Using ScanDox

ScanDox provides all of the following features:

• Uploading through Integration with a variety of scanning devices, as well as drag and drop functionality
• Document Indexing, manipulation, and annotation
• (User) Profiles that allow a customization through a combination of user, scanner*, and document settings for efficient document processing. Tell me more...

EXAMPLE

The Sales Department may capture documents differently from HR and/or Finance, HR and Finance may have their own, customized capture settings, etc.)

• AutoComplete and Lookup Functionality
• Add-Ins for Microsoft Outlook, Word, Excel and PowerPoint
• Keyboard shortcuts to accelerate the completion of routine Tasks.
• Scheduled processing functionality
• Image processing controls that allow you to check and optimize quality

*Not supported in ScanDox Lite.

When ScanDox is installed, there are three components that are downloaded and installed:

• ScanDox

The main component of ScanDoxis ScanDox itself: a user interface that allows you to perform the majority of tasks related to the Features described above. However, Upload Manager and Upload Services are required to allow ScanDox to interact with DocuPhase and external devices used for uploading of documents (e.g., scanners, etc.).

TIP

() can be accessed from the Desktop. Show me...

• Upload Manager

Upload Manager enables the automated upload of Documents from ScanDox into DocuPhase: letting you monitor and manage (stop, pause, cancel, etc.) the upload queue (including configuration of Hot Folders and scheduled uploads).

TIP

Upload Manager can be accessed via the Start menu, desktop icon (), or from the Taskbar.Show me...

• Upload Services

The Upload Services is the component that performs the actual transfer of data from ScanDox (through Upload Manager) into the DocuPhase Repository.

TIP

Upload Services can be accessed from the Services Window interface.Show me...

Upload Manager enables automated upload of Documents from ScanDox into DocuPhase, and allows you to do all of the following:

• View, select, and delete Documents in the queue as they are being processed
• Configure Hot Folders
• Schedule automated processing

The following ScanDox elements, tools, and options appear in the on the ScanDox screen.

General Menus and Action Icons

You can use these options and tools for scanning and managing files/documents.

Element	Use it to...
File menu	show a list of options for opening, saving, clearing (deleting - see Warning below) logging off, and/or exiting.Show me...   WARNING!!! Use this Clear All (deletion) functionality with care. Once you delete an item, it cannot be recovered; you will need to recreate it.
View Menu	change the way you see the ScanDox screen: Floating Index Control let's you "pop out" the Index are of the screen to a separate window. Show me...   Icon Size let's you increase/decrease the size of the icons as they appear on the screen. Show me...
Tools Menu	make changes to configuration options, preferences related to files, Indexing, and submitting Images (click on any of the following for more information): ScanDox Profiles Connections Lookup Profiles Auto Complete Settings Refresh Auto Complete Values (F5)
Help Menu	view information about the specific version of ScanDoxthat is installed on the workstation you are currently using, as well as contact information for DocuPhase. Show me...   TIP can be used to display information that may help troubleshoot certain issues. For example, if a user can't find a document they just uploaded/scanned to ScanDox, you can view the list of HotFolders and their location to help locate the document in question. The ScanDox tracelogs can also be accessed from this dialog.Show me...
Action Icons	perform an action on a file/document.In many implementations, ScanDox is installed on a workstation that is connected directly to a scanner. When this is the case, these icons become available: allowing you to interact with the connected scanner to upload documents to the ScanDoxTray. Scan New Scan New - creates a new document from the one being scanned. Scan to Current Scan to Current - adds the document or page from the scanner as a new page or pages to the currently selected (existing) document in the Tray. Stop Stop - stops the current scan. Split* You can click on one or more pages of a multi-page doc, then select Split to divide the document into 2 or more documents (i.e., if you click all pages, then the document is split into a separate document for each page; if you select only specific pages or a range of pages, then the document is split into two separate document based on the pages selected vs unselected pages).* Join* Once you have Split () a document (as described above), you can select both of those document "fragments" to make the Join option available, then click to return the two documents into one.*   TIP To select multiple, consecutive items in a list by either of the following methods: holding the Shift key, and clicking on items; or click on the first item you want selected, hold the Shift key, then click on the last item in the list you selected. Select multiple, non-consecutive or consecutive items by holding the Shift key, and clicking on items. Open File** browse for and upload a document into the ScanDox Tray.** Save** quickly save any changes you've made to a document in the Tray (Split, Join, etc.). When you click this icon, a Save Options window appears that allows you to select the following: Tell me more... which pages of the document you want to save (i.e., All, just the currently selected page, or a range or selection of specific pages). whether you want to include Annotations, Redactions, both, or neither. the format in which you want the file saved (i.e., TIFF or PDF). whether you want to save the document in color, black and white, grayscale, or "as is". the quality of the saved document (i.e., quality of grayscale or color). Show me... Remove delete the selected Document(s) from the Tray. Tell me more...   WARNING!!! Use this deletion functionality with care. Once you delete an item from this list, you cannot recover it. If you inadvertently delete an item, you will need to re-add it. NOTE Deleting a file from the Tray does not delete it completely from its original storage location. If you inadvertently "remove" a file from the tray, you can (use the Open File option in the File menu or the Open File icon () described above to) restore it from the original location. Print display the Printing options dialog in order to print all or part of the selected Document. Email email a selected document. When you click on this icon, the Email dialog box appears: allowing you to email all or a range of pages; include or exclude Redactions and/or Annotions for printing with the Document; send as a TIFF or PDFfile; and/or if you want the selected file to appear the same as it does in ScanDox, in color, black and white or grayscale, as well as the quality of the file. Show me...

*These options are also available when you right-click menu on a document.

**You can also access this feature using the File menu (as described above)

Tray

Documents in the tray that are waiting for index values to be applied and submitted to a specific application in DocuPhase.

NOTE

A default setting of 2000 for the maximum number of thumbnails that are handled at one time can be reconfigured as needed to improve speed and efficiency while still allowing all document thumbnails to be accessed.

