ScannerVision User Manual © 2016 New Dynamic Solutions BVBA 2 ScannerVision User Manual Table of Contents Foreword 0 Part I Welcome 6 Part II Support 6 Part III Declaration 8 Part IV Overview 8 1 Ru.n..n..i.n..g.. .t.h..e.. .S..e..r..v.e..r..s. ...................................................................................................... 12 2 Us.e..r. .I.n..t.e..r.f.a..c..e.. .V..i.s..u..a..l. .C..u..e..s. ............................................................................................. 13 Part V License Activation 15 1 Ev.a..l.u..a..t.i.o..n.. .M..o..d..e.. ............................................................................................................ 15 2 Pro..d..u..c..t.i.o..n.. .M...o..d..e.. ........................................................................................................... 17 License M..a..n..a..g..e...r. ........................................................................................................................................... 18 Online Act.i.v..a..t.io..n......................................................................................................................................... 20 Offline Ac.t.iv..a..t.i.o..n........................................................................................................................................ 22 Pay Per Sc..a..n.. .(.P...P..S..).. ........................................................................................................................................ 24 Document .C...o..s..t. .C..a..l.c..u..la..t.i.o..n......................................................................................................................... 27 Uploading .o..f. .B...il.l.in..g.. .I.n..f.o..r..m..a..t.i.o..n................................................................................................................... 29 Reports .................................................................................................................................................. 31 Part VI Setup 34 1 Pro..c..e..s..s.i.n..g.. .E..n..g..i.n..e.. .U..s..e..r. .I.n..t.e..r.f.a..c..e.. .................................................................................. 35 Menu Bar ......................................................................................................................................................... 38 Command.. .T..o..o...l.b..a..r.. ........................................................................................................................................ 40 Navigation. .P...a..n..e.. .............................................................................................................................................. 42 Module Vi.e..w.... .................................................................................................................................................. 43 Navigation. .T...o..o..l.b...a..r. ......................................................................................................................................... 45 Configura.t.i.o..n... .P..a..n..e... ....................................................................................................................................... 46 2 Se.t.t.i.n..g..s.. ......................................................................................................................... 46 General Se...r.v..e...r. .S...e..t.t..i.n..g..s... .............................................................................................................................. 48 Netw ork S..e..r..v..e..r.. .S..e..t..t.i.n..g...s.. ............................................................................................................................. 49 SMTP Serv..e...r. .S...e..t.t..i.n..g..s... .................................................................................................................................. 54 FTP-ES Se.r.v..e...r. .S...e..t.t..i.n..g..s... ................................................................................................................................ 55 Kyocera M..F..P.. .C..o..n..f.i.g..u..r.a..t.i.o..n........................................................................................................................ 57 Message .C..u...s..t.o...m...i.z..a..t..i.o..n..s... ........................................................................................................................... 57 3 Co.n..f.i.g..u..r.i.n..g.. .C...l.i.e..n..t.s. ........................................................................................................ 58 Client Gro.u..p...s.. ................................................................................................................................................. 60 Toolbar & .C..o..n..t.e..x..t. .M...e..n..u............................................................................................................................. 64 Moving clie..n..t.s............................................................................................................................................. 65 Clients ......................................................................................................................................................... 66 Konica Min..o..lt.a.. .C...li.e..n..t.................................................................................................................................. 69 Samsung W....e..b.. .M..F..P.. .C...li.e..n..t.......................................................................................................................... 71 © 2016 New Dynamic Solutions BVBA Contents 3 Fuji Xerox .M...F..P.. .C..l.i.e..n..t................................................................................................................................. 72 Connectio.n... .C..h...e..c..k..l.i.s...t. ................................................................................................................................... 72 4 Co.n..f.i.g..u..r.i.n..g.. .U...s.e..r.s.. .......................................................................................................... 73 User Grou.p...s.. ................................................................................................................................................... 74 Context Me..n..u.............................................................................................................................................. 77 Users ......................................................................................................................................................... 79 Import Us.e..r..s.. .................................................................................................................................................. 81 CSV User .I.m....p..o..r..t. ............................................................................................................................................ 84 5 Lo.g.. ................................................................................................................................ 85 Error Code...s.. .................................................................................................................................................... 86 Part VII Automatic Forms Recognition 103 1 H.o..w... .d..o..e..s. .i.t. .w...o..r.k..?.. ....................................................................................................... 105 2 C.r.e..a..t.i.n..g.. .M...a..s.t.e..r.. .F..o..r.m...s. ................................................................................................. 110 Part VIII Creating Templates 112 1 G.l.o..b..a..l. .M...e..t.a..d..a..t.a.. .......................................................................................................... 115 2 Im...p..o..r.t.i.n..g.. .f.r.o..m... .X..m...l. .f.i.l.e.. ................................................................................................ 116 3 T.e..m...p..l.a..t.e.. .L..o..g.. .............................................................................................................. 120 4 T.e..m...p..l.a..t.e.. .G..e..n..e..r.a..l. .S...e..t.t.i.n..g..s. .......................................................................................... 120 5 C.a..p..t.u..r.e.. ........................................................................................................................ 123 Hot Folde..r. ...................................................................................................................................................... 124 FTP ......................................................................................................................................................... 126 Email ......................................................................................................................................................... 127 Client Ca.p..t..u..r..e.. .............................................................................................................................................. 130 Capturing.. .D..o..c..u..m...e..n..t. .M..e..t.a..d..a..t.a.................................................................................................................. 132 Creating P..ic..k..l.is..t.s................................................................................................................................. 136 Static Lis..t...................................................................................................................................