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aivika v10.1.0 Manuals & Guides

UserGuide aivika Capture

aivika Capture Pro Version 10 P a g e | 1 Table of Contents 1. Installation / Uninstallation .......................................................................................................................................4 1.1. Install aivika .........................................................................................................................................................4 1.2. Uninstall aivika ....................................................................................................................................................5 2. Licensing ......................................................................................................................................................................5 2.1. Activating aivika License to Use ScannerVision Server ......................................................................................6 2.2. Activating aivika Standalone License ..................................................................................................................6 2.3. Activating aivika Concurrent License ..................................................................................................................7 3. aivika Main Interface ..................................................................................................................................................7 3.1. Toolbar .................................................................................................................................................................8 3.1.1. Configure.......................................................................................................................................................9 3.1.2. Open ..............................................................................................................................................................9 3.1.3. Scan ...............................................................................................................................................................9 3.1.4. Camera ..........................................................................................................................................................9 3.1.5. Clear ..............................................................................................................................................................9 3.1.6. Profile ..........................................................................................................................................................10 3.2. Documents Panel ...............................................................................................................................................10 3.3. Thumbnails Panel ..............................................................................................................................................10 3.4. Composition Panel.............................................................................................................................................11 3.4.1. Composition Toolbar ..................................................................................................................................11 3.4.1.1. Save ......................................................................................................................................................11 3.4.1.2. Split ......................................................................................................................................................12 3.4.1.3. Insert Blank Page .................................................................................................................................12 3.4.1.4. Delete Blank Page ................................................................................................................................12 3.4.1.5. Rotate Clockwise .................................................................................................................................13 3.4.1.6. Rotate Counterclockwise ....................................................................................................................13 3.4.1.7. Flip ........................................................................................................................................................13 3.4.1.8. Delete Pages ........................................................................................................................................14 3.4.1.9. Undo ....................................................................................................................................................14 3.4.1.10. Clear ...................................................................................................................................................14 3.4.1.11. Crop ....................................................................................................................................................15 3.4.2. Image Processing Toolbar ..........................................................................................................................15 3.4.2.1. Binarization ..........................................................................................................................................16 3.4.2.2. Orientation ..........................................................................................................................................16 3.4.2.3. Deskew.................................................................................................................................................17 3.4.2.4. Denoise ................................................................................................................................................17

aivika Capture Pro Version 10 P a g e | 2 3.4.2.5. Smoothing ............................................................................................................................................18 3.4.2.6. Invert text ............................................................................................................................................18 3.4.2.7. Dot Removal ........................................................................................................................................19 3.4.2.8. Line Removal .......................................................................................................................................19 3.5. Preview Panel ....................................................................................................................................................20 3.5.1. Document Redaction Toolbar ....................................................................................................................20 3.5.1.1. Select ....................................................................................................................................................20 3.5.1.2. Mask .....................................................................................................................................................21 3.5.1.3. Highlight ...............................................................................................................................................21 3.5.1.4. Annotation ...........................................................................................................................................22 3.5.1.5. Signature, Initials and Stamp ..............................................................................................................23 3.5.1.6. Delete ...................................................................................................................................................24 3.5.2. Compare ......................................................................................................................................................24 3.5.3. Zoom ...........................................................................................................................................................25 3.6. aivika Template Panel .......................................................................................................................................25 3.7. Questions/Metadata Panel ...............................................................................................................................26 4. Input Settings ............................................................................................................................................................27 4.1. Hot Folder ..........................................................................................................................................................27 4.1.1. Enable Hot Folder .......................................................................................................................................27 4.1.2. Create additional hot folder .......................................................................................................................28 4.1.3. Remove additional hot folder ....................................................................................................................28 4.2. Twain Scanner Settings .....................................................................................................................................29 4.3. Outlook Plugin Settings .....................................................................................................................................29 5. Output Settings .........................................................................................................................................................30 5.1. ScannerVision ....................................................................................................................................................30 5.2. DocVolante Connector ......................................................................................................................................31 5.2.1. Create DocVolante Connection ..................................................................................................................31 5.2.2. Configure DocVolante Connector ..............................................................................................................32 5.2.3. Associate aivika template with DocVolante Connector ............................................................................34 5.3. SharePoint OneDrive Connector .......................................................................................................................35 5.3.1. Create SharePoint OneDrive Connection ..................................................................................................35 5.3.2. Configure SharePoint OneDrive Connector ...............................................................................................37 5.3.3. Associate aivika template with SharePoint OneDrive Connector ............................................................38 5.4. PowerSharp Connector .....................................................................................................................................39 5.4.1. Configure PowerSharp Connectors ............................................................................................................39 5.4.2. Associate aivika template with PowerSharp Connector ...........................................................................40

