Manual Drivve | Image Version 5.1

Transcription

Manual Drivve | Image Version 5.1
Knowledge base article #3983
Drivve | Image - Short Introduction
General
Drivve | Image - a short overview
Drivve | Image is a scanning, processing and distribution tool.
Typical steps in Drivve | Image
In the following section, the typical steps in Drivve | Image are shown:
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You log on to a device (scanner or multifunction device).
At the device display, you start Drivve | Image and select a Drivve | Image scan profile.
Depending on the profile selected, you have to enter several information (for example selecting an email address
from an address book or entering the name for the scanned document).
After defining the input, you can configure optional scan settings (for example duplex/simplex mode,
monochrome/color mode etc.)
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Finally, you click the Scan button.
Drivve | Image now scans the document and applies all configured processing features (such as barcode separation, zonal
OCR etc.) to the document. After the document has been processed, it is distributed for example as file in a network folder, to
Drivve | DM or to a third-party product such as SharePoint or Docushare. In addition, scanned documents can be sent via
email using SMTP, Microsoft Exchange or Lotus Notes.
Sample profile
A user scans his supplier documents such as delivery notes, invoices and vouchers. At the device display, the user selects the
required profile. In the profile he chooses document type and the supplier folder in which the scanned document is saved.
Input fields of the profile "01 Supplier documents" at the device display
All scanned documents are converted into the format PDF (searchable). After being processed, each document is saved as
separate file. Since the user does not scan the documents one by one but in piles of documents, each document has been to
be separated from the pile. This done by the processing feature Barcode Recognition: Each document contains a barcode on
its first page. If Drivve | Image detects a barcode on document, it saves all pages until the page with the barcode as new
document.
The file name of the scanned document consists of the
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the barcode of the scanned document
the document type the user has selected at the device display
Available processing features
For each profile, various processing features such as barcode recognition or blank page deletion can be configured:
Processing feature
Details
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Barcode Recognition
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Delete Blank Pages
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Bates Numbering
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Image Processing
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Separate Documents
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Zonal-OCR
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Convert files
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Recognizes all document barcodes or those within
a configurable area.
Reads more than 25 one- and two-dimensional
barcodes
Evaluation of the type and position of all
recognized bar codes.
Automatically recognizes blank pages among
black-and-white images.
Deleting blank pages allows to scan documents in
duplex mode without storing unwanted empty
pages.
Prints numbers or text at a definable position for
each page of a document.
Allows to print sequential numbers or static
numbers on each page of the document.
Automatically aligns documents.
Deskews documents.
Removes undesired artifacts such as spots from
the document.
Removes punch hole marks and border crops
Smooths documents
Lightens/darkens documents
Automatically separates documents based on
barcodes or blank pages.
Allows to predefine the number of pages that
should be separated.
Optionally deletes the blank separation page from
the document
Recognizes the text of scanned documents.
Creates files with the format PDF (searchable)
Erzeugung von durchsuchbaren PDF Dateien
Provides multiple PDF functions such as automatic
creation of bookmarks, embedding of fonts etc.
Exports of the recognized text to the CSV and XML
file output. Thus, you can pass the data to thirdparty systems.
Converts files in output formats such as JPG or
PDF.
Generates files with the format PDF/A.
Supports Microsoft Office output formats such as
Word 2003, Excel 2003, RTF and TXT.
Available output types
After having processed the document, Drivve | Image provides various output types:
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Output type
Details
File output
Scanning documents to network folders
Email
Sending emails via SMTP server, Exchange server or Lotus
Notes
Drivve | DM
Scanning documents to Drivve | DM. Documents can be
already indexed in Drivve | Image
Fax
Scanning documents via fax server such as GoldFax or
RightFax
Storage
Scanning documents to third-party such as Docushare,
SharePoint or Worldox.
Structure of Drivve | Image (schematic representation)
The following diagram shows the structure of the Drivve | Image application. By understanding how the application works, you
can better analyze errors that might come up. Particularly in the case of errors that occur in conjunction with permissions, it is
important to understand the structure of the application.
Installation and Registration
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System Requirements
Drivve | Image provides fast image processing by improving memory management and implementing a multi processor
technology. Depending on the number of processors available on the Drivve | Image Server hardware, the application can
exploit all available CPUs by using multiple-application processes to run parallel image processing.
The processing capacity and time frame for the delivery of processed images is per server. It also depends on the type of
processing and volume of scanned pages sent daily for processing by each server.
OCR requires a lot of CPU performance: For his reason, we recommend to use Drivve | Image on physical
hardware instead of virtual machines.
Installation
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Tip: Creating a separate Active Directory user account
In order to avoid changing the Domain Administrators security settings, you should create a new domain
account that will be used with the Drivve | Image application. Procede as follows:
1. Create a new domain account and add it to the local Administrators group.
2. Log on with the new user account.
After the installation of Drivve | Image, a reboot of the computer may be necessary.
Installing Drivve | Image
1. Log on to your computer. Make sure you have Administrator rights.
It is recommended to create separate domain account and log on with this account (see also Tip).
2. Close all applications and make sure the Windows Services dialog is not open.
Otherwise the installation of the Windows service might fail.
3. Start the setup program (Setup.exe) on the installation disk and follow the instructions on the screen.
After files have been copied, the IIS (Internet Information Services) setup program will be started to install the ASP.NET
Web application and the Drivve | Image Windows services. The WWW and FTP services will be restarted during this
process.
In the course of the installation, you must specify the Windows user account the Drivve | Image service and the
ASP.NET Web application are to use.
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You should not use the server on which Drivve | Image is installed as a Web server that is directly
accessible from the Internet or external networks. The necessary security settings for the ASP.NET
application might result in security-related vulnerability.
If the server will be directly accessible from external networks, the system administrator should check
all security settings of the Windows Internet Information Services.
