Get Started with DMS Capture

The menu bar provides a way to access all of the functions available in the TRANSFLO® Capture window. Most of the functions available in the menu bar can also be performed by clicking buttons in the interface. To access an option from the menu bar, click a menu heading and then choose a menu item below it.

The table below lists the options available in each of the menus, along with a description of each menu item.

Menu	Option	Description
File	Close Current Batch	Closes the batch currently displayed in the TRANSFLO® Capture window, but leaves the window open. If the batch has been partially processed, the changes will be submitted, but the batch will be retained in the Queue.
File	Process All New Batches	Opens the oldest batch awaiting processing in the Queue to which you are assigned. If multiple Queues are assigned to you, the currently selected Queue is used.
File	Auto Process All New Batches	Opens the oldest batch awaiting processing in the Queue to which you are assigned, and begins indexing all Batches automatically using the settings that have been configured in TRANSFLO® Administration Tool.
File	Process Specific Batch	Opens the Batch List window where you can select a batch to process. See Selecting a Specific Batch for Indexing, for information on the Batch List window.
File	Send To	Opens the Mail Recipient sub-menu. Click Mail Recipient to open a new outgoing message, in your default e-mail program. The message is empty ready for you to draft your message and includes the current document image as an attachment.
File	Get Document	Opens a window where you can select a TIF, JPG or any other image file type to import into the current batch. All other file types can be imported and stored in their native file format.
File	Print	Prints the currently displayed image to the default printer. If your Administrator has enabled the Use Printer Dialog option, the printer dialog box will appear first, instead of directly printing the image.
File	Exit	Closes the Capture application. A message box appears stating that the batch has not been completed and asking if you wish to exit. If you click Yes, any changes made to the batch will be saved and Capture will exit. If you click No, Capture will remain open.
Tools	Query	If your Administrator has enabled the Index Validation function, the Manual Query window appears. If Index Validation has not been enabled, the Query option cannot be selected.
Tools	Display Processing Options	Opens the Capture Startup Options dialog box, from which you can select options that determine the default queue and batch processing type for this Capture session.
Tools	Display Login Options	Opens the Login Options dialog box, which allows you to set the default authentication type to use when logging into Capture. If the desired authentication type is either None or NT Pass Thru, you can also select to bypass the Login dialog box in the future. See Configuring Future Login Options for more information.
Queues	<queue_names>	This menu displays a list of all queues that your Administrator has made available to you. A check mark is displayed next to the currently selected queue.
Document	Thumbnails > Show Thumbnails	Displays thumbnail images in the Image Preview.
Document	Thumbnails > Open Image Viewer	Opens the currently selected thumbnail image in the Image Viewer dialog box
Document	Rotate 90° Left	Rotates the currently displayed image 90° to the left.
Document	Rotate 90° Right	Rotates the currently displayed image 90° to the right.
Document	Rotate 180°	Rotates the currently displayed image 180°.
Document	Fit to Width	Re-sizes the currently displayed image so that it fits just inside the image display area horizontally.
Document	Fit to Height	Re-sizes the currently displayed image so that it fits just inside the image display area vertically.
Document	Fit to Page	Re-sizes the currently displayed image so that it fits entirely within the image display area.
Document	Zoom In	Enlarges the image view by 10% within the display area.
Document	Zoom Out	Shrinks the image view by 10% within the display area.
Document	Previous Document	Displays the previous document image in the batch, even if the previous document was rejected.
Document	Next Document	Displays the next document image in the batch.
Help	Help Contents	Opens Capture online help.
Help	Search	Opens the search window for Capture online help.
Help	About TRANSFLO® Capture	Opens a window displaying information about Capture.

The toolbar provides a simple way to perform a number of tasks within the TRANSFLO® Capture interface.

The functions provided by toolbar buttons include re-sizing, re-orienting, and zooming in on the displayed document image; skipping backwards or ahead to other document images in the batch; opening the Manual Query window; and printing or emailing the currently displayed document image.

