Sign Texas Travel Agency Agreement Computer

Document type sign travel agency agreement texas computer

hello and thank you for joining us today we would be going over the dock star Eclipse 101 session here we'll be talking about the feature functionality of the dock star Eclipse product first we'll be showing you the basic architecture of the system as you can see here from any internet browser whether it's Microsoft Internet Explorer edge Chrome Mozilla Firefox or any iOS based browser such as Safari you can access documents directly from those browsers or any tablets or mobile devices we'll start off with some basic functionality as it relates to the interface here you'll see on the left side is our navigation bar the first set is our index inboxes inboxes are essentially essentially temporary storage locations this is where we can onboard documents that have mixed sorts of documents that will allow you to then bring them in to the appropriate folder folders can be created simply with a right-click assume you have the right permissions as well as the ability to rename and delete the highest level security is the folder where when we get into the actual document level functionality we'll see how we can change document access within that particular folder most security set with a specific security class but you can add individual users we call ad-hoc users I had groups have access to this particular folder set full gives you full permission the ability to add to a folder the ability to apply additional security classes for other folks as well as Bleeding modifying version control redaction content generation such as printing or emailing as well as the ability to export import I'll put specific documents once you click on a folder it will show you all the items within that folder you can then sort simply from the grid control here by clicking on the column header at the bottom you'll notice the workflow functions these typically allow you to receive alerts when an incoming document arrives that has an Associated workflow or an approval we'll come back to that process at the top here you'll notice the route ribbon bar you know the Home tab here allows you to see our buzz space space essentially just a HTML website link embed you can embed multiple websites depending on the company across the top here we then have the retrieve button this is where we can select very specific searching parameters the items and locations a button is where we can select this desert folder we want to search on so maybe we want to look in accounting for content type ap invoice and then hit the search and it will return anything that has to do with that illness and nothing returns because my AP and voices are in a subfolder called AP invoices once I hit the search and returns everything in that particular search now we can create and store that particular search by using this box here so I can say ap and voice search and by doing that and then selecting the Save button it will then show up in my drop-down list of available search items you also notice that the show up here on the right of the search button on the Google type search bar you'll notice that that also searches as well same way you'll see the limit of how many items get returned in the list you can increase that or not decrease or increase typically it is 25 by default you'll also notice the column chooser this allows you to show different columns within this particular grid it is global meaning that doesn't change per folder or content type to always have the same folders based on that parameter you can search for certain fields so caller ID something like that you can simply add that over here or simply hit the minus button to remove that the list actions as you see here this is a number of things you can do once you have documents this will come back to in the following section additional if you did want to search for APN voices you'll notice these two additional panels so we can search by an amount or status field so for instance if I wanted to search for all APN voices where the status is equals to approved for instance I can search and retrieve specific documents you'll notice in this case I don't because all of my AP documents I get rid of my look in here this should return a number of documents but that particular status in fact I think I'm using my invoice status not my standard status here okay again these can be saved for searching okay so you also have your text capability here so I can also look for acne company if I do acne company this allows me to search specific items that are related to an AP invoice in acne and this will return those documents here you also notice when I do that and I type in acne there's a suggested vocabulary these are some common values that are seen in the system that might be applicable to you and obviously if I click on that and then puts it into the word phrase box you can also use the asterisk this is a wild-card so it allows you to look for for instance the word acne acne company ask me check or anything like that typically we don't need to use this detailed of search when we get in here and I just remove all these parameters we also could just do that right from the Google search bar here so if I type in the word Acme and hit enter they notice that it returns all my acne documents invoices checked etc now I can add additional words like PL for packing last year and in this particular case it will only show me the Acme packing list so you can concatenate a number of different terms here to find different sections of a document all right we'll come back to some of those functions there when we get to the searching section okay so our capture tab you'll notice here this is where you're going to do all your desktop scanning there's also where you're going to do your batch importing and the ability to browse out and grab documents already be on your hard drive so the first one here is the scan you'll notice whether I have a folded expanded or not it's blue if I expand it's yellow if it's gray that means that this climb is not installed to enable scanning or the abilities our office integration you do have to have this little globe and your bottom corner here this is the client interface this allows you to drive the desktop scanner whether using a cloud or an on from a solution you'll notice in my capture tab this is the scanner I'm using so you have to set that within our caption tab we support all plane and Isis based scanning you know it's a number