User Guide WebDocsTM - iSeries Edition Copyright © 1992-2005, RJS Software Systems Document Version 1.64.1 RJS Software Systems 14041 Burnhaven Drive, Suite 120 Burnsville, MN 55337 Phn: 952.898.3038 Fax: 952.898.1781 Sales email: [email protected] Support email: [email protected] Web Site: http://www.rjssoftware.com Contents I Table of Contents Chapter 1 Introduction 6 What's in.. .This........ .Book........ ............................................................................................................... 6 About RJS Software. .Systems............... ......................................................................................................................................... 6 What's Not..... .in... .This....... ..Book........ ........................................................................................................ 6 Document.... .Conventions..................... .and....... .Symbols.............. .................................................................................. 7 Contacting..... .RJS....... .Software............... .Systems.............. ....................................................................................... 7 Chapter 2 Overview of WebDocs 10 Introduction......... .to.... .WebDocs................ .................................................................................................... 10 Basic Document................ .Flow........ .using.......... .WebDocs................ .............................................................................. 10 Licensing..... .Information.................... ......................................................................................................... 11 Chapter 3 Installation and Setup 14 Introduction......... .to.... .Installation.................. .................................................................................................. 14 System. .Requirements....................... .......................................................................................................... 14 iSeries .......................................................................................................................................................... 14 Scanning PC .......................................................................................................................................................... 16 Document Viewing. Requirements......................... ................................................................................................................................ 16 iSeries .Installation................... ............................................................................................................... 16 Restore RJSIMAGE.. .library........... ............................................................................................................................................ 16 iSeries User Authorization.............. .Code......... .Entry......... ........................................................................................................................ 20 Configuring WebDocs...... .................................................................................................................................................... 21 Installing.... .and...... .Configuring.................... .RJS....... .Imaging.............. .Scan........ .Workstation.................... .on..... .the..... .PC..... ............................ 24 Installing Image Scan..... .Workstation..................... ............................................................................................................................... 24 Configuring Imaging.... .Scan........ .Workstation..................... ....................................................................................................................... 28 Install Optional.............. .Utilities............. ....................................................................................................... 37 RJS Batch Import .......................................................................................................................................................... 37 RJS OCR/ICR/Barcode....... ................................................................................................................................................... 40 RJS Imaging Viewing..... .Client.......... .......................................................................................................................................... 45 Deinstallation............ .of... .WebDocs................ .................................................................................................. 48 Chapter 4 Getting Started 50 Introduction......... .to.... .Getting............ .Started............ ........................................................................................... 50 First Login:........ .Accessing.................. .the..... .WebDocs................ .Login......... ....................................................................... 50 WebDocs..... .Initial......... .Screen............ ....................................................................................................... 51 Input Methods/Sources............................ ....................................................................................................... 52 Uploading...... .your........ .First....... .Document................. .......................................................................................... 52 Locating... .your........ .First........ .Document................. ............................................................................................ 55 Document...... .Details........... ................................................................................................................. 57 Copyright © 1992-2005, RJS Software Systems I II WebDocs - iSeries Edition Scanning..... .your....... .first....... .document................. ............................................................................................ 59 What's .Next........ .After........ .Getting............ .Started?.............. ..................................................................................... 61 Chapter 5 WebDocs Administration 64 Introduction......... .to.... .Main........ .Menu......... .................................................................................................. 64 Accessing...... .WebDocs................ .Main........ .Menu......... ......................................................................................... 65 Security... .Concepts................ ............................................................................................................... 66 Table Maintenance.................... ............................................................................................................... 67 Edit User ID's .......................................................................................................................................................... 67 Edit Document Folders........ .................................................................................................................................................. 73 Edit Folder User Access.......... ................................................................................................................................................ 78 Edit Document Types..... ..................................................................................................................................................... 84 Edit Document Key. .Settings............... ......................................................................................................................................... 88 Available.... .Options............. .on..... .the..... .Main........ .Menu......... .................................................................................. 93 Chapter 6 Document Input 98 Basic Upload........... ........................................................................................................................ 98 RJS Imaging.......... .Scan........ .Workstation..................... .......................................................................................... 98 Scanning Documents..... ..................................................................................................................................................... 98 Menu Options .......................................................................................................................................................... 103 Using OCR/ICR .......................................................................................................................................................... 107 Office Integration .with....... .Barcode............... .................................................................................................................................. 113 RJS Document................ .Imaging............. .Client.......... .......................................................................................... 119 Faxes. .and...... .Email......... ................................................................................................................. 121 IFS ................................................................................................................................... 121 Spool ..Files.......