Using Desktop Capture in v4.6

Using DocuNECT v4.6



Navigating Desktop Capture

The Desktop Capture is similar to Windows Explorer, allowing you to browse your computer to locate files to index and upload to DocuNECT.

Navigating the Desktop Capture Application

Open the Desktop Capture application by navigating to Programs > DocuNECT > Desktop Capture. On opening the application the following main screen will be displayed:

46DCBrowse.png

Desktop Capture Menus

This section provides an overview of the main menu structure:

Menu Image Menu Item Menu Item Description
46DCFileMenu.png File > Exit Exits appication.
46DCViewMenu.png View > Drop Zone Shows the file drop zone, for dragging and dropping files from Microsoft Outlook or Windows Explorer.
46DCToolsMenu.png Tools > Accounts Manage accounts and target DocuNECT repository information.

The Desktop Capture Toolbar

The following table provides an overview of the main toolbar structure:

46DCToolbarButtons.png

Using the Desktop Capture

This main application provides an interface to browse for documents to index and upload to DocuNECT. This application works the same way as Windows Explorer. Click on a drive at the top and then double-click on one of the folder to view the contents:

46DCDocumentViewing.png

The application supports the viewing of Adobe PDF, Microsoft Office, Text and HTML, TIFF, BMP, JPG and GIF files.

You can upload files where the viewing is not supported, however, just the file information will be displayed:

46DCViewNotSupported.png

Viewing and Splitting TIFF Files

The application has a built in viewer for TIFF files that can also be used to split documents.

46DCImageSplit.gif

Document Indexing

Selected documents are displayed in a list ready for indexing:

46DCIndexing.png

There are three main sections to the indexing interface:

1. Lifecycle - Allows you to select the lifecycle.
2. Documents - Displays the list of selected documents. Clicking on each document will display it in the main display.
3. Index Values - Indexes associated with the selected document.

If you are indexing a TIFF file, then in addition to the viewing options, there are also options to rotate or split the TIFF file into another document.

46DCImageToolbar.png

If there is a validation rule that has been applied to the index value then a 16.gif will be displayed until the validation rule has been met.

46DCIndexValidation.png

Windows Explorer Integration

From within Microsoft Windows Explorer, select the files you wish to submit for indexing, click on the right-hand mouse click and select Send To > Desktop Capture:

The following table provides an overview of the TIFF viewing toolbar structure:

46DCExplorer.png

The documents will then be created in an ad-hoc batch ready for document indexing:


Using the Drop Zone

Documents can also be dragged for indexing by using the Drop Zone. Open the Desktop Capture application and enable the Drop Zone under the View menu. A translucent drop zone will then be displayed:

46DCDropZone.png

The zone will always stay on top of any Windows application. You can then drag and drop document from Windows Explorer or Microsoft Outlook. If you drag and drop email from Outlook then the text of the email and all attachments will be displayed in an ad-hoc batch ready for indexing.


Desktop Scanning

Desktop Capture allows you to integrate a third party scanning application that comes with your desktop scanner. The following screenshot shows Desktop Capture integrated with VueScan (http://www.hamrick.com).

46DCScan.png