of different functions here in terms of split methods you know various other types of things duplex gating so these can be changed on the interface here which I'll show you but these are some of your default values so for instance as you see here the various types of image enhancer things like be speculative skewing enabling duplex scanning which is both side as well as the auto size detection you have a number of typical splitting capabilities with the barcode license which is an add-on feature you can split based on bar code bar code change or a specific bar code prefix as well as the ability to separate based on every page so if you have ten ten page scan you want each one to go into its own individual ten single pages and you select single pages or you can use blank page that just uses a blank piece of copy paper to separate your documents okay you can also enable that here so you have a number of different profiles you can enable but if I hit the edit button it shows a similar dialog it pulls in all of your defaults from your client application again very similar one of the nice features is the auto size detection which allows you to scan and mix sorts of documents today if you have legal and letter and you know caller wallet size picture the new scan along one time you're going to use the auto size detection if you do not enable this and you they're either smaller or larger than a letter size with the scanner will jam and will not clear so just enable that the Advanced Settings button will launch the in this case the Panasonic scan interface for additional type configuration alright so additionally you'll see here the separator capability as well as the direct and preview if I hit direct that's if you don't want to have a preview of the image while you're scanning it if you do want to preview select that the prompt to continue will allow you to excuse me scan in a number of pages but before it submits all those pages it'll prompt you to add additional pages so for instance you had a large packet of a hundred pages but you can only fit 50 pages in at a time in the scanner you'd scan the first 50 pages enable the problems to continue you'll load the additional 50 pages you'll end up with 100 page document alright import import can be you know typically done in a couple different ways and in this particular case it's just simple browse so if I hit the Browse here and this will allow me to browse I can select multiple documents at one time or I can just a single one if I do not have the client installed or working and this is grayed out at the top it will only allow me to select one document at a time so when I select this particular document I want to import you'll notice that it shows up here in our grid below this allows me to make some changes so for instance if I wanted to bring in multiple documents and merge them together I can do that here or delete pages so before I actually bring it into the system there's some list of options that Ida can initiate okay so in this particular case we're going to be introducing this workflow concept for those of you on the legacy Docs our platform you're going to notice that the workflow kind of replaces the templates function so content types and workflows they work together in this particular cases you notice when I selected the AP invoice content type it automatically applied this workflow so when we get into the admin function of this particular Eclipse product we'll dive a little bit deeper and how that works in this case when I submit the document you're going to notice anything with a workflow function is going to show up in our work q and it's also down here in the bottom it's going to show that a workflow notification so the workflow link here will highlight once i refresh this page it will highlight with a little one next to it that indicates that there is a a workflow available so when I click on the workflow here you'll notice I have my work items okay so work items essentially are items that either you or somebody have to attend to okay so you'll see here from the Q I am an admin so I could see everybody but when I go to my Brent Wesler Q you only see that one invoice we just brought in so holistically somebody can see anything that is related to themselves you can further segment that by the physical workflow okay so if you only want to see ap invoice approvals you can select that if I select this workflow here you're gonna notice that goes away because it's an AP approval so if I go back to my AP approval see that that particular workflow shows up you also notice the approval requests this allows us to see any request for approval either by yourself or by another member he also knows there's also a dashboard item here which I don't typically always use but this just allows you to see who has what and how many items are in the queue because you kind of a holistic view of what's going on with the system see I can move these these around and all sorts of different things okay now every dialogue or essentially every tab has its own list or action window you're gonna notice here on the right there's a little bit of a limited one as it relates the document you're gonna see that also in the results grid as well as in the work item so some of the things you can do here is a view so if you want to open up multiple documents at one time you can select the view you can simply check off the box and then if you or simply just double click on it and it will open up on the screen for you okay so other functions here you do have this little edit when I hit the edit allows you to edit the metadata here I can say you know for instance get rid of that TP invoice and then hit the little Save button that allows you to modify that information pretty quickly the type obviously shows PDF so we know what it is we can also email the document we're gonna get a little more detail into the email functionality you can see all the power of the new email function you don't have to have a map the outlook client we'll get to that when we get to that at an output section we can also modify the security of this particular document we will discuss a little bit more when you get into the document section you have the ability to set save a copy which basically downloads or exports the document and all prompt you either for a tiff PDF or native we'll get into the a little more detail setting due dates allows you to set an automatic workflow that problems a user when a document hits a specific due date