aivika Capture Pro Version 10 P a g e | 3 5.5. Question Settings ..............................................................................................................................................41 6. Optical Character Recognition .................................................................................................................................44 6.1. Converting File to Other Formats .....................................................................................................................44 6.2. Zone OCR and Barcode Reader .........................................................................................................................46 6.3. Upload File to DocVolante or ScannerVision ....................................................................................................46 7. aivika Template ........................................................................................................................................................47 7.1. Create Additional Template ..............................................................................................................................47 7.2. Upload Settings..................................................................................................................................................49 7.3. Image Processing Settings .................................................................................................................................50 7.4. Document Redaction .........................................................................................................................................51 7.4.1. Adding new regex .......................................................................................................................................51 7.4.2. Adding new phrase .....................................................................................................................................52 7.4.3. Modifying regex or phrase .........................................................................................................................53 7.4.4. Disabling regex or phrase ...........................................................................................................................54 7.4.5. Deleting regex or phrase ............................................................................................................................55 7.5. Composition Save Action ..................................................................................................................................56 7.6. Association .........................................................................................................................................................57 7.6.1. ScannerVision Server ..................................................................................................................................57 7.6.2. Aivika Connectors’ Instances .....................................................................................................................57 7.6.3. File System ..................................................................................................................................................58 8. Profile ........................................................................................................................................................................59 8.1. Create Additional Profiles .................................................................................................................................60 8.2. Remove Additional Profiles...............................................................................................................................61

aivika Capture Pro Version 10 P a g e | 4 1. Installation / Uninstallation __________________ 1.1. Install aivika __________________ aivika offers twomodes of installation, • Single user mode – Recommended mode if only one user is using the computer. User should be able to access andmodify all settings in aivika • All users mode – Recommended mode if more than one user is using the same computer. Some settings are only accessible with administrator privileges ❗CAUTION: Outlook plugin component will only be available if Microsoft Outlook is installed on the machine.

aivika Capture Pro Version 10 P a g e | 5 1.2. Uninstall aivika __________________ During removal of aivika, the installer will prompt whether to delete user settings. By clicking Yes, all user settings will be deleted, No, user settings will be retained. 2. Licensing __________________ aivika licensing information is under the About section. There are 3 types of licenses. Use ScannerVision Server – This license is validated from ScannerVision server. Documents can be upload to ScannerVision for further processing. Standalone – This is a standalone license that allow document processing and upload to configured connector. Concurrent license – This license can be use on multiple devices. However, it can only be activated on one device at a time from the licensing server. ❗CAUTION: This setting is only available with administrator privileges for aivika installed in all users mode. Please run aivika as administrator.

aivika Capture Pro Version 10 P a g e | 6 2.1. Activating aivika License to Use ScannerVision Server __________________ To activate a license to use a ScannerVision server 1. Select Use ScannerVision Server 2. Go to Output settings 3. Select ScannerVision tab 4. Configure ScannerVision setting as in 5.1 2.2. Activating aivika Standalone License __________________ To activate Standalone license 1. Select Standalone license to show License Manager button 2. Click on License Manager 3. Enter the license key provided via email and click Verify 4. It will show the status of the license, remaining activation on how many devices and license information 5. Click Activate button to activate the license 6. Click Close

aivika Capture Pro Version 10 P a g e | 7 2.3. Activating aivika Concurrent License __________________ To activate Concurrent license 1. Select Concurrent license 2. Enter License server address 3. Login screen will appear on the main screen 3. aivika Main Interface __________________ aivika main interface consists of: • Toolbar • Documents panel • Thumbnails panel • Composition panel • Preview panel • aivika Templates panel • Questions/Metadata panel • Status bar at the bottom

aivika Capture Pro Version 10 P a g e | 8 3.1. Toolbar __________________ Toolbar consists of few different items which are listed below: • Configure • Open • Scan • Camera • Clear • Profile

aivika Capture Pro Version 10 P a g e | 9 3.1.1. Configure __________________ Configure button will open aivika settings page. The Settings page includes Input settings, Output settings, aivika templates, Profiles and About. On top of the menu there is a Back to actions button. ❗CAUTION: Remember to always click Back to actions button to save the changes. 3.1.2. Open __________________ Open button will always open a dialog box to browse and select files. Multiple selection is supported in the open dialog box. 3.1.3. Scan __________________ Scan button will open the Twain driver source list. The process can be suppressed in Twain Scanner settings to automatically select preferred scanning device. 3.1.4. Camera __________________ Camera button will open a separate previewwindowwhich lists the webcams. The user can select one of the listed webcams to capture documents from it. 3.1.5. Clear __________________ Clear button will clear everything in aivika including values inMetadata and Questions panel.

