Outback Imaging Pty Ltd.

Worksite Discovery Job Type,		01/12/2009

This job uses the EzeScan PRO, KFI, Upload and Discovery modules.
This job contains five invoices (from different suppliers). Worksite Discovery will look for four items of information on each invoice,
ABN Number, Invoice Number, Date and Total.
The ABN Number is validated against a database (text database) and the Supplier Name is returned from the Database (from the ABN Number)
The image will then be converted to PDF, and uploaded into Imanage.



COMPATIBILITY

EzeScan 4.2.63 (Build 808 and above)


INSTALLATION INSTRUCTIONS

Copy the file Discovery with ABN.tif from the scan original folder into the
C:\Program Files\Outback Imaging\EzeScan 4.2\Samples folder.

NOTE: If you are planning on scanning the image then open the Discovery with ABN.tif file and print it.
When scanning it is recommended to scan this job at 300 DPI.
If using a TWAIN scanner, press F6 and configure the Scan Tab settings for your scanner. 
If using a network scanner, press F6 and on the import tab change the input path to where
your device saves the images to. You could also select Enable Import Folder Processing so then there
will be no need to browse for the image. (Import folder will pickup images in the input folder automatically)


Load EzeScan

Select Admin, Settings Backup, Select Import
Click the ... button and browse to the Worksite Discovery.cfg file
Select "Import All Items Below"
Tick "Lookups" and "KFI Templates"
Click the import button
When Completed, click the close button
Press F6
Select "Worksite - Discovery Demo" from the Job Type drop down list
Click the Save button
When prompted click Yes output directory message
Click Close

Press F8. (or select Admin, Upload) Select "Worksite - Discovery Demo" from the dropdown list.

In the upload properties pane, Change the following to your server:

1) Server (you may need to confirm with your worksite administrator)
2) User
3) Password (It will most likely be your windows login and password)
4) In the Grid on the right there is a target field called Database. This is currently set
   to "Active" this value needs to be changed to your Worksite database.
5) In the Grid on the right there is a target field called Private Search Folder. 
   This is currently set to a private folder called "Discovery Scans".
   If you want the scans to upload into a different folder, name the folder accordingly when creating in worksite.

When completed, Click OK.

In Filesite/Desksite, create the folder where the scans will upload to:

1) Navigate to a workspace, right click and select New -> Document Folder.
	or navigate to Worksite Explorer -> My Folders and create a Document Folder.
2) Make sure that the folder is set to private.
3) Name the folder "Discovery Scans".

When completed, Click OK.

OPERATION INSTRUCTIONS 

1) Load the EzeScan Operator screen (F6) select "Worksite - Discovery Demo" from the drop down list
    and then Press the Import File Button. Select the Discovery with ABN.tif file. (Scan button if using TWAIN, Import Folder button if network scanner)

2) The image will load into the viewer, press the F4 button.
    EzeScan will now find the ABN Number, verify if it is correct.  (if you type in another ABN number and click next you will see the DB failure lookup error)
    If not either move the blue box to the correct area and click the A icon or type in the ABN Number in the KFI input panel.
    When complete, press the right icon or the enter button.

3) You will now be at the Supplier Name Field.
    This information will be returned from the database as it is looked up based on the ABN number.
    Verify if correct and then when complete, press the right icon or the enter button.

4) You will now be at the Invoice Number Field.
    EzeScan will now find the Invoice Number, verify if it is correct. 
    If not either move the blue box to the correct area and click the A icon or type in the Invoice Number in the KFI input panel.
    When complete, press the right icon or the enter button.

5) You will now be at the Invoice Date Field.
    EzeScan will now Find the Date, verify if it is correct. 
    If not either move the blue box to the correct area and click the A icon or type in the Date in the KFI input panel.
    When complete, press the right icon or the enter button.

6) You will now be at the Invoice Total Field.
    EzeScan will now Find the Amount, verify if it is correct. 
    If not either move the blue box to the correct area and click the A icon or type in the Amount in the KFI input panel.
    When complete, press the right icon or the Submit button.

The image will then get converted to PDF and upload to Worksite. (to the folder specified)

Steps 2 - 6 will need to be repeated for the next image until all images are completed in the batch.

_____________________________________________________
Appendix 1 - EzeScan FAQ 38

How do I stop Interwoven Worksite from reporting my document type as UNKNOWN? 


1. Worksite 8.0 

The following new section must be added to the end of the existing nrt.ini file (located in c:\windows or c:\winnt): 

[EzeScan]
.pdf=ACROBAT
.tif=TIFF 

2. Worksite 8.2 

The following new section must be added to the end of the existing nrt.ini file (located in c:\windows or c:\winnt):   

[EzeScan]
.pdf=PDF
.tif=TIF 

Note 1: The values PDF  or ACROBAT, TIF or TIFF must match the values that Worksite 8.X is using in it windows applications list.
The values are customisable in Worksite, so they may have different values to the samples shown above. 