and you can get an email notification on that so when I click here you can set the particular due date and then it'll automatically show up in your workflow queue when that document is due watches this does allow you to select the different colors that show up in the kind of the row watch it's a color coding kind of thing that you can enable allows you give more visibility certainly deleting documents and as with anything in a work item queue or your queue you can change the assignee of a workflow so for instance this came in and it shouldn't be for me it should be for the admin user I can then reassignment to somebody else you also have the ability to terminate reset or change the workflow so there's a number of different actions you can initiate here but this is basically your work box okay so in bigger case you also notice that there's this little cog wheel at the top this allows you to change the workflow notification areas okay so this is you can kind of customize what group so users can see what maybe certain common work filters so I always want to see this particular APN voice I don't want to see any anything else number of particular results and then you know any type of reporting that you'd like so you can define this we're not gonna go into too much detail here but what column you want to display and then you can run that particular report and I can run on a common basis all right now if we move to the right here you'll notice we have the reports and the forms area these are two add-on modules we're not going to be going into too much detail on that on a 101 but this does allow you to run different reports based on you know approvals and pretty much any metric in the system how long it took user activity the approval workflows who went to as well as our new forms web module so any web forms you'd like to initiate they can all be configured here right within this particular interface and it's a nice drag-and-drop type functionality you can drag items in and then there's a public link that essentially gets generated so people can fill in that information so you see here this crate publicly all right now typically I'm not going to go too much into the admin because again this is an admin function but you'll notice here this is where you set up most of the database design elements we went over simply right-clicking and creating folders but the biggest element is the content type builder so the content type builder is how we use custom fields and we add them to the particular document so you could do this in a number different ways I've done it by document type so you'll notice I have an AP invoice document type for instance and when I select that all my custom fields show up fields are created here in the fields dialog which I'll go into but you can also add hoc create fields so if I wanted to add a new field I can hit the add field button here which will allow me to type in some additional information maybe like a distribution code and I can type that in you can use spaces or whatever you'd like and then the type we're going to get into some of the data types as we discussed the fields when I hit the save it then adds that here to the top of my list I can move these up and down this will be how it shows up in the user interface you also notice a number of different white boxes here as well as a link in an yeball kind of thing this is ideal for things like data linking so for instance if I want to pull a customer list into this field I would use a data link we're not going to go too much in the data link today it's primitive against topic but you also see to the right the ability to have these link functions or essentially the ability is linked us to a related document so an AP invoice and a packing list and a purchase order can all be linked through this purchase order number or in our case the invoice and the check number and we'll go into a little more detail on that the eyeball either shows or hides a field depending on what it is okay so I'm just gonna close that all right the fields this is where you can create the fields you saw how we ad hoc created a field but this is typically we're going to do that again distribution type thing like that and then we can select what it is so date that's kind of obvious if I do that it's going to give you a different formats long date short date so you get a dump mode the number to perform at day time that's going to put a time in there so if you do need the time otherwise use date it's a little more flexible decimals where you want to do dollar amounts you have a decimal place integer is always numeric so I always have numbers no letters or anything like that a list is where you have a drop-down list so if I select that you'll notice it adds this field here of all they available drop-down lists the drop-down list here I can be configured we'll go into that and show you how that works long integer and then text field so Texas you're coming to fault this is a typical alphanumeric letters and numbers spaces or anything like that as well as the true/false which is a new feature okay so once I'm done with that I can just simply hit the Save button and you're gonna see distribution type shows up on the right left here all right so this that's how you create all the fields now you do have this concept called field groups field groups they'll do allow you to select multiple fields and tie them together in a tabular data group okay so these are all the fields that are available up here you're just adding them into a table grid okay so in this video case on something like an AP invoice or your part number in quantity and unit price and extend the price and you need to kind of bind that row together as we gonna use I'll show you how that works all right so I'm going to go over to my list function here and then you can see here we have a called a distribution list so if I do a distribution list and I'll just do something simple but we do have two options here read-only means you can't add to the list meaning not an admin but an end-user I'm gonna make that not read-only and I'm gonna do sort meaning alphanumeric so if I do a B G D you're gonna see that this will auto sort itself get saved here that's not saved in the list and you'll see the distribution type here so if I want to I can then go and assign that to that particular field there's a couple ways to do that I can go over to the fields and I have my distribution type here I'm gonna select list and by default it will then allow me to