aivika Capture Pro Version 10 P a g e | 10 3.1.6. Profile __________________ Profiles can be switched by clicking profile icon. Drop down list will appear to choose the appropriate profile. 3.2. Documents Panel __________________ Documents panel is where the loaded documents will be listed. There are 3 icons visible in the Documents pane. Reload Hot folders – Reload documents in the hot folders. Remove – Remove selected item in Documents pane. Clear – Clear all documents loaded in Documents pane. 3.3. Thumbnails Panel __________________ Thumbnail panel will display all pages from the document. Thumbnail size can be selected in small, medium, large, and Xlarge.

aivika Capture Pro Version 10 P a g e | 11 3.4. Composition Panel __________________ Loaded documents can bemanually edited in the Composition panel. Image processing tasks also supported in this panel. The orange dot in the composition thumbnail indicate that redaction tool was being applied in the preview panel. 3.4.1. Composition Toolbar __________________ 3.4.1.1. Save __________________ Save button support saving the document composition to • Searchable PDF • PDF • DOCX (Microsoft Office Word) • XLSX (Microsoft Office Excel)

aivika Capture Pro Version 10 P a g e | 12 3.4.1.2. Split __________________ Split button allow document composition to be split intomultiple files. 3.4.1.3. Insert Blank Page __________________ Insert Blank Page button will add one or more blank pages to the document composition. 3.4.1.4. Delete Blank Page __________________ Delete Blank Pages button will remove all blank pages added to the composed document by the Insert Blank Page button in the document composition.

aivika Capture Pro Version 10 P a g e | 13 3.4.1.5. Rotate Clockwise __________________ Rotate Clockwise button will rotate the selected page in composition 90 degree clockwise. 3.4.1.6. Rotate Counter-clockwise __________________ Rotate Counter-clockwise button will rotate the selected page in composition 90 degree counter-clockwise. 3.4.1.7. Flip __________________ Flip button will flip the selected page in composition vertically.

aivika Capture Pro Version 10 P a g e | 14 3.4.1.8. Delete Pages __________________ Delete Pages button will delete selected page in the document composition. 3.4.1.9. Undo __________________ Undo button will undo the deletion of pages. 3.4.1.10. Clear __________________ Clear button will delete everything in the document composition.

aivika Capture Pro Version 10 P a g e | 15 3.4.1.11. Crop __________________ Crop buttonwill crop the selected area made in preview panel. 3.4.2. Image Processing Toolbar __________________ aivika now support image processing from the composition panel. • Binarization • Orientation • Deskew • Denoise • Smoothing • Invert text • Dot removal • Line removal Example of image processing task Invert text applied to a page in composition panel.

aivika Capture Pro Version 10 P a g e | 16 3.4.2.1. Binarization __________________ Binarization buttonwill convert the document intomonochrome level. 3.4.2.2. Orientation __________________ Orientation button will automatically rotate the page to the upright position if it is rotated.

aivika Capture Pro Version 10 P a g e | 17 3.4.2.3. Deskew __________________ Deskew button will automatically correct slight skewing of scanned documents. 3.4.2.4. Denoise __________________ Denoise button will removes noise from documents such as faxes or images scanned on a scanner with a dirty exposure glass.

aivika Capture Pro Version 10 P a g e | 18 3.4.2.5. Smoothing __________________ Smoothing button will smooth the bumps in text in black andwhite documents. 3.4.2.6. Invert text __________________ Invert Text buttonwill invert white text on darker background to black text on brighter background and vice versa.

aivika Capture Pro Version 10 P a g e | 19 3.4.2.7. Dot Removal __________________ Dot Removal will remove dots fromblack and white documents. 3.4.2.8. Line Removal __________________ Line Removal will remove horizontal lines from scanned document.

aivika Capture Pro Version 10 P a g e | 20 3.5. Preview Panel __________________ Preview panel will display a selected page from Thumbnails panel or Composition panel. OCR region can be draw here by left clicking themouse and drag the cursor to select the area. Zoom is also supported in this panel. Document redaction toolbar will only be enabled if composition page is selected. 3.5.1. Document Redaction Toolbar __________________ 3.5.1.1. Select __________________ Select button allow selection of area within document preview.

