The Front Office Scanning client consists of several unique areas, as indicated below:
Diagram Section |
Section Name |
Description |
---|---|---|
A |
Main Menu/Front Office Scanning Toolbar |
The Main Menu and Front Office Scanning toolbar contain general commands and options needed to work in the Front Office Scanning client. For a list of the specific options available in the Front Office Scanning toolbar, see The Front Office Scanning Toolbar. Tip:
To toggle the Front Office Scanning toolbar to be displayed or hidden, click View | Toolbar. |
B |
Available Data Sets List |
The Available Data Sets list displays all data sets available to the Front Office Scanning workstation. In the Front Office Scanning client, a Data Set filtering field is available above the listed Data Sets. When you begin typing into this field, the client attempts to find a match within the listed Data Sets. If a match is found, the client scrolls to the Data Set with the matching value and highlights it, allowing for quick and easy Data Set location. |
C |
Selected Data Set Window |
The Selected Data Set window lists the Keyword Values that compose the currently selected Data Set. |
D |
Scan/Create Document Window |
The Scan/Create Document window contains the options necessary to scan or create a document to associate with the currently selected Data Set. |
E |
Status Bar |
The Status Bar displays information about the actions that the Front Office Scanning client is performing. It displays information about the function(s) a button will perform when the pointer is held over it and information about the currently-displayed page (e.g., Page 3 of 4 indicates that the current document consists of four pages and Page 3 is currently being displayed). Tip:
To toggle the Status Bar to be displayed or hidden, click View | Status Bar. |
F |
Working Window |
Once a document is scanned, an image template is selected or an E-Form is created, it is displayed in the Working window before it is assigned to a Document Type. |
G |
Related Documents List (Optional) |
Depending on your configuration, the Related Documents list may be displayed below the Working window. If this feature is enabled for your Front Office Scanning solution, a list of documents that share Keyword Values with the currently selected data set is displayed in the Related Documents list. These documents can be retrieved and viewed in the Front Office Scanning client. Note:
For more information, see Performing Document Retrieval in the Front Office Scanning Client. |