Element	Use it to...
	know which Documents in the Tray have been successfully uploaded and validated.
	know which Documents in the Tray that is not successfully uploaded or that is invalid (e.g., Index validation failure).
Right-click Options (on Thumbnail)	display a list of the following options: Copy and Paste Page - Use these in combination (once you use the Copy Page option, the Paste Page option becomes available) to reorganized pages within the currently displayed document. Delete Page - You can delete the selected page.   WARNING!!! Use this deletion functionality with care. Once you delete a page and save the change, you cannot undo the deletion/recover the page. Split - You can click on one or more pages of a multi-page doc, then select Split to divide the document into 2 or more documents (i.e., if you click all pages, then the document is split into a separate document for each page; if you select only specific pages or a range of pages, then the document is split into two separate document based on the pages selected vs unselected pages). Join - Once you have Split a document (as described above), you can select both of those document "fragments" to make the Join option available, then right-click on the thumbnail again and select Join to return the two documents into one. Rotate Left/Rotate Right - Tell me more... Properties - display a window that provides you with the following information: page number, bytes per page, compression format (e.g., PDF), as well as the image size (in pixels and inches), and DPI of both the height and width of the image. Document Properties, Views, and Show Page Numbers - see description below.
Right-click Options (anywhere except Thumbnail in Thumbnail Viewer )	display corresponding information: Document Properties - This information includes Document, file, security restrictions, and version information. Show me... Views - You can change the way the current Document appears in the Viewer. Tell me more... Show Page Numbers - show the page number at the bottom of each page for easy reference when reorganizing or manipulating the Document (using Annotations, Rotation of pages, etc.). Show me...

Indexing

This area of the window allows you to select the most appropriate (Indexing) Profile, as well as to apply the associated indexing information defined within a Application.

Viewer

Use this area and its tools/options to manipulate the selected document/page.

Element	Use it to...
Settings	set General, Printing and Email preferences. Tell me more... Show me...
Zoom In	enlarge the viewing size of the currently selected document within the Image Viewer Workspace.
Zoom Out	reduce the viewing size of the currently document within the Image Viewer Workspace.
Zoom to Region	move the cursor to the Document shown in the Viewer, it turns to a cross-hairs () cursor. You can use it to draw/select the area of the Document you want to enlarge (i.e., zoom in on
Best Page	display the selected Document in its entirety within the Image Viewer Workspace.
Fit to Width	scale the image to fit to the horizontal edges of the Image Viewer Workspace.
Rotate Left (counter-clockwise)   Rotate Right (clockwise)	rotate selected Documents as indicated on the icon (counter-clockwise or clockwise) in 90o increments.   TIP To select multiple, consecutive items in a list by either of the following methods: holding the Shift key, and clicking on items; or click on the first item you want selected, hold the Shift key, then click on the last item in the list you selected. Select multiple, non-consecutive or consecutive items by holding the Shift key, and clicking on items.
Hide Annotations	conceal annotations on the image from view on the selected document.
Pan	move the Document within the window, and/or scroll from one page to the next/previous.
Select Annotations	select an Annotation so that you can move, delete, edit, or change its Properties.   TIP "Handles" appear on any Annotation that is selected.
Note Annotations	add easy-to-see comments, instructions, questions, reminders, etc. for yourself and other viewers to see within a Document.   TIPS Using Notes vs Text: Notes are designed to work in the same way that Post-It Notes are used: to make comments stand out from the rest of the page. You'll notice that a Note has a shadow and a kind of 3D effect: making the Note almost appear as though it's floating above the page. Text, on the other hand, is a bit more subtle in appearance (unless the properties are set to bright colors, such as yellow and red). Show me... You can also use Notes and Text in combination with other annotations such as Pointers and Lines to associate them with specific areas or items within a Document.
Redaction	cover/obscure specific areas or text in a Document (e.g., images, medical, financial, or other personal information, etc.).
Highlight	bring attention to anything in the currently displayed Document, just as you would with a highlighter pen. When you click on this icon, crosshairs () appear on the Document; click and drag this cursor to place the highlight where you want it.
Rubber Stamp	overlay a pre-defined stamp-image with current information such as “Approved” or other relevant information (such as when and/or by whom). Once you click on the icon, and choose the Rubber Stamp you want to use, a copy of the stamp appears each time you click on a Document.
Line	add lines to connect two or more areas OR items within a Document. Similar to a Pointer, a Line is especially effective when used in conjunction with Notes or Text (as described above).
Arrow	add "arrows" (aka Pointers) to point to specific items or areas within a Document. A Pointer is especially effective when used in conjunction with Notes or Text (as described above).
Freehand	draw any kind of shape, letters, numbers, etc. - just as you would use a pen or pencil on paper.
Rectangle	draw a rectangle (or square) anywhere on a Document.
Ellipse	draw an ellipse (i.e., oval or circle) anywhere on a Document.
Text	add easy-to-see comments, instructions, questions, reminders, etc. for yourself and other viewers to see within a Document.   TIPS Using Notes vs Text: Notes are designed to work in the same way that Post-It Notes are used: to make comments stand out from the rest of the page. You'll notice that a Note has a shadow and a kind of 3D effect: making the Note almost appear as though it's floating above the page. Text, on the other hand, is a bit more subtle in appearance (unless the properties are set to bright colors, such as yellow and red). Show me... You can also use Notes and Text in combination with other annotations such as Pointers and Lines to associate them with specific areas or items within a Document.
Foreground Color	display, then select from list of colors that will be used for any line when you add arrows, lines, rectangles, ellipses, etc. Once you select the color, then draw one of these objects on a Document, the objects appear in the selected color.
Line Thickness	change the weight of the lines of an object (e.g., arrow, line, rectangle, ellipse, etc.) you want to draw.
(View One Page)	display the Document in the Viewer at the same size as if it were printed at its exact size (e.g., if a Document was saved at 8.5" x 11", it is the same size as "Actual Size" on the screen).   NOTE This means that you may need to scroll to see all of the Document, as actual size may not fit into the Viewer at one time. The amount of the Document you see depends on your monitor and whether or not your DocuPhase window is maximized or reduced in size.
(Thumbnails)	view reduced-size images of the pages in a Document. This is especially helpful when a Document consists of more than a few pages and you are trying to identify specific content (e.g., a table, image, or diagram). Show me...       TIP You can also right-click on a page in the Thumbnail Viewer to organize/re-organize the pages of the currently displayed Document, as well as change the view of the document and/or the document properties.
(Page and Thumbnail View)	display a single page from a multi-page Document, along with corresponding thumbnails. You can click on a thumbnail to view a magnified view of that page. Show me...
(Book View)	display two pages at a time in "book format". Show me...
(Top and Bottom View)	simultaneously display a two pages of multi-page Document within two separate scrollable windows. You can use the Page Controls as described below to page through the Document. Show me...     TIP You may want to use these in conjunction with the Zoom In and Zoom Out features described above.
/ (Previous/Next Page)	go to the previous/next page in the currently displayed Document.   NOTE When there are no previous/next pages in the Document (e.g., a one page Document or you are already at the first/last of the Document), these symbols are dimmed and made unavailable (i.e., / ). Show me...
/ (Beginning/End of Document)	go to the beginning/end of the currently displayed Document.   NOTE When there are no previous/next pages in the Document (e.g., a one page Document or you are already at the first/last of the Document), these symbols are dimmed and made unavailable (i.e., / ). Show me...
(Page X of Y)	see the page number of the currently displayed page, as well as the total number of pages in the Document.
Right-click Icons (icons only	display the list of above described icons (divided into eight categories) that allows you to choose which icons to show or hide to use in the currently displayed Document. The eight categories of categories of icons are as follows: Standard - Settings, Hide/Show Annotations, Pan, Select Annotation, Relinquish Index Update Target File - Save, Check-in, Undo Checkout, Print, Email, and Scan Page Fit - Best Fit and Fit Width Zoom - Zoom In/Out and Zoom to a Region Annotations - Notes, Redactions, Highlight, and Rubber Stamp(s) Drawing - Lines, Arrows (pointers), Freehand, Rectangles, Ellipses, Text, Foreground Color, Thickness, Find - if the Full Text feature is in use, these icons allow you to search for text within the Document in the Viewer. Rotations - Rotate pages left or right (i.e., counter-clockwise or clockwise)
Right-click Options (anywhere in the Viewer - Single Page View)	display a list of options appears that allow you to do any/all of the following with selected annotations: TIP To select multiple, consecutive items in a list by either of the following methods: holding the Shift key, and clicking on items; or click on the first item you want selected, hold the Shift key, then click on the last item in the list you selected. Select multiple, non-consecutive or consecutive items by holding the Shift key, and clicking on items. Cut - You can "delete" selected annotation(s).     TIP Remember that if you use the Cut option for annotation, that item remains on the system clipboard (in memory - available for pasting) until you cut or copy another annotation. Copy - You can copy the selected annotation(s), then use the Paste option to add the copies back onto the Document. You can then re-select the annotations and make edits, as needed. Paste - Once you have used the Copy or Cut options as described above, you can then paste the selected annotations into the same Document, then make changes as needed. Clear - Delete any selected annotation(s). WARNING!!! Use this deletion functionality with care. Once you delete something, it cannot be recovered: you will need to recreate it. Properties - display a window that provides you with the following information: page number, bytes per page, compression format (e.g., PDF), as well as the image size (in pixels and inches), and DPI of both the height and width of the image.

