Introduction and Installation

Owned by Anthony Raimondo
Nov 28, 2022
6 min read

 

 

Introduction

EasyFile provides an easy-to-use desktop app for creating ‘paperless’ documents using multiple, and very simple, processes. EasyFile includes a comprehensive set of tools including annotation, stamps, signature pad and electronic signature solutions integration, that allow users to work with and distribute documents as part of an overall 'paperless' workflow process. While the application provides many powerful advanced features, the focus of the design was on keeping the interface as simple and easy-to-use as possible, to minimize training needs and to allow users to begin using the application quickly.
This user guide covers all key aspects of the EasyFile desktop app, while touching on many related concepts related to document imaging. The user may benefit from additional reading on topics such as document scanning, document file types and their benefits (i.e., TIF vs. PDF), basic Microsoft Windows network navigation, and printing and e-mailing concepts, amongst others. However, a user with basic knowledge of how to utilize modern Microsoft Windows operating systems should be fully capable of making full use of this guide and the software it describes.

Intended Audience

This guide is intended for all levels of both IT support staff and end-users, who will be either installing/supporting the software or making use of it as part of daily workflow. While the focus will primarily be on the topics that standard end-users are concerned with, additional technical information will be given where appropriate that will be useful to more advanced users and system administrators. This guide is not intended to be an exhaustive manual on all of the related topics covered within.


The following basic levels of knowledge are assumed:
Basic knowledge of how to use and navigate modern Microsoft Windows operating systems (Windows 7, 8, or 10)
Standard modern office application concepts, such as opening and saving files, using toolbars and drop-down menus, and related topics.
Basic understanding of document imaging concepts, such as fundamentals of document scanning, printing, etc.
Basic understanding of how e-mail works

Technical Conventions

This guide will use a number of technical conventions to help the user differentiate between concepts and make different types of text easier to understand.
References to toolbar buttons or menu items will be boldface to help the reader differentiate them from normal text.

Getting Started

This section provides the information necessary to get started with using the EasyFile desktop app. While every effort has been made to keep the application easy to use for users of all levels of technical ability, there are some key topics to understand that will make the application much easier to use effectively.

  • Application Purpose and Intended Usage

  • Installing and Configuring EasyFile

  • Running EasyFile for the First Time

  • Understanding the User Interface Layout

Application Purpose

The EasyFile desktop app is intended to be used in any environment where Users desire a versatile all-in-one application for ‘paperless’ printing, viewing, scanning, annotating and otherwise managing standard documents. The application can be used to work with existing documents in PDF, TIF, JPG, BMP or GIF formats, or it can be used to scan new documents using almost any TWAIN-compliant scanner. Additionally, those formats can be drag-and-dropped onto the program window. Once a document is open in the EasyFile desktop app viewer, it can be manipulated in various ways:

  • Virtually any document, webpage, or file can be easily printed into the EasyFile desktop app using the EasyFile printer, also allowing multiple print jobs to be combined into a single document.

  • Certain existing files can be dragged and dropped onto the EasyFile desktop app window, provided those files are in JPEG, PDF, TIFF, GIF or BMP format.

  • Documents can be annotated with various annotation tools including signatures, image stamps, text, highlighting, black/white redaction, lines and freehand drawing.

  • You can quickly and securely save your documents into your EasyFile electronic cabinets, thereby providing immediate protected access from virtually any device with an Internet connection.

  • A document can be saved to a new filename and/or file type. PDF is the default format (TIFF format is also available).

  • Documents can be printed, e-mailed, faxed or sent into other third-party applications, providing versatile means for distributing or processing documents.

 

Installation

Installing EasyFile is as simple as running the EasyFile.msi file and choosing to accept all defaults. The following screenshots will walk you through the process.

 

 

 

 

THE SETUP WIZARD (FIRST SCREEN) OF THE SETUP PROCESS REQUIRES THE USER TO SELECT “NEXT” TO CONTINUE THE INSTALLATION PROCESS.

