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  1. Creating a barcode trigger In this example a trigger will be created that will read a barcode from a document. The barcode value will be used for creating the file name of the text searchable PDF. The documents are scanned on a scan device and therefore the Xerox Multifunction... Read More
  2. Creating a simple trigger In this example a simple trigger for scanning invoices will be created. The documents are scanned on a scan device and therefore the Xerox Multifunction Device module will be used as the Scan module. The scanned document will be converted to a text s... Read More
  3. Users Overview Depending on the purchased license and/or installed features, the Users option may not be enabled for this ScanFlowStore installation. Triggers can be assigned to users and/or groups. A user will have to log on when authentication is enabled on the s... Read More
  4. ODBC - Upload properties Fields that display the metadata browser icon can be populated with a metadata value. There are two ways to store documents: Save file on disk Save file in database Upload properties: Table the fields from this table can be populated by the app... Read More
  5. ODBC - Lookup This module can also be used for lookup purposes, this makes it possible to use values that are stored in the ODBC source to populate a list with lookup values a user can select from for metadata entry. The user will be asked to provide ODBC source ... Read More
  6. How to create an XML file for validation purposes It is possible to create an XML file and to use this file for metadata validation. It is possible to use metadata values populated via the scan device interface and stored in an XML file. An XML file can be created in various ways: using Microsoft Ex... Read More
  7. Creating users via LDAP import Depending on the purchased license and/or installed features, the Users option may not be enabled for this ScanFlowStore installation. Select the Users element in the tree view and click the Edit button. Click Synchronize. Select LDAP and click OK.... Read More
  8. ODBC - Lookup This module can also be used for lookup purposes, this makes it possible to use values that are stored in the ODBC source to populate a list with lookup values a user can select from for metadata entry. The user will be asked to provide ODBC source ... Read More
  9. ODBC - Upload properties Fields that display the metadata browser iconcan be populated with a metadata value. There are two ways to store documents: Save file on disk Save file in database Upload properties: Table the fields from this table can be populated by the applicati... Read More
  10. Open Text eDOCS - Lookup This module can be used for lookup purposes, which makes it possible to select the value of Open Text eDOCS entities from a list on the device client screen before scanning and the selected value is stored as a metadata entry. If a new lookup questio... Read More
  11. Open Text eDOCS - Browse This module can be used for browse purposes, which makes possible to browse through an Open Text eDOCS folder structure and select a folder on the device client screen before scanning and the selected value is stored as a metadata entry. If a new bro... Read More
  12. Open Text eDOCS - Store The store functionality of the Open Text eDOCS module of ScanFlowStore allows uploading documents with property values into an existing Open Text eDOCS system. The first step is to configure the connection settings on the Store tab. Here the followi... Read More
  13. Open Text eDOCS - Upload properties The store functionality of the Open Text eDOCS module of ScanFlowStore allows uploading documents with property values into an existing Open Text eDOCS system. After the connection settings were specified on the Store tab, the properties of the uploa... Read More
  14. Open Text Livelink ECM - Lookup This module can also be used for lookup purposes, this makes it possible to use values that are stored in the Open Text Livelink database to populate a list with lookup values a user can select from for metadata entry. The user will be asked to prov... Read More
  15. Open Text Livelink ECM - Upload properties Fields that display the metadata browser icon can be populated with a metadata value Upload properties Userspecify the user who will be the owner of the document in Livelink. Use personal workspace by selecting this option the scanned document ... Read More
  16. Oracle - Lookup This module can also be used for lookup purposes, this makes it possible to use values that are stored in the Oracle database to populate a list with lookup values a user can select from for metadata entry. The user will be asked to provide Oracle D... Read More
  17. Oracle - Upload properties Fields that display the metadata browser icon can be populated with a metadata value. There are two ways to store documents: Save file on disk Save file in database Upload properties: Table the fields from this table can be populated by the app... Read More
  18. MS CRM - Lookup This module can also be used for lookup purposes, this makes it possible to use values that are stored in the MS CRM database to populate a list with lookup values a user can select from for metadata entry. The user will be asked to provide MS CRM D... Read More
  19. MS CRM - Upload properties Fields that display the metadata browser icon can be populated with a metadata value. Upload properties: CRM userselect what CRM user will upload the scan document to CRM, this user will also be the owner of the note and scan document in CRM. E... Read More
  20. Health Level 7 - String Validation This module can be used for validation purposes. This makes it possible to validate patient information entered on a multifunctional device against information from a Health Level 7 compatible application. When Health Level 7 is selected as the Modu... Read More
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