User Guide

Table of Contents

1. Introduction

1. User Interface

2. The Main Menu

3. The Dashboard

4. The Results Grid

5. User Options

5.1. User Profile

5.2. Preferences

5.3. Downloads and Installers

5.4. Address Book

5.4.1. Adding or Modifying a Contact

5.4.2. Deleting One or More Contacts

5.5. Saved Searches

5.5.1. Modifying a Saved Search

5.5.2. Deleting a Saved Search

5.6. Default Document Types

5.7. Search Fields

5.8. PIN

5.9. DocType Results Fields

5.10. Grid Results Fields

5.11. Event Viewer

6. Getting Help

2. Capturing Documents

1. Capturing Paper Documents - DirectScan™

1.1. Pre-Capture Coding

1.2. Post-Capture Coding

1.3. Versatile Coding

1.4. OCR Only

1.5. Using The DirectScan™ Applet

1.5.1. Image Reviewing Tools

2. Capturing Paper Documents - QCards™

2.1. Pre-Capture Coding

2.2. Post-Capture Coding

2.3. Versatile Coding

2.4. OCR Only

3. Capturing Paper Documents - Document-Type QCard™

3.1. Creating a Document-Type QCard™

4. Capturing Paper Documents - QCard™ Packet

4.1. Creating a QCard™ Packet

5. Capturing Paper Documents - Custom Barcode

6. Capturing Electronic Documents

6.1. Using the Capture Frame

6.1.1. Pre-Capture Coding

6.1.2. Post-Capture Coding

6.1.3. Versatile Coding

6.1.4. Capture Only

6.2. Using the Drag & Drop Upload Applets

6.2.1. Using the Context Menu or File Menu

6.2.2. Using the Results-Frame Upload Area

7. Creating New Documents From PDF-Form Templates

8. The Coding Queue

3. Searching for Documents

1. Search Procedures

2. Searching by Packet

3. QuickSearch

4. Saving Search Results

4. Managing Documents

1. Introduction

2. Viewing a Document in the Browser

3. Streaming a PDF Document

4. Downloading Documents

5. E-mailing Documents

6. Faxing Documents

7. Appending to a Document

7.1. Appending by DirectScan™

7.2. Appending by QCard™

7.3. Appending by Electronic Upload

8. Replacing a Document

8.1. Replacing by DirectScan™

8.2. Replacing by QCard™

8.3. Replacing by Electronic Upload

9. Editing Documents

9.1. Content Director

9.1.1. Installation

9.1.2. Settings

9.2. Content Central Office Integration

9.2.1. Settings

9.2.2. Capturing New Documents

9.2.3. Checking Out a Local Document

9.3. Editing a Document

9.4. Uploading Changes using CCOI

9.5. Uploading Changes without using CCOI

10. Editing Document Properties

11. Viewing Document Version History

12. Viewing a Packet

13. Renaming a Document File Name

14. Deleting Documents

15. Uploading Revisions

16. Checking Out/Checking In Documents

16.1. Checking Out Documents

16.2. Checking In Documents

17. The Approval Queue [Enterprise Edition]

17.1. Approving

17.2. Rejecting

17.3. Assigning to an Approval Process

17.4. Setting Priorities

17.5. The Admin Queue [Administrators]

17.6. History [Administrators]

18. The Work Queue [Enterprise Edition]

18.1. Assigning or Moving Documents to a Work Queue

18.2. Sharing Documents

18.3. Removing Documents

18.4. The Admin Queue [Administrators]

18.5. Changing Expirations

19. Custom Retention Policies [Enterprise Edition]

19.1. Defining Custom Retention Policies

20. The Catalog Browser

20.1. Cut, Copy, & Paste

20.1.1. Cut & Paste (Move)

20.1.2. Copy & Paste (Copy)

20.2. The Context Menu

20.3. Assigning Document Types to Folders [Administrators]

5. The Messages Folder

6. Mobile Site

1. Connecting to the Mobile Site

2. The Main Menu

3. The Approval Queue

4. The Catalog Browser

4.1. Folder View

4.2. File View