Getting Started

The purpose of this product is to automate the handling of incoming documents and/or the information that is on them, in your workflows.   It does not matter if the documents are scanned, emailed, uploaded or faxed into the process.   It also does not matter which brand of equipment or other software is used in your process.  

Plan the process

Consider these aspects of your project:

1. Input documents:
• Content of input documents:
  What type of barcodes are present?
  What data are stored in barcodes?
  Which pages they are located on?
• Where input documents are stored
2. Output documents:
• How input documents to be converted to output documents?
  How barcode data are used?
  What is the format and structure of output documents?
• Where output documents to be stored?
  How output documents are named?
3. Output reports:
• How data will be processed in workflow or integrate with CMS or ERP system.
• What kind of data should be collected? What is format of collected data?
4. Input postprocessing
• What happened with input documents after processing: deleted, moved, etc.
5. Exception handling.  If exceptions or errors detected:
• Save document in a special location for later review
• Log exception information
• Skip the processing of input document

Create input directories

Create directory or directories to store input files.  Place few typical input files in the input directories.

Program Configuration

With those requirements in mind, follow the flow of the panels in the user interface of the program.  After you configure the various panels, save the results as a project file.  You can reuse the project file in the UI or in command line operation.

Select mode of operations

Choose mode from Toolbar:

• only extract data from various barcodes and generate reports - select Reports mode
• reorganize or separate the input document files based on barcode pages - select Documents mode

Configure panels

Step through and configure the panels for selected mode.  Do it in order from top to bottom.

• Input - Where to find the input documents

• Profile - How to separate or rename the input documents.   This panel is not shown in Reports mode.

• Barcodes - Define the separation barcodes. In Reports mode, a different Barcodes panel is used.

• Output - Define the folder/file name of the output documents
              In Reports mode, a different Output panel is used.

• Reports - What reports should the program create

• Imaging Scripts - Automatic scripts to improve damaged barcodes recognition

Save project

Save your project (Save As... in file menu)

Test project

Run project

Click Start or Monitor buttons on the Toolbar.  
Observe session execution in Status panel

Note:  Only for the purpose of testing:
Configure Input panel's After Processing field to "Leave in input folder"

Review Results

Review contents of  reports if specified,  output folders.
Complete project information can be checked in  XML Results file.
Return to Program Configuration  to adjust project settings.

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