scancart user instructions 4 - wordpress.com
TRANSCRIPT
Version 1.0December 2007
Notable Solutions, Inc.
600 Jrfferson Plaza
Suite 500
Rockville, MD 20852
www.nsius.com
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User Instructions
Once you click on the category name, a dialog box opens, which is where you enter the information that will appear on your SMARTicket cover sheet.
1. Enter information from the document you want to scan into the SMARTicket fields. Information can be entered by typing or making a choice from a drop‐down arrow.
2. Click Save & View.
Note: Clicking on “Save” will return you to the SMARTicket home page where you can create a new SMARTicket, or choose a different category name. Clicking Save & View also gives you the same options, the difference being that Save & View has an image of the SMARTicket cover sheet.
Title is the title on the document, and it will become the title of the SMARTicket.
You do NOT need to enter information in the # of Users, Expiration, Security or Require Lock Code fields.
• Required fields are marked with a red asterisk. * • Information fields may change from one job to the next.
• Fields that are not required can be left blank or marked with NA (Not Applicable).
User Instructions
After clicking Save & View, the newly created SMARTicket appears.
Along the top of the screen, click the Print icon to print your SMARTicket.
Note: To create another SMARTicket, click on Edit to return to your previous SMARTicket form. OR click on New SMARTicket.
User Instructions
B. Scan a document with a SMARTicket cover sheet Now, you’re ready to scan: Place the SmartTicket cover sheet on top of the documents in the scanner tray right‐side up. Minimize the page by clicking on the minus button on the top right‐hand corner of the screen. You’ll now be back on your PC desktop.
1. Click on the Quick Capture icon. 2. Click on the scanner icon and choose Append.
After Append is clicked, a popup box displays.
1. Highlight either your name or the job name. 2. Choose paper size option and page orientation (if needed) from the drop‐down menu. 3. Click Scan.
Insert ‐ Adds a page to any point within the scan. Append – Adds a page to the beginning of a scan.
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User Instructions
If you scan only one job (batch), an Out of Paper message will pop‐up after scanning has finished. Simply click Cancel to close that window.
When scanning more than one batch, each new batch in the feeder will begin to scan automatically, and the Out of Paper message will only appear after all of the scanning is completed. After scanning is complete, the document image page appears. It is here that you can proof the pages and make adjustments to them.
The document highlighted in blue in the left pane appears as an enlargement in the right pain. To see another document as an enlargement, simply click on the document in the left pane.
Note: Right‐clicking your mouse while a document page is highlighted in blue will separate the documents into separate jobs. If this happens, go back to the document you right‐clicked on – it will be highlighted in red – and right‐click again. The document will be returned to its original job.
User Instructions
To make adjustments to a scanned document, click and highlight the page you want to work on, and then use the toolbar buttons at the top of the page to perform the adjustment.
C. Save scanned and digitized documents to a folder. To save the scanned documents:
1. Click the Save icon located at the top of the on the Quick Capture Pro images screen.
Note: The system manages jobs (or batches) one at a time, so be sure to give each job a unique name or number, and to keep track of those names or numbers, so you’ll always be able to find your scanned job.
Delete a page Enlarge the page
Straighten the page
Print a single page
User Instructions
At the Save As popup window, you need to do four steps to save the scanned documents to the Input folder. Every time you save a scanned document it needs to go into the Input folder. Once you select these settings, they will be saved until you you close the application or change the settings.
1. Click the Save In drop‐down arrow and highlight and click Local Disk [C:] 2. Highlight and click SCANcart folder 3. Highlight and click on ScanQueue folder 4. Highlight and click on the input folder.
Once you’ve opened the Input folder, you need to choose a unique File Name and enter it. Use the drop‐down arrows to set the file settings to the following: Save as Type = TIF, BPP = 1, Sub Type= CCITT G4.
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5. Click Save
User Instructions
D. Check the status of your scanned job.
From the SCANcart icon on your desktop, you can check the status of your scanned job.
1. Click the SCANcart icon on your desktop.
The SCANcart job monitor gives you the status, name, page count, document number, and completed documents in a job View Jobs – Click to open all of the documents that have been scanned and saved. Refresh ‐ Updates the status of all the documents. Show Detail – Highlight a name and click on Show Detail to see error report information. Refresh Job – Highlight a particular job name and click to refresh its status. Resubmit Job – Highlight a job and click resubmit to scan it again. Delete Job – Deletes a highlighted job. Auto Refresh – Click to automatically refresh the jobs each time the page opens.
√ ‐ Completed
document
icon – Not yet
completed, wait awhile and check back.
Task Error ‐ There is a problem, highlight and click “Show Detail.” Wait for OCR – Document is waiting to be scanned.
User Instructions
TROUBLESHOOT
If QuickCapture displays “Kofax Error 628”
1. Save the images that have been scanned. 2. Re‐start the scanner. 3. Re‐start VRS 4. If it’s still not responding, restart the server.
If QuickCapture displays “TWAIN not available”
1. Check if another instance of QuickCapture is running.
DocAccel must be running from desktop
1. Start DocAccel Service Manager and confirm it is running.
User Instructions
Beginning Checklist
Check the following when you start a scan job:
1. Doc Accel must be running. – From the desktop, start DocAccel Service Manager 2. Check output folders – Check to see if all jobs are processed or still being processed. 3. Start QuickCapture 4. Start SMARTicket web client. 5. Start SCANcart job monitor – If there are jobs to be re‐processed, resubmit the jobs.
AND REMEMBER TO… Always record the total pages in QuickCapture before submitting (saving) the jobs.