Registration (online, offline)
Online Registration
Inhalt des Dokuments: Geänderte Online-Registrierung
Offline Registration
Inhalt des Dokuments: Wie kann ich mich offline am Registrierungsserver anmelden (Offline-Registrierung)?
Configuration
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Input
Name: Eingabefeldtypen
Inhalt des Dokuments: Eingabefeldtypen
Processing
Using the barcode recognition
Prerequisite
The functions described in this article require the following Drivve | Image modules:
• Scanner Power Tools (SPT)
• Barcode Module
The function Barcode Recognition allows you to analyze, manipulate and extract data from any barcode. Mostly, barcodes
contain a single value such as a customer number or a P.O. number. However, barcodes may contain compound data, e.g., a
customer number, a P.O. number and a date. Especially two dimensional barcodes sometimes contain a huge amount of data.
In order to extract each data set separately, you can use barcode variables. You can generate an unlimited number of barcode
variables, each variable being a separate set of data coming from a barcode.
Barcode variables
A barcode variable represents data originating from a barcode. These can be partial data of a barcode. A barcode variable
contains a freely definable rule used to determine the data to be extracted. You can use a barcode variable for further
processing within Drivve | Image.
Examples:
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the first 5 characters of the first barcode
a given barcode on a page
the third barcode on a page
the barcode starting with XY and not containing more than 10 characters.
Features for analysing and extracting data from barcodes
Feature
Details
Filter
This feature allows to filter out barcodes you do not need. A
filter can consist of the minimum length of barcode, a
number range of a numeric barcode, etc.
Splitting
This feature allows to create a list of substrings based on a
split character. Using the element index, you can determine
the substring to be saved in the variable.
Cutting
This feature allows to cut out a certain part from the
barcode.
After having defined the barcode variable, you can test whether the extraction of data from the barcode is correct.
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Selecting barcode types for the barcode analysis
Proceed as follows
1. Start the Drivve | Image configuration program.
2. Select an existing profile or create a new one.
3. Go to the Processing section.
4. Enable the function Barcode Recognition and click the Preferences button.
5. Select the required barcode type.
Note: Select only barcode type required
Select only those barcodes types you actually need. The more barcode types you select, the
more time Drivve | Image needs for the barcode analysis.
6. Click OK.
Configuring advanced settings for the barcode analysis
Drivve | Image offers several options for optimising the barcode recognition. You can define an area (barcode
recognition zonne) within the document in which Drivve | Image searches for barcodes. In addition, you can determine
that Drivve | Image searches for vertical barcodes only.
Proceed as follows
5. Go to the tab Advanced Options.
6. Configure the required settings.
The following settings are available:
Settings
Details
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In this area, you can configure settings in order to
exclude barcodes from the barcode analysis.
Example:
A document contains 5 barcodes. However, only
3 barcodes are to be extracted.
You can define the zone of a document
(recognition zone) Drivve | Images searches for
barcodes (see figure below).
The values in the field Left and Top define the
starting point of the recognition zone. With values
in the fields Width and Height, you can define the
width (from the starting point to the right) and the
height (from the starting point downwards) of the
recognition zone.
You also can configure the unit of your settings,
for example inch or 1/10 inch.
Note:
Drivve | Image starts the search for barcodes on
the first page of the document starting from the
upper left corner.
Barcode Color
Select the color of the barcode.
Max. Barcodes per Image
Determine the maximum number of barcodes per
document to be extracted.
Enable image preprocessing
Enable preprocessing (image processing) before
the barcode analysis:
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Enable the checkbox Enable image
preprocessing.
Click the Preferences button.
Configure the required image processing
functions.
Click OK to confirm the settings.
Caution
The image preprocessing of the barcode analysis
has nothing to do with the feature Image
Processing. The image preprocessing of the
barcode analysis is only used to optimize
barcode analysis and is discarded after the
barcode analysis has been finished.
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Barcode scan distance
Export barcode value Base64 to CSV or XML file
Define the distance between the bars of the
barcodes
Tick this checkbox to export the encoded value of
the barcode to a CSV or XML file.
Define the direction of the barcodes.
Tip: Testing your settings
Before saving for settings you can test your settings to see whether the correct result is returned:
• Click the button Test the settings.
• Select a document for testing and click the Open button.
• Click the Run button.
• Check whether the correct barcode values are extracted.
7. Click OK to confirm your settings.
Tip: Enabling/disabling the barcode recognition at the device display
You can configure the possibility to enable/disable the barcode recognition at the the device display,
i.e., when you select the respective profile at the device display. In addition, you can determine whether
the barcode recognition is enabled/disabled by default.
Proceed as follows:
• Enable the checkbox Optional located below the Preferences button of the function Barcode
Recognition.
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In the dropdown list Default Values, select the required entry:
• If the barcode recognition shall enabled by default, select Enabled.
• If the barcode recognition shall disabled by default, select Disabled.
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Defining barcode variables
Proceed as follows:
The dialog Barcode Recognition is displayed.
5. Enable the barcode type you are using.
Note
Select only the barcode type used. The more barcode types you select, the more Drivve |
Images requires for the barcode recognition.
6. Click the Variables button.
The dialog Create barcode variable is displayed.
7. Click the Add button to add a new variable.
The dialog Insert barcode is displayed. In this dialog, you can configure the data extraction and analysis.
The following settings are available:
Setting
Explanation
Type of barcode
Select the required barcode type. This can be the
barcode from the barcode reader, the barcode from
the document separation or all barcodes.
Name
Enter a name for the new variable. This name is the
identifier for the variable. The variable can be used
throughout Drivve | Image, e.g., for the file name
generation. It will also be the identifier of the xml or
csv data export.
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Barcode index
If multiple barcodes are recognized on a page,
you can use the barcode index to define which
barcode to use. The recognition sorts the
barcodes from top to bottom and then left to right.
