previousnexthome ecabinet indexing program dsip docushare interface program dsip docushare interface...
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eCabinet Indexing ProgramDSip
DocuShare
Interface Program
DSip
DocuShare
Interface Program
N N O V A T IV EY ST E M S &
O L U T I O N S, LT D .
ISS
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Why DSip? Enhances DocuShare’s functionality
Split-Screen Display to facilitate heads-up indexing HIPAA Compliance (with optional DTA module) Extended User Rights, & Functionality
DocuShare leverages its Web Interface No native easy way to heads-up index documents ‘Nice to Have’ more robust user rights
HIPAA regulations require strict auditing and reporting
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Easy-to-Use DSip Container 3 Re-sizable Sections Heads-up data entry
Object/Document Properties Tab Key Navigation Full support for all DS Property types
Separate Tabs for… User-Defined Custom Fields System Required Properties
Collection / Query return Tree structure results Detailed Results Tab
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Heads-Up Indexing Features
Scenario: Documents/Files are sent to a ‘pending’ collection on DS by any of the supported “on-ramps.” (Scanner, e-Mail, ISS DS-PrintCap, DS-FileCap, DS-ImageCap, etc)
User Selects ‘pending’/Source Collection in Pane #1
User Selects Object Type and Destination Collection in Pane #3
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Heads-Up Indexing Features
Custom Fields Associated with Object Type (ex Document, Medical Record) are displayed and entered by user
DSip supports all DS property rules System/Default Properties may be
modified
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Heads-Up Indexing Features
User clicks Save Icon Document is saved to destination
collection with its properties indexed “Sequential Processing” option:
ON: Next document is presented to userOFF: User double-clicks next document to
view
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“Sticky Data" Indexing Feature
“Sticky Data” Option in conjunction with “Sequential Processing”: Selected Values from prior saved
document are held for subsequent docs properties.
Saves repeat entry of data on selected fields
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“Sticky Data" Indexing Feature Sticky Data Toolbar Toggle
Select Fields to “Stick”
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“Mass Update" Indexing Feature Highlight a group of documents (Ctrl+Click,
Shift+Click), and save to destination folder. No limit to number of documents selected Selected common properties are saved with
each document. Items not selected are left intact. Once and done! Requires DSip User Right “Mass Update”
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“Mass Update" Indexing Feature
Multiple Files Selected: Mass Update Option Available, Toolbar Icon Saves as Mass Update
Select Common Fields to “Stick”
Need to close the Document to perform this action
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Limiting Number of Docs Returned per Query
Select LIMIT Check Box from Toolbar
Select Max Number and/or Start – Stop Document Count Click GO Useful when opening partial results from a large query
set, example: when splitting work from a central ‘in-process’ collection amongst more than one user
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Document Sources
Collections Queries
DS-CompliantAd-hoc Queries“FIND” from ToolbarStored Queries
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Document Sources
Tree Structure Document/Object title displayed on DSip Screen in Sizable Pane
#1 Detailed Results Tab
User Option (admin can turn off or on) Same Documents as in Tree Structure Data Columns
Object-Specific Properties Default Properties Sizable Click to sort Ascending / Descending Change field order by drag & drop
Click & Display document from here
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DSip Queries Searches
Document / Object-Specific Properties Default / System Properties Documents for which I have viewer rights
Grouping Logic search
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Detailed Results Tab
All Columns are Sizable, Sort-able, Movable
Double-Click to View Document in Main Window
Properties are Shown
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“Delete” Maintenance Feature Powerful Tool to Delete Expired Documents from DS
Query on Create Date (i.e. less than specified date) Select Document(s)
Delete Selected Document(s)
Highlight a document Click Delete Icon on Toolbar Requires DSip-assigned right to DELETE
Highlight a group of documents (Ctrl+Click, Shift+Click) Click Delete Icon on Toolbar Requires DSip-assigned right to MASS DELETE
Once and done!
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Export Documents Requires DSip-assigned right to EXPORT Powerful Tool to Download Single or Multiple
Documents to a local or LAN folder Highlight a document or group of documents
Click Export Icon on Toolbar Or select Export from FILE Drop Down Menu Highlight a group of documents (Ctrl+Click,
Shift+Click) Select Destination Folder
Once and done!
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E-Mail Documents
Requires DSip-assigned right to e-Mail Powerful Tool to e-Mail Single or Multiple
Documents Highlight a document or group of documents
Click e-Mail Icon on Toolbar
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Annotate Tiff Files
Requires DSip-assigned right Save/Replace
Deletes original TIFF Saves the TIFF displayed in DSip to DS
Save/Copy Saves the TIFF displayed to DS as a copy of original DSip has option “Show All related Documents”
Rubber Stamp Tool Allows incorporation of a user-specific bitmap (.bmp), for
example a signature, accessible only to the user per their Windows log in.
Saves image after stamping to minimize clicks required
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DSipDTA Module
to assist in HIPAA compliance
DSipDTA Module
to assist in HIPAA compliance
N N O V A T IV EY ST E M S &
O L U T I O N S, LT D .
ISS
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Overview DTA Module is an Add-on to DSip Audits All Activity
All Documents All Users Activity by document, title, timestamp
Every document movement Every document-related action
Property Changes includes before and after data values for custom fields, notes
and document title.
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Overview Database:
MS Access or MSDE by default Secured Protected Easy report Generation
May be customized to interact with any ODBC Database: SQL, Oracle, etc.
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DTA Module: Highlights DTA Module is an Add-on to DSip Audits All Activity
All Documents All Users Activity by document
Every document movement Open Close Save Viewing of Query / Source results in Detail Tab (Optional) E-mail Export/Download Save/Replace Save/Copy … and more
Changes to Properties includes before and after data values for custom fields, notes and
document title.
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User Translation Table
Optional Security Feature Table will contain DSip user name and
eCabinet user name User signs on to DSip and credentials are
translated to DS-based credentials i.e. Bill logs on to DSip as Bill Jones. DSip
translates it to 66jonesb13 on DS. This effectively locks Bill out of the DS web
interface, enforcing security and HIPAA
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DTA Reporting: Sample Report
Basic reports to be built-upon are included
Reports can be easily generated using Access or other reporting tools like Crystal Reports
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Coming Soon …. DS Import Utility (DSiu)
May be used to bulk import images and indices exported from competitor’s imaging systems; we’re experienced with
Minolta MI3MS, Doc-X-Net
LaserFiche FileNet
Watermark Panagon
DocuMagix eCabinet
Flexible utility, easily adapted to various un-attended import scenarios
Import from LAN Folders of images Import from various data collection systems
ex. TELEform, Ascent Capture, Captiva InputAccel and Formware Custom
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Coming Soon …. DS-PrintCap
Print to a virtual printer on your desktop Doc is converted to PDF Select DS Object Type and Destination Collection Input Property Values and Save
DS-FileCap Monitors a Hot Folder on PC or LAN Stores files to DS Images Doc is optionally converted to PDF Select DS Object Type and Destination Collection Input Property Values and Save Bulk, unattended mode batch-imports files
DS-ImageCap Index scanned images from a source folder to DS Tear off pages as needed