aivika Capture Pro Version 10 P a g e | 21 3.5.1.2. Mask __________________ Mask button allowmasking the selected area within document preview. 3.5.1.3. Highlight __________________ Highlight tool allow highlighting text within document in the preview panel. The color can be change by hovering the highlighted area

aivika Capture Pro Version 10 P a g e | 22 3.5.1.4. Annotation __________________ Annotation tool allow user to annotate the document Font style and color can be change by hovering to the annotation area

aivika Capture Pro Version 10 P a g e | 23 3.5.1.5. Signature, Initials and Stamp __________________ Signature, Initials and Stamp button allow to add signature, initial and stamp into aivika. Click + button to open the new windowwith sign pad. • Apply button will save the signature. • Cancel button will close the signature window • Clear button will delete the unsaved signature in sign pad. • Import button will allow to import a signature from image file.

aivika Capture Pro Version 10 P a g e | 24 3.5.1.6. Delete __________________ Delete button will delete all redaction made in the document 3.5.2. Compare __________________ Compare button will compare the redacted document in Preview panel and in aivika template with the original document side by side.

aivika Capture Pro Version 10 P a g e | 25 3.5.3. Zoom __________________ Zoom tool allow user to zoom the preview document composition. Scroll bar, Ctrl + mouse scroll, drop down and manually enter the percentage number are allowed in this feature. 3.6. aivika Template Panel __________________ Pre-configured aivika templates in the settings page and OCR Language can be selected here.

aivika Capture Pro Version 10 P a g e | 26 3.7. Questions/Metadata Panel __________________ This panel will display questions from ScannerVision templates and DocVolante metadata according to is chosen in the aivika template panel.

aivika Capture Pro Version 10 P a g e | 27 4. Input Settings __________________ The new aivika now has the ability to load all supported files within a specified directory. This directory can be located on local or network drives. 4.1. Hot Folder __________________ 4.1.1. Enable Hot Folder __________________ 1. Go to Settings page 2. Under Input settings, click Hot Folders tab 3. Under Default Hot Folder tab, Check Enabled 4. Click Folder button to browse and select the hot folders 5. Go back to main page to save the settings Other options which are available within hot folder settings. Filter – aivika will only load file type specified here from the hot folder. Load existing documents – aivika will load all documents that currently exist in the hot folder. Delete documents fromhot folder when they are removed fromAivika Capture – aivika will delete the document permanently from the computer when it is being removed or cleared in aivika.

aivika Capture Pro Version 10 P a g e | 28 4.1.2. Create additional hot folder __________________ 1. Go to Settings page and select Input settings 2. Click Hot Folders tab 3. On the same row of Default Hot Folder tab, click add folder icon 4. Give a name to the new hot folder and click OK 5. Go back to main page to save the setting 4.1.3. Remove additional hot folder __________________ 1. Go to Settings page and select Input settings and 2. Click Hot Folders tab 3. Select additional hot folder tab that needs to be deleted 4. Click delete icon on the same row of hot folder tab 5. Go back to main page to save the settings

aivika Capture Pro Version 10 P a g e | 29 View in Microsoft Outlook banner 4.2. Twain Scanner Settings __________________ Twain scanning can be automated by preconfiguring it in this setting. Enabled – Is to activate this setting. Twain Source – Selected scanner will be use as default when scanning Supress driver UI – activate this option to suppress scanner window. By activating this, these 2 options will be available to choose. • Use default settings – by selecting this option, aivika will use scanner default settings • Use device capabilities – supported device will allow some settings to be enable within this option 4.3. Outlook Plugin Settings __________________ Outlook plugin allows email to be send into aivika for processing. Specific file name or extension can be excluded when sending the email which can be specified in the filter settings. There are 2 types of filters. 1. Filter by file extension – File with specified extension will not be send to aivika. 2. Filter by file name – File with specified namewill not be send into aivika. Wildcards are allowed in the text area.

aivika Capture Pro Version 10 P a g e | 30 5. Output Settings __________________ 5.1. ScannerVision __________________ This setting allows aivika to connect and upload documents to ScannerVision server for processing. Username – Enter username to automatically authenticate with ScannerVision server Password - Enter username to automatically authenticate with ScannerVision server IP Address or Hostname – Enter ScannerVision server IP or Hostname Port – Default port is 443 Connection timeout – Provides a process timeout in seconds Use SSL – Check SSL to enable Secure Socket Layer Automatically select last used template when application start – aivika will launch with last used template selected Elevate – Elevate button will only enable if aivika installed in all users mode. It allows only administrator to do the changes.