bind that to the distribution list and I can it save now so when we add that it will then actually prompt us for that particular value a B D or G some other things that you can do here obviously a lot of these are admins generated but the ability to apply stamps this is where you can apply either text or image based dance you're going to see that when we get to our section 4 I'm just gonna grab my pif logo gif logo you can put any any type of PNG or JPEG and then I hit save here and you're gonna see the PFI pif logo here and i gives you a little preview so when we go to annotate documents will allow us to apply those particular states okay so that's about all I want to go over it here in the admin now I'm gonna go to the far right and you're gonna notice in this is a little Clips section a couple things one you can switch between different default companies so company is a mutually exclusive data source things like HR other subsidiaries you can define multiple companies check with us on that specifically that's of interest to you it's great to make different parts of your business mutually exclusive people can't see one from the other dirt completely separate but you're going to notice the user preferences this is where I'm going to select the number of the things that are specific to my workstation essentially we can upon submission of a workflow it can as you can see area there cement and stay well when they hit submit move to the next section as well as all the different feature access functions as it relates to printing and emailing and kind of how you want things to show up within the interface there's quite a few here you can see all those particular options so all right so as we now kind of did the user interface kind of design here what we're going to do now is go through a typical capture query edit now put type demonstration okay so the first thing we're just going to go to our Home tab here you're going to notice I do have the capture tab I can execute a scan and you'll notice based on the content type it's gonna allow me and it'll tell me where it needs to go so by selecting and content type you'll see the folder at the bottom so when I scan in an invoice it's gonna go to this folder additionally as your legacy customers of the dockstar system templates so instead of having a template you have a defined workflow so when I capture the invoice it automatically applies this workflow and that's going to do a number of different things and we're going to come back to that okay so and then case what I'm gonna do is go outside the system start with office okay so I'm gonna open up Outlook here and if I want to I'm going to select a specific document in this particular case any document that has two documents here and you're going to notice we have this Eclipse button so I can hit the save to eclipse essentially this Eclipse login add-in function is done all through your client you'll notice when you open up your client here there's a modules function and then you have your office integration you simply click on that and I'll install same thing with the print import which we're going to demonstrate as well it's like a virtual print driver certainly pif can help you with that either through our support or calling us directly in this particular case because it's an email I'm going to select that it's a correspondence you'll notice we can read some of the header information here I'm gonna use the contract party Eclipse just for I'll do a clips tree just for purpose and we can then also apply different workflows in this case I'm not going to do any workflows but you'll notice that the correspondence content type by default is gonna go to correspondence folder so when I hit upload okay that's now in the system if we go back to our correspondence right at the top we're gonna see that particular document now you're going to notice when I click on it the preview is boy so what's happening now is that need of MSG file is what we store that's a native Outlook file but we render it to a PNG file this allows you to view this document from any type of browser without that native application okay so once I hit the refresh button here you'll notice within a few seconds it should render that particular document and as you can see there yes a document is there okay some other things we can do when we're in this particular document we can also print file print and when I print I can select the Eclipse PDF driver so if you're on a web page you're on a another ERP system and you want to get something into the system very easily simply select the Eclipse PDF driver you know will prompt you the exact same way as I just showed you you select the content type and put it into the system the only difference is this will make a PDF of the document there's attachments it will make a PDF of the attachments as well in the office integration it actually creates a physical native file format alright so some other things we can do if we are in Word I'm just going to open up a standard NDA contract here and we also have that full functionality but in this particular case what we're going to use in this NDA is I'm going to use the support version control so you'll notice a little different here we get this check in area we're going to come back to that and show you how that works but I'm going to save this in and so I'm gonna select save to eclipse but I'm going to select that it's a contract the contract party I'm going to type in the word Eclipse 3 and I'm gonna enable what we call convert to text so this allows us to take not only these key fields and index but the entire document is going to be text searchable ok so we're gonna show how that works so when I hit upload here that is now in the system you notice how this check in button is all grayed out I'm gonna show you how that works because it there wasn't anything checked out to check in all right so we're gonna close that down here then we're gonna go back in and we're gonna look for the phrase Eclipse 3 and this is gonna bring back a few things well you notice one thing is is that you'll see here in this particular document and it actually looks Eclipse so you notice and put Eclipse 3 so if finds not only Eclipse but it Clips 3 and here's the email that we had looked at earlier and then here's the NDA contract again it's rendering that particular document in this case and another approach and a way to find these documents is certainly through what we call a keyword search so if I wanted to look