Nuance® Clintegrity™ File Manager File Manager User Guide Client Support Phone: 800.892.5049 Fax: 877.238.2776 Web Portal: http://www.nuance.com/support/index.htm Government Programs Support Phone: 800.257.0512 Self-Service Support: https://www.nuance.com/gov/support Proprietary Statement This material constitutes proprietary and trade secret information and shall not be disclosed to any third party, nor used by the recipient except under the terms and conditions prescribed by Nuance Communications, Inc. Copyright Statement © 2019 Nuance Communications, Inc. All rights reserved. Nuance, the Nuance logo, and Clintegrity are trademarks and/or registered trademarks of Nuance Communications, Inc., and/or its subsidiaries in the United States and/or other countries. All other trademarks are properties of their respective owners. | Contents | iii Contents List of Tables................................................................................................................... v List of Figures................................................................................................................vii Revision History..............................................................................................................ix About This Guide............................................................................................................xi Chapter 1: About Clintegrity File Manager............................................. 13 Introduction........................................................................................................................................ 14 File Manager Filing Cabinet.............................................................................................................. 15 About Setting Up File Manager........................................................................................................ 16 Chapter 2: Getting Started....................................................................... 17 Enabling Clintegrity Keystrokes in Flat Panel Monitors.................................................................... 18 Configuring Browser.......................................................................................................................... 19 Configuring Security Settings............................................................................................................20 Setting Print Page Options................................................................................................................25 Setting Recommended Options........................................................................................................ 26 Setting Custom Links........................................................................................................................ 27 Sign In............................................................................................................................................... 28 Start the Clintegrity Application.........................................................................................................29 Standard Sign In............................................................................................................................... 30 First Time Sign In..............................................................................................................................31 Changing password from the Home Page........................................................................................32 Rules for Creating Passwords.......................................................................................................... 33 Reset Password................................................................................................................................ 34 Password Settings.............................................................................................................................35 Get Help Signing In...........................................................................................................................36 Configure Users.................................................................................................................................37 Chapter 3: Clintegrity User Interface.......................................................39 Best Practices....................................................................................................................................40 Signing Out........................................................................................................................................41 Closing pop up window.....................................................................................................................42 Disabling Supplemental Toolbars......................................................................................................43 Avoid Navigation with Browser Arrows............................................................................................. 44 Clintegrity Links................................................................................................................................. 45 Clintegrity Links and Descriptions.....................................................................................................46 File Manager Specific Links.............................................................................................................. 47 Other Ways to Navigate....................................................................................................................48 Working in Clintegrity........................................................................................................................ 49 Use of Windows..................................................................................................................... 49 Keep Focus.............................................................................................................................49 Locate Item in Drop-Down Box..............................................................................................50 Data Entry in Fields................................................................................................................50 Using Lookup Tables..............................................................................................................50 Entering Dates........................................................................................................................ 51 Moving Text............................................................................................................................ 52 Expanding Lists...................................................................................................................... 52 Sorting Columns..................................................................................................................... 52 Option Selection..................................................................................................................... 52 Online Help - Overview.....................................................................................................................54 Accessing Online Help........................................................................................................... 54 Searching in Online Help....................................................................................................... 54 Chapter 4: User Preferences....................................................................55 About User Preferences....................................................................................................................56 Setting Up User Preferences............................................................................................................ 57 Fax Settings.......................................................................................................................................59 Chapter 5: Using the File Manager..........................................................61 About the Main Screen..................................................................................................................... 62 Main Screen Tools............................................................................................................................ 63 Searching for Documents..................................................................................................................64 Document Viewer.............................................................................................................................. 65 About the Document Viewer.................................................................................................. 65 Document Viewer Tools......................................................................................................... 65 Using the Rubber Band Tool................................................................................................. 67 Copying or Moving a File....................................................................................................... 68 Paginating or Reordering Document Pages...........................................................................69 Faxing a Document................................................................................................................ 69 Working with the Fax Address Book......................................................................................70