IMiS(R)/Client Manual Version 9.5.1510 Imaging Systems Inc. Brnciceva 41g Ljubljana Slovenia IMiS®/Client Manual Version 9.5.1510 TABLE OF CONTENTS 1 PREFACE ....................................................................................................................................................................... 12 1.1 About the manual .......................................................................................................................................... 12 1.2 Target audience ............................................................................................................................................. 12 1.3 Conventions ..................................................................................................................................................... 12 1.4 Terms and abbreviations ........................................................................................................................... 13 2 INTRODUCTION .......................................................................................................................................................... 17 2.1 Features ............................................................................................................................................................ 17 2.2 Tier placement................................................................................................................................................ 18 2.3 Versioning and numbering ........................................................................................................................ 19 2.4 Functionalities ............................................................................................................................................... 20 3 TECHNICAL DOCUMENTATION .......................................................................................................................... 21 3.1 Client architecture ....................................................................................................................................... 21 3.2 Format of import / export files .............................................................................................................. 22 3.2.1 File structure .................................................................................................................................. 23 3.2.2 List of XML tags and their meaning ...................................................................................... 23 3.2.3 Format of the additional metadata export file ................................................................. 35 3.3 Format of the confirmation file during transfer ............................................................................. 36 4 USER MANUAL .......................................................................................................................................................... 37 4.1 Interface description .................................................................................................................................. 37 4.1.1 Classification scheme .................................................................................................................. 39 4.1.2 List of entities ................................................................................................................................. 40 4.1.3 Entity information .......................................................................................................................... 41 4.1.4 The command bar ......................................................................................................................... 54 4.1.5 Menu functions .............................................................................................................................. 56 4.2 Actions ............................................................................................................................................................... 61 4.2.1 Login and logout ............................................................................................................................. 62 4.2.2 Document capture ....................................................................................................................... 63 4.2.3 Bulk document capture .............................................................................................................. 78 4.2.4 Conversion ....................................................................................................................................... 78 4.2.5 Access ................................................................................................................................................ 80 4.2.6 Search functions ........................................................................................................................... 83 4.2.7 Editing entity data ......................................................................................................................... 89 4.2.8 Archiving email messages ......................................................................................................... 92 4.2.9 Managing physical content metadata.................................................................................. 96 4.2.10 Print .................................................................................................................................................... 97 4.2.11 Import ............................................................................................................................................... 107 4.2.12 Export ................................................................................................................................................ 110 4.2.13 Move .................................................................................................................................................. 115 4.2.14 Delete ................................................................................................................................................ 117 4.2.15 Changing the status of an entity ........................................................................................... 121 2015 © Imaging Systems Inc., All rights reserved. 2 IMiS®/Client Manual Version 9.5.1510 4.2.16 Changing the security class ................................................................................................... 122 4.2.17 Acquiring authenticity evidence ........................................................................................... 124 4.2.18 Viewing the audit log.................................................................................................................. 126 4.3 System attributes ..................................................................................................................................... 128 4.3.1 General system attributes...................................................................................................... 129 4.3.2 Security class change attributes ......................................................................................... 131 4.3.3 Moved entity attributes ............................................................................................................ 131 4.3.4 Deleted entity attributes ......................................................................................................... 132 4.3.5 Transferred entity attributes ................................................................................................ 132 4.3.6 Email attributes ........................................................................................................................... 132 4.3.7 Physical content attributes.................................................................................................... 133 4.3.8 Review process attributes ..................................................................................................... 133 4.3.9 Entity attributes in the decision-making process ........................................................ 134 4.4 Authenticity .................................................................................................................................................. 135 4.4.1 Digital certificate ......................................................................................................................... 135 4.4.2 Electronic signature .................................................................................................................. 136 4.5 Review process ........................................................................................................................................... 139 4.5.1 Preparation phase ...................................................................................................................... 140 4.5.2 Decision-making phase ............................................................................................................. 146 4.5.3 Implementation phase ............................................................................................................... 153 4.5.4 Transfer of entities from the server ................................................................................... 154 4.5.5 Reviewing and classifying documents ................................................................................. 161 4.5.6 Viewing selected