aivika Capture Pro Version 10 P a g e | 31 5.2. DocVolante Connector __________________ DocVolante Connector is now built in to aivika. The integration enables aivika to process and upload documents to DocVolante server, without requirement for a ScannerVision installation. 5.2.1. Create DocVolante Connection __________________ 1. Go to Settings page and select Output settings 2. Select aivika Connections tab 3. If aivika was installed in all users mode, aivika Connections is disabled and Elevate button is enabled by default. Click Elevate button and enter the computer administrator credential to enable aivika Connections 4. Under Connection types, select DocVolante 5. Click Add at the top to create a new connection

aivika Capture Pro Version 10 P a g e | 32 6. Verify that Active checkbox is ticked and type in Connection Name and Description 7. Under Server, type in DocVolante server hostname 8. Leave the default value under Content Service Port, Identity Service Port and Web Service Port (unless advised to change) 9. Under Credentials, type in DocVolante user credentials and click Save 5.2.2. Configure DocVolante Connector __________________ 1. Go to Settings page and select Output settings 2. Select aivika Connectors tab 3. If aivika was installed in all users mode, aivika Connectors is disabled and Elevate button is enabled by default. Click Elevate button and enter the computer administrator credentials to enable aivika Connectors 4. Under aivika Connectors Settings, drag DocVolante icon from Available connectors to Connectors to execute 5. Type in the name under Instance name

aivika Capture Pro Version 10 P a g e | 33 6. Click Configure to open login page 7. Select appropriate connection and click Login button 8. On DocVolante configuration window, click 3 dots button to browse and select a folder under Target folder 9. Type in file title under Upload file title, this will appear later in aivika main page under DocVolante metadata panel as File Name 10. Select Root document type 11. Under If the destination exists, select desired action when aivika finds out that the same filename already exists in DocVolante upload folder a. Overwrite file – This option will replace the current existing file b. Append to file – This option will add the upload document at the end of the existing file c. Prepend to file – This option will add the upload document at the beginning of the existing file d. Abort operation – This option will cancel the upload entirely 12. Click OK and go back to main page to save the settings

aivika Capture Pro Version 10 P a g e | 34 5.2.3. Associate aivika template with DocVolante Connector __________________ 1. Go to Settings page and select aivika templates 2. Under the Default Template tab, Leave other options as default 3. Go down and expand the Association section 4. Select appropriate DocVolante Connector Instances 5. Go back to main page to save the settings 6. On main page, select aivika Template associated with DocVolante Connector 7. DocVolante Metadata fields will appear below 8. Reload button use to reload DocVolante metadata fields in aivika 9. The user should be able to upload the file to any subfolder under the default folder that was configured in the connector. Documents will be upload to default folder if left empty.

aivika Capture Pro Version 10 P a g e | 35 5.3. SharePoint OneDrive Connector __________________ SharePoint OneDrive Connector is now supported in aivika with separate installation required. 5.3.1. Create SharePoint OneDrive Connection __________________ 1. Go to Settings page and select Output settings 2. Select aivika Connections tab 3. If aivika was installed in all users mode, aivika Connections is disabled and Elevate button is enabled by default. Click Elevate button and enter the computer administrator credential to enable aivika Connections 4. Under Connection types, select SharePoint OneDrive Connector 5. Click Add at the top to create a new connection 6. Verify that Active checkbox is ticked and type in Connection Name and Description 7. Under Online/On Premises, tick the checkbox if the SharePoint environment is online 8. Design Time URL need to be fully qualified which contain http:// or https:// 9. The Runtime URL is used when the connector uploads a document to SharePoint. The runtime URL can contain metadata tags so in principle you could connect to a different instance of SharePoint as long as the configuration you have set up applies to this instance.

aivika Capture Pro Version 10 P a g e | 36 10. Select oAuth 2.0 grant type if applicable and fill in the necessary information. If not applicable select None and fill in the SharePoint Credentials part. 11. If Authorization Code option selected, authorize is require by clicking the Authorize button. An AuthWindow will appear to fill in the credential. 12. If authorization successful, the status will appear beside the button.

