Quick & Simple Imaging. User Guide

Transcription

1 Quick & Simple Imaging User Guide

2 The Quick & Simple Imaging software package provides the user with a quick and simple way to search and find their documents, then view, print, add notes, or even e- mail the documents. Quick & Simple uses a basic method of providing its functionality to the user with a menu featuring drop-down lists of program choices along with a toolbar featuring easy to use and understand program icons. This documentation will explore and explain the Quick & Simple software package by detailing the menu functions and choices, the toolbar icon functionality, and the flexibility of the Quick & Simple search, retrieval, and viewing capabilities of the software. Page 2 of 57

3 Table of Contents File Menu Options... 5 Search... 5 Print Save As... 8 Export... 9 Switch to Quick & Simple Configuration Exit Configuration Menu Options Databases Options Show Large Icons on Toolbar Show Search Operator Buttons Show Search Condition Buttons Show Dropdown List In Search Disable Mask Keep Search History Disable Note Icon In Search Results Disable Groupings in Search Results Window Menu Options Arrange Icons Cascade Close All Windows Tile Horizontally Tile Vertically Minimize All Windows Search Help Menu Options About Quick & Simple Help System Information View Error Log Quick & Simple Toolbar Icons Search Functions & Database Options Print and Document Functions Document and Page Navigation Controls Image Viewing and Enhancement Controls Image Rotation Controls Document Notes Functions Page 3 of 57

4 Search and Retrieve Documents Index fields, Search Buttons & Data Values Command Buttons Advanced Search Functionality Document Display Printing & ing Documents Print Documents Options Print Documents Visually Select Pages Documents Options Adding Sticky Notes Page 4 of 57

5 File Menu Options: Search Opens the Search Documents window as shown below. Page 5 of 57

6 Print Opens the Print Documents window as shown below. Page 6 of 57

7 Opens the Documents window as shown below. Page 7 of 57

8 Save As Opens the Save As window as shown below. Page 8 of 57

9 Export Opens the Export Documents window as shown below. Page 9 of 57

10 Switch to Quick & Simple Configuration Exits the Quick & Simple retrieval program and opens the Quick & Simple Configuration program. Page 10 of 57

11 Exit Close and exit Quick & Simple program. Page 11 of 57

12 Configuration Menu Options: Databases o This multifunction icon provides you with three different functions. If you click on the database icon, you can view the current database settings. The icon also has a drop down list function that will allow you to select an individual database, or change database groups. o Move the mouse point to the database icon and click and you will view the Database Settings window as show on the following page. Page 12 of 57

13 This window displays the current Database Group, the selected Database, the file path of the selected Database, the sorting order of the index fields of the database, and the option to view the Document/Page Count for the database. Click on the program control button labeled Click Here For Document/Page Count to view the Document Page Counts window as shown below. Click on the Close command button to return to the previous Quick & Simple window. Page 13 of 57

14 Click the OK command button to return to the previous Database Settings window. To change the index sort order for search results, click in the Priority column of an index field and choose a number to set the major to minor sort order as shown below. Click the Close command button to return to the previous Database Configuration options. Page 14 of 57

15 o To select a different Database or Database Group, move the mount pointer to the down arrow part of the Database icon and click. This will provide a drop down list to choose between Databases or Database Groups as shown below. o To select a different Database, move the mouse pointer to the Database option and a list of available databases will be displayed. The current database will be shown with a check mark next to it. o To select a different Database Group, move the mouse pointer down the Database Group option and a list of available Database Groups will be displayed. The current Database Group will be shown with a check mark next to it. Page 15 of 57

16 Options o This option allows you to change the Quick & Simple program options for Printing, Settings, and Miscellaneous program settings. Move the mouse pointer to this option and click on it view the Options window as show below. Page 16 of 57

17 This window shows the default for the Printer options. You can click on the default printer as set in your MS Windows configuration or change to a specific printer that you choose from the printers set up in your MS Windows configuration as shown below. To change your default settings, click on the Settings program tab and enter your Mail Profile and Password. Page 17 of 57

18 To change Miscellaneous Quick & Simple program defaults, click on the Miscellaneous program tab where you can change the number of search hits, and the default View and Zoom settings for viewing images. To change the Default View, click on the down arrow of the Default View list box and choose one of the image View options Page 18 of 57

19 To change the Default Zoom setting, click on the down arrow of the Default Zoom list box and choose one of the image Zoom options Show Large Icons on Toolbar o Move the mouse pointer to this option and click on it to change to enlarge the size of the icons on the toolbar for easer viewing. A check mark will appear Page 19 of 57

20 by this option to indicate it is enabled. Click this option again to set the icons on the toolbar to a smaller size. Show Search Operator Buttons o Move the mouse pointer to this option and click on it to show or hide the Search Operator Buttons on the Retrieve Documents screen. A check mark will appear by this option to indicate it is enabled. Page 20 of 57

21 Show Search Condition Buttons o Move the mouse pointer to this option and click on it to show or hide the Search Conditions Buttons on the Retrieve Documents screen. A check mark will appear by this option to indicate it is enabled. Page 21 of 57