Customizable Toolbar

By default, this area contains controls for how Documents can be viewed in the Tray, and icons/buttons for submitting indexed documents. Additionally, your organization can choose what those buttons are icons/buttons and associate them with designated Profiles, as well as customize the behavior of definable buttons. Tell me more...

Element	Use it to...
Stack*	toggle between the Card and Stack
Submit Batch*	sends all Documents (including split Documents) currently in the Tray to DocuPhase.
Submit*	sends the Document currently displayed in the Viewer to DocuPhase.

*Stack, Submit, and Submit Batch are the default icons.
When customized icons are created, they appear in the same area.

Status Bar

You can use this area to see the related the system status, batch number, number of pages, associated Application, selected scanner, as well as the user name used to log into ScanDox as Documents are being processed.

These settings allow you to make general preference settings for the ScanDox Viewer.

Setting	Descripton
General Tab
Log Level	Select the minimal setting you want included in the logs. You can also clear and view the log from this section of the General tab.
Cache	You can use the button here to clear cache for ScanDox
Downloading	Set a maximum file size for documents processed through ScanDox
Printing
When printing include	Select whether/how you want Annotations and/or Redactions printed any time you print a document from within ScanDox.
Format	Designate whether you want any printed document to be reduced to fit the size paper being used (e.g., a legal size document to be printed on letter size paper), or if you want the document printed in its actual size.
Emailing
When emailing include	Select whether/how you want Annotations and/or Redactions included any time you email a document from within ScanDox.
Annotations
Highlight	From a dropdown list, select the color of highlighting you want to use for documents in ScanDox.
Note	From dropdown lists, choose the background color; whether or not (true or false) to add a shadow; font family, size, style, and color (i.e., ForeColor) to be used for any notes you add to a document within ScanDox. In addition, you can set the opacity of the background (i.e., the transparency level).   TIP Changing the opacity is useful for adding notes that allow any text under them to remain visible. Show me...
Redaction	Choose the color you want to use for redacting text or items in a document.
Text	From dropdown lists, choose the background color; whether or not (true or false) to add a shadow; font family, size, style, and color (i.e., ForeColor) to be used for any text you add to a document within ScanDox.

Any document or group of Documents are entered, processed in, and sent out of ScanDox as follows:

A)   A document(s) is entered into ScanDox in any of several ways:

• Scanned from the main device
• Dragged and dropped from a local/cloud network or local device
• Downloaded from an Email attachment
• Uploaded from a multi-functional device

Once the document(s) appears in the Tray:

B)   The User assigns the document to an Application, and enters the appropriate Index values.

• Documents can also be manipulated while in the Tray. Tell me more...

C)   The document is submitted to the ScanDox Upload folder for passage into the DocuPhase system.

Once submitted:

D)   A unique Batch Number is assigned, and the ScanDox Upload Service detects and picks up the associated xml component and moves Document into DocuPhase Repository.

• The XML component contains the Application and Index information entered by
  the User in step B.

Once the Document passes into the DocuPhase system:

E)   An Object ID is assigned to the Document, that is then "filed" into the DocuPhase repository.

If your organization is based on an Active Directory environment, DocuPhase most likely has activated single sign-on. This means instead of having to log into every component of the DocuPhase Platform, including ScanDox.

However, if single sign-on is activated, you need to sign into ScanDox for each session.

BEST PRACTICE

To prevent another user from working in ScanDox under the your credentials, be sure you log off and exit ScanDox. Show me...

It is important to know that when you log off of ScanDox, any unsubmitted documents remaining in the tray stay in ScanDox: remaining available to anyone else logging into that workstation. This is because documents entered into ScanDox are specific to the workstation, not to the user logged into that system.

EXAMPLE

If "Person A" loads three documents into ScanDox, then logs off without submitting the documents, those same three documents will still be in ScanDox when “Person B” logs in. In other words, documents entered into ScanDox are specific to the workstation, not to the logged in user.

WARNING!!!

Closing ScanDox by clicking on the “X” in the top right corner will close the application, but you are still logged on. This means the next person to launch ScanDox will be active in ScanDox using your credentials.