Default
Enter a default value in case the data extraction
does not return a value.
Configuration example
You wish to extract the P.O. number from a compound barcode. The P.O. number is always the first barcode on the
page. It has a minimum length of 10 characters and a maximum length of 15 characters. The first characters up to the
hyphen is the customer number. After the hyphen, the P.O. number starts with a length of 6 characters and then the
rest of the barcode which is random data.
Note
In the present configuration example, only the extraction of the P.O. number is described.
Example barcodes:
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223124-33445UX
customer number: 223124
P.O. number: 33445
0913X-44556HHDX
customer number: 0913X
P.O. number: 44556
In the following sections, you will learn how to use the available analyze and data extraction features to extract data
from barcode. In addition, you will learn how to test the result.
Filter
In the present example, you define a filter which ignores all barcodes not consisting of 11 up to 14 characters.
1. Select the field Enable Filter.
Note
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Multiple filters
If you create multiple filters, these are "OR" combined. For the analysis, it is enough if
the conditions of one single filter are met.
Multiple filter definitions
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If you create multiple filter definitions for one single filter, all filter definition have to be
met during the analysis.
2. Click the plus button to add a new filter.
3. Add filter definitions to the filter.
In the present example, the filter definition looks as follows:
Splitting
In the present example, the hyphen is defined as split character and the second substring (which is the P.O. number)
is used.
1. Enable the checkbox Enable splitting.
2. In the field Split character, enter a hyphen.
3. Set the Element index to 2.
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Cutting
In the present example, characters 1 to 5 are cut out of the remaining barcode value (second substring) after it was
filtered and splitted.
1. Enable the checkbox Enable cutting.
2. Set the offset to the position where the cutting should start.
3. In the Length field, define the number of characters you would like to cut.
4. If you do not have a fixed offset value - for example because the starting point varies - define a character that
should be the starting point in the field Offset string.
In the present example, you could skip the splitting and use the hyphen character as the offset string instead.
Testing the settings
1. To test your configuration, click the Test button.
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2. Enter an example barcode and click OK.
The result looks like this (which is the correct P.O. number):
You can use the barcode for further processing within Drivve | Image, e.g., to name a folder or a file. To do this,
you have to select the barcode variable in the Processing section of the Drivve | Image configuration program.
Improving the quality of a scanned document
Prerequisite
The functions described in the following section require the Drivve | Image module Scanner Power Tools (SPT).
By means of the Drivve | Image function Image Processing, you can improve the scan quality of your documents. You can
automatically straighten scanned pages or remove black spots that result from dirty scanning beds.
To configure the function "Image Processing", proceed as follows:
2. Select an existing scan profile or create a new scan profile.
4. Enable the function Image Processing and click the Preferences button.
The dialog Image Processing is displayed.
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In this dialog, you can configure the following image processing functions:
Function
Details
Despeckle
Removes black spots. This cleans an image of
extraneous pixels that generally arise during the faxing
or scanning process. In the advanced settings, you can
define the minimum size of a spot to be detected as spot
Deskew
Straightens documents scanned askew. Thus, the
barcode or OCR recognition is improved.
Smooth
You can use this function to smooth black-and-white
documents.
Remove lines
Removes unwanted lines and scratches from the
document.
Caution
Do not use this function if you want to use bar code
recognition at the same time. Otherwise, Drivve |
Image ignores this setting automatically, bar codes
cannot be read.
Document Shear
Correct the distortions that occur in the middle of pages
when thick books have been scanned.
Darken
Enhances/fills in divots in black letters and lines.
Examines pixels in the current image and expands the
black ones.
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Blob removal
Locates and removes large black objects in images
such as binder punch holes. In the advanced settings,
you can specify the positions of the objects to be
removed.
Lighten
Reduce/erases protrusions from black letters and lines.
Examines pixels in the current image and removes the
black ones.
Border Crop
Examines the current document to fine dark exterior
lines along the outside edge, modifying it to remove
them.
Rotate
Rotates the content of the scanned page according to
the value you entered.
Mirrow
Mirrows the content of the scanned page.
Flip
Flips the content of the scanned page.
Auto Rotate
If you have licensed the OCR module and you use a
scan device profile, you can enable this feature. Upside
down pages are no longer a hassle and the quality of
your scanned documents remains high.
Level of acuracy
If the level of accuracy is increased, more time is
spent on low-quality documents to achieve a good
result. Thelevel of accuracy indicats how deep the
engine is allowed to work in order to find a satisfactory
result. In the case of documents of good quality, this
function has no effect.
Possible values range between 0 and 255. 0 =
highest speed, 255 = besst accuracy.
Advanced settings of the Deskew function
Setting
Details
Pad Color
Color used to fill the space having emerged from the
deskew.
Maximum Angle
Maximum angle of research. IE: set 10 to perform a
skew research about ±10 degrees. A value lower than
15 is suggested.
Step size
Determines the smallest angle of skew to detect. 0.25 is
suggested. Higher value results in faster detection and
vice-versa.
Optimistic
Determines if Drivve | Image has to be optimistic in the
skew detection. For example, the option is enabled
when you know the image has a skew and disabled
otherwise. Default value is true.
Advanced settings of the Remove lines function
Setting
Details
Horizontal lines
Removes horizontal lines
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Vertical lines
Removes vertical lines
Maximum Gap
Maximum gap size in the line for the line to still be
considered a line. If set to 0, no gaps are allowed in the
line. If set to -1, gaps calculation are not considered in
the line equation. Default valus is -1.
Maximum Thickness
Maximum thickness of a line allowed at any area of the
line. If the line is thicker than this value, the line will not
be removed. Range from 1 to 50. Default value is 8.
Minimum Length
Minimum length allowed for the line to be removed.
