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halFILE 2'1

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Don't fall for the 'canned' approach with the graphical workflow designer. Hooks. ScanExecute ... Status checks. e.halFILE search. Search Uses. Update lower ... – PowerPoint PPT presentation

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Title: halFILE 2'1


1
halFILE 2.1
  • halFILE Workflow

2
Workflow?
  • Workflow is simply a clearly defined business
    process
  • Workflow as it relates to pcs is the attempt to
    automate that same business process
  • Business process should be reviewed/refined
    without regard to the pc
  • Final automation should reflect the refined
    business process as much as possible

3
halFILE Workflow
  • Hooks points in the document management
    process where automation can be initiated
  • Often involves customization in order to truly
    reflect business process
  • Dont fall for the canned approach with the
    graphical workflow designer

4
Hooks
  • ScanExecute
  • Post batch processing
  • IndexLoadExecute
  • Pre batch processing
  • IndexMenuExecute
  • Triggered during index of current document
  • IndexExecute
  • Triggered for current doc as it is being saved
  • SearchExecute
  • Triggered for current doc as it is being saved
  • Search user-defined menu
  • Triggered from hit list
  • Search user-defined button
  • Triggered from hit list

5
Scan Uses
  • OCR documents
  • Process forms
  • Process barcodes
  • Auto index

6
Index Uses
  • Process barcodes
  • OCR documents
  • Auto index
  • Distribution
  • Update lower level hierarchical databases
  • Import information from external sources
  • Email notifications
  • Status checks
  • e.halFILE search

7
Search Uses
  • Update lower level hierarchical databases
  • Email notifications
  • Distribution
  • Initiate subsequent processes
  • Update primary information

8
Examples
  • HFFlow32
  • Pending Order
  • HFNotify
  • Search (via e.halFILE) from Index
  • Barcode Recognition Server
  • Image Capture Server
  • Word Merge

9
Web Forms
  • Email notifications
  • Updates of only certain fields
  • Approve / Change Status

10
Write Your Own
  • HFAPI halFILE COM object available to strategic
    partners
  • Automate index and search operations
  • Integrate viewer into your own applications
  • Unlimited potential

11
Real World Examples
  • Augusta
  • SNB
  • EBA
  • United
  • Hargrove Crop Insurance
  • Milliman Robertson

12
The End
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