BEST PRACTICE

To prevent another user from working in ScanDox under the your credentials, be sure you log off and exit ScanDox. Show me...

Not every user will see this, but if you see a Tools menu in the DocuPhase main header, it's there to allow you to download/install the latest version of ScanDox application on your/a local drive. Clicking it will download an "msi" file that you can use to install the ScanDox. Show me...

• ScanDox Profiles are set up for Users - one User may have access to the same or different Profiles from other Users. Each Profile provides a collection of settings/permissions; generally, no two Profiles are/should be the same, and...
• are based on Application or Binders
• offer an additional layer of data security (via Index Controls) '
• can be used to submit document with different statuses
• allow Users the ability to add pages to existing documents
• are used to control the scanning device environment

• Lookup Profiles automatically retrieve specified information in associated databases: using the information to automatically and accurately Index documents for submission to an DocuPhase Application.
  
  These Profiles define how this is to be done for each application and what Index fields are automatically filled, and which fields in the database(s) are used for that.

EXAMPLE

When a user enters an ID-number or an Account number into an Index fields, the Lookup Profile checks the corresponding databases (defined within the Profile) for other information related to that number, then automatically fills in remaining Index fields for that document: saving the user time, and avoiding human data entry errors.

Each ScanDox Profile provides an integrated set of configuration properties for each document capture and document manipulation job under a descriptive name that makes work setup convenient and efficient by simply selecting the relevant Profile. Tell me more...

This tab allows you to configure both Hot Folders (i.e., the Folders sub-tab), and additional settings that determine how documents are processed through the folders (i.e., Applications sub-tab). Tell me more...

The general rules for Documents submitted through ScanDox include the following:

• The first document that isn’t locked in the Hot Folder is pulled into the user’s scandox viewer for indexing
• Once it is in the user’s viewer, that item is LOCKED (see the previous point) and cannot be pulled by another user
• Upon submit, ScanDox grabs the next unlocked item from the Hot Folder
  
  

Element	Description
Folder Configuration - This tab allows you to configure Hot Folders to be used by the corresponding Profile.
List of Hot Folders	This area contains the list of any Hot Folders that are currently associated with the selected Profile. In addition, you can add new or remove folders from the list.
/	Add new or remove selected folders.
Directory	View or change the local folder associated with the selected Hot Folder. M
Filter	You can enter characters that allow you to display only certain types or names of documents (e.g., if you enter *.pdf only PDF docs in a specific Hot Folder).
Enable	Automatically synchronize folders and their contents between the local folder and the ScanDoxHot Folder.
Single Document Processing	Set this to have ScanDox process documents one at a time.
DocuPhase Applications - This tab is used to setup Fetch functionality that retrieves documents from a DocuPhase Application.
Retrieve by Status	You can use this option to retrieve documents for processing by their Status. Only documents with that assigned status are processed. NOTE In order to prevent a Status Retrieval loop, you cannot select the same Status value used as the Retrieve By Status. BEST PRACTICE As often happens, compound documents are uploaded into ScanDox. This generally means that someone then has to go back and split those documents: dividing them into the separate documents they were meant to be. If you are frequently dealing with compound documents, an easy way to keep track of compound documents that need to be split is to create a “Fetch-to-Split” profile, with the Retrive By Status set to “Fetch”. This allows you to quickly mark each compound document as needing to be split by updating its Status index to the “F-Fetch”. You can then go back to ScanDox, retrieve those documents by their status of Fetch, then split those items as a separate processing step.
Original Document	When this setting is enabled (), the system saves (archives) original Documents (i.e., in the state they were in before any splitting, etc.) that have been processed through ScanDox. In addition, you can assign the status that you want applied to any original document(s): making it easier to locate with Search. NOTES In order to prevent a Status Retrieval loop, you cannot select the same Status value used as the Retrieve By Status. Remember, what you see in the DocuPhase system is based on your security access/login credentials. If you think you should have access to something you don’t, or have issues with something you DO see, please contact your DocuPhase System Administrator or Technical Point of Contact (TPOC) for assistance.
Document Skipping	Allow you to “Skip” a document that has scanned at a low quality so that it needs re-scanning, or one that cannot be indexed for some reason. Skipping such documents allows the user to move efficiently through a batch of documents. In addition, you can assign the status that you want applied to any skipped document(s): making it easier to locate with Search. NOTE In order to prevent a Status Retrieval loop, you cannot select the same Status value used as the Retrieve By Status.
Non-Image Document	You can designated Non-Image Documents (e.g., Word, Excel, HTML, etc.) to be skipped if they cannot be split by ScanDox. In addition, you can assign the status that you want applied to any skipped document(s): making it easier to locate with Search. Finally, you can tell ScanDox that you any users associated with the selected profile to be notified (by email) if a Document was skipped, and what status has been assigned, if any. NOTE In order to prevent a Status Retrieval loop, you cannot select the same Status value used as the Retrieve By Status.
Prompt User Prior to Submission to DocuPhase	Notifies the user that they are about to Submit the “Split Documents” to DocuPhase and clear the ScanDox workspace. This prompt allows them to confirm or cancel the Submission of “Split Documents”. The User may want to stop a document from being submitted for a a number of reasons (e.g., indexing is incomplete, requires a second look for accuracy, a signatures is missing, etc.).   While there are compound documents with the same matching Status value set in the “Retrieval & Split” Profile with this options set, the ScanDox user is presented with the next compound document to split each time the Submit button is pressed.
Automatically Fetch Next Document After Submitted	When enabled, this option adds an Auto Fetch Button () to the toolbar, and allows documents to feed continuously without having to Fetch each one individually.
Enabled	When this option is selected, it means that the associated profile is activated and available for use by any User with permissions to do so.

The ToolsuConnections option provides access to network connections to SQL databases via Open Data Base Connectivity (ODBC) standards. These Connections are established to access databases that contain client business information which is used to efficiently supply some of the data needed to index documents without having to rely on manual input of values.

(Main) Connection Configuration Window

Element	Use it to...
Name	Create as many connection configurations as needed, so it's helpful to give each one a unique name so they are easily identified when you want to use a specific one.
Connection String	Specify information about a client's data source and how ScanDox connects to it; it may include attributes such as the name of the driver, server and database, as well as security information as it is entered during the configuration of the Data Connection (as described below).
Local vs Server	Specify whether the connection being configured allows for a local connection or to a server, as specified in the Connection String.
	Display the Data Connection dialog in which you can select and/or edit an existing Connection String, credentials, the data source to which ScanDox is to connect.
	Display the Data Connection dialog in which you can create a new Connection String connection string. You can create a new string (with credentials and server database) from scratch, or select and edit an existing string to create a new one.
	Test the Connection to be sure that it's configured properly to work when Documents are submitted. Once you click this button, a confirmation message appears to let you know whether or not the connection works. If the configuration isn't successful, details are provided in the confirmation message to alert you as to why.

