There will be more videos added here as they are produced.

• Print 2 DIS
• DIS AddDocs

Features

• Scan single to multi-page documents using the basic TWAIN drivers
• Add files directly from the PC
• Add newer versions of files into the system

Setup is fast and easy

Usage

1. Launch the application by clicking its’ icon
2. If you have access to more than one database, you can select it from the list
3. enter the search criteria to find your target documents
4. Double-click the correct target document.  A message box will appear asking you if you wish to make this new document a new version of the selected target document.
   1. If you select yes, the document will open for you to modify.
      1. When finished modifying the document, save the file in a location you can easily find.
   2. If you select no, the index values will appear in the form to the right.
5. On the menu, an new item appears. Add From… Choose Scanner, Files, or new search.

If you choose scanner, the window will re-size to full screen and attempt to connect to your scanner.  After scanning you can modify the index values, add / replace / delete pages from the scanned file.  When finished, click Store and the document stores into the repository.

If you choose files, you can select a single file or multiple ones. When you click OK, the documents store.

Print 2 DIS is the easiest way to get electronic documents stored into your Docubase Information Suite system. If you can operate a printer, you can use Print 2 DIS.

Currently the latest release of Print 2 DIS is 0.6

Print 2 DIS is sold as a per-computer license meaning each license only covers installation on one PC. Internet access is required for activation of the product on each PC.

Print 2 DIS currently:

• Allows indexing of all categories for databases the user has access to store documents into.
• Allows for data extraction templates to be configured to extract text from the document to be used as index values.
• Utilize electronic signature pads to sign documents prior to storage. (as of version 2.0)

Print 2 DIS future:

• Customized forms can be built to display on categories the user wants to display.
• More items based on what users like yourself request.

Once purchased, you will receive a serial number for your company which will allow up to the number of licenses purchased installations / activations.

Run the setup accepting all the defaults unless you want to change the location of the installation.

*The installation will install a new printer to your system named “P2DIS”. This is how you will launch Print 2 DIS.

After the installation completes, the Docubase configuration window will appear giving you the opportunity to enter the server information and the user information.

Enter the server name and port and then click “Verify”.
If the information is correct, the status will change to Verified and you can now enter the user information.

*If the PC is to connect from outside the office over the internet, be sure to have the hosts file configured with the correct IP address. Your router MUST also be configured to properly forward the client port from the outside to the DIS server.

Once the user information has been entered, click verify and the status should change to verified.

Once these steps are done, you can click OK and the application is now ready to use.

Instead of selecting a physical printer on your desk or in your office, you will select the “P2DIS” printer after initiating a print from your application.

The Print 2 DIS interface appears with your document displayed in the viewer window.
* Thumbnails will display if there are more than 1 pages in the document.

You have a choice of manual entry of the data or utilizing a predefined template.

If you chose the manual option, you may be presented with a choice of database to store to unless you only have access to one database.

The index form appears based off the categories in your database. Fill in as much of the form as you want to index and click the store button to store the document and close the application.

Requirements for this feature include:

• Adobe® Acrobat® standard or better
• Electronic signature device

Once the index form has been loaded, a new menu item will appear at the bottom of the window.  Click this button and select “Sign this document…”
Adobe® Acrobat® will launch and you will need to proceed according to the device you are using.

When finished signing, CLOSE Acrobat® and the document will reload back into the Print 2 DIS viewer now including the new signature(s).

Continue indexing and click the Store button when finished.

If this is a new document and you would like to configure the data extraction, from the Settings menu select Application => Configuration.

You will need to enter a meaningful name for the template that you will pick from later.

You will also choose the database for which to store the documents to.

The zone configuration instructions display in the upper-right corner of the window.

When complete, click the Save Template button. If you do not want to save the template, click the X in the upper-right corner and verify you wish to dispose of the active template.

We welcome your feedback on this product. If you have suggestions for additional features or you discover a limitation or possible BUG, please report your findings to support@docubase.net with as detailed information as possible.

This post is password protected. To view it please enter your password below:

Password:

This post is password protected. To view it please enter your password below:

Password:

This post is password protected. To view it please enter your password below:

Password:

Requirements

This application requires a minimum of .NET 2.0 Framework to be installed on the workstation, available here from Microsoft’s website.

The barcode maker application is configured using an INI file which makes configuring multiple stations a breeze.