Only lines equal to or longer than this value will be
removed. Range from 1 to Image Width if Horizontal,
and from 1 to Image Height if Vertical Line. Default
valus is 75.
Maximum Character Interception
If characters intercepting the line have a size of
interception larger than this value, the line will not be
removed. Default value is 8.
Reconnect broken characters
If enabled characters broken during the removal of a
line are reconnected. Default value is disabled.
Advanced settings of the Border Crop function
Setting
Details
Min. Confidence
Confidence threshold in percentage. Default value is 98
for documents and 92 for digital photo.
Reference position
Reference position for the removal of borders
Context
Specifies the object for which borders have to be
removed.
5. Configure the required functions and settings.
6. Click OK.
7. Save the profile.
Tip: Enabling/disabling image processing at the device display
You can configure the possibility to enable/disable image processing at the the device display, i.e.,
when you select the respective profile at the device display. In addition, you can determine whether
image processeing is enabled/disabled by default.
Proceed as follows:
• Enable the checkbox Optional located below the Preferences button of the function Image
Processing.
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• If image processing shall enabled by default, select Enabled.
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If image processing shall disabled by default, select Disabled.
Using the file format conversion
Prerequisite
The functions described in the following section require the Drivve | Image module Scanner Power Tools (SPT).
The function Convert files is used to transform your scanned documents into other output formats such as PDF or JPEG. You
can configure whether all scanned documents are converted into the sam output format or whether the user can select the
output format at the device display. In addition, this function contains the configuration of the OCR recognition and the
searchable formats.
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Conversion
OCR recognition
Configuring the conversion
• Converting all scanned documents in to the same output format
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Configuring the possibility to select the output format at the device display
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Configuring the OCR settings
.Conversion
You can select an output format into which Drivve | Image converts the scanned document.
Settings and file properties
For some output formats, you can configure settings and add file properties. Examples:
Output format
Details
PDF
Configuring the compression used
PDF (searchable)
Adding file properties, configuring settings for format,
quality and security
GIF
Adding file properties
.OCR recognition
If you wish to output documents in a searchable format, an OCR analysis has to be performed before the conversion into the
selected output format. You can configure various settings for the OCR analysis, e.g., the languages used for OCR and the
accuracy of the analysis.
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OCR recognition for hotfolders
In the case hotfolders, OCR recognition is possible only if the document has one of the following formats:
• PDF
• PDF (searchable)
• Tif
Available OCR output formats
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PDF (searchable)
PDF/A
Text
CSV
RTF (Rich Text Format)
Microsoft Word 2003
Microsoft Excel 2003
PDF and PDF/A
Searchable PDF files can be used for further processing of your scanned documents and searching contents.
Depending on the settings, OCR creates either a PDF conting text and images or a PDF containing text only.
More and more, PDF/A is used as format for longtime archiving. It also is a defined ISO standard.
.Configuring the conversion
2. Select an existing scan profile or create a new one.
4. Enable the function Convert files and click the Preferences button.
The dialog Conversion Profiles is displayed.
5. Determine whether all documents shall be converted into the same output format (one conversion profile) or whether
the user shall be able to select the output format at the device display (multiple conversion profiles).
.Converting all scanned documents in to the same output format
1. Select the option Use this profile.
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The PDF format is set as default output format. If you wish to use a different output format, proceed as follows:
2. Click the Edit button.
The Conversion dialog is displayed.
3. Enter a profile name.
4. In the dropdown list Export format, select the required output format.
5. If required, configure the settings of output format and the file properties.
6. Click OK.
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.Configuring the possibility to select the output format at the device display
1. Select the option Profile selectable on device panel.
2. Click the Add button.
The Conversion dialog is displayed.
3. Enter a profile name.
4. In the dropdown list Export format, select the required output format.
5. If required, configure the settings of output format and the file properties.
6. Click OK.
If you wish to add more conversion profiles, repeat steps 2-6.
Tip: Default conversion profiles
If you have created multiple conversion profiles, you can select one as default conversion profile. This
conversion profile is automatically used, if you do not select a conversion profile at the device. Proceed
as follows:
• In the overview, click the required conversion profile.
• Click the Default.
In the overview, the word Default is displayed to the right of the selected profile.
7. In the field Button caption for 'No Conversion', enter a name for the button you have to press at the device display if
the scanned document shall not be converted.
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8. Click OK.
.Configuring the OCR settings
1. In the Conversion dialog, click the Preferences button.
The dialog Analyze settings is displayed.
In this dialog, you can configure the following settings:
Settings
Details
Fixed Threshold
With this option you can define a threshold for
temporarily converting grayscale und and color
documents to black and white images prior to the OCR
analysis.
Smooth Color Images
This option smooths color images.
Work Depth
Increasing the work depth allow the OCR engine to
spend more time on low-quality documents. The work
depth indicats how deep the engine is allowed to
work in order to find a satisfactory result. In the case of
documents of good quality, this function has no effect.
Possible values range between 0 and 255. 0 =
highest speed, 255 = besst accuracy.
Languages
Select the language to be supported for OCR.
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3. Click OK in the dialogs Conversion and Conversion Profiles.
Digital Rights Management (DRM) Integration
Prerequisite
The functions described in the following sections require the following Drivve | Image modules:
• Scanner Power Tools (SPT)
• Digital Rights Managment (DRM)
Drivve Image integrates seamlessly into the Fasoo® Digital Rights Management software Fasoo® Secure Exchange (FSE).
Digital Rights Management manages access permissions to documents. The permissions "travel" with the document so no
matter where the file is going, nobody can open it without the required permission. The DRM software supports all Microsoft
Office file types, PDF and RTF.
• About Fasoo® DRM
• FSE Components
• Data Flow
• Assigning a DRM license Inhalt des Dokuments: How do I assign a Drivve | Image DRM license?