Data Connection Window

This window (or dialog) appears when you click on either the or from the Connection Configuration window (as described above).

Element	Use it to...
Name	Select or enter an existing server to be used for the connection between the source system and DocuPhase.
	Refresh the screen after additions have been added or changes have been made.
Use Windows Integrated Security	Utilize the existing Windows credentials when using the named server for connecting the source system with DocuPhase, ), rather than the specific user credentials.
Use a specific user name and password	Enter a designated user and password (as appropriate), rather than the Windows Integrated Security credentials.
Show Password	See the password as it's entered to ensure it's been entered correctly.
Select the database on the server	Designate which server (as named above) database should be used for connection, especially if more that one database exists on the same server.
Connection String	Specify information about a client's data source and how ScanDox connects to it; it may include attributes such as the name of the driver, server and database, as well as security information as it is entered during the configuration of the Data Connection (as described below).
	Test the Connection to be sure that it's configured properly to work when Documents are submitted. Once you click this button, a confirmation message appears to let you know whether or not the connection works. If the configuration isn't successful, details are provided in the confirmation message to alert you as to why.

Lookup Profiles can be defined to automatically retrieve specified information in associated databases: using the information to automatically and accurately Index documents for submission to an DocuPhase Application.

The Lookup Profiles define how this is to be done for each application and what Index fields will be automatically filled by which fields in the database(s).

Query Tab

This is where you define how and where the data is obtained (i.e., from the database), and associate the DocuPhase Application to which the Documents will be submitted.

Mapped Fields

Under this tab you further define the information and how it is used/placed when it's brought into ScanDox from the database (i.e., what indexes receive which data - aka mapping). Tell me more...

Element	Use it to...
Query Field	Designate the field name that holds a value you want to match to a corresponding field in the designated Application.
Application Field	Designate the field in the selected Application that matches the field values you set up for the Query field.
	Open another window where you can match Query fields with Application fields. Show me...   NOTE As you match more of the fields, they appear under the Mapped Fields tab, and no longer appear here. Tell me more...

Options

You need to define Query ID-key to use in locating information in the database.

Set up via the Tools menu for ScanDox, and using a query to define it, Auto Complete ScanDox attempts to predict words and numbers as you type them based on the information that has already been entered into the DocuPhase database. The prediction(s) appears after the third keystroke, and allows you to choose the correct word or number if it appears in the list of options. However, the more characters (numbers or letters) you enter, the fewer the Auto Complete options appear in the list: thus, filtering the results to more closely match the result you want.

You can create a different query with associated settings for a category or Application (e.g., Claims might have different autocomplete settings than HR, etc.). Tell me more...

You can set up an Auto Complete query using the fields as defined below:

Element	Use it to...
Name	Choose the name of the Auto Complete query you want to use.
Connection Name	Access network connections to SQL databases via Open Data Base Connectivity (ODBC) standards. Tell me more...   NOTE This option can be used in conjunction with a query entered into the Query field (described below).
Refresh Rate (in minutes)	set how often you want Auto Complete words reloaded, based on the values stored in the database. You can refresh Auto Complete as often as you like, but by setting this value, the system refreshes the words/phrases automatically.
Query	Enter the SQL Query request you want to use to obtain data over a network, by using ODBC standards via the Connections that are configured in ScanDox.   IMPORTANT! If you want to set up a query, but no one in your organization is familiar with SQL Queries and querying datasets, please contact DocuPhaseTechnical Support for assistance. Tell me more...
Validation occurs on each key stroke	Increase efficiency by making ssure each character entry is supported for auto completion based on the values as defined by the associated dataset query (i.e., are the characters and their order being typed found in the designated dataset, and available for auto completion).
Result Set Limit	Limit the number of Auto Complete options, in order to prevent the system from slowing down. The larger the number of results returned, the longer it takes for Auto Complete to react to the entry being typed.
	Test the Connection to be sure that it's configured properly to work when using Auto Complete. Once you click this button, a confirmation message appears to let you know whether or not the connection works. If the configuration isn't successful, details are provided in the confirmation message to alert you as to why. Show me... IMPORTANT! If you want to set up a query, but no one in your organization is familiar with SQL Queries and querying datasets, please contact DocuPhaseTechnical Support for assistance. Tell me more...

Because the words that come up for autocomplete selection are based on the values stored in the DocuPhase database, it's a good idea to use the F5 (refresh) option on a regular basis.

This way, anything that appears for autocompletion is based on the most current data contained in the database.

You can use the right-click menu to change the way Documents appear in the Tray:

View Style	Description
Card	Displays each page in a document in a uniform page (thumbnail) size in the thumbnail viewer. Show me...
Aspect	Displays pages in their original "aspect ratio" (ID card that is 2" x 3" appears differently than an 8.5" x 11") in the thumbnail viewer. This means that pages scanned or created with a different aspect ratio appear as different sized thumbnails. Show me...     NOTE Thumbnail sizes can occur within the same document, depending on how the page images were created (e.g., HR onboarding documents that include an 8.5' x 11" document with copies of ID and social security cards that are smaller in dimension).
Stacked	Shows each individual, multi-page document with the first page fully displayed with subsequent pages partially and horizontally shown behind it. Show me...     NOTE You can move your mouse over the stacked pages to "scroll" through the pages of the document, then click on a highlighted page to display it in the Viewer. Show me...
Dual Page Stack	Similar to Stacked View (as described above), except that there will be two separate documents displayed as stacked within the same row. Show me...

This is a function frequently used in ScanDox - particularly when you have a large number of documents for submission. It simply means that all documents currently in the Tray are submitted all at once - in one click, rather than having click a Submit button over and over to submit documents one at a time. Tell me more...

The Fetch feature is set up under the DocuPhase Applications tab within ScanDox Profile configuration,and is used to retrieve documents from a DocuPhase application, based on Status.

When using the Thumbnail view, you can divide and combine TIFF or PDF documents with two to three easy clicks. When splitting a document, you select the first page of the new document, and that's where the document is split; for joining, you select the last and first page of the places in each document you want to joig. Tell me more...