aivika Capture Pro Version 10 P a g e | 37 5.3.2. Configure SharePoint OneDrive Connector __________________ 1. Go to Settings page and select Output settings 2. Select aivika Connectors tab 3. If aivika was installed in all users mode, aivika Connectors is disabled and Elevate button is enabled by default. Click Elevate button and enter the computer administrator credentials to enable aivika Connectors 4. Under aivika Connectors Settings, drag SharePoint OneDrive icon from Available connectors to Connectors to execute 5. Type in the name under Instance name 6. Click Configure to open login page 7. Select appropriate Connection Name and click Log In button 8. On SharePoint Connector setup window, enter Document Title. 9. […] Metadata button can be used to obtain the value answer by user by calling the question tag name. 10. Select folder in SharePoint from browse button. 11. Tick Overwrite file if it exists to overwrite file if the destination exists. 12. Select appropriate Mapping Library. User can configure this setting which allows user to determine which properties the document will get by specifying the Value field. 13. Click Question setup to configure (refer 5.5) questions for Metadata pane. 14. Click Save and go back to main page to save the settings.

aivika Capture Pro Version 10 P a g e | 38 5.3.3. Associate aivika template with SharePoint OneDrive Connector __________________ 1. Go to Settings page and select aivika templates 2. Under the Default Template tab, Leave other options as default 3. Go down and expand the Association section 4. Under Aivika Connectors’ Instances, select appropriate SharePoint OneDrive Connector Instances 5. Go back to main page to save the settings 6. On main page, select aivika Template associated with SharePoint OneDrive Connector 7. DocVolante Metadata fields will appear below 8. Reload button use to reload SharePoint OneDrive metadata fields in aivika The user should be able to upload the file to any subfolder under the default folder that was configured in the connector. Documents will be upload to default folder if left empty.

aivika Capture Pro Version 10 P a g e | 39 5.4. PowerSharp Connector __________________ PowerSharp Connector is now supported in aivika with separate installation required. The PowerSharp Connector allows you to execute Microsoft C# or PowerShell code. 5.4.1. Configure PowerSharp Connectors __________________ 1. Go to Settings page and select Output settings 2. Select aivika Connectors tab 3. If aivika was installed in all users mode, aivika Connectors is disabled and Elevate button is enabled by default. Click Elevate button and enter the computer administrator credentials to enable aivika Connectors 4. Under aivika Connectors Settings, drag PowerSharp icon from Available connectors to Connectors to execute 5. Type in the name under Instance name 6. Click Configure to open the connector settings window 7. Under Settings section, choose Script Type to execute 8. Browse and select script file. The code will be loaded in script editor. To view script editor, click icon ^ beside the Settings or maximize PowerSharp Connector window 9. Select Test File to test the file against the script 10. Click Question list to configure (refer 5.5) questions for Metadata pane. 11. Click Save and go back to main page to save the settings.

aivika Capture Pro Version 10 P a g e | 40 5.4.2. Associate aivika template with PowerSharp Connector __________________ 1. Go to Settings page and select aivika templates 2. Under the Default Template tab, Leave other options as default 3. Go down and expand the Association section 4. Select appropriate PowerSharp Connector Instances 5. Go back to main page to save the settings 6. On main page, select aivika Template associated with PowerSharp Connector 7. PowerSharp Metadata fields will appear below 8. Reload button use to reload Metadata pane in aivika The user should be able to upload the file to any subfolder under the default folder that was configured in the connector. Documents will be upload to default folder if left empty.

aivika Capture Pro Version 10 P a g e | 41 5.5. Question Settings __________________ SharePoint and PowerSharp Connector support Question Settings configuration. These configured questions will appear in Metadata pane when user choose specific template. The description for each function as below. a. Add question - Adds a question to the connector b. Configure question - Configures an existing question. c. Move down - Moves the selected question down. d. Move up - Moves the selected question up. When adding a question, there are several requirements that need to be entered to make the question and capturing data more accurate: - e. Question (Required) - Question that is displayed to the user on the aivika. f. Tag name (Required) - The metadata tag name by which this information is identified in the connector. g. Default (Optional) - The default answer to the question if the user does not provide one. The user will see this value in the respective edit field on the aivika. h. Regular expression (Optional) - The data that is entered by the user can be validated by specifying a Regular Expression. aivika will try

aivika Capture Pro Version 10 P a g e | 42 to find a match for the provided regular expression in the data that is entered by the user. By providing a regular expression, the quality and/or correctness of the captured information can be improved which if left unverified could potentially lead to problems later during the processing of the document. i. Sample (Optional) - The sample value you specify here is included in the message to show the user what the expected format of the data is. j. Tooltip (Optional) - A short description of the question will appear when the user hovers the mouse pointer over the question. k. Minimum size (Required) - The minimum number of characters that must be entered by the user. l. Maximum size (Required) - The maximum number of characters that can be entered by the user. m. Required (Optional) - Indicates that the question is required to be filled in by the user. n. Question type (Required) - This selection determines what options the user has for entering information on the client.

