DMS ezView

The TRANSFLO® DMS ezView web server application allows you to retrieve images based on your search criteria and update data in your DMS image repository. TRANSFLO ezView retrieves images from the image repositories supported by the Transflo server, primarily the Transflo repository and optional Gauss repository. Images are typically stored for three (3) or more years.

 

To start TRANSFLO® ezView for initial use:

  1. Type the ezView URL in your browser address bar.

    Example:

    http://<WebServer>/TRANSFLO.ezView

    <WebServer> is the name of the web server that is hosting the ezView website.

    If you are already logged on to the web server, navigate to the pre-configured TRANSFLO ezView site at your organization.

    Result: The appearance of the Log On page is determined by your LDAP configuration:

    • If LDAP security mode is enabled to use Windows pass-through authentication, the Log On page is not necessary.

    • In non-LDAP security mode configurations, the Log On page appears. Enter your User Name and Password and click Log On.

  2. The Search page appears.

 

View a demonstration of these steps in one or more Transflo videos:

 

You can perform any of the following options for one or more selected documents:

 

  1. On the Document List tab, click the check box for each document that you want to combine into a single TIFF, PDF, or ZIP file.

  2. To select documents across search result pages, hold the Ctrl key down and do the following:

    1. Click any check boxes on the current page.

    2. Click the next page.

    3. Click any check boxes on that page.

    4. Repeat for the next page until you have selected all the necessary documents.

    Tip: If any file type is added to a set of selected documents that cannot be converted to a multi-page TIFF or PDF, the entire set of selected items is automatically attached as a compressed ZIP archive file.

  3. After making your selections, to save documents as a single multi-page TIFF or PDF file, or a ZIP archive folder with multiple compressed files, click the Save/Email/Print menu and choose one:

    • Selected documents as Multipage TIFF

    • Selected documents as Multipage PDF

    • Selected documents as ZIP

      Tip: The maximum file size is 10 MB. If you try to save a file that is larger than 10 MB, ezView notifies you that it cannot save the file.

  4. To print images:

    1. Click the check box for each document to be printed.

    2. Click the Save/Email/Print menu and choose Print selected documents.

To send documents as email attachments:

1. Select the check box for each document.

2. Select Email Selected documents from the Save/Email menu.

If you select the Single Pages button, each Document will be included in an attached ZIP file.

If the file formats are TIFF and/or PDF, and you select the One Multipage button, you can choose to combine the Documents in a single multipage TIFF or a single multipage PDF file by selecting either the TIFF or PDF button.

Note: If any file type is added to the selection that cannot be converted to a multipage TIFF or PDF, the entire selection will automatically be attached as an archive file (.zip).

To generate a link to the search results:

1. Make sure all check boxes are unchecked.

2. Select Generate search link from the Save/Email menu.

In a July 2023 enhancement to ezView [146532], you can now show or hide the image panel when using a search link.

To email a link to the search results:

1. Make sure all check boxes are unchecked.

2. Select Email search link from the Save/Email menu.

To select the check boxes for all of the visible Documents:

  1. Choose Select All from the Select menu.

  2. To clear the Selected check boxes for all of the visible Documents, choose Deselect All from the Select menu.

  3. To hide the Documents that were not selected, choose Show Selected Only from the Select menu.

 

View a demonstration of these steps in one or more Transflo videos:

You can search for qualified content stored in the system repository. Searches are triggered by selecting a document class and entering search criteria.

You can view the images and data of the search results in a list. You can rotate the images and change field data as configured by your system administrator.

To perform a live search for documents in your imaging system:

1. Log in to ezView.

2. Select a Document Class from the Select Document Class drop-down.

3. The search criteria displays below the selected Document Class.

In the Date Range area, click in the first field (from).

4. A three-month calendar pops up.

Select a from date from the calendar pop-up.

You can change the months displayed by selecting a different month and year from the respective drop downs.

5. Repeat these steps for the to date (second field in the Date Range group.)

6. In the Selected DocClass Fields area, enter search criteria in the text entry fields.

You can use the * wild card for multiple characters and the ? wild card for a single character.

7. From the Max Rows drop-down, select the maximum number of Documents you want to retrieve.

8. Click one of the Search buttons.

The search results display in the Document List tab in the Results panel.

9. Once you have search results, you can collapse or expand the Search panel using the Expand/Collapse control, on the right edge of the Search panel.

 

View a demonstration of these steps in one or more Transflo videos:

You can view the results of your search in a table or thumbnail format.