EXAMPLEs

• Let's say you have a document that is 10 pages long, but you want to split it into 3 separate documents: the first document needs to be pages 1 through 4, the second document needs to be pages 5 through 7, and the third document is pages 8 through 10. To quickly split this document as noted here, you'd select pages 5 and 8, then click . the split occurs just before the selected page. Show me...

• To join the first two documents, you would then click on page 4 (the last page of the first document) and page 5 (now the first page of the second document), then click to join them. At that point you would have only 2 documents (consisting of pages 1through 7, and the other pages 8 through 10). Show me...

Once a document is in the Tray, you can right-click on it to display a list of options. From there, you can view metadata that includes identifying details for either a single page in a document, or the entire document for any document that appears in the ScanDoxTray. Show me...

Page Properties

• Page number
• BPP (Bits Per Pixel)
• Compression (File) Type (e.g., PDF) compression
• Page size in pixels and inches
• DPI (vertical and horizontally)

Document Properties

Document Information

• Application ID
• Who created it and when
• DocumentID
• Whether or not it's available for Full Text Search
• Whether or not the document has been modified since creation; if so, by whom
• Status (e.g., pending, entered, etc.)

File Information

• Date the document was created
• Date a modification was made to the document, if any
• Name of the file
• Number of total pages in the Document Management
• Total document size (e.g., 124kb)

Security restrictions (if any)

These properties tell you if the content can be copied, and/or if the document can be exported, modified, printed, or if it is password protected.

Version (only applies if the document is associated with source control)

• Name of person who checked out document (if any)
• Version checked out (if any)

A default ‘Submit’ button already exists in ScanDox to allow you to complete the ScanDox capture processing of a document and indexing into the DocuPhase repository. However, you can change the indexing and status settings of the default Submit button for specific Profile configurations.

In addition, you can create Submit buttons that offer the ability to submit documents by either single or multiple steps by using different combinations of Submit button attributes as described below:

Creating a Submit to DocuPhase Button

If you have selected this Submit Type (as described above), the following options and settings appear as described below:

Creating a Submit to Folder Button

If you have selected this Submit Type (as described above), the following options and settings appear as described below:

Attribute	Use it when you want the button to...
Options	These options determine the basic function of the button. You can use both or only one.
Submit All Documents when Clicked	trigger a standard Batch submission of all documents in the Tray.
Default Submit Button	function as the default Submit button
Destinaton Folder	Name the folder in which submitted documents are held.
(Folder and Directory)	place documents for submission to DocuPhase.
Auto Generate Name	allow ScanDox to automatically create a system-generated name for each document/file that is placed into the Destination Folder.
Name from Index Values	allow ScanDox to create a name for the document based on selected index values from the Available Items list (e.g., Date, invoice Number, and Department: [Date][InvoiceNumber][Department].tif). TIP Once you select this value and add available items to the File Name Parts list, a sample File Name appears at the bottom of the New Submit button window. Show me...

This feature is accessed via the Help menu. Folders that appear in the Application Information contain various information used by ScanDox: including storage files residing in the ScanDox Tray, information used to communicate with DocuPhase, as well as for processing files regarding profiles, permissions, and Applications. Tell me more...

The most common issue for ScanDox users is that they don't see a submitted document in the DocuPhase Repository.

If You Are an End User

For most end users, basic reasons for this to happen and their resolutions are as follows:

IMPORTANT!

If the recommended solutions described above do not help you find the document, contact your System Administrator or TPOC.

If You Are a System Admin or TPOC

If the recommended solutions (as described above) for the end user do not resolve the issue of a lost document, as a System Admin and/or TPOC you can try the following:

Check to...	You can do this by...	Then you can...
make sure that Upload Services () is running.	checking the Upload Service status at the bottom left corner of the ScanDox Desktop window. Tell me more... OR going directly to the Upload Services () interface to view the Status. OR checking the Status in Upload Manager ().	go to the Services window and start Upload Services.
make sure that Upload Manager is connected to ScanDox	opening the Upload Manager () console, then checking for the connected icon () in the lower right corner of the window. Show me...	make sure that the system is connected to the correct network (i.e., perform normal system connection status review, reconnect as needed.)
make sure that ScanDox is connected	opening ScanDox (), then checking for the connected icon () in the lower right corner of the window. Show me...	make sure that ScanDox is connected to the correct network (i.e., perform normal system connection status review, reconnect as needed.)
look for errors in the Tracelog	find and open the ScandoxUploadMnager.log and Scadox Upload Service.log files, and review for any errors.   TIP You can access log files through the Windows Services interface or through the ScanDox Help Menu. Tell me more... Example   EXAMPLE	making system corrections based on any errors in the log(s) (in the example used here, you might need to move the file to a folder that can be accessed or remove any encryption settings, then re-upload the file).
review the SQL Server Batches Table	find and open the Batches Table within SQL Server to review and verify the information shown there. Tell me more...	make adjustments according to what you find in the Batches Table (e.g., if the Document is shown as being in the wrong Application, route the document to the correct Application).
make sure the Authentication URL is Functioning	check both the UploadManager.exe.config and UploadService.exe.config files contain an Authentication URL. Tell me more...	make corrections, as needed.

Once a document is picked up from the Upload folder/directory by the Upload Service, it is sent to the SQL Batches Table within DocuPhase; this is where the Object ID is assigned.

This table allows you to see and verify the Profile used (i.e., to which Application a Document was sent), as well as its status, and other identifying information (see below). Tell me more...

