Navigation: Capture >

Using Desktop Capture

 

 

 

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:

 

 

 

Desktop Capture Menus

This section provides an overview of the main menu structure:

 

Menu Image

Menu Item

Menu Item Description

File > Exit

Exits application.

View > Drop Zone

Shows the file drop zone, for dragging and dropping files from Microsoft Outlook or Windows Explorer.

Tools > Accounts

Manage accounts and target DocuNECT repository information.

 

The Desktop Capture Toolbar

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

 

 

 

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:

 

 

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:

 

 

 

Viewing and Splitting TIFF Files

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

 

 

 

Document Indexing

Selected documents are displayed in a list ready for indexing:

 

 

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:

 

 

 

The following table provides an explanation of each toolbar option:

 

Toolbar Button

Menu Item Description

Displays/controls the size of the page thumbnails.

Image size manipulation including zoom in/out and percentage scale.

Next page and previous page.

Copy the Selected Pages to new Document

Move the Selected Pages to new Document

Rotate left, right and 180 degrees.

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

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.

Allows any changes made to the image to be undone.

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.

 

 

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:

 

 

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 (https://www.hamrick.com).

 

 

 

 

Copyright © 2020 Portford Solutions Group, Inc.