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PaperVision EnterpriseUser GuideVersion 85.0

Information in this document is subject to change without notice and does not represent a commitmenton the part of Digitech Systems, LLC. The software described in this document is furnished under alicense agreement or nondisclosure agreement. The software may be used or copied only in accordancewith the terms of the agreement. It is against the law to copy the software on any medium except asspecifically allowed in the license or nondisclosure agreement. No part of this manual may bereproduced or transmitted in any form or by any means, electronic or mechanical, includingphotocopying and recording, for any purpose without the express written permission of DigitechSystems, LLC.Copyright 1997–2019 Digitech Systems, LLC All rights reserved.Printed in the United States of America.PaperVision, the PaperVision logomark and ImageSilo are registered trademarks of Digitech Systems,LLC.PaperFlow is a trademark of Digitech Systems, LLC.Microsoft, Windows, SQL Server, Access, and .NET Framework are either registered trademarks ortrademarks of Microsoft Corporation in the United States and/or other countries.All other trademarks and registered trademarks are the property of their respective owners. TheMicrosoft Office User Interface is subject to protection under U.S. and international intellectual propertylaws and is used by Digitech Systems, LLC under license from Microsoft.PaperVision Enterprise contains text search technology provided under license by dtSearch . All rightsreserved.PaperVision Enterprise contains technology under license from Autonomy, Inc. All rights reserved.PaperVision Enterprise contains portions of imaging code owned and copyrighted by Pegasus ImagingCorporation, DBA Accusoft Pegasus, Tampa, FL. All rights reserved.PaperVision Enterprise contains portions of code owned and copyrighted by Aspose Pty Ltd. All rightsreserved.Digitech Systems, LLC8400 E. Crescent Parkway, Suite 500Greenwood Village, CO 80111Phone (303) 493-6900Toll Free (866) 374-3569www.digitechsystems.com

CONTENTSCHAPTER 1 IntroductionWelcomeKey Product FeaturesSystem RequirementsTerms You Should KnowEntityEntity IDProjectData GroupIndex ValuesDetail SetsDocumentsGet Product Support121213141414141515151516CHAPTER 2 Get StartedLog InTo log inOptional Pre-Login ParametersTo go to a specific project ID when you log inTo log in to a specific entity when you log inTo automatically log in from the Address barLog OutTo log outMain Window OverviewTo configure a pane on the main windowSelect a Document ViewerAvailable ProjectsTo access projects18181919191919192022232424CHAPTER 3 FoldersFolder TasksTo create a new folderTo edit an existing folderTo copy document shortcuts from a document list and then paste them into a folderTo delete documents and document shortcuts2626262727CHAPTER 4 DocumentsSearch Pane OverviewTo open the Search paneSearch for DocumentsTo search for documentsIndex Field SearchesTo set index field search criteriaSystem Field SearchesTo set index field search criteriaProject Search OptionsTo set project search optionsFull-Text SearchesBoolean Full-Text SearchesTo set Boolean full-text search properties30303333333335353737373838

Natural Language Full-Text SearchesTo set natural language full-text search propertiesDocument ListsDocument List OverviewGroup, Sort, and Filter Document ListsTo group list itemsTo filter list itemsTo sort list itemsDocument List OptionsTo expand documentsTo select all documentsTo remove or apply detail set grouping for documentsTo perform in-line editing on documentsTo refresh the document listView DocumentsTo view a document list itemUpload DocumentsTo add a document to a projectScan DocumentsTo scan documentsSave DocumentsTo save documentsEmail DocumentsTo send documents using a MAPI-compliant email applicationPrint DocumentsTo print documentsAdd Documents to a ListTo add documents to a listTo delete a listExport Document List ItemsTo export document list itemsPrint Document ListTo print a document listEdit Document Index ValuesTo alter document index valuesDelete DocumentsTo delete documentsApply or Remove Document SecurityTo apply document securityTo remove document securityApply or Remove Document Retention LocksTo apply or edit a document retention lockTo remove a document retention lockApply or Remove Document Destruction DatesTo apply or edit a document destruction dateTo remove a document destruction dateRebuild Full-Text DataTo rebuild full-text dataDocument TypesEnhanced AuditingTo specify the values in the Enhanced Auditing dialog boxSupported File Formats for Full-Text 58595959606060CHAPTER 5 PaperVision ViewerPaperVision Viewer OverviewTo open the PaperVision ViewerCustomize the WorkspaceIV Contents626263

Set Pane OptionsTo specify which panes appearTo remove and apply Auto HideTo float panesTo dock floating panesTo size panesTo reset panes to their default settingsSet Document ViewTo set the document viewRotation and Scale OptionsTo set document view optionsTo zoom the viewMinimize and Maximize the RibbonTo minimize and maximize the ribbonCustomize the Quick Access ToolbarTo customize the Quick Access ToolbarModify Index ValuesTo modify index valuesFull-Text OptionsTo view full-text dataTo search the full-text dataTo view the full-text search resultsThumbnail OptionsTo view thumbnailsTo cut and paste pagesTo copy and paste pagesTo delete pagesTo move pagesTextual Notes OptionsTo add a textual note to a documentTo view textual notesTo print textual notesDocument Signature OptionsTo add a signature to a documentTo view a document signatureTo print a document signatureScan DocumentsTo scan documentsSelect Scanner and Set Scanner PropertiesTo select a scannerTo set scanner propertiesPrint DocumentsTo print a documentAdd DocumentsTo add a documentOpen Documents in Native ApplicationsTo open a documentEmail DocumentsTo send documents using a MAPI-compliant email applicationTo send documents using the automation serviceSave Documents AsTo save documentsNavigate Documents and PagesTo use document navigation commandsTo use page navigation commandsSet Rotation and Scale 8797980818183838383Contents V