Feature	Key Combination	Action
Viewer Area - One Page View Mode
Show One Page View*	Alt + 1	Displays the selected Thumbnail page in the Viewer. Show me...
Viewer Area - Book View Mode
Show Book View*	Alt + 4	Displays the selected Thumbnail page, as well as the page following it, in the Viewer, side-by-side. Show me...
Top to Bottom*	Alt + 5	Displays 2 pages top to bottom (rather than side-by-side) in the Viewer. Show me...
Move Focus*	Tab Shift + Tab	Move focus to the right or bottom page (depending upon whether you are viewing pages side-by-side or top-to-bottom). Move focus to the left or top page (depending upon whether you are viewing pages side-by-side or top-to-bottom).
Any View
Move Index Focus**	Tab Shift + Tab	Moves cursor/focus down to the next Index field. Moves cursor/focus up to the previous Index field.
Fit Page	Alt + 6	Changes the size of the document display in the Viewer so that the entire page shows at once. Show me...
Fit to With	Alt + 7	When the initial (or zoomed in) view of a document exceeds the width of the Viewer, this shortcut reduces the displayed document down to a size that allows the entire width of the page to fit. Show me...
Pan (scroll)	→ (right arrow) ← (left arrow)	When the initial (or zoomed in) view of a document exceeds the width of the Viewer, this let's you scroll to the right side of the displayed document without reducing its display size. When the initial (or zoomed in) view of a document exceeds the width of the Viewer, this let's you scroll to the left side of the displayed document without reducing its display size. Show me...
	↓ (down arrow) ↑ (up arrow)	When the initial (or zoomed in) view of a document exceeds the length/height of the Viewer, this let's you scroll to the right side of the displayed document without reducing its display size. When the initial (or zoomed in) view of a document exceeds the length/height of the Viewer, this let's you scroll to the left side of the displayed document without reducing its display size. Show me...
Rotate	Ctrl + - (minus) Ctrl + + (plus)	Rotates the selected document to the left in the Viewer. Rotates the selected document to the right in the Viewer. Show me...
Annotations	Ctrl + x (Cut) Ctrl + c (Copy) Ctrl + v (Paste) Del (Delete)	Remove the selected Annotation, that can then be pasted in another area. Make a copy of the selected Annotation, that can then be pasted. Add a copy of the cut/copied Annotation (repeat, as needed) Remove the selected Annotaion, without saving it to the clipboard for pasting later.   WARNING!!! Use this deletion functionality with care. Once you delete something, it cannot be recovered: you will need to recreate it.

*Click in the Viewer area before using this shortcut.

**Click in the Indexing area before using this shortcut.

The Lite version of ScanDox is used the same as the full version, except that it does not support scanners or Hot Folders. For all other functionality review the information provided here for the full version of ScanDox.

In the Tools menu of the main ScanDox window:

1)   Select ScanDox Profiles to display the ScanDox Configuration window.

In the ScanDox Configuration window:

2)  Click to display the New Profile dialog.

In the New Profile dialog:

3)  Enter a name for the Profile, then click to close the window and return to the ScanDox Configuration window.

• The newly created name appears in the Profile field.

In the ScanDox Configuration window:

4)  Make settings under each tab, as needed. Tell me more...

When all settings are complete:

5)  Click to save the new Profile.

Show me...

In the Tools menu of the main ScanDox window:

1)   Select ScanDox Profiles to display the ScanDox Configuration window.

In the Profile field of the ScanDox Configuration window:

2)  Select the Profile you want to rename.

2)  Click to display the Rename Profile dialog.

In the Rename Profile dialog:

3)  Enter a name for the Profile, then click to close the window and return to the ScanDox Configuration window.

• The Profile appears in the Profile field under its new name.

In the ScanDox Configuration window:

4)  Make changes to the settings under each tab, as needed. Tell me more...

When all settings are complete:

5)  Click to save the new Profile.

Show me...

In the Tools menu of the main ScanDox window:

1)   Select ScanDox Profiles to display the ScanDox Configuration window.

In the Profile field of the ScanDox Configuration window:

2)  Select the Profile you want to delete.

3)  Click to display a confirmation prompt.

In the Confirmation prompt:

4)  Click to delete the selected Profile.

• The Profile no longer appears in the Profile drop down.

Show me...

Part of configuring Profiles is to assign one or more scanners to each Profile. If you don't see the scanner you want in the list of Available Scanners, you can add it to the list (if you have permissions to do so).

From the Profiles Scanner tab:

1)  Click to display the New Scanner Profile dialog.

From the New Scanner Profile dialog:

2)  Enter a name for the scanner being added (e.g., Training Scanner).

3)  Enable () the Use ISIS Drivers settings option if you to use them.

AND/OR

4)  Click to display the Scanner Selection dialog.

From the Scanner Selection Dialog:

5)  Select the device option (PixTwain or Import Drivers) that corresponds to the device you are configuring.

TIP

You can enable () the Show All Connected Scanners option to add all possible devices to the list for selection.

6)  Click OK to display the Configure Device Settings dialog.

From the Configure Device Settings dialog.

7)  Select the device from the drop-down list.

8)  Click to add the selected device to the Available List.

Show me...

This men\thod allows you to upload one document at a time so that you can Index and manipulate documents as they are opened in ScanDox.

In the Menu ribbon, at the top of the ScanDox window:

1)  Click to display the Open (browser) window.

In the Open browser window:

2)  Find and select the document you want uploaded.

3)  Click to close the browser window, and add the document to the ScanDox tray.

NOTE

Depending upon the size of the document (either because of page count or content, such as images), it may take a few moments for the document to appear in the tray.

Once the document is uploaded:

4)  Enter Index values, and/or add annotations.

NOTE

• You can either upload additional documents for Indexing or annotating before submitting them to DocuPhase all at once, or you can submit each document as it is uploaded and prepared. You can also Save () or Remove () a selected Document in the tray.
• The method of submission to DocuPhase may vary depending upon the Submit buttons (available in the Customizable Toolbar at the bottom of the window) via the currently selected Profile . Tell me more...

5)  Submit the document(s) to the DocuPhase repository.

Repeat these steps for each document you want to upload.

Show me...

You can use the process described below to split (divide) a single multi-page TIFF or PDF document into multiple documents or single pages. You can also (re)Join a TIFF or PDF split document or Join two separate document of the same format (PDF or TIFF) to make them one. Tell me more...

To Split a Multi-page PDF or TIFF Document

In the Thumbnail view of the ScanDox tray:

1)  Click to select the pages you want to extract (to create a separate document) from the existing document.

TIP

• To select multiple, consecutive items in a list by either of the following methods: holding the Shift key, and clicking on items; or click on the first item you want selected, hold the Shift key, then click on the last item in the list you selected.
• Select multiple, non-consecutive or consecutive items by holding the Shift key, and clicking on items.

In the toolbar:

2)  Click to create a new file with the selected page.

• The existing document appears with the extracted pages removed.

Show me...

To Join A Split Document

In the Thumbnail view of the ScanDox tray:

1)  Click to select the pages from each document you want to to use to create a new document.

TIP

• To select multiple, consecutive items in a list by either of the following methods: holding the Shift key, and clicking on items; or click on the first item you want selected, hold the Shift key, then click on the last item in the list you selected.
• Select multiple, non-consecutive or consecutive items by holding the Shift key, and clicking on items.

In the toolbar:

2)  Click to create a new file with the selected page.

• The existing document appears with the extracted pages removed.

Show me...

In the Thumbnail view of the Tray:

1)  Right-click on the selected page you want to rotate to display a menu of options.