for the phrase disclosing party we can use the quotes here and hit search it's going to find all available documents for that in this case the NDA that we had just put in another approach is simply just clicking on the contracts folder here on the left and you'll see all the available documents show up now when I open up this particular NBA contract that clubs 3 here you're gonna notice we have this in me and this is kind of the document view or control here you're gonna notice a few things one the workflow in this particular case we apply to convert to text and it's just telling us that there's a complete status on it you'll notice as we move through the workflow in our ap invoice process this will actually prompt us for some questions or button like an approval or submit button we have a Instant Messenger type thing so like for instance we can type the word hello here and when I type back-and-forth with somebody that shows up in my history here of my chat history so the history bar allows you to see everything to happen in the system the entire system including the chat approvals and then obviously the chat area all right additionally because we're looking for the word disclosing party we can also find related documents so for instance we had that email that was in you'll notice how the email is automatically linked to that and that is done through again our content field you'll notice in this contract field I used the contract party and I've enabled this particular section this particular case the link related that's how it knows to find the email okay so some other things here we have the content type fields again so a content type as reviewed or earlier this is a collection of fields that describe the document you can change on the fly if I do checks you'll notice how it changes the different fields it keeps that core data field that you enabled if I go back to contracts you'll see that it moves a packet you can add or hide fields as necessary using the COG wheel here to show or hide fields you can also add fields so for instance if I wanted to contract parties I can simply come in here in contract party and I can do ABC and now I can search contract party by ABC or eclipse so we call multi value field we can also add additional folders so for instance in this particular case if we want to have this contract in our standard contract folder but also add it to the audit folder you'll see that we can do that hit the Save button you'll notice by adding the word ABC as a contract party field showed us some other common and DA documents that are related to it all right so once you're in the document in this particular case you can right click over here on the on the pages and the thumbnails on your right and you can see that we can reorder pages so the ability to move you know obviously I'm my own page of one I'm not going to be able to move that before page one so you can select you know how you want to move it around you can also delete pages kind of obvious burst content that allows you to burst pages out of the dock say he had you know a four page document and you incorrectly added a fifth page you want that fifth page to be its own document bursting the content item splitting document so if you had a four page document and you put your cursor on page three it would split it into two two-page documents okay so in this particular case I'm going to just execute that disclosing party search again just to show you here how it finds that information so you notice this closing party doesn't look anything in the content field so from the action menu I can then go to my show hits it'll highlight on the text layer essentially where it finds the word disclosing party so anything in the entire database can be searched by a keyword okay so some things you can do here from the Action menu you certainly have your approval so instead of creating a workflow you can simply hit the approve or request approval if I do request approval it's going to prompt me who I want to have approve it if I hit the notify it's going to send an email notification to that particular user so an email notification might look something like this here essentially there's a link when I hover over that that unique link will launch the browser and show that particular document that's how people approve remotely okay you have a lot of information that's simply gonna add access modified and created dates fun too much use for that so I'll move that we have the full audit trail tells you who what when and from what IP address and what did they change so it gives you a full kind of idea what's going on with it and you can see that we've added values and such there's actually 124 different auditing features you can change the assignee this is more applicable to the approvals which we'll get to with the AP invoice you can certainly zoom in on a document so zooming in or out that is also available with a right click zoom you have the ability to email and this is a good example of of an email so one you don't have to have a native app Outlook you'll notice here we have two buttons now open an Outlook and send if you want to put this into Outlook you get that button otherwise you'd send and it does it just bypasses that so people that have things like Gmail and non Outlook or desktop based mail systems I have three options for email you have a direct link so essentially get a link to the document and you have to log in and authenticate yourself to see that that link can be to a document or to a number of documents you have the ability to physically attach the documents either as a zip or as just a native attachment so if you want you know three PDFs so like that there you want your Word document so like that or if you want a mall zip together you can enable that both print and email include either an annotation and or redactions you'll notice I can't click on it because native doesn't support that overlay so once I click PDF or TIFF I can enable those functions option is an external user link and this is very much like a Dropbox link so for instance you want to send an external party that doesn't have to authenticate into eclipse but maybe the email size is too large to attach it as a PDF so in this case you can send a link to the document this will physically download it to the person's browser additionally you can apply a password this add additional functionality in terms of securing the document for HIPAA compliance or for other any compliance in terms of sending the email