To set document view optionsTo zoom the viewView and Edit AnnotationsTo show or hide annotationsTo open the annotation toolsTo add annotations to documentsTo set annotation optionsTo cut, copy, delete, or paste annotationsTo add, edit, or delete a custom annotationWorkflow OptionsManage Pending DocumentsTo open the Pending Documents ViewTo add index valuesTo upload documentsTo remove a document from the Pending Documents ViewTo use document navigation commandsTo use page navigation commandsTo set document view optionsTo zoom the viewFull-Text Search ResultsTo view the full-text search resultsVersion Control OptionsTo view the current check out status of a documentTo refresh the current documentTo check out a documentTo modify an image-based documentTo undo a document check outTo check in a documentTo view the revision history of a documentTo roll back a document to an earlier versionTo restore a document from the Recycle BinShare DocumentsTo share a documentDuplicate DocumentsTo create a duplicate documentView Associated DocumentsTo view associated documentsSecurity Audit OptionsTo generate a Security Audit ReportTo print a Security Audit ReportTo search the Security Audit ReportTo export a Security Audit ReportApply or Remove Document Retention LocksTo apply or edit a document retention lockTo remove a document retention lockApply or Remove Document Destruction DatesTo apply or edit a document destruction dateTo remove a document destruction dateView Source File InformationTo view source file informationSettings OverviewTo access settingsSpecify General SettingsTo specify general settingsSpecify Display SettingsTo specify display settingsVI 0100100101101101101102102103103

Specify Keyboard Shortcuts (Hot Keys)To customize keyboard shortcuts (hot keys)To restore all keyboard shortcuts (hot keys) to the default valuesSpecify Printing SettingsTo specify printing settingsSpecify Workflow SettingsSpecify Scanning SettingsTo specify scanning settingsSpecify Annotation SettingsTo specify annotation settingsSpecify Signature SettingsTo specify signature optionsGeneral DisclosureTo make a general disclosureDelete, Insert, Scan, and Move PagesTo check out an image-based documentTo delete pages from an image-based documentTo insert pages into an image-based documentTo scan pages into an image-based documentTo move pages in an image-based documentAdditional PaperVision Viewer OptionsTo improve the quality of an image in the PaperVision ViewerPaperVision Viewer Keyboard ShortcutsSupported File Types in the PaperVision 9109109109110110110110111112CHAPTER 6 Browser-Based ViewerBrowser-Based Viewer OverviewTo open the Browser-Based ViewerPrint DocumentsTo print a documentUpload DocumentsTo upload a documentOpen Documents in Native ApplicationsTo open a document in its native applicationNavigate Documents and PagesTo use document navigation commandsTo use page navigation commandsTo use item navigation commandsSet Document View OptionsTo set document view optionsTo zoom the viewVersion Control OptionsTo view the current check out status of a documentTo check out a documentTo undo a document check outTo check in a documentTo view the revision history of a documentTo roll back a document to an earlier versionTo restore a document from the Recycle BinAlter Document Index ValuesTo alter document index valuesEmail DocumentsTo email a documentDuplicate DocumentsTo create a duplicate documentShare ontents VII

To share a documentView Associated DocumentsTo view associated documentsView Source File InformationTo view source file informationFull-Text OptionsTo view the full text data for a documentTo view the full-text search results for a documentTextual Note OptionsTo add a textual note to a documentTo view a textual noteTo print a textual noteShow and Hide AnnotationsTo show and hide annotationsWorkflow OptionsDocument Signature OptionsTo view a document signatureTo print signature informationTo apply a document signatureDocument-Rendering OptionsTo set rendering options for documentsDocument Font OptionsTo set font options for textual documentsSupported File Types in the Browser-Based 3133133133134134135135135136CHAPTER 7 Worksteps Waiting/OwnedBasic WorkFlow OverviewWorkFlow Terms You Should KnowWorkflow DefinitionWorkflow or Workflow InstancePre-ConditionsWorkstep DefinitionWorkstep or Workstep InstanceTasksWorkstep ParticipantsWorkstep TransitionPost ConditionsWorkstep Owned/UnownedWorksteps Waiting/Owned OverviewTo group workstep instancesTo filter workstep instancesTo sort workstep instancesWorkFlow OptionsTo create a workflow instanceTo view the workflow status of a documentTake Ownership of Workstep InstancesTo take ownership of a workstep instanceComplete a Workstep TaskTo complete a workstep taskModify WorkFlow SettingsTo modify the WorkFlow 147147147147148148148148148150150CHAPTER 8 Global SearchesGlobal Search TasksTo view global searchesTo add a global searchVIII Contents154154154