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1. Table of Contents
2. Minimal System Requirements
3. Articles
3.1. Articles Table of Contents
3.2. ChronoScan Enterprise Workflow
3.2.1. Document Validation Workflow
3.3. How to backup ChronoScan Enterprise
3.3.1. Database Backup
3.3.2. Local Folder Backup
3.4. Masterkey Setups Guide
3.4.1. Converting an Existing Setup to Use Masterkeys
3.5. Capturing Checkboxes and Signature Boxes
3.6. ChronoScan Enterprise Network Diagram
3.7. Adding Users in Bulk
4. Installation of ChronoScan Web Server
4.1. 1. Software Prerequisites
4.2. 2. Step by Step Installation Guide
4.2.1. WCI SQLServer Database Creation
4.2.2. User Access Recommendations
4.3. 3. Running the ChronoScan Main Services
4.3.1. Running Services for Multiple Configurations
4.3.2. Running a ChronoScan Server with SSL
4.3.2.1. Generating Self Signed Test Certificates with OpenSSL
4.3.2.2. Converting Pfx files to wt pem format
4.3.3. Configuration of Additional Processing Servers
4.4. Optimizing You Master Vendor Database
4.5. Database Parameters
4.6. Running ChronoScan Web Server through a Reverse Proxy (IIS)
4.7. Running ChronoScan Web Server through a Reverse Proxy (Helicon APE)
4.8. Using Service Availability Monitoring Tools
5. ChronoScan Web Administrator introduction
5.1. Table of Contents
5.2. ChronoScan Web Main Services Description
5.3. User Roles
5.3.1. User variables
5.3.2. User Permissions
5.4. Jobs & Batches
5.5. Document Types (Document Templates)
5.6. Entities
5.7. Data model templates
5.8. Main Workflow Stages
5.8.1. Document\Batch Creation
5.8.1.1. Batch Creation
5.8.1.2. Installing the Scan Plug-In
5.8.2. Document Pre-Classification
5.8.3. Document Processing
5.8.4. Document Post-Classification
5.8.5. Document Type (Template) Configuration
5.8.5.1. Grid Setup
5.8.5.1.1. Grid Properties
5.8.5.1.2. Column Menu (Master Column)
5.8.5.1.2.1. Advanced OCR for Grid - Data Capture Options
5.8.5.1.2.1.1. Advanced OCR for Grid - OCR Engine Options
5.8.5.2. Trigger Setup
5.8.5.3. Intelli-Tag Setup
5.8.5.4. OCR Zones Setup
5.8.5.4.1. Advanced OCR Reading - Data Capture
5.8.5.4.1.1. Advanced OCR Reading - OCR Engine
5.8.5.4.1.2. Advanced OCR Reading - Linked Triggers
5.8.5.4.1.3. Advanced OCR Reading - Advanced Data Extraction
5.8.6. Batch Indexing
5.8.6.1. Status Icons and Description
5.8.6.2. Data Fields Panel
5.8.6.2.1. Intelli-tag Settings
5.8.6.2.2. Document and Field Settings
5.8.6.3. Grid View
5.8.6.4. Pending Tasks and Document Navigator
5.8.6.5. Keyboard shortcuts
5.8.6.6. Grid Panel
5.8.7. Data Review/Correction
5.8.8. Final approval stage
5.8.8.1. The approval view
5.8.8.2. Export modules for approval workflow Jobs
5.8.9. Document Export
5.9. Notifications
5.10. Web Session Timeout
6. Users Guide - Administrator
6.1. Table of Contents
6.2. Login Window
6.3. Documents Tab
6.3.1. Default Filter Creation
6.3.2. Custom Fields for Documents Reports
6.3.3. History Window
6.4. Batches Tab
6.4.1. Batch Status
6.5. Jobs Tab
6.5.1. Job Settings
6.5.1.1. Configuration
6.5.1.2. Workflow
6.5.1.3. Users
6.5.1.4. Fields
6.5.1.5. Master Keys
6.5.1.6. Document Types
6.5.1.6.1. Set All Existing Document Types as Validated
6.5.1.7. XLS Types
6.5.1.8. Notifications
6.5.1.9. Input
6.5.1.9.1. Hotfolder Automated Input
6.5.1.9.2. IMAP Automated Input
6.5.1.9.2.1. New IMAP Account Window
6.5.1.9.2.2. E-mail Input Rules Window
6.5.1.10. Processing Options
6.5.1.11. Data Entry and Error Correction Options
6.5.1.12. Export Options
6.5.1.13. Stats
6.6. Users Tab
6.6.1. Create New User
6.6.2. Assign Entities to User
6.7. Entities Tab
6.8. Templates Tab (XSD's)
6.9. Reports
6.9.1. Reports 1
6.9.2. Reports 2
6.9.3. Notifications
6.9.4. Processed AP Reports
6.10. Administration Tab
6.11. Description of Status Icons
6.12. Batches Labeling system
7. Users Guide (Operators and Editors)
7.1. Dashboard
7.2. Documents Tab
7.3. Batches Tab
7.4. Manual Batch Creation
7.4.1. Document Scanning
7.4.2. Document Uploading
7.4.2.1. PDF Uploading Options
7.5. Batches Indexing
7.5.1. Data Input Panel
7.5.1.1. Supplier Data View
7.5.1.2. Intelli-Tags View
7.5.1.2.1. Intelli-Tag Settings Window
7.5.1.3. Masterkey Settings
7.5.1.4. Triggers Panel
7.5.2. Data Grid View
7.5.3. Thumbnail View
7.5.4. Document Notes Window
7.5.4.1. Attaching and importing files from the Document notes window
8. Users Guide (Indexer)
8.1. Dashboard
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5. ChronoScan Web Administrator introduction
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5. ChronoScan Web Administrator introduction
ChronoScan Web is the extended platform where it is possible to execute and manage ChronoScan Jobs on a Web based environment.
We call it the thin client or the web interface.
It will allow you to run applications for data entry and document processing using a centralized server for configuration and security control.
The contents of 5. ChronoScan Web Administrator introduction
5.1. Table of Contents
5.2. ChronoScan Web Main Services Description
5.3. User Roles
5.4. Jobs & Batches
5.5. Document Types (Document Templates)
5.6. Entities
5.7. Data model templates
5.8. Main Workflow Stages
5.9. Notifications
5.10. Web Session Timeout