 

 

 

 

THIS SCREEN IN THE SETUP PROCESS REQUIRES THE USER TO SELECT THE DESTINATION FOLDER WHERE THE EASYFILE DESKTOP APP WILL BE INSTALLED ON THEIR COMPUTER. IF MORE THAN ONE USER ACCOUNT EXISTS ON THE COMPUTER, THE USER MAY BE PROMPTED TO CHOOSE WHETHER THE APPLICATION WILL BE INSTALLED FOR ALL USERS OF THE COMPUTER, OR JUST HIS OR HER OWN USER ACCOUNT. IT IS RECOMMENDED THAT THE DEFAULTS BE SELECTED.
WHEN READY, CLICK “NEXT” TO PROCEED.

 

 

 

BEGIN THE INSTALLATION BY CLICKING THE “INSTALL” BUTTON.

 

 

 

 

 

 

 

ONCE INSTALLATION COMPLETES, YOU WILL NEED TO ACTIVATE YOUR SOFTWARE.
CLICK “ACTIVATE EASYFILE” OPTION… THEN,

 

 

 

 

 

 

 

 

 

NOW, SELECT THE “ACTIVATE EASYFILE ONLINE” OPTION IF YOU HAVE ALREADY SUBSCRIBED TO EASYFILE.

 

 

 

 

 

 

YOU WILL BE PROMPTED TO ENTER YOUR LICENSE ID AND PASSWORD. THIS INFORMATION IS FOUND ON YOUR ELECTRONIC RECEIPT AFTER YOU SUBSCRIBED TO THE EASYFILE SOLUTION.
ONCE YOU HAVE FILLED IN THE INFORMATION, CLICK “CONTINUE”.

 

 

 

 

 

YOU WILL SEE AN ACKNOWLEDGEMENT WINDOW OPEN UPON COMPLETION OF THE REGISTRATION PROCESS.
THE EASYFILE DESKTOP APP IS NOW FULLY ACTIVATED AND READY TO BE USED.
CLICK “CONTINUE” TO CLOSE THIS WINDOW

 

 

 

A WINDOW WILL OPEN ASKING IF YOU WOULD LIKE TO SET THE EASYFILE PRINTER AS YOUR DEFAULT.
THE ADVANTAGE OF DOING SO IS THAT EACH TIME YOU PRINT FROM ANY OTHER APPLICATION OR WINDOW… THE DOCUMENT WILL FIRST GET DISPLAYED IN THE EASYFILE VIEWER. FROM THERE, YOU CAN SAVE INTO YOUR EASYFILE ELECTRONIC CABINETS, PRINT TO PAPER IF DESIRED, EMAIL, FAX, FILL-IN, ELECTRONICALLY SIGN, AND DOZENS OF OTHER FEATURES THAT EASYFILE EMPOWERS YOU TO DO.
CLICK “YES” TO SET, OTHERWISE, CLICK “NO”.

 

Launching the Application

Once the EasyFile desktop app has been installed, a shortcut icon for EasyFile

is placed on the user’s desktop, which can be used to launch the application. Or, you can launch it by clicking your Windows Start button, and under the ‘All Programs’ listing, selecting the ScanPoint folder, and clicking the EasyFile icon.


Upon first launch, you may be asked if you would like to set the “EasyFile” printer as your default printer. For most Users, and to maximize your automatic paperless workflow processes, we recommend selecting “Yes” for the greatest convenience.


The EasyFile desktop app can also be set as the default application for opening certain file types after installation. Only TIFF images are set to open by default upon installation (PDF, BMP, JPG, JPEG, and GIF can also be set manually if you desire).


Once the EasyFile desktop app is launched, the standard user interface is displayed, which will be discussed in the next section. It may take a few moments to open EasyFile the first time that it is run on slower, low-resource workstations. Please note that the first time the application is launched, it may require activation if not previously performed. (activating EasyFile was reviewed in the previous section).

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