In addition to the buttons shown above, the toolbar also displays the identification number of the current batch, the current User ID, as well as the Queue that is currently selected.

The table below contains the names and images of the buttons found on the TRANSFLO® Capture toolbar, along with a description of each button.

Button	Description
Fit to Width	Re-sizes the currently displayed image so that it fits just inside the image display area horizontally.
Fit to Height	Re-sizes the currently displayed image so that it fits just inside the image display area vertically.
Fit to Page	R-esizes the currently displayed image so that it fits entirely within the image display area.
Rotate 180°	Rotates the currently displayed image 180°.
Rotate 90° Left	Rotates the currently displayed image 90° to the left.

Button	Description
Rotate 90° Right	Rotates the currently displayed image 90° to the right.
Previous Document	Displays the previous document image in the batch, even if the previous document was rejected.
Next Document	Displays the next document image in the batch.
Query	If a host script was configured on a query action, the Manual Query window appears. If a host script has not been enabled, a message appears stating that the Manual Query window cannot be activated.
Print	Prints the currently displayed image to the default printer. If your Administrator has enabled the Use Printer Dialog option, the printer dialog box will appear first, instead of directly printing the image.
Send To	Opens a new outgoing message in your e-mail program. The message will be blank and will have the current document image attached.
Zoom Upper Left	Enlarges the upper-left portion of the current document image in the viewing area.
Zoom Upper Right	Enlarges the upper-right portion of the current document image in the viewing area.
Zoom	Enlarges the view of the current document image by 10% within the display area.
Zoom Lower Left	Enlarges the lower-left portion of the current document image in the viewing area.
Zoom Lower Right	Enlarges the lower-left portion of the current document image in the viewing area.
Image Preview	Displays or hides the Image Preview area, depending on the current state of the area.
Open With	Opens the Document with the external application registered in Windows® for the file type.

The Data Entry area is used to assign values, to the displayed document image.

Values are entered by typing them in the text boxes provided.

Certain text boxes are required to contain a value, before the document image can be accepted for processing.

These text boxes are denoted with a red asterisk, as seen with the Order Number, Tractor Number, and Driver Code boxes in the image below.

For some text boxes, entering a value may not be possible.

This occurs if your Capture Administrator has prevented certain text boxes from being editable.

This, too, can be seen with the Batch ID box in the image below.

Typically, if a text box is made non-editable, its value is imported from another application.

To complete the Data Entry area, you should review the document image and type the appropriate values in the text boxes provided.

Note: Some text boxes likely will be configured to accept only certain values.

For more information, ask your TRANSFLO® System Administrator if input masks are being used for any fields, and if so, what are the required input formats for those fields.

The Document Type area is used to select the document type that applies to the current document image.

The list of document types presented varies and is configured by your Capture Administrator.

The document image area displays the current document being indexed.

To make the image more readable, it can be manipulated via the controls provided for changing its displayed size and orientation.

If the size of the document image exceeds that of the display area, horizontal and vertical scroll bars appear as needed, so that you can move the displayed area of the document up and down and side to side.

If the Document is not a TIFF image, Capture will try to preview the Document within the document image area.

Not all files can be open this way.

If a file cannot be opened in the document image area, Capture will display a button in the document image area that you can click, to launch an external application that will open the file.

The Image Preview area provides an at-a-glance view of all of the document images, in the current batch.

The documents are shown as thumbnail images and are displayed from top to bottom, in the order in which they appear in the batch.

Any image in the preview area can quickly be displayed in the Image Viewer dialog box, by double-clicking its thumbnail.

If the file is not an image, the Image Preview will either display the Windows icon for the file type or the file extension, for unknown file types.

The thumbnail caption indicates whether the image was indexed or not.

If it was accepted, the Document Type and the word Accepted are displayed in the thumbnail caption.

