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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.


1

Scanning Integration Overview Video (10:52)

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

Scanning Concepts & Considerations - A Scanning Primer (9:31)

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;

  1. Breaking down each stage of the scanning workflow
  2. Scanning automation and document separation
  3. Scan Image file processing / image retouching and file format output considerations
  4. The differences between full text and zonal Optical Character Recognition (OCR) and when each applies
  5. Techniques for accurate and efficient document tagging

    Click Here to Watch This Video

3

Configuring QuickScan Pro (19:48)

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;

  1. QSP Scanning & Job Separation settings
  2. Image Processing Filter settings
  3. Full text OCR & Adobe PDF Output settings
  4. Tagging settings
  5. XML Output settings
  6. Tips on Organizing scanner output files
  7. Tips on how to quickly create Barcodes recognizable by QuickScan Pro


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4

Configuring FileScan Bridge (11:45)

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;

  1. How to configure FileScan to watch for scanning output from QuickScan Pro or Kofax Ascent Capture
  2. How to setup field mapping so that tags captured when scanning are passed to FileHold
  3. How to configure auto-filing for documents
  4. Scanning workflow automation settings of FileScan Bridge


    Click Here to Watch This Video