Chapter 2. Capturing Documents

This chapter will teach you how to capture both paper documents (from a scanning device) and electronic documents. If you haven't read the introductory sections, Capture Types and Coding Methods, you should do that now.

Access the Capture frame by selecting the button from the main menu.

1. Capturing Paper Documents - DirectScan

The DirectScan applet allows you to capture paper documents from a scanning device connected to your computer. The following describes each of the coding methods available when capturing with DirectScan.

1.1. Pre-Capture Coding

Use this method of capture when you wish to capture a paper document and provide the document properties for that document before scanning.

  1. Select the DirectScan Capture Type.

  2. Select the Pre-capture coding Coding Method.

  3. Select a catalog and document type to add the document to.

  4. Enter information about the document into the appropriate field text boxes. If any key icons are displayed next to a field, you may select the Perform key-field lookup link to perform a real-time field lookup. One or more of the fields will be updated.

  5. Optional: You can scan several documents with the same number of pages by selecting the Fixed Page Count checkbox and providing a number of pgs per document.

  6. Select the button to launch the DirectScan applet.

  7. Scan the document as described in Section 1.5, “Using The DirectScan™ Applet”.

Pre-Capture Coding with DirectScan

1.2. Post-Capture Coding

Use this method of capture when you wish to capture a paper document and provide the document properties for that document after scanning. Several documents may be scanned together when using the Fixed Page Count option as long as each document in the batch consists of the number of pages specified.

  1. Select the DirectScan Capture Type.

  2. Select the Post-capture coding Coding Method.

  3. Select a catalog and document type to add the document to.

  4. Optional: You can scan several documents with the same number of pages by selecting the Fixed Page Count checkbox and providing a number of pgs per document.

  5. Select the button to launch the DirectScan applet.

  6. Scan the document as described in Section 1.5, “Using The DirectScan™ Applet”.

Post-Capture Coding with DirectScan

1.3. Versatile Coding

Use this method of capture when you wish to capture a paper document and provide the document properties for that document before scanning, after scanning, or at both times. Several documents may be scanned together when using the Fixed Page Count option as long as each document in the batch consists of the number of pages specified.

  1. Select the DirectScan Capture Type.

  2. Select the Versatile coding Coding Method.

  3. Select a catalog and document type to add the document to.

  4. Choose whether you want this document to be sent to your Personal Queue or the Shared Queue.

    Note

    The Personal Queue is visible to you only. The Shared Queue is visible to you and others with permission to add documents for the selected document type.

  5. Enter information about the document into the appropriate field text boxes. If any key icons are displayed next to a field, you may select the Perform key-field lookup link to perform a real-time field lookup. One or more of the fields will be updated.

  6. Optional: You can scan several documents with the same number of pages by selecting the Fixed Page Count checkbox and providing a number of pgs per document.

  7. Select the button to launch the DirectScan applet.

  8. Scan the document as described in Section 1.5, “Using The DirectScan™ Applet”.

Versatile Coding with DirectScan

1.4. OCR Only

Use this method of capture when you wish to capture only the (typed) full-text of a document. Several documents may be scanned together when using the Fixed Page Count option as long as each document in the batch consists of the number of pages specified.

  1. Select the DirectScan Capture Type.

  2. Select the OCR only Coding Method.

  3. Select a catalog and document type to add the documents to.

  4. Optional: You can scan several documents with the same number of pages by selecting the Fixed Page Count checkbox and providing a number of pgs per document.

  5. Select the button to launch the DirectScan applet.

  6. Scan the document as described in Section 1.5, “Using The DirectScan™ Applet”.

OCR-only Coding with DirectScan

1.5. Using The DirectScan™ Applet

This Java® applet allows you to capture paper documents with a TWAIN-compliant scanner connected to your computer. Once you've selected the button from within the Capture frame, the DirectScan™ applet will launch in the right frame of Content Central. You may be asked to allow the applet to launch from within your browser. This is normal behavior. Once the applet has launched, perform the following steps:

  1. Select the appropriate scanning device from the Scanner list.

  2. Place the documents in your scanner's document feeder.

  3. Optional If you would like to bypass your scanner's software dialog, select the Hide Scan Dialog checkbox and then select the button to choose the scan settings.

  4. Select the button.

  5. Choose the appropriate settings and options (if any) for your scanner and initiate the scanning process. When the scanner has completed, the images will appear in the DirectScan™ applet.

  6. Review the scanned images (see Section 1.5.1, “Image Reviewing Tools”). Use the horizontal scroll bar at the bottom of the image-preview frame to view images outside of the viewing area. Images will be grouped in sets of 25. To move from one group of images to another, select the or buttons. If you wish to rescan the images, select the button and repeat steps 2 through 4.

  7. Once you are satisfied with the scanned images, select the button. The images will be uploaded to the Content Central server. The bar to the left of the button will indicate progress of the upload process.

The DirectScan™ Applet

1.5.1. Image Reviewing Tools

The following tools, located above the image-preview frame, can be used to assist with the quality assurance process

Increases the visible dimensions of all images in the current image set

Decreases the visible dimensions of all images in the current image set

Rotates the selected image(s) 90 degrees clockwise

Moves the selected image before the previous image

Moves the selected image after the next image

Deletes the selected image(s) from the current image set