Document List Tab

The Document List tab provides a means to view the search results data in a table format.

To view a Document in a separate browser tab/window, click the View button in the corresponding row.

Note: The ezView application will only support one query at a time. Each query will open a new tab, but only the last query will be saved in memory.

This means if you have open windows from a previous query and you perform a new query, the open windows will each display an error message and a button to close the window.

Navigation Bar

By default, the Document List shows ten rows on a page. The navigation bar allows you to view different pages of results or all of the results (not recommended for best performance).

Click the button to view the previous page, the button to view the next page, or the All button to view all of the results on one page.

Click a page number link to navigate to a specific page of results.

Click the drop-down arrow next to Page rows, to change the number of rows displayed.

Sort the Document List

You can sort the Document List by the values in a column. To sort the list in ascending order, click the column header once. The column header has an up arrow indicating the list is sorted ascending, by the values in the column.

To sort the list in descending order by the column, click the column header a second time. A down arrow appears in the column header, indicating the list is sorted descending by the values in the column.

Re-order Columns

To change the order of the columns, drag the column headers to the desired position. The white arrow icons will indicate where the column will be placed. The columns will remain in the same order, after the user closes ezView.

 

If your administrator has configured individual fields as editable, you can edit and save field values.

To edit field values:

  1. Perform a search.

  2. In your search results in the right panel, click in the cell you want to edit.

  3. Enter the new value.

  4. Values that you change are highlighted in green.

  5. When done, choose one:

    • To save your changes, click Save Changes.

    • To undo your changes and revert back to the previous values, click Cancel Changes.

Thumbnails Tab

The Thumbnails tab displays small images of the documents returned by searches.

  • Only the documents currently visible in the Document List appear as thumbnail images.

  • The data for each document appears below its thumbnail.

To view all thumbnails:

  1. Click the Document List tab.

  2. On the navigation bar, click the All button.

  3. Click the Thumbnails tab.

 

View a demonstration of these steps in one or more Transflo videos:

In Transflo DMS ezView, you can view the image of a document in your web browser.

  1. On the Document List tab, click the View button in a row.

  2. (Optional) You can also click the image on the Thumbnails tab.

  3. Depending on your web browser settings, the document appears in a new browser window or tab.

  4. Under the Preview Options tool bar, a line shows which document in the search results you are viewing. The internal document name also appears in parentheses.

    The naming convention is the Index Fields and Document Type, separated by underscores, and suffixed with the Document ID.

  5. The Preview Options tool bar in the top left corner provides the following features:

Button Description

Go to first

Opens the first image in the group of images you are viewing.

Go to previous

Opens the previous image in the group of images you are viewing.

Go to next

Opens the next image in the group of images you are viewing.

Go to last

Opens the last image in the group of images you are viewing.

Fit to width

Re-sizes the image so that the entire width fills the browser window. This is the default size.

Fit to height

Re-sizes the image so that the entire height fills the browser window.

Actual size

Re-sizes the image to its actual size.

Rotate Counter- Clockwise

Rotates the image counter-clockwise 90 degrees and saves the new image orientation. This icon is visible only if you are using the TRANSFLO® Repository. It is not available for the Gauss Repository.

Rotate Clockwise

Rotates the image clockwise 90 degrees, and saves the new image orientation. This icon is visible only if you are using the TRANSFLO® Repository. It is not available for the Gauss Repository.

Note: If the file you attempt to preview is not an image file, an icon appears in the Image Preview window. If you click on the icon, the browser will open the file, if the browser add-on for that file is installed. If there is a default program for the file type installed on your computer, the default program will open the file. If there is no program installed to open the file on your computer, the Windows® Open with window will open, giving you an opportunity to navigate to a local application to use or download the program from the internet or an app from the app store.

Image Panel

You can preview a document in the image pane on the right side of the screen.

  1. Click the Enable Image Panel link.

  2. The document image preview appears.

  3. To zoom in, hover your mouse over the preview image.

  4. To rotate the preview image counter-clockwise 90 degrees, click the Rotate image left button.

  5. To rotate the preview image clockwise 90 degrees, click the Rotate image right button.

  6. To close the image preview pane and return to list view, click Hide Image Panel.

 

Document ID Line

Under the tool bar there is a line that shows which Document in the search results you are viewing.

The internal Document name is also displayed in parenthesis.

The naming convention is the Index Fields and Document Type separated by underscores and suffixed with the Document ID.


 

View a demonstration of these steps in one or more Transflo videos: