Easyfile Connector

Overview

The Easyfile Connector is a standalone application for saving digital documents to the Easyfile
Document Management System which can be used on its own or integrated into external
environments.

Using the Connector

After logging in, the screen is divided into 2 sections. It does not matter which side you
complete first. You may need to view the document to fill in the indexing information.

Cabinets/Baskets

The left section shows a cabinet/basket and its associated indexing fields (metadata). This is
where you enter the data identifying the document to be saved.
A cabinet is a permanent document holding area. A basket is a temporary document holding
area which will stay until the document is saved into a cabinet.
Choose a cabinet/basket from the dropdown and the appropriate fields will be shown. Enter
the information. When finished, start to save the document.

Documents

The right side of the screen is where the document is chosen. More than one document can be
chosen. Each document you choose, will be tied to the same indexing information.
Choose between browsing from the local device or a basket. In the example we have chosen
the local device.
If your filing system is open, you can drag and drop documents directly onto the page,
otherwise click the browse button and browse out to the document. Either click open when
you find it or drag the document onto the screen.

After the document name appears on the screen, click the View button to view the PDF
document.
Once the document shows, there are several options and annotations.

Panel

Clicking the far-left button brings up a document page panel making it easier to scroll through a
large document. If you click on any page in the panel, that page becomes the page in the
viewer.

View Controls

The next button to the right is the page orientation and sizing options. Among the options is
the ability to rotate the and re-orient the viewer to show the document as double paged.

Page Size

The + and – buttons zoom the page in and out. Used with the double page parameter from
View Controls, up to 4 pages could be shown on the screen at one time.

View Dropdown

The View Dropdown contains these options.

Edit
Clicking the Edit option displays the Edit functions lined at the top of the document page.

At the right end of the document window are the color schemes. Depending on the option
chosen, various color options are available.
Starting from the left

Highlighter. Highlight any text and choose a color.
Free Text. Draw a box on the document page and enter tesxt.
Rectangle. Create Rectangles around portions of the document. Choose Stroke and Fill.
Free Hand Text
At the right end of the document window are the color schemes. Depending on the option
chosen, various color options are available.
Lines
Arrows
Stamps, choose from a dropdown list to place a stamp in the document.
The Edit controls also include Undo and Redo and an eraser.

2. Signature
The Signature control allows for a free-hand, keyed or signature image to be used.
Click on the Signature choice and click Add New Signature.

Either Free hand the signature in the Draw box or key in a signature in the Type box.
If you have a signature image, click the Upload tab.

Drag a file into the box or click Choose a signature to search for the image file. Whatever
method you choose, click Create when ready. The signature will be ready to be placed in
the document. The signature is also placed in the signature area above the document for
future use. The signature will be available each time the user logs in.

3. Destination

The Destination tab allows for the document to be emailed, downloaded or printed.
Above the Save button at the bottom left of the screen are the Save options.

If you only want to save a portion of the document, choose the page range. When you
click the Save button, the page range will be saved and removed from the pages shown
for the document. The rest of the pages can then be saved either in whole or part of the pages using different indexing criteria. Continue the process until all pages have been indexed.
This works well if many documents have been scanned to a file. The scans can then be
broken out by pages and saved to Easyfile. This alleviates the scan/save/scan scenario.
Large amounts of scanning to files can be completed uninterrupted and indexing can be
completed afterwards.

The Save Previous Page(s) selection works in the following manner. You have a 20 page document of which pages 1-4 constitute one document. Rather than choosing a Page Range, you could highligh Page 5 in the thumbnail section and choose Save Previous Page(s).