Preparing FileHold for
the Scanning & Capture of Paper Documents - Tutorial Video Series
The ‘Preparing FileHold for the Scanning & Capture
of Paper Documents - Tutorial Video Series’ is designed to provide
users with the information they need to integrate QuickScan Pro scanning
software with FileHold. The end goal of the integration is to have documents
scanned by QuickScan Pro are automatically tagged and imported into the
FileHold library.
NOTE: This topics in this tutorial video series
refer to functionality in FileHold version 7.2 and above.
This video series is designed to be watched in order
as each video builds on the topics or exercises covered in the previous
video.
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| 1 |
This presentation will show you how FileHold works
with EMC Captiva's QuickScan Pro scanning software to provide a
comprehensive solution for the scanning, classification, storage
and retrieval of paper documents. This video provides background
information for the remaining activities you will complete in the
remainder of this video series.
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| 2 |
This presentation provides an overview of the key
scanning concepts and best practices considerations when designing
a scanning solution. This is a great place to start if you are new
to scanning or require a refresher on some of the key scanning terms.
This video will cover the following topics;
- Breaking down each stage of the scanning workflow
- Scanning automation and document separation
- Scan Image file processing / image retouching and file format
output considerations
- The differences between full text and zonal Optical Character
Recognition (OCR) and when each applies
- Techniques for accurate and efficient document tagging
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| 3 |
This presentation walks users through the key settings
required when configuring QuickScan Pro to work with FileScan Bridge.
This video builds on the concepts learned in the Scanning Integration
Overview video. This video will walk you through the following QuickScan
Pro settings using the QuickScan Pro scanning software batch configuration
utility;
- QSP Scanning & Job Separation settings
- Image Processing Filter settings
- Full text OCR & Adobe PDF Output settings
- Tagging settings
- XML Output settings
- Tips on Organizing scanner output files
- Tips on how to quickly create Barcodes recognizable by QuickScan
Pro
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| 4 |
This presentation walks users through the key settings
required when configuring FileScan Bridge (a subset of features
in the FileHold Desktop application) to work with QuickScan Pro,
Kofax Ascent Capture or any other scanning software or third party
application. This video builds on the concepts learned in the previous
video. This video will walk you through the following settings using
the FileScan Bridge features of the FileHold Desktop Application;
- How to configure FileScan to watch for scanning output from
QuickScan Pro or Kofax Ascent Capture
- How to setup field mapping so that tags captured when scanning
are passed to FileHold
- How to configure auto-filing for documents
- Scanning workflow automation settings of FileScan Bridge
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