aivika Capture Pro Version 10 P a g e | 43 • Typed - The user is required to manually type in a value. • Typed & Selected - The user has the option to either type in a value or to select a value from a dropdown list. • Selected - The user is required to select a value from a dropdown list. • Browse - The user is required to browse and select a folder. The folder path needs to be specified in the Default. Network shared folder also supported.

aivika Capture Pro Version 10 P a g e | 44 6. Optical Character Recognition __________________ aivika contains the new Ubunye OCR engine (EFFLUX Engine) which enables document processing before it uploads to ScannerVision or DocVolante server. 6.1. Converting File to Other Formats __________________ 1. Load a document into aivika 2. In the Documents panel, right click the file and hover to Save As 3. Select desired file format 4. Choose a filename and location to save in the Save dialog box 5. Click Save to start the conversion

aivika Capture Pro Version 10 P a g e | 45 6. Below message will appear when the task complete 7. The conversion menu also available in Composition panel

aivika Capture Pro Version 10 P a g e | 46 6.2. Zone OCR and Barcode Reader __________________ Once the aivika template has been configured, the Zone OCR and barcode reader button are now available to use. To use the Zone OCR and Barcode reader, 1. Go to Preview panel 2. Draw a region anywhere within the document page 3. Click Zone OCR button to read a zone with text 4. Or click Barcode reader to read zone with barcode 6.3. Upload File to DocVolante or ScannerVision __________________ 1. Load a file in aivika 2. Select the file in in Documents panel 3. In aivika templates panel, select appropriate template 4. Answer ScannerVision questions or DocVolante metadata fields 5. Select the appropriate Upload button and click Execute

aivika Capture Pro Version 10 P a g e | 47 7. aivika Template __________________ In aivika Template, enabling Upload in background will allow user to do other tasks within aivika while uploading documents in the background. To associate more connectors to the template, additional templates can be added. 7.1. Create Additional Template __________________ 1. Go to Settings page and select aivika templates 2. In the same row as Default Template tab, click Add button

aivika Capture Pro Version 10 P a g e | 48 3. Give a name to the new template and click OK 4. Associate the DocVolante connector or ScannerVision server to this new template 5. Go back to main page to save the settings

aivika Capture Pro Version 10 P a g e | 49 7.2. Upload Settings __________________ In aivika template settings, uploaded documents can be converted to other formats. Supported format as below. • Searchable PDF (also supported in PDF/A-2B, PDF/A-2U, PDF/A3B and PDF/A-3U format) • PDF • DOCX (Microsoft Office Word) • XLSX (Microsoft Office Excel) 1. Go to Settings page and select aivika templates 2. Under the Default Template tab, Untick Upload Original File to enable OCR and image processing 3. Expand Upload Settings, output file type is now enabled 4. Select the appropriate file type 5. Go back to main page to save the settings Other options under Upload Settings includes. Answered template question – This option, when enabled will clear all ScannerVision questions and DocVolante metadata fields in aivika when upload is complete Loaded/scanned documents – This option, when enabled will clear loaded or scanned document when upload is complete Automatically delete document that have been uploaded – This option, when enabled will delete the loaded documents permanently from the computer when upload is complete. ❗CAUTION: This option will be disable if Upload Original File is unticked.

aivika Capture Pro Version 10 P a g e | 50 Hide upload screen – This option, when enabled will hide upload progress window in aivika when upload is complete 7.3. Image Processing Settings __________________ Apart from converting documents, aivika can also perform image processing before it uploads the document. 1. Go to Settings page and select aivika templates 2. Under the Default Template tab, Untick Upload Original File 3. Expand Image processing settings, toggle left or right to enable or disable the feature 4. Once enabled, select desired image processing task on the left, then click Add button 5. To remove the task, select task on the right and click Remove button 6. Multiple image processing tasks also supported 7. Go back to main page to save the settings

aivika Capture Pro Version 10 P a g e | 51 7.4. Document Redaction __________________ Document redaction settings in aivika allows word masking and highlighting within the document. Regular expressions (RegEx) and key word matching are supported in this feature. 7.4.1. Adding new regex __________________ Add new regular expression: - 1. Click Add to open the editor 2. Enter Regex pattern and description 3. To test the regex, click Test button 4. If the regex doesn’t match, the Test regex field outline will turn to red, and an error message will be thrown 5. If regex does match, the Test regex field outline will turn to green 6. Click Add button next to the Test regex field to add this newly created regex to the list of Available Expressions

aivika Capture Pro Version 10 P a g e | 52 7. Select the new regex and click button Enable to enable it. It will be added to the Enable Expressions list 8. Close the editor and return to main screen to start using the feature. 7.4.2. Adding new phrase __________________ Add new phrase or keyword: - 1. Click Add to open the editor 2. Enter the desire phrase and then click Add 3. The phrase will now add to the list of Available Expressions 4. Select the phrase and click Enable to enable it. It will be added to the Enabled Expressions list. 5. Close the editor and return to main screen to start using the feature. To preview the result of Document Redaction, click button Compare in preview panel on the main screen. See 3.5.2.