Below is a screen shot of the barcode maker UI (User Interface). This screen shot is from a new installation without any configurations made.

The items on the interface will be explained later.  On the first run from each computer, the application must be activated.  This requires internet access and if you are viewing this page, you have verified you have it.

The serial number entry screen will look as follows:

The following message appears when the configuration file is missing:

* A default configuration file is created for you or an administrator to modify.

The configuration will look similar to:

[MAIN]
LABEL_1=Label1
LABEL_1_v=defaultValue
LABEL_2=Label2
LABEL_2_v=defaultValue

This configuration has 2 fields (Label1 and Label2).
Both fields will use the value of defaultValue when the program loads. If you do not wish to use any defaul value, leave the line as LABEL_#_v= with no value after the “=” (equal sign).
You can add more fields by adding new lines and increasing the #’s like this. LABEL_3=;LABEL_4=;etc…

For each Label you add, be sure to include the value key even if you do not plan to use a default value.

Usage:

To get a value in the fields, you can either type using your keyboard or paste from your clipboard. (Double-Click or Ctrl+V)

The p* checkbox with hold the value in that field as long as the box is checked for additional indexes. (Persistant)

As you type, the preview displays the barcode value for your entry.

The Reset button will clear the values on the form leaving the persistant fields alone and returning any default values back to the fields.

When the values have been entered, click Print My Barcode to send the barcode to whatever printer you would like in your office.

Support

Any issues with the operation of this application should be brought to the attention of Docubase Support. (727) 723-1484 option 2 or support@docubase.net

License-related issues should be brough up to your sales representative.
(727) 723-1484 Option 1 or sales@docubase.net

Known Limitations

While there are no restrictions built into the application as to how many values can be entered, there is a limitation as to how many will fit on a single piece of paper. A maximum of 10 fields is recommended when configuring.

Barcode values are limited to 30 characters also due to standard paper sizes (8 1/2 x 11 Letter)

1. Launch the Dictionary Manager from the client shortcut directory (normally on the desktop).
2. Log into Dictionary Manager using an account that has administrative rights on the database you wish to add words to.
   • A non-administrator can log-in and build the list, however, only administrators can apply the keywords to the database.
   • If you have multiple databases, you will need to choose the one you want to work on.
3. Load the source dictionary file by clicking the ellipses (…) button [1].
   • Synonym’s will not be covered in this article.
     
   • It is good practice to have the dictionary file named the same as the database (DEMO => demo.dic)
   • If this is the first time with this database, you can create one at this step. (Be sure to save this in a location you can reach from other computers, eg your server, so you can maintain a single file for these words rather than having multiple versions.
4. Click the –> [2] to open the keyword entry interface.
   
   1. Click on the category you want to add keywords to.
   2. Enter the keywords in the Word field. (Press Enter after entering each word)
      • Repeat this for each keyword you wish to add.
   3. When complete, click the Save button on the bottom of the form. (When prompted where to save you can leave it as it is unless the path is incorrect) Choose YES to overwrite the original file.  This keeps the file with the latest updates / changes.
   4. You will be returned back to the main screen where all that is left is to apply the words to the database.
5. Click the Execute button on the toolbar.
   
   • IMPORTANT – This is the most commonly forgotten step. Without clicking this button NO words will be added to the categories.

If you complete these step and wanted to add an addtional word or words, you can click the refresh button and go back to adding.  Be sure to click the execute (Step 5) button before exiting the application.

Step 2. Install the image converter to a simple directory on the server. (eg C:\Converters)

Step 3. Configure the converter in amfconfig.

1. Log into amfconfig
2. Select Node Management
3. Select the view option from rheaweb-SERVERNAME
4. Select Add a new parameter
5. Enter the information as follows

   Parameter's name:   client.converter.img2pdf
   Value:   c:/converter/ImageConverter.exe
   Overridable:   No

6. Click Validate
7. Restart the Docubase Services.

Step 4. Configure the converter in amfadmin.

1. Log into amfadmin
2. Select Access to the EDM -> Converters
3. If JPG is not in the list, you can add it by selecting New converter
4. Once available, select modify converter
5. Click New Converter with the following values

   Overlay: *
   Enable for display: Checked
   Command: $img2pdf $infile $outfile -cpdf
   Successful return Codes: 0
   Default overlay: None

6. Click Submit

If a user was signed in, they will need to log out and log back in to be able to utilize the newly installed converter.