halfile 2.2 new application features session i. i’m saving trees by using halfile document...

halFILE 2.2New Application Features

Session I

I’m saving trees

By using halFILE Document Manager!!

Version 2.1 Status

• 118 companies have been updated

• 20 more are scheduled for next 2 months

• Others will be scheduled upon request or need

Version 2.2

• Much simpler to upgrade

• Program replacement and minor table changes only

Search Features

• Option to show matching data on search hit list• Option to show all multi-entry data on the

search hit list• Reference document are shown next to original

document and are marked and color-identified• Append searches are identified by “Search #”

row• Cross name search identified by “Search #”

row

Hit List Features:

Search Features

• Cached pop-up lists for large tables such as Subdivisions

User Features:

Search Features

• Schema.ini created for better report generation

• Option to print brief report of Hit List Information only

Reporting Features:

Search Features

• Tools-Options menu

• Transaction logging of searches and updates

Administrative Features:

Index Features

• Added ability to index a selected document in a basket from Basket Status menu

• Identified “No Image” baskets to prevent a basket from holding image documents and non-image documents

• Supports new feature where baskets can be assigned to a user

• Support Copy from Search module and Paste to Index Base Edit fields

• Show Lot/Block comments on Base Edit form

User Features:

Index Features

• Tools-Options menu

• Transaction logging of searches and updates

Administrative Features:

Basket Status Features

• View-Statistics menu to show summary of documents in basket

• View-Refresh menu to reload basket

• Transaction logging of deleted or transferred documents

Administrative Features:

Basket Status Features

• File-Transfer menu to move all or selected document to another basket

• Index a selected document using the Index button

• Edit-Select menu to highlight documents status

User Features:

halFILE Administrator

• Tools-Options menu is available to configure options that previously required editing an .ini file

• “halFILE Update Service” is being introduced

Set up Features:

halFILE Administrator

• One-time registration process via the Internet

• Everyone needs to be out of system• One PC performs the update. Other station

get updated when halFILE is launched• Requires high speed connection

(DSL/Cable)

halFILE Update Service:

halFILE Administrator

• File-Baskets provides ability to assign a user to a basket

• File-Database includes new Review Layout button

Control Features:

halFILE Administrator

User feature settings menus to apply settings to all users or to all databases for a user

Security Features:

halFILE Manager

• Improved licensing control on Terminal Services

• Shows only baskets assigned to the user plus baskets that any user can access

TWAIN Scan Module

• Prompt when clicking DONE button to prevent inadvertent stapling of all images to one document.

• Support for UNC basket paths.

• If .tmp files found in folder, user is asked if they wish to import them.

Kofax Scan Module

Prompt when clicking DONE button to prevent inadvertent stapling of all images to one document

Auto Archive Features

• Added all basket option

• Support for database level as part of folder

Send to halFILE Icon

New menu selections added for easier navigation between search and index modules

Questions?

There's no such thing asa bad hug, only good onesand great ones