aivika Capture Pro Version 10 P a g e | 53 7.4.3. Modifying regex or phrase __________________ Modify the regex or phrase: - 1. Editing the regex can be done directly from Document redaction settings section under the aivika template page or 2. It also can be done from the Regex Editor in both Available and Enabled expressions list

aivika Capture Pro Version 10 P a g e | 54 7.4.4. Disabling regex or phrase __________________ Disabling the regex or phrase: - 1. The regex or phrase can be disabled directly from the Document redaction settings section or 2. from the editor (Open the editor window by clicking Add button).

aivika Capture Pro Version 10 P a g e | 55 7.4.5. Deleting regex or phrase __________________ Delete Regex from Available expressions list: - 1. Open Regex Editor 2. Go Available expressions list 3. Select a regex that need to be deleted 4. Click on X icon under the list

aivika Capture Pro Version 10 P a g e | 56 7.5. Composition Save Action __________________ aivika can automate saving files in the composition panel. Available options as listed below: 1. Always ask – aivika will always ask whether it should or should not save a composition before uploading or saving it 2. Do not save composed document before uploading – aivika will not save composed document 3. Always save composed document before uploading – aivika will always try to save the composed document uploading or saving it Other options available under Composed documents save action before upload includes: 4. Use default settings to save the composition – When enabled, the two options below will be available. • Folder – Browse and select a directory for saving location • File name prefix – This prefix will be added at the beginning of randomly generated composition file name aivika will automatically save the composition according to the settings specified above.

aivika Capture Pro Version 10 P a g e | 57 7.6. Association __________________ This setting is to associate the template with ScannerVision server, aivika connector or File System. The template can be selected in the aivika template panel in the main page. 7.6.1. ScannerVision Server __________________ 1. Make sure ScannerVision in Output settings is configured 2. Go to aivika templates 3. Expand Association 4. Tick ScannerVision Server 5. Go back to main page to save the settings 6. ScannerVision Template drop down list will appear after appropriate template selected 7.6.2. Aivika Connectors’ Instances __________________ 1. Make sure aivika connector in Output settings is configured 2. Go to aivika templates 3. Expand Association 4. Tick Aivika Connectors' Instances 5. Select appropriate connector instance from drop down list 6. Go back to main page to save the settings 7. Connector metadata will appear in Metadata panel after appropriate template is selected

aivika Capture Pro Version 10 P a g e | 58 7.6.3. File System __________________ 1. Go to aivika templates 2. Select a template that needs to be associated with File System and expand Association 3. Tick File System 4. Select appropriate folder by clicking button in Folder field to store the output of the processed documents. It also supports path on network shared folder. Username and Password field will appear it user enter a network path. 5. Under If destination exist, select what should happen if the similar filename exists in the output folder • Overwrite – aivika will overwrite the existing file • Save With Index – aivika will proceed to store the file with addition of index after filename. E.g Filename(1).pdf, filename(2).pdf • Abort Operation – aivika will cancel the process 6. Go back to main page to save the settings 7. Select the template associated with File System 8. The Subfolder dropdown will list all available subfolders in the specified folder.

aivika Capture Pro Version 10 P a g e | 59 8. Profile __________________ Profile allows the use of multiple settings of screen layout and the look and feel of aivika. Profiles contain 5 different settings. 1. Application Language – This setting allows user to change the aivika language to the desire language. This setting require an application restart to be applied. 2. Default composition save location – This option is used to set a default saving location for the composition. When this is enabled, aivika will open a save dialog box under the specified location when saving or uploading a composition. 3. Default thumbnail size – This option is used to set default thumbnail size for that profile 4. Load documents into composition directly – This option only enable for additional profiles created. Default profile does not support this feature. When enabled, documents will be added automatically into composition after opening or loading files from hot folder. 5. Reset UI – This button is used to reset layout changes in aivika profiles. After reset, original default layout will be loaded again

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