• Configuring the DRM module
• DRM Preferences
.About Fasoo® DRM
Enterprise DRM (E-DRM) is becoming ever more prominent technology to address security problems in organizations. E-DRM
complements document management systems, perimeter security, and other methods of restricting access to sensitive
information.
Fasoo® DRM uses proprietary Secure Container technology to package (converting a normal document into protected
document) content, ensuring that only authorized persons can use it without decrypting content from rendering applications.
Fasoo® DRM enables organizations to:
• Retain control of sensitive information, even after it has been delivered.
• Track content forwarded to internal and external audiences.
• Prevent unauthorized access to, extraction from, or editing of information.
• Revoke information access when business requirements dictate.
Fasoo® DRM is comprehensive and systematic solution for insider threat management to:'
• Support all sorts of documents/files/content being circulated in the everyday enterprise work environment.
• Meet all the complicated document security needs throughout the full document lifecycles & workflows.
• Integrate with existing application systems: Documentum, FileNet, SAP, etc.
.FSE Components
FSE Component
Details
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FSE Server
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FSE Packager
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DRM client software
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Server module that administrates permission
control, license, usage log.
Can be installed on top of existing server or
dedicated server as standalone.
Module that converts a normal document into
protected (FSE) document.
Installed and used by senders of FSE document, in
our case used by Drivve Image.
Allows a sender to set permission and create FSE
document.
Agent application that renders the packaged
document with granted permission and settings.
Installed and used by recipients of FSE document.
Restricts the use of FSE document including
screen capture, VM tools.
Provided in ActiveX, Executable file, Silent install
with others, etc
.Data Flow
Step
1) Packaging (encrypting)
Details
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Sender (Drivve Image) creates a Packaged (FSE)
Document using FSE Packager including
permission.
FSE Packager sends permission and recipient
information to FSE Server.
2) File delivery
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Sender (Drivve Image) delivers FSE document to a
recipient using E-mail, USB, CD, DVD, FTP, etc.
3) Opening file
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Recipient opens FSE document: The recipient is
asked to install DRM client software if DRM client
software is not found.
DRM client software sends the recipient’s
information to FSE Server for user authentication
and permission mapping: The recipient is asked to
go through e-mail authentication to validate user if
the recipient’s PC information changes.
The recipient access the FSE document with
granted permission.
•
•
4) Tracing file
•
The usage log of the FSE document is transmitted
to FSE Server.
The Drivve | Image integration allows you to:
• Scan a document, select the recipients and secure it
• Configure a flexible user interface on the device panel that lets you configure the permissions you want to grant
• Send the encrypted document via email or store it into a folder, ftp location, SharePoint or any other output
Page 26 of 57
.Assigning a DRM license
The Drivve | Image DRM module is licensed as follows:
License type
Details
Server license
Each Drivve | Image server needs a DRM server license.
User licens
Each user who wants to act as a sender of an encrypted
document needs a user license. The recipient of an
encrypted document does not need a license.
Assigning licenses
Drivve | Image automatically assigns licenses to the sender of an encrypted document the first time the user sends it. Thus, you
do not need to manually assign a license to a user but you can simply start working with the DRM module. The picture belows
shows that three of 10 licenses are used.
Tip: Verifying the status of licenses
To verify the license status, proceed as follows:
• Start the Drivve | Image configuration tool.
• On the Tools menu, click Licenses DRM to open the dialog Drivve Image DRM.
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Running out of licenses
If more users than available licenses attempt to send an encrypted document, Drivve | Image will allow to send a maximum of
20 scan jobs before permanently disabling the user. All users not having a license will be displayed in the pending section of
the license management dialog. Make sure you purchase more licenses if you would like to allow these users to work with the
DRM module. Drivve Image will automatically enable pending users once enough licenses are available.
Users that have exceeded the maximum of 20 scan jobs will be disabled permanently and you will not be able to activate them
again.
.Configuring the DRM module
In order to be able to use the Drivve Image DRM module, you need to have access to a Fasoo® FSE server, either in your local
network or you can use the myDrivve DRM server if you have a subscription with Drivve.
1. Create a FSE data source:
2. Start the Drivve | Image configuration tool.
3. On the Tools menu, click Data sources and add a new FSE data source.
• If you are using the myDrivve FSE server, select the option Drivve DRM Server.
•
If you would like to use your own FSE server, select the option Other FSE server and select the TPL file (your
network Administrator should be able to provide you with the file).
4. Click the button next to Email preferences and configure the email server settings.
This server is used to notify the users in case of an error.
Page 28 of 57
5. Click Save and close the dialog Data Source.
6. Create a new scan profile.
7. Go to the Processing area and enable the function Drivve Image DRM.
8. Click Preferences to configure the function Drivve Image DRM.
.DRM Preferences
The DRM module has several configuration elements. Basically, you configure the permissions that the recipients should
have.
Page 29 of 57
1. Configure the senders email address.
The DRM server always needs a sender email address. By default, the scan profile is secured and every user must log
on before he will be able to use the DRM scan profile. In case the user does not have an email address configured or
you turn off the secure scan profile, you must specify the default email address to be used instead in the field "Sender's
email address".
2. Configure the settings on the tabs Permissions and Options.
Permissions tab
Permission
Explanation
View
This permission is the minimum permission always granted.
Print
The recipient will be able to print the document.
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Edit
The recipient will be able to edit the document within the
application that the file type belongs to.
Print Screen
Grant this permission if the recipient should be able to
make screen shots of the document or if he or she wants to
open the document on a virtual machine software (like VM
Ware).
Decrypt
If you grant this permission, the user will be able to
permanently decrypt the document and save it
unencrypted.
You can add recipients by adding their email addresses. Or you can use an input field, like email address book field and use it
as recipients. That way the user can select the recipients on the device panel at the point of scan.
