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738
Starting Ipro eCapture QC
Module
www
.iprotech.com
Ipro eCapture User Guide
6-37
877-324-4776
Q1 2014
1.
Choose
Tools > User-defined Placeholders
from the menu bar
. The
Client List dialog appears.
2.
Select a
Client
.
1
2
...
266
267
268
269
270
271
272
273
274
275
276
...
737
738
User Guide
1
Disclaimer
2
Trademarks and Product Notes
2
Copyright
2
1 Introducing Ipro eCapture™
3
2 Ipro eCapture Controller
3
3 Ipro eCapture Queue Manager
4
4 Ipro eCapture Worker
4
Custodians, and Jobs
5
6Performing QC
6
7 Creating Export Series and
8
8 Running Reports
9
Rules Manager
9
Appendix B Fail Task Warning
10
Messages
10
Appendix C Lotus Notes
10
Appendix D LFP Files
10
Contents
11
Appendix F Glossary
12
Introducing Ipro
13
Before Using Ipro eCapture
15
About this Guide
16
In This Guide
17
Related Documents
18
Document Conventions
19
Enterprise Support
19
Before Calling
20
Ipro eCapture Controller
21
Getting Started
22
Job Execution
27
Worker Maintenance
31
Creating Task Tables
33
Assigning Enterprise Workers
38
Enterprise Applications
40
Relativity
41
Loading the Hash Lists
43
Deactivate a Client
45
Reactivate a Client
46
Client Management Tab
47
Modifying Project Options
76
Export Jobs
78
Error Handling
80
Ipro eCapture Queue
83
Click the Size Limits tab
92
Q1 2014 877-324-4776
100
Ipro eCapture Worker
101
Configuration
103
Testing the Connection
104
877-324-4776 Q1 2014
105
About the Worker.LOG file
107
3. Click Yes
108
Creating Clients
109
Projects, Custodians, and
109
Workflow Overview
110
Before Running any Jobs
111
Creating a New Client
111
Creating a New Project
112
Creating a New Custodian
116
Project Level
117
Before you Discover
123
Creating a Discovery Job
124
Modify Discovery Job dialog
130
Password Handling
141
Known Password List
142
2. Click
142
Loading a Password List
143
E-mail De-duplication
145
File Extraction
146
Embedded Files
146
Indexing Options
149
Search Indexing
151
13. Proceed to the sections:
168
Color Depth Options
170
Image Color Depth
171
PDF Color Depth
171
Options
190
Setting the Common Options
192
Setting the OCR Options
193
Setting the Time Zone Options
194
Creating Rules
198
(Data Extract Job)
206
Adding a Discovery Job
211
(Optional) Enter a Batch ID
220
Data Extract Jobs
223
Items Area
225
Batch Reprocessing
228
Batch Deletion
229
Re-queuing a Deleted Batch
230
Batch QC Flag Assignment
232
Performing QC
235
Chapter 6, Performing QC
236
Setting General QC Options
257
Setting the Auto-QC Options
258
Setting Merge Job Options
262
Setting up User-defined Flags
269
Deleting User-defined Flags
270
Client List dialog appears
271
2. Select a Client
271
Image Tab Window
277
Thumbnails Tab Window
280
View Tab Window
281
List Window
283
Records List Window
286
Clipboard
288
Document
288
Conducting a Session Search
289
Refining a Session Search
290
Conducting an Advanced Search
291
Same MD5Hash Value
293
About Export Sets
296
Creating an Export Set
297
Saving Options
301
QCing Items
302
Text/OCR
310
Grayscale (8-bit) JPG (8-bit)
317
True Color (24-bit) JPG
317
Setting Excel Options
318
Setting the Word Options
326
Reprocessing Exception Files
333
Reprocessing Unknown Files
333
Extract Job
334
QC Module System Options
337
Creating Export Series
341
Export Series
342
Export Sets
342
Export Job)
343
Sorting Fields
363
Inserting Custom Group Fields
367
Using Generated Numbering
388
Using Predefined Numbering
389
Proceed to Step 4
393
Export Formats
596
Export to Summation Case
597
Ringtail Format
599
Ipro DLF (Ipro Eclipse)
602
About Export Series
604
Data Extract Export)
606
Editing an Export Series
608
Deleting an Export Series
608
Saving Export Settings
610
Running Reports
611
Ipro eCapture Legacy Reports
612
Warnings vs. Errors
613
Chapter 8, Running Reports
614
Closing the Report Module
616
Running the Selected Reports
624
Appendix A Using the Flex
627
Processor Rules Manager
627
Preparation
629
Rule Bar Options
633
Import/Create Rules
637
Category Options
638
Export/Copy Rules
640
Master Rule Sets
640
Customizing Placeholders
644
Defining Selection Criteria
653
Date Criteria Tab Options
658
Search Criteria Tab Options
660
Item IDs
669
Import from Another Job
670
E-mail Entry IDs
671
General Options
674
Date Range Filtering Options
674
Appendix B Fail Task
679
Warning Messages
679
Overview
681
Appendix C Lotus Notes
683
Copying the User ID File
684
Switching the ID
685
Changing the Password
686
Appendix C, Lotus Notes
688
Appendix D LFP Files
691
Appendix D, LFP Files
692
Importing a New Page (IM)
693
Changing Boundaries
695
Adding Information to Images
698
Creating a New Issue Tag (IN)
701
Highlighting Search Text
702
Moving Images
706
Changing an Image Key (CK)
708
Removing a Single Page (RP)
709
Securing Images
710
Comment Line (##)
710
Example:
711
Appendix E Password
713
Protected Detection
713
OutsideIn File Types
713
Microsoft Access
714
Microsoft Excel
714
Microsoft Word
716
Microsoft PowerPoint
717
Microsoft Project
719
Microsoft Visio
719
Appendix F Glossary
721
Appendix F, Glossary
722
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