Rejected and Passed documents also are indicated with a thumbnail caption.

Note: If you open a large batch, it may take a few seconds to load the Document thumbnails in the ImagePreview area. If this happens, you will see Loading... displayed in the Image Preview area.

Change Display Modes

The manner in which the Image Preview area is displayed can be changed based on your preferences.

The area can either be fixed to the right edge of the window, so that it is constantly visible (Display Thumbnails mode), or it can be made to hide itself when it is not being used (AutoHide mode).

If the Image Preview area is in Display Thumbnails mode, it can be put into AutoHide mode by clicking the button.

The Image Preview area then slides to the right and disappears, to be represented by the Image Preview tab.

To view the area while it is in Auto Hide mode, position the mouse pointer over the Image Preview tab.

The Image Preview area reappears and can be used just as if it were in Display Thumbnails mode.

When you are finished using the Image Preview area, simply drag the mouse pointer off of the area, and it will disappear again.

To put the Image Preview area back into Display Thumbnails mode, position the mouse pointer over the Image Preview tab.

When the Image Preview area reappears, click the button.

From either display mode, the Image Preview area feature can be turned off by clicking the button.

To activate the feature again, click the button on the toolbar.

Navigate Inside the Image Preview Area

At the bottom of the Image Preview area is a set of buttons that are used to maneuver forward or backward, through the image thumbnails in the preview area.

The table below displays the navigation buttons used to move through the thumbnails in the Image Preview area and describes the action performed, by clicking each button.

Button	Description
First Image	Jumps to the beginning of the series of document images.
Previous 5 Images	The preview area displays the previous five images in the batch.
Previous Image	The preview area displays the previous image in the batch.
Next Image	The preview area displays the next image in the batch.
Next 5 Images	The preview area displays the next five images in the batch.
Last Image	The preview area displays the final image in the batch.

To move the document currently selected in the Image Preview area to the first un-indexed location in the list, click the Make Current button.

Make Current can be disabled by your System Administrator.

To read any comments that have been entered for the selected document image, click the View Comments button.

If no comments exist for an image, the View Comments button is not available.

The action buttons at the bottom left corner of the TRANSFLO® Capture window are used to process each document image in a batch. The action button area contains a message indicating the current index status of the document image.

The table below displays the action buttons and describes the action performed when you click each button:

Button	Description
	Accepts the entered values and indexes the current document image with those values. This button is available, only if a document type was selected in the Document Type area and all required fields are populated.
	Used for document images that were previously indexed. Accepts the entered values and indexes the current document image, creating a new copy of the document record with a new identification number. This button is available only if your Capture Administrator has enabled it, a document type was selected in the Document Type area, and all required fields are populated.
	Passes the document image, so that it can be indexed at a future date. A dialog box appears prompting you to confirm that you wish to pass the document image; this dialog box also includes the ability to clear any values that were entered for the document image. Upon confirming that you wish to pass the document image, you can enter a note (up to 256 characters) explaining the reason for passing the image. This button is available only if your Capture Administrator has enabled it.
	Rejects the image, meaning that the batch cannot be processed as-is. The document should be re-scanned and indexed. This button is available only if your Capture Administrator has enabled it.
	Submits the batch after the batch has been reviewed. This button is available only if your Capture Administrator has enabled it for the current Queue.
	Opens the Multiple pop-up. Allows you to enter more than one value for an Index Field. Each value in the pop-up will generate a copy of the existing Document with Index field populated from the pop up. This button is available, only if your Capture Administrator has enabled it.

The status bar appears at the bottom of the TRANSFLO® Capture window and provides information, about the currently displayed document image.

The status bar is divided into three sections:

• The first section indicates which document image you are viewing, out of the total number of document images in the batch.

• The second section indicates the number of Accepted, Passed, Rejected, and remaining document images in the batch, as well as the number of document images remaining to be processed.

• The third section displays any comments that were attached to a Passed Document.