you have the modified security this allows us to modify the different security associated w th it the document will inherit the folder permissions but you can come in and simply add what user you want and what feature function they have the move to allows you to pick a folder on the page options again if you right-clicking the thumbnails you can initiate this otherwise you can ishi ate it from the action bar you'll notice thumbnails you can turn off so if I do that then the page options become more important I do like the thumbnail so I'm going to keep those thoughts okay so page options the ability to print similar you can print as a native PDF or TIFF and then again whether you want include certain things you also have the recognition am I going to get too much in this this is old and this will extract the OCR in that particular specific area and as you see here it actually put it in our contract party field there's gonna change low back mmm see me okay you got the full records management this is ideal certainly if you have litigations in situations where you have to lock and freeze the documents so that nobody can modify it anyway you can assign specific as part of your admin function you can set up the freezes and the unfreezes and the due dates which allow you to set off cutoff date essentially the retention day of that particular document so it's both for legal holds as well as the ability to retention scheduling req imaging is simply if you make a change to the document such as what we're going to do next with the versions will allow you to basically rekey the imaging so we'll convert the document I will check metadata do the OEC are etc save a copy just want to do that it allows me to download somebody use the native and you'll see it downloads that particular document in our browser it's kind of an export function okay and then you got skin so this is the only way if you want to add pages or insert or patents can you notice here I can append there insert I haven't selected main pages to replace but this is essentially how you would append or insert or replace pages within this for those that are already electronic where you're going to use as the merge function okay so from any results grid and we'll get to with with the searching you'll be able to apply the merge function okay due date this is again the ability to apply a an ad hoc workflow essentially a due date would then notify somebody and it would show up in your workflow queue that if it's a specific document is due and has expired etc and we can take action on it and you'll notice that will show up as an alert down here in the bottom left start page so if you have a 500 page document and you always want to open it to page 200 you would set the start page to 200 show document text this just shows the text layer of this document this is essentially how we do that keyword searching by default when you hit show hits it will automatically turn on the document text layer and then you can just page serve there's only one on one here but you could page through them using that function okay thumbnails you want on that versioning which I'm gonna go over next view native this just allows you to not have the PNG rendered web viewer they will essentially allow you to download the document here same same way as you saw it's kind of like a V save copy and this particular case you the benefit is we do have full Adobe Acrobat it would show up in here and you need to have all the functionality with full Adobe this is a global setting so when you have this checked everything will show in View natives and then you have your work flow so we went over some of this the ability to reassign this remove it or reset the workflow so if it didn't get good content searching I can reset the workflow do another convert to text or something like that now you do have your full annotation rights here so annotations you can apply you know please review so essentially what you do here is you select the item once and then you click once and hold down your left mouse button and draw a box and then it will prompt you for whatever you tonight whatever information you want to apply click on it and no y-you do change various colors and all the stuff is stuff here you can also fold this up and it'll read real one in itself yeah you know highlighting redactions labels you could draw boxes redactions again there's as a separate when you output either print or email or any of those functions it's going to ask do you want to output with annotations and/or redaction so you can choose or select that stamp annotations for text and then image annotation so this is that pif logo that we had put in earlier so you simply select it you'll notice that it gets highlighted in red and then click once and it will then apply if you select it and then hit the Delete key will delete that particular document okay so I'm just going to delete these items now one thing to note if you do use you know this here you can show or hide so this shows or hides those annotations alright so in this prettier case I want to actually make a change so we're going to do is our version control here so when I am under version I'm gonna hit the checkout button can put some comments here I'm gonna hit the okay but by doing that you're gonna see that it downloads that document I click on it's gonna open launch word with that document in it I'm gonna come in and make some changes here so I'm gonna come in like this to 2017 and [Music] put in the word Corp okay and so one of them done you're gonna notice when I go to the Eclipse so he knows before you see here we didn't have anything really in there but now that it knows that they checked out a document when I do check in it knows and it says complete okay so when I close that here it's going to automatically check in that particular document you can also manually do that through a manual check-in process here publish everybody can see version two essentially at that point in time now if you do you can promote a previous version so if you made a mistake and you want to promote version one to version two you can do that and you see you end up with version 3 which is essentially version one and all that gets recorded right within the history here all of that information okay alright so let's go back to our capture example that we did before with our AP workflow so we're going to go over here and this is our eighty invoice so a few things that I didn't want to mention you'll notice with this particular