Installing and Configuring QuickLink for v1.0

QuickLink Help



Installing QuickLink

The following points provides a step-by-step guide to installing the product:

1. Locate the .msi file which can be downloaded from the Downloads page. Once located, double-click on the file to initiate the install wizard. Note, in v5.0 there is only a 64 bit edition available.

2. Once the install wizard is initiated a welcome screen will be displayed.

3. After accepting the license agreement, a screen is displayed confirming the installation folder. It is recommended to select the defaults, but the location of the installation files can be changed. Upon pressing the Next button, the confirm installation screen is displayed.

4. On pressing the Next button, the files will be installed.

5. A screen will be displayed confirming that the installation is complete.


Managing Profiles

Profiles connect applications with search functionality in your document management system. QuickLink can manage profiles in two ways:

  • Central Web Location - You can create and test profiles and copy them to a web server location so you can make sure that profiles are consistent throughout the organization.
  • Desktop Location - If a central site has not been setup then the user can manage their own profiles.

Creating Your Own Profiles

When you open the product for the first time you will be prompted with a message stating that there are no profiles loaded.

FirstTime.png

Click the OK button, and the profiles screen will be expanded.

BlankSettings.png

Click on the add profile button as shown below:

CreateProfile.png

The profile settings screen will be displayed:

AddProfile.png

The following table provides an overview of the profiles fields.

The Info Tab

Profile Field Description
Name The name of the profile that is displayed in the profile pick-list and in the profiles list view.
Description The description of the profile that is displayed as a tooltip when you hover over the selected search profile.
Target URL

Many document management systems can search documents via a URL. QuickLink uses this mechanism to integrate with third-party document management systems. Add the value to be searched be adding {SearchValue} to the URL.

When the Search button is press the search criteria entered will replace {SearchValue}.

Open In

Some web applications may be browser specific, so you can specify which browser you want to open:

  • Default Browser - Opens whatever browser has been set by default.
  • Microsoft Edge
  • Microsoft Internet Explorer
  • Mozilla Firefox
  • Google Chrome
Image Format QuickLink works by taking a screenshot of the value you want to search by allowing you to select it using the mouse. This is then saved to an image format and then OCR'd to grab the text. Different applications have different colors and fonts etc, so you can select different image formats to increase the quality of the OCR. It is recommended to select TIFF.
Function Hot Key QuickLink can stay open above you open application, or you can minimize it to the icon tray. You can set a function hot key which when pressed will allow you to select the value to search.
Search Label By default the search label is Search For, however, you can change this to make it more intuitive to the user. For example, Enter Loan No.

The App Integration Tab

Profile Field Description
Enable App Integration You can directly integrate QuickLink with an application.
Windows Name This is used in conjunction with the application integration option and is only used at design time. Select the application windows title you wish to integrate with.
Grab X and Y Values These values are the window position X, Y coordinates of the application you want to integrate with. Note, these values will be automatically populated by the Grab Settings process.
Grab Width and Height These values are the size of the zone to grab.
Note, these values will be automatically populated by the Grab Settings process.
Grab Width and Height These values are the size of the zone to grab.
Note, these values will be automatically populated by the Grab Settings process.

The Grab Settings Tab

Profile Field Description
Grab Settings

Business applications come ins all different colors and formats so the Grab Settings allows you to adjust the settings to the specific application to provide a more accurate grab result.

The screenshot below shows the Grab Settings tab. Click on the Grab Icon to get the value the users will be searching by. If the OCR text below the image grabbed does not match the image then adjust the settings and press the Apply Settings to get a better results. These settings will be stored and applied every time the search is executed.

GrabSettings.png

The images processing settings:

  • Image Size for Processing - This is defaulted to 100%, but sometime a larger image can yield better results. Values (Starts at 0%, and you can increase the size accordingly. Doubling the size would be 200%)
  • Increase the Brightness By - If the text is black on gray, for example, then the brightness can be used to drop out the gray background and increasing the contrast and/or the sharpen settings will help to bring the text out. (Values: -100% to + 100%)
  • Increase Contrast By - Increases/decreases the contrast. (Values: -100% to + 100%)
  • Sharpen By - This is a GaussianSharpen and the value is the size of the kernel by which to sharpen the images pixels.
  • Increase Quality By - Increases the image quality. (Starts at 0% to + 100%)

The Text Processing Tab

Profile Field Description
Text Processing

Once grabbed, the text can be processed by using one of the following options:

  • Remove All Spaces - Removes all spaces in the text.
  • Trim Leading/Trailing Spaces - Trims the space at the beginning and at the end of the text.
  • Trim Leading/Trailing Characters - Trims the defined character at the beginning and at the end of the text. Note, you will need to enter the character in the Text Function Parameters field.
  • Add Leading Characters - Add the characters defined Text Function Parameters field to the beginning of the text.