Usage of Variables
Drivve | Image uses the powerful feature of variables. You can use variables to control the permissions you want to grant the
recipients. You can also use them to define the recipients. In the present example, we created three input fields (type =
checkboxes) which we assigned to each of the permissions and an email address book field to specify the recipients.
If you click the link Use variables and functions (in blue), the dialog Add functions and variables is displayed. Then you can
select the input field that you would like to control the permission:
This, the software sets the value of the "Print" permission according to what the user selected on the device panel.
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Tab Advanced Options
On the Options tab, you find additional options.
Page 32 of 57
Setting
Explanation
Authentication
If you select once, the recipient only needs to authenticate
once. Only if he accesses the document from a different PC
he needs to re-authenticate.
Email notification
This option sends an email notification to the sender, either
once or every time the recipient opens the document.
Offline
If you enable Offline, the permission check is only done the
first time the recipient accesses the document. Disable the
option if the permission check should be done every time
(server connection needed).
Limit count of PCs
You can specify how often a document can be opened on
the same PC.
Limit count of view
You can limit how often a document can be viewed.
Page 33 of 57
Validity
You can specify how long the document is valid.
Once you have configured the DRM preferences, you can configure the scan profiles output method. You can use any of the
available output methods Drivve | Image offers you. The document will be encrypted before the output is done.
Using the function Bates Numbering
Prerequisite
The functions described in the following sections require the Drivve | Image module Scanner Power Tools
(SPT).
You can use the function Bates Numbering for the following tasks:
Task
Details
Stamping sequential numbers on scanned documents
You can insert a sequential number on each page of the
scanned document. You can determine the position of
sequential number on the page as well as select its font,
font color and font size. The sequential numbers can be
framed. You can configure that
•
•
Stamping text on scanned documents
each document numbering starts with the same
number
the user can select the start number at the device
display
You can stamp any text on each page of a scanned
document. Possible use cases:
• Stamp Internal use on each page of the document
to indicate that the document is for internal use
only.
• Stamp Copy on each page of the document to
indicate that the document is only a copy and not
the original document.
Like for sequential numbers, you can determine the font,
font size and font color of the stamped text and frame it.
Stamping images on scanned documents
You can also stamp an image (e.g. a watermark) on each
page of a scanned document.
Stamping sequential numbers on scanned documents
Proceed as follows:
Page 34 of 57
3. Go to the Processing section, enable the function Bates Numbering and click the Preferences button.
The Profiles dialog is displayed.
4. Click the Add button to create a new numbering profile.
The dialog Add new profile is displayed.
5. Enter a name for the new profile and click OK.
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The dialog Bates Numbering is displayed.
In this dialog, you can configure the following settings:
Setting
Prefix
Details
Enter a character sequence preceding the page
number.
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Numbering start
Enter the first page number to be used.
Number of Digits
Enter the number of digits the page number
consists of.
Suffix
Enter a character sequence succeding the page
number.
Number saving location
Enter the location in which the page number used
is saved.
Modify number on device panel
Allow the user to modify the first page number at
the display of the device.
Note
To use this function the Optional checkbox in the
Processing section of the Drivve | Image
configuration program has to be enabled.
Keep starting number
Modify prefix on device panel
Modify suffix on device panel
For each document, insert the same page number
on the first page.
Allow the user to modify the prefix and the suffix
at the display of the device.
Note
Add a margin
Margin in %
Add a margin to each page of the scanned
document. In order to add the margin, the size of
the scanned document is reduced by a fixed
percent rate. Proceed as follows:
•
•
Enable the checkbox Add a margin.
In the field Margin in %, enter the percent
rate used to reduce the size of the
scanned document.
Page 37 of 57
Font
Select the font, the font style and the font size of
the page number.
Color
Select the font color of the page number.
Caution
Font colors others than black are only applied if
the document has been scanned in color.
Preview
The preview show the position of the page
number on the page as well as all settings
configured.
Position
With the options such as Top left, Top right etc.
and the arrow buttons you can modify the position
of the page number.
Line width
Color
Surround the page number by a frame:
• Select the line width of the frame.
• Select the color of the frame.
Caution
A frame color other than black is only applied if
Tip: Testing the settings of the function Bates Numbering
• Verify whether the numbers are displayed correctly
7. Click OK in the dialogs Bates Numbering and Profiles.
Stamping text on scanned documents
Proceed as follows:
Page 38 of 57
3. Go to the Processing section, enable the function Bates Numbering and click the Preferences button.
4. Click the Add button to create a new numbering profile.
Page 39 of 57
In this dialog, the following settings can be configured:
Setting
Stamp only text
Text
Modify text on device panel
Details
Enable this checkbox to stamp text on the scanned
document.
Enter the text to be stamped on the scanned
document.
Allow the user to modify the first page number at
the display of the device.
Note
Add a margin
Margin in %
Add a margin to each page of the scanned
document. In order to add the margin, the size of
the scanned document is reduced by a fixed
percent rate. Proceed as follows:
•
•
Enable the checkbox Add a margin.
In the field Margin in %, enter the percent
rate used to reduce the size of the
scanned document.
Font
Select the font, the font style and the font size of
the text stamped on the page.
Color
Select the font color of the text stamped on the
page.
Caution
Font colors others than black are only applied if
Page 40 of 57
Preview
The preview show the position of the page
number on the page as well as all settings
configured.
Position
With the options such as Top left, Top right etc.
and the arrow buttons you can modify the position
of the page number.
Line width
Color
Surround the page number by a frame:
• Select the line width of the frame.
• Select the color of the frame.
