007 - #1 KM Document Flow System Set Up.ppt

7/23/2019 007 - #1 KM Document Flow System Set Up.ppt

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KM Document Flow System

Setup & Use

Installing DB Assistant Software Utility•Confirm DataBase Connection Icon at the Scanner Operation Panel Appears

•If Icon Does Not Appear, Change Default Setting to On Using Simulation 5!

•Input the IP A""ress of the DB Assistant Ser#er PC at the Scanner Default•Install the Scanner $ile Utility % Create A Destination $ol"er at the Ser#er

•Install the A""ress Boo& % '"itor % Input the $ol"er Destinations

•Install Data Base Assistant to Setup the () Document $low System

*o Use Our New () Document $low*o Use Our New () Document $low

System, +e )ust Install % Use theSystem, +e )ust Install % Use the

Scanner $ile UtilityScanner $ile Utility




Setup & Use

Create )ainSu- $ol"ers % Sa#e *hem +ithin .ourCreate )ainSu- $ol"ers % Sa#e *hem +ithin .our/ar" Dis& Both )ain % Su- $ol"ers Can Be Selecte"/ar" Dis& Both )ain % Su- $ol"ers Can Be Selecte"

from the Scanner Operational Panel Once Set Up isfrom the Scanner Operational Panel Once Set Up is

Complete for Destination PCs, /owe#er Only )ainComplete for Destination PCs, /owe#er Only )ain

$ol"ers +ill Be Seen +hen Sen"ing Scans to Data-ase$ol"ers +ill Be Seen +hen Sen"ing Scans to Data-aseDestinationsDestinations

A"" $ol"ers to PaperPort 01! forA"" $ol"ers to PaperPort 01! for

'"iting % Document )anagement'"iting % Document )anagement

Create a Networ& Path to theCreate a Networ& Path to the

Create" $ol"ers Using theCreate" $ol"ers Using the

Scanner $ile Utility 2ersion 314Scanner $ile Utility 2ersion 314




Setup & Use

Create Destination $ol"ers Using the Scanner $ile UtilityCreate Destination $ol"ers Using the Scanner $ile UtilitySoftware By Clic&ing on Its Icon % SetupSoftware By Clic&ing on Its Icon % Setup

Clic& O( after using theClic& O( after using the

Scanner $ile Utility % DoScanner $ile Utility % DoNO* Clic& Close1NO* Clic& Close1

*he Scanner $ile Utility +ill*he Scanner $ile Utility +ill

Open +hen A User Clic&sOpen +hen A User Clic&s

Open After a Scan eceptionOpen After a Scan eceptionNotice is ecei#e" % theNotice is ecei#e" % the

User Can Clic& on the ScanUser Can Clic& on the Scan

$ile *hey Inten" to Open$ile *hey Inten" to Open




Setup & Use

Ne6t Clic& On New % *he $ol"er Setting +in"ow +ill OpenNe6t Clic& On New % *he $ol"er Setting +in"ow +ill Open

Chec& /ere to ecei#e Scan eception NoticesChec& /ere to ecei#e Scan eception Notices Select the $ol"er DestinationSelect the $ol"er Destination

Input a $ol"er 7 from 8!! hereInput a $ol"er 7 from 8!! here




Setup & Use

Clic& on the Data Base Assistant Icon at the BottomClic& on the Data Base Assistant Icon at the Bottomight Corner of the PC Des&top % DB Assistant Opensight Corner of the PC Des&top % DB Assistant Opens

Clic& on Configuration to Set Up A Data Base ScanClic& on Configuration to Set Up A Data Base Scan

DestinationDestination




Setup & Use

Clic& On New to Create a New $ol"er % )a&e Sure toClic& On New to Create a New $ol"er % )a&e Sure to

Use the Same Sa#e Num-er that +as Use" for the ScanUse the Same Sa#e Num-er that +as Use" for the Scan

to PC $ile Utility $ol"er Create" Beforeto PC $ile Utility $ol"er Create" Before

After Creating theAfter Creating the

$ol"er Destination$ol"er Destination

Name, A"" the IPName, A"" the IP

A""ress of the PCA""ress of the PC

that Contains thethat Contains the

$ol"er1 After$ol"er1 AfterInputting the $ol"erInputting the $ol"er

7, Clic& O(17, Clic& O(1




Setup & Use

*he $ollowing Screen +ill Be Shown After a Destination*he $ollowing Screen +ill Be Shown After a Destinationis Successfully Create"is Successfully Create"

Dou-le Clic& on Default Settings *a- to Change theDou-le Clic& on Default Settings *a- to Change the

Scanning esolution, $ile *ype % other Default SettingsScanning esolution, $ile *ype % other Default Settings




Setup & Use

Clic& on $ile, New % Data Base to Create a NewClic& on $ile, New % Data Base to Create a NewDestination in a Data Base 9Notes or S:;< Ser#erDestination in a Data Base 9Notes or S:;< Ser#er




Setup & Use

*he New Data Base ;ocation +ill Appear In the*he New Data Base ;ocation +ill Appear In the

+in"ow Below After Successful Creation+in"ow Below After Successful Creation

Dou-le Clic& On Access Settings *o Determine +ho +illDou-le Clic& On Access Settings *o Determine +ho +ill

/a#e Access to Scan Data to 'ach Destination/a#e Access to Scan Data to 'ach Destination




Setup & Use

Clic& on $ile Information % Dou-le Clic& On (ey +or"Clic& on $ile Information % Dou-le Clic& On (ey +or"

to Set Up (ey +or" In"e6es to Be Sent +ith Scansto Set Up (ey +or" In"e6es to Be Sent +ith Scans




Setup & Use

Clic& on $ile Information % Dou-le Clic& On Creator toClic& on $ile Information % Dou-le Clic& On Creator to

Set Up Creator Names to Be Sent +ith ScansSet Up Creator Names to Be Sent +ith Scans

Clic& on New, A"" the Name % Clic& on Apply to A""Clic& on New, A"" the Name % Clic& on Apply to A""




Setup & Use

After (ey +or" In"e6es % Creator Names /a#e BeenAfter (ey +or" In"e6es % Creator Names /a#e BeenA""e" from DB Assistant, *hey +ill Appear At theA""e" from DB Assistant, *hey +ill Appear At the

Operation Panel % Can Be Selecte" Accor"ing to ScanOperation Panel % Can Be Selecte" Accor"ing to Scan

Categories1 A""itional *itle Info Can 'asily Be A""e"Categories1 A""itional *itle Info Can 'asily Be A""e"

for )ore Specific Search Purposes Using PaperPort 01!=sfor )ore Specific Search Purposes Using PaperPort 01!=sSimple SearchSimple Search

007 - #1 KM Document Flow System Set Up.ppt

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