22 Show Dropdown List In Search o Move the mouse pointer to this option and click on it to show or hide the Dropdown List control on the Search Documents screen. A check mark will appear by this option to indicate it is enabled. Page 22 of 57

23 Disable Mask o Move the mouse pointer to this option and click on it to enable or disable the Mask feature for and index field. Keep Search History o Move the mouse pointer to this option and click on it to enable or disable the Keep Search History function. Page 23 of 57

24 Disable Note Icon In Search Results o Move the mouse pointer to this option and click on it to enable or disable the Note Icon display functionality in the Search Results screen. Page 24 of 57

25 Disable Groupings In Search Results o Move the mouse pointer to this option and click on it to enable or disable the Groupings functionality in the Search Results screen. Page 25 of 57

26 Window Menu Options: Arrange Icons o Move the mouse pointer to this option and click to arrange the icons on the Quick & Simple toolbar. Cascade o Move the mouse pointer to this option to display all open Quick & Simple windows in a cascading view. Page 26 of 57

27 Close All Windows o Move the mouse pointer to this option and click to close all retrieved images currently displayed. Tile Horizontally o Move the mouse pointer to this option to horizontally display all open Quick & Simple windows. Page 27 of 57

28 Tile Vertically o Move the mouse pointer to this option to vertically display all open Quick & Simple windows. Minimize All Windows o Move the mouse pointer to this option and click to minimize all open Quick & Simple windows. Page 28 of 57

29 Search o Move the mouse pointer to this option bring the Quick & Simple Search Results window to the foreground of the Quick & Simple display. When several document images are retrieved and displayed, the Search Results window will be minimized in the background of the Quick & Simple display. Clicking on this option will bring the Quick & Simple Search Results window to the foreground where you can restore it for viewing and further image retrieval. Page 29 of 57

30 Help Menu Options: About Quick & Simple o Move the mouse pointer to this option and click it to display the Quick & Simple product screen. This screen displays the currently installed version number of the Quick & Simple program. This screen also displays the technical support phone number of ITS Imaging. Page 30 of 57

31 Help o Move the mouse pointer to this option and click it to enable the Quick & Simple Help subsystem. System Information o Move the mouse pointer to this option and click it to view system information. Page 31 of 57

32 o User Info o Assemblies Page 32 of 57

33 o Logging View Error Log o Move the mouse pointer to this option and click it to view the error log screen. Page 33 of 57

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35 Quick & Simple Toolbar Icons: Search Functions & Database Options SEARCH Click on this toolbar icon to display the Search Documents window. DATABASE Click on this toolbar icon to display the Database Settings window. Page 35 of 57

36 Print and document functions Print Click on this toolbar icon to display the Print Documents windows. Click on this toolbar icon to display the Documents windows. Page 36 of 57

37 Document and Page Navigation controls Previous Documents Click on this icon to view the previous page. Previous Page Click on this icon to view the previous document. Next Page Click on this icon to view the next page. Next Document Click on this icon to view the next document. Page 37 of 57

38 Image Viewing and Enhancement controls Page 38 of 57

39 Image Rotation controls Document Notes functions Document Notes Page 39 of 57

40 Search and Retrieve Documents: To search and retrieve documents, click on the eyeglass over the database icon on the Quick & Simple toolbar to make the Search Documents window appear. The form in this window displays the index search fields, the search operator buttons, text boxes to enter criteria data to match index values, the search condition buttons, and the Search Documents window command buttons along the bottom of the form. Index Fields, Search Buttons, & Data Values Index Search Fields. This form will display each indexed field that is available in the database for these documents. Shown here are the following fields: Company, Invoice, Date, PO, and Amount. You can select all of the documents in the database by not specifying any index field search criteria, just click on the Search command button. To retrieve only specific documents, enter index field criteria to search the database with. The more search criteria you specify, the more defined your search results will be. You may use standard MS Windows search wild card characters such as [*] or [?] if necessary to broaden the search. Search Operator Buttons. This form displays the search operator value next to the Index field name. By default this value is the [=] equals operator value. This means that the search function will compare the criteria you enter to be equal to the index field values when searching the database for matching entries. By clicking on the search operator button, you can change the search operator value to be one of the following: Equal To [=], Greater Than [>], Less Than [<], Greater Page 40 of 57

41 Than Or Equal To {>=], Less Than Or Equal To [<=], Not Equal To [<>], and Empty Field [~] Search Criteria Data Value. This text box can contain search criteria data values that the search function will compare against the index values in the database. You can only enter one value in this text box, you cannot enter multiple values. You can include wildcard search characters in this data such as the [*] character. Examples would be Smith, or Smi*. Drop Down List Control. This down arrow control will display a list of index values that have been filled in for this search field. Also if the Keep Search History option has been enabled, previous search values will be displayed. Search Condition Buttons. This form displays the search condition button to the right of the search criteria data value text box. By default this value is the [AND] condition. The other value for this command button is the [OR] condition. This means that the search function will create a Boolean logic comparison condition to compare the single or multiple criteria you enter against the index database. Command Buttons Search o Click on this command button to execute the Search function against the index database. This will result in a Search Results table displaying individual document index data that matched the search criteria. Clicking on any of the rows in the Search Results table will cause the document image to appear on the screen. Notes o Click on this command button to search for matching Note data that may be attached to a document in addition to the other search criteria. A Notes Search form will appear and you can enter search criteria for any notes containing specific text or you can search for documents that contain any note information. Click Cancel to exit this function and return to the Retrieve Documents window. Clear o Click on this command button to clear all of the criteria entered in the index data values text boxes and reset the search operator and search condition buttons to the default values. Close o Click on this command button to close the Retrieve Documents window. Page 41 of 57

