User Guide

Table of Contents

Introduction

User Interface

The Main Menu

The Dashboard

The Results Grid

User Options

User Profile

Preferences

Downloads and Installers

Address Book

Adding or Modifying a Contact

Deleting One or More Contacts

Saved Searches

Modifying a Saved Search

Deleting a Saved Search

Default Document Types

Search Fields

PIN

DocType Results Fields

Grid Results Fields

Event Viewer

Getting Help

Capturing Documents

Capturing Paper Documents - DirectScan™

Pre-Capture Coding

Post-Capture Coding

Versatile Coding

OCR Only

Using The DirectScan™ Applet

Image Reviewing Tools

Capturing Paper Documents - QCards™

Pre-Capture Coding

Post-Capture Coding

Versatile Coding

OCR Only

Capturing Paper Documents - Document-Type QCard™

Creating a Document-Type QCard™

Capturing Paper Documents - QCard™ Packet

Creating a QCard™ Packet

Capturing Paper Documents - Custom Barcode

Capturing Electronic Documents

Using the Capture Frame

Pre-Capture Coding

Post-Capture Coding

Versatile Coding

Capture Only

Using the Drag & Drop Upload Applets

Using the Context Menu or File Menu

Using the Results-Frame Upload Area

Creating New Documents From PDF-Form Templates

The Coding Queue

Searching for Documents

Search Procedures

Searching by Packet

QuickSearch

Saving Search Results

Managing Documents

Introduction

Viewing a Document in the Browser

Streaming a PDF Document

Downloading Documents

E-mailing Documents

Faxing Documents

Appending to a Document

Appending by DirectScan™

Appending by QCard™

Appending by Electronic Upload

Replacing a Document

Replacing by DirectScan™

Replacing by QCard™

Replacing by Electronic Upload

Editing Documents

Content Director

Installation

Settings

Content Central Office Integration

Settings

Capturing New Documents

Checking Out a Local Document

Editing a Document

Uploading Changes using CCOI

Uploading Changes without using CCOI

Editing Document Properties

Viewing Document Version History

Viewing a Packet

Renaming a Document File Name

Deleting Documents

Uploading Revisions

Checking Out/Checking In Documents

Checking Out Documents

Checking In Documents

The Approval Queue [Enterprise Edition]

Approving

Rejecting

Assigning to an Approval Process

Setting Priorities

The Admin Queue [Administrators]

History [Administrators]

The Work Queue [Enterprise Edition]

Assigning or Moving Documents to a Work Queue

Sharing Documents

Removing Documents

The Admin Queue [Administrators]

Changing Expirations

Custom Retention Policies [Enterprise Edition]

Defining Custom Retention Policies

The Catalog Browser

Cut, Copy, & Paste

Cut & Paste (Move)

Copy & Paste (Copy)

The Context Menu

Assigning Document Types to Folders [Administrators]

The Messages Folder

Mobile Site

Connecting to the Mobile Site

The Main Menu

The Approval Queue

The Catalog Browser

Folder View

File View