Caution
A frame color other than black is only applied if
Tip: Testing the settings of the function Bates Numbering
• Verify whether the numbers are displayed correctly
7. Click OK to close the dialogs Bates Numbering and Profiles.
Stamping images on scanned documents
4. Enable the function Bates Numbering and click the Preferences button.
Page 41 of 57
5. Click the Add button.
Page 42 of 57
7. On the tab Text / Bates, clear the field Stamp only text.
8. Go to the Image tab.
Page 43 of 57
On this tab, you can select the image you want to stamp on the scanned document. In addition, you can
configure further settings:
Setting
Image file
Details
Select the image you want to stamp on the
scanned document:
Click the
image.
button and select the required
From
Specify the first page (of the scanned document)
the image is stamped on.
Pages
Specify the number of pages (of the scanned
document) the image is stamped on.
Page 44 of 57
Transparent
Superimpose intensity (upper range)
Enable this checkbox if you wish to use the image
as watermark.
In this field, you configure the transparency of the
image: The higher the value in this field, the more
transparent the image becomes.
Note:
This field is only available if the Transparent
checkbox is enabled.
Position
Determine the position of the image on the page.
Tip: Inserting an image depending on the user logged in
You can insert a signature image into the scanned document depending on the respective user
logged in. Thus, the user can store his signature image in his home directory and Drivve |
Image will automatically pick it up and insert it into the scanned image. Proceed as follows:
• In the field Image file, enter the expression <ADS:HomeDirectory> followed by \ and
the name of the signature image.
Example: <ADS:HomeDirectory>\ signature.bmp
10. Click OK in the dialogs Bates Numbering and Profiles and save the profile.
Separating documents
Prerequisite
For the functionaltity described in this article, the Drivve | Image module Scanner Power Tools (SPT) has to be
licensed.
You can use the function Separate Documents when scanning stacks of documents. It allows a larger quantity of
heterogeneous documents to be scanned in one process step and produces a separate file for each document.
Criteria for separating documents
Documents can be separated based on the following criteria:
Criterium
Details
Barcode on a document
Each document on which a barcode is found is stored in a
separate file.
Documents having the same barcode
Documents having the same barcode are stored in one file.
Pages following an empty page
All pages following an empty page are stored in one file.
Fixed number of pages
A fixed number of pages are stored in one file.
Page 45 of 57
If you are using separator pages such as empty pages or pages with barcodes, these pages can automatically be deleted after
the separation.
To configure document separation, proceed as follows:
4. Enable the function Separate Documents and click the Preferences button.
The dialog Separation Type is displayed.
Page 46 of 57
In this dialog, you can configure are documents are separated:
Setting
Separate by Barcodes
Details
This option uses barcodes for separation. The
following variants are provided:
Separate by Barcodes:
This option saves each page with a barcode in a
separate file. All pages without a barcode succeeding
a page with a barcode are saved together with the
"barcode page" into a separate file.
Automatically merge pages based on barcodes
This option saves all pages with the same barcode in
a file. All pages without a barcode succeeding a page
with a barcode are saved together with the "barcode
page" into a separate file.
Assume that every pages contains a barcode
This option determines what to do with pages without
barcode. The following possibilities are available:
•
•
... go into one multipage file
... go into separate files
To configure the settings of the barcode recognition,
click the Preferences button.
Page 47 of 57
Separate by Blank Pages
This option saves all pages following a blank page in
a file.
Note
To configure the recognition of blank pages, click the
Preferences button.
Predefined number of pages
Delete separation page
(available only for "Separate by Barcodes" and
"Separate by Blank Pages")
This option saves a given number of pages in a file.
This function deletes the separator pages, i.e., blank
pages or pages with a barcode.
Note
If you wish to use the text of a barcode separator page
for OCR, enable the function Delete separator page
after OCR.
5. Select the required configuration type.
Tip: Testing the settings
In order to see whether the settings of the document separation work as intended, you can test them.
Proceed as follows:
• Select a document to test the settings and click the Open button.
• Check the results of the document separation.
6. Click OK.
Tip: Enabling/disabling document separation at the device display
You can configure the possibility to enable/disable document separation at the the device display, i.e.,
when you select the respective profile at the device display. In addition, you can determine whether
document separation is enabled/disabled by default.
Proceed as follows:
• Enable the checkbox Optional located below the Preferences button of the function Separate
Documents.
•
Page 48 of 57
•
•
If the document separation shall enabled by default, select Enabled.
If the document separation shall disabled by default, select Disabled.
Deleting blank pages
Prequisite
The function described in the following section requires the Drivve | Image module Scanner Power Tools (SPT).
The function "Delete Blank Pages" detects blank pages and removes them from the scanned document. Thus, you can use
duplex scanning for documents printed on one or both sides without saving unwanted blank pages.
To configure the function "Delete Blank Pages", proceed as follows:
4. Enable the function Delete Blank Pages and click the Preferences button.
The dialog Delete Blank Pages is displayed.
This dialog provides the following settings:
Setting
Proportion of white in percent
Details
Caution!
The value configured in this field has to be between
98,1% and 100%.
Define the maximum percentage of white pixels within
a page. If you set this value to 100, only those pages
will be identified consisting completely of white pixels.
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Margin
Enable this function to determine that margins are
ignored when evaluating the percentage of which
pixels. In the case of scanned document with margins,
this setting leads to more accurate results.
Tip: Testing the settings of the function "Delete Blank Pages"
Before saving the settings of the function Delete Blank Pages you test the settings to check whether the
blank pages are removed:
• Select a document which contains printed pages and blank pages for testing and click the Open
button.
• If no thumbnails are displayed on the left-hand side, click the button Show Tumbnails.
• In the thumbnail area, verify whether the blank pages have been removed.
6. Click OK to confirm you settings.
Tip: Enabling/disabling the function "Delete blank pages" at the device display
You can configure the possibility to enable/disable the function Delete Blank Pages at the the device
display, i.e., when you select the respective profile at the device display. In addition, you can determine
whether the function Delete Blank Pages is enabled/disabled by default.