42 Advanced Search Functionality: You can enter multiple search criteria for an index field in the following way. We will use the Company index field for example. Enter a criteria value in the Company text box and then press the Insert key on your keyboard to create another Company text box. Here you can enter another name to search for. IMPORTANT: When searching for multiple values for a single index field, YOU MUST CHANGE the Search Condition button to be OR instead of AND. Simply click on the search condition button to toggle the change for the value. When this search is complete and you wish to perform another search, be sure to click on the Clear command button to clear the search criteria form, the search operator button, and the search condition button. You can generate a Quick List of index values to search for from the index database. We will once again use the Company index field for example. Move the mouse pointer over the index field name on the Retrieve Documents search criteria. You will notice a dark black question mark [?] appear when you Page 42 of 57

43 are in the correct position. Click on the index field name and a message box will appear. You will have a choice to generate a QuickList for [Company] the field in this example or Import Values for [Company] from a text file. Click on the choice Generate a Quick List. This will display a Quick List Matching form that will display the different values for the Company field in the existing database and a count for the number of times that value is in the database. Page 43 of 57

44 Double click on a Company name, and that value will be entered into the index field text box as search criteria. If you don t want any of the values then click on the close button. If you have a value entered in the index field text box then this value will be used as a filter when generating the quick list. Page 44 of 57

45 After setting the search criteria, click on the SEARCH command button to retrieve matching documents for viewing. The results of your search may yield one or more documents. The above example shows that four documents match the ABC Company search criteria. To view any of the documents, double-click on any of the search result entries. A new option in Quick and Simple now allows for grouping of index fields to consolidate search results. If you have not disabled Groupings in Search Results, you will see display area above the search results that provides the grouping functionality. You can drag one or more column headings from the Search Results window to this area to see a grouped or consolidate view of the search results. You can expand the search results for a grouped view by clicking on the + icon as show in the following examples. To return from the grouped display to the detail display, simply drag the column headers back down to the Search Results window. Page 45 of 57

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47 Document Display: The above example displays the document that was selected from the Search Results form. Page 47 of 57

48 If you double-click on the document it will display it in full size in the display window as show below. Page 48 of 57

49 You can magnify the view of an image in two ways. On the Quick & Simple toolbar you can click on the icon to use the mouse pointer as a Selection Tool or the mouse pointer as a Magnifier. If you select the icon to use the mouse pointer as the Selection Tool, and then hold down the left mouse button and drag the pointer across the image, you will find that you can create a box that will magnify your selection when you release the left mouse button. Page 49 of 57

50 If you select the toolbar icon to use the mouse pointer as a Magnifier, and then hold down the left mouse button, you will see the mouse pointer turn into a red cross-hairs target type window with a magnified view of the image. Page 50 of 57

51 Printing & ing Documents: Quick & Simple provides the capability to print out hard copies of the documents you view and also the ability to attach the document image and index information to an e- mail. To print the document you are currently viewing, just click on the printer icon on the toolbar to bring up a standard print request window. To the document you are viewing click on the icon on the toolbar. This will bring up your mail client software. The document image will be set as a file attachment for the message. The document index information will be pasted into the message text. Print Documents - Options Page 51 of 57

52 Print Documents Visually Select Pages Page 52 of 57

53 Documents Options Page 53 of 57

54 client software with document image as attached file with index values as message body text. Page 54 of 57

55 Adding Sticky Notes: One of the more helpful functions available in Quick & Simple is the ability to generate sticky notes to attach to a document. The sticky note does not actually alter the document image, but it linked to the document image file so that when the document is selected and viewed, any attached notes will also be available for viewing. Click on the Document Notes icon to open the Note Editor window. Document Notes Page 55 of 57

56 You can add sticky notes to a document by clicking on the NOTE icon on the toolbar or by clicking the right mouse button and selecting the EDIT NOTES option displayed. A yellow notepad will be displayed where you can any information you wish. When you have completed entering note information, click on the close command button to save your note information or the delete command button if you decide not to save the note. Document With Sticky Note When you retrieve a document with a note indicator, you can view the note by double-clicking on the note icon on the image or by clicking on the right mouse button and selecting the EDIT NOTES option. Page 56 of 57

57 If you have not clicked on the Disable Note Icon in Search Results option in the Configuration menu, then when search results are displayed, the note icon will show in the Search Results window next to documents that contain notes. Page 57 of 57