Advanced Imageright Desktop

Advanced ImageRight Desktop Help Properties Using the Properties command, you can update attributes of the Additional help is available by selecting ImageRight Help on the currently highlighted level, similar to information update. You can Help menu or by pressing F1. also see additional information about the level. Drag and Drop 1. Highlight the level of the file structure you want to change. You can reorganize a file using drag and drop within ImageRight 2. On the Edit menu, click Properties. Desktop. 3. Change the information and click OK or click the Details tab to 1. Select the level, for example, documents or pages that you view more. want to move. Press and hold the left mouse button. 2. Drag your mouse to the location where you want to place the You can also update multiple page descriptions by selecting the pages and release the mouse button. pages and then updating the properties. 3. Click Copy or Move on the menu. Search You can also drag pages out of ImageRight Desktop to your You can search for specific files, folders, documents, words or even Windows desktop or from your Windows desktop into ImageRight. tasks using the Search function. 1. On the File menu, click Open. When dragging into Desktop, highlight the: 2. Click the Search tab. File or folder level, and to open the import dialog box. 3. Select the item you are searching for in the Look for drop- Document or page level, and the page will be added to the down list. file automatically. 4. Click the Browse button to select the location and drawer. File Marks 5. Select the corresponding tab and enter the search criteria. 6. Click Find Now. Files can be marked similar to placing a label on the outside of the 7. Select the desired files in the list and click Open. file. This can help easily identify the file. 1. Open the file you want to mark. Send To Directory 2. On the File menu, point to File Marks, and then click You can export multiple pages from ImageRight Desktop using the Mark File. Send To Directory function. 3. Select the file mark you want to add and click Add. 1. Select the pages you would like to send. 4. Click Apply. 2. On the File menu, point at Send To, and then click Directory. You can search by file marks in the Open File window. 3. Select: Related Files – Include annotations, as needed. – Destination for the pages by clicking the Browse button and Using the Related Files command, you can easily access associate selecting the location. one or more files. For example, a claim file may be related to a – Conversion method – convert to PDF or native format. policy file. 4. If exporting in native format, you can select to include the 1. With one file open, click Add Related Files on the File Export Viewer, which will allow you to see the ImageRight file menu. structure. 2. Type the file number of the file you want to relate and click 5. Click Export. Search. 3. Select the file in the list and click Add. Private Annotations 4. Click OK. You can create your own default attributes for annotations. 1. On the File View tab, click the Annotate menu and click The file is now visible in the navigation pane. Select the file and Edit Private Annotations. right-click to view your options. 2. Select the annotation you want to create and click Add. 3. Complete all tabs on the window including Name, any properties and be sure to associate the annotation defaults to a file type. The workflow remains selected until a different favorite or None is To use your annotation defaults, be sure that Exclude Global selected on the Favorites menu. Annotations is selected on the Annotation toolbar. Filters Collapse All Use Filters to limit the results of a fetch. When you have multiple files open, the Collapse All function can 1. On the To Do List tab, click the Options menu and click help you find the file you need by displaying only the file numbers Show Filters. and names in the navigation pane. 2. Click the Filter button on the column you want to filter. 1. On the File menu, click Collapse All. 3. Select the value you want to filter for or click Custom. 4. The filter is blue when applied. To remove a filter, click the Pin and Lock filter icon and click All. You can auto-hide parts of ImageRight Desktop that are not in use Completed Items with the Pin and Lock function. 1. On the File View tab, click the View menu and click Pin and Completed items shows you tasks that you have worked for a Lock. specified date range. 1. Click the Completed Items tab. 2. Click the pushpin button on the area of Desktop you want to 2. Select the workflow step and user you want to check. hide. The area will automatically hide when the mouse is not Select the date range you want to check. If you want to pointing to it. – include manually routed tasks in your search, select the 3. To remove Pin and Lock click it on the View menu. Workflow menu, point at Include and select Routed Desktop Settings Items. Desktop Settings, available on the Options menu on the File View 3. Click Search. tab, provide multiple ways to customize the look, feel, and functionality of ImageRight Desktop. Refer to the Help guide for You can also create a favorite for completed items. more detailed instructions. Task History Customizing the Toolbar The history of a task will show you the path it took through the You may have the ability to customize the icons available on your workflow including how long it spent in each step, who worked it toolbar. and for how long. 1. Right-click the toolbar and click Customize. 1. Click the Task History tab. 2. Select the toolbar you want to customize and click the 2. Select the drawer, file type, and enter the file number. Commands tab. 3. Click Search. 3. Drag and drop the icons you want to the actual toolbar. 4. Each row represents a task. Click to expand and view the 4. When you are finished, click Close. detailed history for each task. Auto Process Customizing Task Lists 1. In the to do list, use Shift + click or Ctrl + click to select You can also customize the results view of the to do list, completed multiple tasks. items, and task history. 2. On the Task menu, click Autoprocess Selected Tasks to 1. On one of the tabs, right-click a column header and click work only the tasks you have selected. Customize Columns. 3. With a task locked and opened, you have additional options 2. Select the columns you would like to appear. on the Workflow menu. 3. On the Sort tab, select the sort order you would like – Next Task to unlock the current task and lock and open performed. Remember, by default the to do list is sorted by the next task priority and date initiated. 4. Click OK. – Previous Task to retrieve a task that you have skipped 5. You can drag and drop the columns to rearrange the order. – Next Task/Keep Locked to lock and open the next task 6. When you are finished, right-click a column header and click in the queue while keeping the current task locked Save Column Layout. Workflow Favorites Using Workflow Favorites, you can fetch multiple workflows and steps in the to do list at the same time. 1. On the To Do List tab, click the Favorites menu and click Add/Edit Favorites 2. Click Add. 3. Type a name for the favorite. 4. Check the boxes for the workflows and steps you wish to include in the tree on the right. 5. Select the radio button for Assigned, Unassigned, or Both. 6. Click OK. ©2014 Vertafore, Inc. All rights reserved. Revised 10.9.2014 .

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