When setting up the form fields in the form template, one of the things you can configure is the flags. The flags determine how the field will behave when attempting to capture the data. There are several flags to choose from in the Flags column list. Some of these are useful with Capture, some maybe not so much.
Here are the flags that I usually recommend using.
If you’re having issues with capturing certain data, regular expressions may be able to help. So what exactly are regular expressions?
“A regular expression, regex or regexp (sometimes called a rational expression) is, in theoretical computer science and formal language theory, a sequence of characters that define a search pattern, mainly for use in pattern matching with strings, or using a string searching algorithm, i.e. "find and replace"-like operations.” Source: Wikipedia
Um, what?
When setting up the form templates, one of the columns in the template is called “Sample headers”. Defining sample headers in the form template helps make Capture smarter.
So what exactly are sample headers? Sample headers are those “titles” or “headings” which identifies or describes what that piece of information is on the page. Once Capture finds the header on the page, it will know that the value it is trying to capture is somewhere nearby. This helps make Capture more intelligent during the capture stage.
SmartSoft Capture is a data capture software solution by SmartSoft, one of the leaders in data capture and document processing. The software can process form type documents, such as invoices, extract the form field information, and export the data to your FileHold document management system.
Congratulations! You’ve installed and configured FileHold, and your design has been given the stamp of approval by The Powers That Be. Now it’s time to tackle that other enormous elephant in the room: Data Migration.
FileHold offers an easy method to access a document from an external application: a document link. The link works in any browser to take the user to the document in the FileHold folder, web viewer, or download the document directly to the browser’s download folder. Sometimes it is desirable to download the document without any user intervention. A tool like Powershell provides some great facility for automating the download and it can also easily interface with the FileHold API to do things like start a FileHold session.
Our long-time FileHold reseller Docusyst! Congratulations Eric!
So… you’ve decided to implement FileHold. Installation is done, hard part is over—or is it? Let’s discuss the Elephant in the Room.
The necessity for document management system is usually driven by requirements for better management and control over corporate information, be it paper or electronic. And the actual effort to install a document management system is generally fairly straight forward. But once it’s installed -- then what?
Yep. You gotta configure it.
There are many scenarios where it is desirable to integrate documents stored in FileHold with other systems. FastFind is a popular integration method because it requires no special knowledge or technical skills. However, sometimes a tighter integration is desired where FileHold data appears directly with another application.
One of the most important things for FileHold to do as a company is understand what our users need from our products and other trends from DMS users across the market. That's why we were excited to see this new research from the document management reviews and evaluation firm Software Advice.