Application Extender 16.3 Web Access

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Kerry Morton
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1 Application Extender 16.3 Web Access

2 Pre-requisites for WebXtender client Firefox, Chrome or Edge browser For scanning, your friendly neighborhood desktop support person will need to install the specific drivers on your computer for the scanner you want to use Link: Updated July

3 Viewing documents

4 Viewing documents Click on the application you want to select Updated July

5 Viewing documents Click on new query Updated July

6 Viewing documents Enter your search criteria and click Run Updated July

7 Viewing documents Click on the document icon to open the file Updated July

8 Viewing documents Document can be viewed Updated July

9 Drag and drop new documents Updated July

10 Drag and drop a new document Click on the name of the application to get started Updated July

11 Drag and drop a new document OR click on the plus sign and then click on New Document Click here to drag in a new document Updated July

it into the document area Updated July 2018

12 Drag and drop a new document Identify the file you want to index, then drag and drop it into the document area Updated July

13 Drag and drop a new document If you re not sure, just pick Insert After Updated July

14 Drag and drop a new document Document displays here Click here to display thumbnails of a multi-page document or a batch Updated July

15 Drag and drop a new document Enter the student ID and press enter to auto-fill info from Banner You will need to manually populate other required fields Updated July

16 Scan and index Updated July

17 Setting up for scanning Your user settings must allow scanning or the scan icon will not appear in the document area. To set up, go to your avatar in the top right hand corner of the application window Select User Settings from the pop-up menu Expand the list item for Import Make sure the box is checked for Enable Scanning and click SAVE. Updated July

18 Setting up for scanning Make sure your scanner is turned on Updated July

19 Scan and index a new document Click on the name of the application to get started

20 Scan and index a new document OR click on the plus sign and then click on New Document Click here to scan in a new document Updated July

21 Scan and index a new document If the scanner icon appears gray, click once to load the driver Updated July

22 Scan and index a new document Load your documents into the scanner and click the Scan button Updated July

23 Scan and index a new document Click here to fit document to window Updated July

24 Scan and index a new document Enter a student ID here and press ENTER. The system will fetch details if it can find the student in Banner Updated July

25 Scan and index a new document Enter all other fields as required by your application s rules and click SAVE Updated July

Scan and index a new document Updated July 2018

26 Scan and index a new document Updated July

27 Scan to batch Updated July

28 Scan to batch User Settings Click on Import Check Enable Scanning Click Save Updated July

29 Scan to batch Click on the name of the application to get started

30 Scan to batch Click on New batch Updated July

31 Scan to batch Enter name of the batch Click Continue Updated July

32 Scan to batch Click on select Scanner icon Select Scanner name Click OK Updated July

33 Scan to batch Click on Scan icon Scanning in progress Updated July

34 Scan to batch Scanned batch can be viewed Updated July

35 Index existing batch Updated July

36 Index existing batch OR click on the plus sign and then click on Manage Batches Click here to view existing batches Click on the name of the application to get started Updated July

37 Index existing batch Locate your batch and click the triangle for the pop-up menu. Then choose Index from the pop-up menu Updated July

38 Index existing batch Index pane If enabled, document thumbnails will appear on the left First page of batch will display first Updated July

39 Index existing batch Entering ID and hitting TAB populates basic info Updated July

40 Index existing batch Enter additional required info Click save Updated July

41 Index existing batch Number of pages in batch is changed Indexed page is removed from the batch. Next page is displayed Updated July

42 Index existing batch next page in batch is same student or vendor, same document type Click Attach Current Page to add the next doc to the same index Updated July

43 Index existing batch next page in batch is same student or vendor but different doc type Click Modify to keep the key index but change other index values Updated July

44 Index existing batch next page in batch is same student or vendor but different doc type Key index is the same, but we can change the Document Type Click Save to index the document and remove it from the batch Updated July

Index existing batch next page is different student or vendor Change the ID number and hit TAB to autopopulate the other index fields Change the other

45 Index existing batch next page is different student or vendor Change the ID number and hit TAB to autopopulate the other index fields Change the other required fields as needed Click Save to index the document and remove it from the batch Updated July

46 Index existing batch all remaining pages are the same student, same document type Click Attach All Pages to attach remaining pages to the same index Updated July

47 Index existing batch all remaining pages are the same student, same document type Click OK Updated July

48 Index existing batch Updated July

49 Index from batch problem: A unique key violation has occurred! Click OK Then click Select Index to bring up the document that already has this index. You can then append the new Doc to the existing Doc Updated July

50 Index from batch problem: A unique key violation has occurred! scenario 2 Problem: When I try to index a document from a batch, system displays error Document Index is Duplicated

BDM ApplicationXTender Running Queries and Managing Student Data

BDM ApplicationXTender Running Queries and Managing Student Data INFORMATION TECHNOLOGY SERVICES Table of Contents Overview - Banner Document Management (BDM) and ApplicationXTender 3 Accessing Banner