ii
Table of Contents
Preface ............................................................................................................................ iv
1. Foreword .............................................................................................................. iv
2. Document Management: The Content Central™ Way ................................................... iv
2.1. Documents ................................................................................................. iv
2.2. Catalogs ...................................................................................................... v
2.3. Capturing with QCards™ ............................................................................... v
2.4. Capturing without QCards™ ......................................................................... vi
I. User Guide ..................................................................................................................... 1
1. Introduction ........................................................................................................... 2
1. User Interface ................................................................................................ 2
2. The Main Menu ............................................................................................. 3
3. User Options .................................................................................................. 3
3.1. User Profile ......................................................................................... 4
3.2. Preferences .......................................................................................... 5
3.3. Search Fields ....................................................................................... 5
3.4. Results Fields ...................................................................................... 6
4. Getting Help .................................................................................................. 7
2. Capturing Documents .............................................................................................. 8
1. Capturing Paper Documents - DirectScan™ ......................................................... 8
1.1. Pre-Capture Coding .............................................................................. 8
1.2. Post-Capture Coding ............................................................................. 9
1.3. Versatile Coding .................................................................................. 9
1.4. OCR Only ......................................................................................... 10
1.5. The DirectScan™ Console .................................................................... 11
2. Capturing Paper Documents - QCards™ ............................................................ 12
2.1. Pre-Capture Coding ............................................................................. 12
2.2. Post-Capture Coding ........................................................................... 13
2.3. Versatile Coding ................................................................................. 14
2.4. OCR Only ......................................................................................... 15
3. Capturing Electronic Documents ...................................................................... 16
3.1. Pre-Capture Coding ............................................................................. 17
3.2. Post-Capture Coding ........................................................................... 18
3.3. Versatile Coding ................................................................................. 19
3.4. Capture Only ..................................................................................... 20
4. The Coding Queue ........................................................................................ 21
3. Searching for Documents ........................................................................................ 23
1. Search Procedures ......................................................................................... 23
2. The Results Grid ........................................................................................... 25
3. Saving Search Results .................................................................................... 26
4. Managing Documents ............................................................................................ 27
1. Introduction .................................................................................................. 27
2. Viewing a Document in the Browser ................................................................ 27
3. Downloading Document(s) .............................................................................. 28
4. E-mailing Document(s) .................................................................................. 29
5. Faxing Document(s) ...................................................................................... 29
6. Appending to a Document .............................................................................. 30
7. Replacing a Document ................................................................................... 30
8. Editing Document Properties ........................................................................... 31
9. Viewing Document Version History ................................................................. 31
10. Deleting Document(s) ................................................................................... 32
11. Checking Out/Checking In Document(s) .......................................................... 33