TIP

To select two or more pages for rotation, press and hold Ctrl, while selecting pages. Once pages are selected, continue to press Ctrl and right click to display a menu of options, and go to step 2 below.

In the menu of options:

2)  Select Rotate Left to rotate the selected pages counter-clockwise.

OR

Select Rotate Right to rotate the selected pages clockwise.

Repeat step 2 until the page(s) are in the position you want them.

Show me...

To Copy and Paste pages

In the Thumbnail view of the Tray:

1)  Click on the page you want to copy to select it.

TIP

To select two or more pages to copy, press and hold Ctrl, while selecting pages to copy. Once pages are selected, continue to press Ctrl and right click to display a menu of options (as described in step 2), and go to step 3 below.

2)  Right-click on the selected pages to display a menu of options, then click Copy.

In the Tray:

3)  Right-click on a page to again display the menu of options, then select Paste, and choose a paste option (i.e., after or before selected/current page, as last or first page of the document):

Show me...

To Delete pages

In the Thumbnail view of the Tray:

1)  Right-click on the selected page you want to delete to display a menu of options.

TIP

To select two or more pages for deletion, press and hold Ctrl, while selecting pages. Once pages are selected, continue to press Ctrl and right click to display a menu of options, and go to step 2 below.

In the menu of options:

2)  Select Delete to display a confirmation prompt.

In the Confirmation prompt:

3)  Click to close the prompt and delete the pages.

Show me...

You can create submit buttons that perform in very specific ways to send documents to DocuPhase.

In the Tools menu of the main ScanDox window:

1)   Select ScanDox Profiles to display the ScanDox Configuration window.

In the ScanDox Configuration window:

2)  Make sure is selected.

In the Submit Buttons section under the Options tab:

3)  Click to display the New Submit Button window.

In the New Submit Button window:

4)  Enter a name/label and set the Options for the button you want to create.

5)  Select the Submit Type you want to assign to the new button (i.e., To DocuPhase or To Folder)

NOTE

The fields below the Submit Type correspond to the Submit Type selection. The default is the To DocuPhase setting; however, if you chose the To Folder setting, you'll notice that the fields below it change. Tell me more...

6)  Make settings as they apply to the selected Submit Type. Tell me more...

When all settings are complete:

7)  Click to save the button.

Show me...

You can edit submit buttons in order to change the way they function when sending documents to DocuPhase. You can also remove buttons that are no longer needed.

In the Tools menu of the main ScanDox window:

1)   Select ScanDox Profiles to display the ScanDox Configuration window.

In the ScanDox Configuration window:

2)  Make sure is selected.

In the Submit Buttons section under the Options tab:

3)  Select the button you want to edit or remove.

To Edit the Button

4)  Click to display the Edit a Submit Button window.

In the Edit a Submit Button window:

5)  Make changes to any of the settings, as needed. Tell me more...

NOTE

The fields below the Submit Type correspond to the Submit Type selection. Tell me more...

When all changes are complete:

6)  Click to save the button.

Show me...

OR

To Remove a Button

4)  Click to display a confirmation prompt.

In the Confirmation Prompt:

5)  Click toclose the prompt and delete the selected button.

Show me...

From the ScanDox Tools menu:

1)  Select Lookup Profiles to display the Application Lookup Profiles window, with the Query tab selected.

Under the Application Lookup Profiles Query tab:

2)  Make settings, as needed (including the addition or editing of the Query).

AND/OR

3)  Click to make sure the configuration of the query is entered correctly, and make any corrections, as needed.

Under the Application Lookup Profiles Mapped Fields tab:

4)  Click to display the Add Lookup Map window. Tell me more...

5)  Connect fields as appropriate, then click to return to the Mapped fields tab.

Under the Application Lookup ProfilesApplication Lookup Profiles Options tab:

6)  Make settings, as needed.

When all settings are complete:

7)  Click to save the settings, and close the Lookup Profiles window.

Show me...

From the ScanDox Tools menu:

1)  Select Auto Complete Settings to display the corresponding window.

In the Auto Complete Settings window:

2)  Make settings, as needed (including the addition or editing of the Query).

When all settings are complete:

3)  Click to save the settings, and close the Lookup Profiles window.

Show me...

In the ScanDox Tray:

1)  Select the document you want to save or remove.

To save the document:

In the ribbon at the top of the ScanDox window:

2)  Click to display the Save Options window.

In the Save Options window:

3)  Make settings, as appropriate, and click to save the settings, and display the Save As browser window.

In the Save As window:

4)  Navigate to the location in which you want to save the selected document.

5)  Enter a name for the document, and click to store the document in the designated location, and close the Save As window.

Show me...

OR

To remove the document:

WARNING!!!

Use this deletion functionality with care. While the document isn't deleted from its original location, it is removed from the Tray and cannot be recovered; if you inadvertently remove the document from the Tray, you'll have to upload it again.

In the ribbon at the top of the ScanDox window:

2)  Click to display a confirmation prompt asking if you are sure you want to delete the document.

In the prompt:

3)  Click to close the prompt and remove the selected document from the Tray.

Show me...

You can access the Batches Table via the SQL Server Management Studio:

1)  Open and connect to SQL Server to display the Object Explorer.

In the Object Explorer:

2)  Go to Server NameuTables to find the dbo.Batches table

3)  Right-click on dbo.Batches to display a list of options.

In the List of Options:

4)  Click on Select Top 1000 Rows to display the Batches Table.

In the Batches Table:

5)  Review as needed.

Show me...

If a submitted document does not appear in the either the Tray or the Upload Service directory, it likely means that ScanDox and the Repository don’t have the correct authentication required for connection. Both the UploadManager.exe.config and UploadService.exe.config files contain an Authentication URL.

Use the steps below to make sure the URLs are working:

1)  Go to < C:\Program Files (x86)\ DocuPhase \ScanDox\ *.

2)  Locate and use Notepad ++ open the UploadManager.exe.config and UploadService.exe.config files.

3)  Review the authentication for both and make any corrections necessary.

NOTE

The front end of the authentication URL will always be the URL for our platform (minus the /isynergy or /docuphase) and therefore could be http or https. The authentication will always end with “applicationserver/authenticationservice.asmx”

4)  Test the URL by copying and pasting the URL in a browser.

IMPORTANT!

Anything that appears other than the Authentication Service screen is likely to be a 404 or http error: indicating an issue with connection to the server. Please review the steps above on the previous page to make sure the correct URL is being used.

Otherwise, you may need to contact the DocuPhase Support Team for assistance

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