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Quick Start Guide for the

C.K. Solution Document Management System

(CKS.DMS)

Add-on for SAP Business One

Version Date

2.3 13.12.2012

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1. Archiving of scanned documents Scanned documents can be archived in two ways: firstly, from the relevant document or

master data sheet, and secondly from the archive.

You have to select an existing document before archiving can occur. A right-click will show

you an overview of all CKS.DMS document functionalities. The archiving process is started

using the “Scan and Archive” function. If several scanners are installed, the following dialog

box is displayed:

The scanned document is added to the archive when you click “OK”. Optical character

recognition (OCR) then occurs and thumbnails are created in the background so that the

document can be found again quickly. You can find the exact OCR results in the revisions

window.

2. Archiving selected files Archiving of files works in the same way as archiving scanned documents. When archiving

files you simply select a file in step five instead of a document.

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3. CKS.DMS archive You can access the CKS.DMS archive by a right-click in the document or you can access it

directly from the master data sheet of the business partner. If you go via the business

partner, an overview of all archived documents is displayed.

4. Revisions The revisions show you which version of the current document exists. In addition, there is an

overview of terms found by OCR. The revisions window is opened using the orange “Archive

Date” arrow in the CKS.DMS archive screen.

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5. Mass scan The mass scan formula is for automatic document processing. If a document is scanned with

the mass scan formula, barcode recognition occurs automatically and it is assigned to the

corresponding document or master data file. In addition, many different documents can be

scanned which therefore makes early/late archiving possible.

Tip: Automatic creation of barcodes for documents in Coresuite is via CKS.DMS -> Settings -

> Wizard screen.

6. Automatic archiving via folders Choose the main menu path CKS.DMS -> “Auto. Archiving path” to load up the current

window in which files are to be stored. You can also create a link to the desktop.

7. Searching the archive There are two search functions:

1) The standard search via CKS.DMS -> “Search”.

2) If the full text search has been installed on the MS SQL server, this is integrated into

the standard SAP search screen and you can start it using the “Search” button.

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The standard SAP results screen is displayed for both search algorithms.