoices forms and electronic forms so called eForms The new and extended connect agent SharePoint for HP TeleForm is based on NET and provides the necessary functionality to export the processed documents forms and eForms to your MS SharePoint server based on the captured data information The workflow within TeleForm is clear secure and auditable This document contains information in terms of installation functionality data export preferences and application of
21. t 2007 or MS SharePoint 2010 Portal and MS SharePoint Foundation Server are supported SharePoint Connect Agent for HP TeleForm is based on the latest NET technology and can be used in conjunction with TeleForm Version 10 5 or higher Electric Paper Informationssysteme GmbH 2 Electric Pa per Subject to change 5 j j AUT T T www electricpaper biz AUTOMATED DOCUMENT SOLUTIONS 3 Installation In the following chapter the necessary system requirements and the installation for SharePoint Export Connect Agent for HP TeleForm are described Please read these sections Please contact your TeleForm vendor if you have further questions in terms of technical issues in setting up the export connect agent 3 1 System requirements SharePoint Export Connect Agent for HP TeleForm can be used in conjunction with TeleForm Version 10 5 or later Previous TeleForm versions do not support respectively include the required NET API for TeleForm If you are working with an older TeleForm version than Version 10 5 please contact your TeleForm vendor SharePoint Server versions 2007 and 2010 Portal and Foundation Server are supported A connection to the SharePoint Server using the protocol HTTP meaning the URL of the corresponding MS SharePoint website is required for uploading documents and meta data The connection needs to be established from the TeleForm work station where the export is executed to the MS SharePoint Server For Tel
22. the SharePoint Connect Agent for HP TeleForm in the following sections This connect agent makes it possible to export any content captured using TeleForm to any SharePoint library simply securely and fast Electric Paper Informationssysteme GmbH Subject to change 4 2 Electric Paper g AUTOMATED DOCUMENT SOLUTIONS www electricpaper biz 2 Overview of the most significant product features The SharePoint Connect Agent for HP TeleForm is an export connect agent and provides in conjunction with TeleForm the following features for organizations using MS SharePoint Intelligent document capturing and recognition Scanning instead of typing TeleForm can accurately extract data and text from scanned documents mails and faxes using multi language recognition technology TeleForm offers OCR for machine printed text ICR for hand printed text checkmark recognition for a wide range of checkboxes and barcode recognition A System based capturing mode for any also unstructured documents through Selective Key From Image SKIFI Point and Click OCR database lookups and intelligent auto complete is available as well Verification mode for visual inspection and corrections guarantees an efficient processing of single documents or document batches eForm Suite for TeleForm provides features for on or offline mobile capturing using electronic forms and camera of a smart phone or tablet TeleForm can be installed on several w
23. the dropdown list 1 TIFF DCX JPEG PDF PDF A or PDF Text PDF incl full text information Image File Conversion Formati POF A Options Monochrome w Description a Redact fields ONS Figure 16 Image File Conversion Further on you can define the color Default is Monochrome black amp white If the processed documents forms have been scanned using color scanning you may select the option Color if present instead You can redact TeleForm output when exporting it For example obscure fields that contain confidential information You can choose which fields to redact in the exported images as well as the color of the redaction Please check the option Redact Fields and click on Options to select the form fields 3 Image Redaction Options Fields BatchRDate ntry_Field E Form_Id Form_Notes Form Pri FHP Comb AlphakNumeric Special HP CPF Numeric T HP Iz Image_Seq Check the fields that should be redacted ah Padding Figure 17 Image Redaction Options Electric Paper Informationssysteme GmbH a Subject to change 18 Electric Paper www electricpaper biz g AUTOMATED DOCUMENT SOLUTIONS c At last the section PAGE OPTIONS provides features to handle forms and non forms and the page order for the export Page Options Figure 18 Page Options If you are going to process forms including attachments e g process inco
24. to export setups for your TeleForm template Once you have configured and activated your SharePoint Auto Export Setup successfully your documents will be handed over immediately and automatically to MS SharePoint according to your settings Now your digitized documents are objects within MS SharePoint and therefore are under the MS SharePoint record management tt wos E LO 16 EA http 10 0 0 2 0 Scanarchiv Forms Alllter O ii Scan archive All docume X Site Actions f Browse Documents Library 2 Electric Paper Home Scan archive gt All documents y 23 AUTOMATED DOCUMENT SOLUTIONS Docments scanned with ScanSnap N1800 Ilikelt Tags amp Notes Home Vizit Search this site p Q Libraries C Type Name Department Modified File Size Document archive L SN180006202012095253001 Professional Services 27 06 2013 14 48 253 KB Scan archive SSN180006212012100334001 Professional Services 21 06 2012 10 03 260 KB Site Pages 3 L SN180006212012153418001 Professional Services 21 06 2012 15 32 260 KB Lists Add document Discussions A Recycle Bin All Site Content Figure 21 Document library in MS SharePoint The exported document form is sorted into the corresponding document library automatically including meta data e 6 aie http 10 0 0 20 Scanarchiv Forms Alllter O EB Scan archive All docume X Version History No Modified Modi
25. ucsussucsussussussesstssesneateatsatsateasensens 13 G gt FIRE Ee PPR Mr cscs ta a cases EA cee erecta a ees ace ren ae seein seen eee 17 TM E e e e e te el l tt ta e a l n e e a tl t l a end n EEEE e a kl e n e ken 20 4 5 CONFIRM SETTINGS FOR AUTO EXPORT SETUP wicsecscssssssssessessessessessessessessessesssssesssssssssssssassussassassassussussussussussussussussusasansansaeateatsacsaneaceneens 21 5 FILE AND DATA EXPORT cisiissscsivcisscosssscscssssavisevsuinsiensivssivntstsssensieasuentsiasiuniiuioseutcasiaeadisascwuissastentisaiiartuiaiveniivisuentdsniiendinaiuectiadvenibeiouendaaineniaids 22 Electric Paper Informationssysteme GmbH Subject to change 3 Electric Paper i i AUT T T www electricpaper biz AUTOMATED DOCUMENT SOLUTIONS 1 Prologue Over 70 of large companies and organizations world wide are working with Microsoft SharePoint The main purpose is to improve the collaboration and the communication processes among employees departments and other parts of the organization From the technical perspective MS SharePoint provides capabilities to create and to maintain so called Team Sites for departments or work groups of an organization which help to coordinate team activities with document collaboration and storage and to encourage the team s autonomy Due to the comprehensive character of MS SharePoint as portal or intranet these provided document repositories are also searchable and available for users depending on the secu
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