case as we did with the template and duck start legacy we are prompting a user for some information but before we do that we can also use a zone OCR feature functionally by clicking this content builder here you're gonna notice a third box that gets added mmm excuse me so you'll see here I'm gonna grab this and I'm going to draw a box around Acting Company and it's gonna automatically extract that information so one of the benefits of this is creating a zone template on the fly so the workflow engine can do this but for instance if you always have the same you know form and the data is in the same area you could set up you know essentially an OCR barcode template and then I hit OK here and you're going to notice that turns purple so every time this document comes in it's going to automatically apply that zone template to it so for instance that rekey imaging oh that you saw previously that would allow it to rios er that area if you did one two I'm gonna turn that off to turn it off you simply click on that button again it's gonna open up the dialog and I'm gonna be able to hit the delete button yes there and that clears it it's no longer on that so that is one feature okay so as you see in this particular case there's actually a workflow so I can type in actually a value here and this Pio number and what I do is when I do that I hit the submit button and it's going to populate the other fields so this is what we call a data link essentially it takes one unique variable and then goes out populates other information you know now you're also understanding here we have this line um this was that field group function that we had looked at before so this is where you can add multiple columns of data seek wanting one you can tap through here and then you can add additional rows as you see here you delete rows and add rows you can also add additional tables so if your GL coding you can add multiple tables here into a single document so anything that's tabular by nature transcripts APN voices packing lists you can essentially not only search this information but code it this data can also then go into align a business system okay so that is our line items or we call feel groups again you can come in here and change up these fields these columns as well alright so in this case you'll notice that it did find a matching P oh and they hit submit and this is actually gonna escalate for approval so you know it's a prove here so if I go to my work flow queue you see it's right under Brent so as Brent I'm gonna go in and I can actually apply my signature apply my signature here move it to where I'd like and simply hit the approve button and this will now only save the document but also apply that particular signature which is e-sign compliant okay so I'm done with that once I have those particular documents again if I want to search I want to look for Acme it's gonna find all those particular documents for me and the document right at the top you'll notice anything that has field groups line items you're gonna notice a little arrow here this just saw demonstrates and shows that wine item data that we were looking at previously okay now to select all the rows you select the top box here this selects all the rows so if I want to execute a merge I can select all these documents and merge them together into a single document that's one way of adding pages as well as the ability to export to CSV or view them off I hit view it's gonna give me one of six here and then I can page through each one so you don't have to open each one one at a time you can simply select them all or move all the way back to one or move all the way to six so that's what these buttons are here um we could also search by the PIO number in this particular case so I put in a Pio number and again retrieve that particular document again you have the Edit function so I can come in here and edit any of this information as I see fit or I can just not do that the export to CSV is a nice little feature if I do that it just downloads a nice little CSV file with a link to the document outside users that do have access you want to you know distribute reports or something like that that are non-graphical you'll notice here when they hover over click here to view will show me that particular document so I'm going to see the packing slip I just click here and it will allow me to see that particular document so it's basically a hyperlink to that particular document starts a totally new tab so I can see the invoice and all that and I can also see the packing slip that's all done through this little export to see it's V function alright I'm going to close that up so let's just go back to our grid grid control here and again from here you do also have the ability to print and batch and email so this is when he email prior you would only be able to email multiple documents as a zip now you can attach them as a native or PDF or TIFF and it doesn't have to be in a zip compartment so that's a few new features within the core product alright so you know that kind of concludes our demonstration today there's quite a few features that we want over the capture and indexing you do have the ability to now use the office the print and the Browse scan functions so we went over a few things again from the capture side if you do need some additional help with setting that up we can certainly do that for you so those are the capture steps indexing we saw the ability to use a data link and populate that information with our ap invoice we saw the ability to use the lasso OCR to grab the non-disclosure we also saw the content searching for the ability to retrieve all matching keywords within a document additionally we saw how we create and save searches again that's available here and the drop-down anything you configure you can configure in this area and can add and save that we didn't also go over all the editing output functions you'll notice the list control whether it's in our results list or you're in a specific document again your different actions are different based on what type of screen you're in okay we went over within the document view control so our related documents function as well as our line items for tabular data as well as our history for what occurred in the particular system so I appreciate everybody's time today and look forward to working with all of you and if you have any questions feel free to reach out to p if' professional services at six zero three six two two two one two two