halFILE 2.2

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halFILE 2.2
Session I

• New Application Features

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Im saving trees
By using halFILE Document Manager!!
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Version 2.1 Status

• 118 companies have been updated
• 20 more are scheduled for next 2 months
• Others will be scheduled upon request or need

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Version 2.2

• Much simpler to upgrade
• Program replacement and minor table changes only

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Search Features
Hit List Features

• Option to show matching data on search hit list
• Option to show all multi-entry data on the search
  hit list
• Reference document are shown next to original
  document and are marked and color-identified
• Append searches are identified by Search row
• Cross name search identified by Search row

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Search Features
User Features

• Cached pop-up lists for large tables such as
  Subdivisions

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Search Features
Reporting Features

• Schema.ini created for better report generation
• Option to print brief report of Hit List
  Information only

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Search Features
Administrative Features

• Tools-Options menu
• Transaction logging of searches and updates

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Index Features
User Features

• Added ability to index a selected document in a
  basket from Basket Status menu
• Identified No Image baskets to prevent a basket
  from holding image documents and non-image
  documents
• Supports new feature where baskets can be
  assigned to a user
• Support Copy from Search module and Paste to
  Index Base Edit fields
• Show Lot/Block comments on Base Edit form

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Index Features
Administrative Features

• Tools-Options menu
• Transaction logging of searches and updates

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Basket Status Features
Administrative Features

• View-Statistics menu to show summary of documents
  in basket
• View-Refresh menu to reload basket
• Transaction logging of deleted or transferred
  documents

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Basket Status Features
User Features

• File-Transfer menu to move all or selected
  document to another basket
• Index a selected document using the Index button
• Edit-Select menu to highlight documents status

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halFILE Administrator
Set up Features

• Tools-Options menu is available to configure
  options that previously required editing an .ini
  file
• halFILE Update Service is being introduced

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halFILE Administrator
halFILE Update Service

• One-time registration process via the Internet
• Everyone needs to be out of system
• One PC performs the update. Other station get
  updated when halFILE is launched
• Requires high speed connection (DSL/Cable)

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halFILE Administrator
Control Features

• File-Baskets provides ability to assign a user to
  a basket
• File-Database includes new Review Layout button

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halFILE Administrator
Security Features

• User feature settings menus to apply settings to
  all users or to all databases for a user

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halFILE Manager

• Improved licensing control on Terminal Services
• Shows only baskets assigned to the user plus
  baskets that any user can access

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TWAIN Scan Module

• Prompt when clicking DONE button to prevent
  inadvertent stapling of all images to one
  document.
• Support for UNC basket paths.
• If .tmp files found in folder, user is asked if
  they wish to import them.

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Kofax Scan Module
Prompt when clicking DONE button to prevent
inadvertent stapling of all images to one document
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halFILE Viewer

• Added Edit-Copy Page menu

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Auto Archive Features

• Added all basket option
• Support for database level as part of folder

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Send to halFILE Icon
New menu selections added for easier navigation
between search and index modules
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• Questions?

There's no such thing asa bad hug, only good
onesand great ones