Proceed as follows:
• Enable the checkbox Optional located below the Preferences button of the function Delete
Blank Pages.
•
• If the function Delete Blank Pages shall enabled by default, select Enabled.
• If the function Delete Blank Pages shall disabled by default, select Disabled.
Output
Name: Drivve | Image Bereich Ausgabe
Inhalt des Dokuments: Drivve | Image Bereich Ausgabe
Options
Page 50 of 57
Name: Drivve | Image Bereich Optionen
Inhalt des Dokuments: Drivve | Image Bereich Optionen
XML Transformation
XML Transformation
Drivve | Image provides the possibility to convert the default XML format created by the file output to any other format by using
the XML style sheet–based transformation (using XSL files).
Tip: Tools for creating XML templates
The creation of the style sheet requires some knowledge of XML concepts. However, there are tools that can be
used to simplify the issue, such as those from Altova:
http://www.altova.com/products/xmlspy/xsl_xslt_editor.html
More information is available at http://www.w3schools.com/xsl/default.asp.
Use case
You can use the Drivve | Image XML transformation to pass scanned documents to a third-party system.
Note: XSL files created by Drivve
In the Transform folder, there are XSL files created by Drivve for past integrations. However, these are not
supported as full integrations by Drivve. Often, those XSL files require a profound knowledge of the destination
application, i.e., the third-party system, in order to fully work.
To use the Drivve | Image XML transformation, proceed as
follows:
1. Create a style sheet that converts the default XML to the desired format.
2. Copy the XSL file to the Transform sub folder of the install directory and name it as follows:
transform_<name of the scan profile>.XSL
Now you can enable the default XML creation in the Drivve | Image configuration tool.
4. Select the required profile.
5. Go to the Output section and select the output type File Output.
6. Enable the field Create XML file and select an output folder.
Page 51 of 57
Hotfolder
General
Drivve | Image can be used with all types scanning devices. Hotfolder provides full support for image processing, barcode
extraction and recognition, OCR, Zonal-OCR, PDF-OCR and text extraction of searchable PDF files and much more.
Each Hotfolder license supports up to 5 configured hotfolders with a maximum throughput of 100,000 pages per month
per scanner. At the first day of each month, the san throughput is reset to 100,000 pages.
To use Hotfolders, one Hotfolder license per scan device is required.
Technical restrictions for Hotfolders:
•
Image files
For image files such as tif, jpeg etc., there are no technical restrictions, i.e., all Drivve | Image
processing features are available.
•
PDF files
In the case of PDF files, only the following Drivve | Image processing features are available: OCR ,
Zonal OCR and file conversions.
Files of other types
For all files neither being PDF files nor image files no Drivve | Image processing features are available.
These files can only be routed.
•
Working with Hotfolders
Creating Hotfolder profiles
Starting with version 4.3, Drivve | Image offers the possibility to create Hotfolder profiles. Thus, you can integrate any kind of
Page 52 of 57
scan device and use the Drivve | Image.
Prerequisite
To create a Hotfolder profile you need
•
•
an installation of Drivve | Image (version 4.3 or higher)
a valid Hotfolder license
To create a Hotfolder profile, proceed as follows:
2. Click the Add button to add a new profile.
3. In the Device type dropdown list, select Hot-Folder profiles.
4. Enter a name.
Page 53 of 57
5. In the field Scan Folder, select the folder in which the documents to be processed are put.
6. Click OK to confirm your settings.
Now you have to assign the required license(s) to the Hotfolder profile you just created.
7. On the Tools menu, click Device Management.
The dialog Device List is displayed.
8. In the list Available devices, select the Hotfolder profile.
9. In the list Available licenses, select the license which you want to assign to the Hotfolder profile.
10. Click OK.
Now, you can start to configure the Drivve | Image areas Input, Processing, Output and Options.
Name: Welche Hotfolder Variablen gibt es in Drivve |
Image?
Inhalt des Dokuments: Welche Hotfolder Variablen gibt es in Drivve | Image?
How can I limit the types of file formats that a Drivve |
Image Hotfolder profile can process?
For this requirement, you can add a specific entry in the drivve.ini file located in the Drivve | Image program directory.
Restricting the file formats processed by Drivve | Image is sometimes necessary. For example, if a scanner not supported by
Drivve | Image uses the Hotfolder as working directory to create a multipage tif file.
An entry in the drivve.ini must be created.
Page 54 of 57
•
•
The hotfolder path has to be included in brackets.
You have to specify the file formats to be processed by that Drivve | Image profile.
Example:
[D:\Scan directory\Invoices]
Extension=*.TIF;*.PDF
How can I use a hotfolder to archive documents in Drivve |
DM using the original name of the scanned documents?
Prerequisite
To use the functionality described in this article, a Hotfolder license for the Drivve | Image module Scanner
Power Tools (SPT) is required.
To use the original name of a scanned document to be archived in Drivve | DM via hotfolder, you need to use a special
hotfolder variable: Original file name without extension.
Proceed as follows:
2. Select the required hotfolder profile.
3. In the Input area, add an input field of the type Text.
4. Click the button
of the Value field.
The dialog Add functions and variables is displayed.
5. Select Variables > Templates and double-click the variable Original file name without extension.
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6. Click OK.
You you can assign this input field to the Drivve | DM field Document name.
7. Go to the Output area, select the output type Drivve | DM and enable it.
8. Enable the Advanced checkbox.
9. Double-click the Drivve | DM field Document name, select the input field you have created and click OK.
Note
To archive documents in Drivve | DM via hotfolder, you can use the following hotfolder variables:
• Original file name
• Original file name without extension
• Original path
• File creation date and time
Page 56 of 57
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Manual Drivve | Image Version 5.1

Transcription

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