Using Desktop Capture In V5 0

Using DocuNECT v5.0
Capture User Help



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:

DCBrowse.png

Desktop Capture Menus

This section provides an overview of the main menu structure:

Menu Image Menu Item Menu Item Description
DCFileMenu.png File > Exit Exits appication.
DCViewMenu.png View > Drop Zone Shows the file drop zone, for dragging and dropping files from Microsoft Outlook or Windows Explorer.
DCToolsMenu.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:

DCToolbarButtons.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:

DCDocumentViewing.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:

DCViewNotSupported.png

Viewing and Splitting TIFF Files

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

DCImageSplit.gif

Document Indexing

Selected documents are displayed in a list ready for indexing:

DCIndexing.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 manipulate the image:

DCImageToolbar.png

The following table provides an explanation of each toolbar option:

Toolbar Button Menu Item Description
DCTool1.png Displays/controls the size of the page thumbnails.
DCTool2.png Image size maniplation including zoom in/out and percentage scale.
DCTool3.png Next page and previous page.
DCTool4.png Copy the Selected Pages to new Document
Move the Selected Pages to new Document
DCTool5.png Rotate left, right and 180 degrees.
DCTool6.png

This option allows pages to be added to the image using either a configured scanning application or using the TWAIN scanner driver.

  • Insert page before page displayed
  • Insert page after page displayed
  • Insert page at the beginning of the document
  • Insert page at the end of the document
DCTool8.png Allows pages withing the image to be re-ordered. Select the appropriate thumbnail and the use the options to move the image up or down.
DCTool7.png Allows any changes made to the image to be undone.
DCTool9.png Allows selected pages to be deleted.
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.DCIndexValidation.png

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:

DCDropZone.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 now has two scanning methods:

  • Inbuilt TWAIN Scanning Module
  • Easy Integration to Third Party Scanning

Inbuilt TWAIN Scanning Module

If your attached scanner has a TWAIN compatible scanner driver then you can now use this with the Desktop Capture.

Integrating Third Party Scanning Applications

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).

DCScan.png