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PREVIOUS NEXT HOME eCabinet Indexing Program DSip DocuShare Interface Program N N O VA T IV E Y ST E M S & O L U T IO N S, L TD. I S S

PREVIOUSNEXTHOME eCabinet Indexing Program DSip DocuShare Interface Program DSip DocuShare Interface Program

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eCabinet Indexing ProgramDSip

DocuShare

Interface Program

DSip

DocuShare

Interface Program

N N O V A T IV EY ST E M S &

O L U T I O N S, LT D .

ISS

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Why DSip? Enhances DocuShare’s functionality

Split-Screen Display to facilitate heads-up indexing HIPAA Compliance (with optional DTA module) Extended User Rights, & Functionality

DocuShare leverages its Web Interface No native easy way to heads-up index documents ‘Nice to Have’ more robust user rights

HIPAA regulations require strict auditing and reporting

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Easy-to-Use DSip Container 3 Re-sizable Sections Heads-up data entry

Object/Document Properties Tab Key Navigation Full support for all DS Property types

Separate Tabs for… User-Defined Custom Fields System Required Properties

Collection / Query return Tree structure results Detailed Results Tab

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DSip Split-Screen Display

1. Source2. Document

3. Custom Fields or Properties

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DSip: An Efficient

Indexing Tool

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Heads-Up Indexing Features

Scenario: Documents/Files are sent to a ‘pending’ collection on DS by any of the supported “on-ramps.” (Scanner, e-Mail, ISS DS-PrintCap, DS-FileCap, DS-ImageCap, etc)

User Selects ‘pending’/Source Collection in Pane #1

User Selects Object Type and Destination Collection in Pane #3

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Heads-Up Indexing Features

Custom Fields Associated with Object Type (ex Document, Medical Record) are displayed and entered by user

DSip supports all DS property rules System/Default Properties may be

modified

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Heads-Up Indexing Features

User clicks Save Icon Document is saved to destination

collection with its properties indexed “Sequential Processing” option:

ON: Next document is presented to userOFF: User double-clicks next document to

view

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“Sticky Data" Indexing Feature

“Sticky Data” Option in conjunction with “Sequential Processing”: Selected Values from prior saved

document are held for subsequent docs properties.

Saves repeat entry of data on selected fields

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“Sticky Data" Indexing Feature Sticky Data Toolbar Toggle

Select Fields to “Stick”

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“Mass Update" Indexing Feature Highlight a group of documents (Ctrl+Click,

Shift+Click), and save to destination folder. No limit to number of documents selected Selected common properties are saved with

each document. Items not selected are left intact. Once and done! Requires DSip User Right “Mass Update”

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“Mass Update" Indexing Feature

Multiple Files Selected: Mass Update Option Available, Toolbar Icon Saves as Mass Update

Select Common Fields to “Stick”

Need to close the Document to perform this action

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Limiting Number of Docs Returned per Query

Select LIMIT Check Box from Toolbar

Select Max Number and/or Start – Stop Document Count Click GO Useful when opening partial results from a large query

set, example: when splitting work from a central ‘in-process’ collection amongst more than one user

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DSip: An Efficient Viewer

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Document Sources

Collections Queries

DS-CompliantAd-hoc Queries“FIND” from ToolbarStored Queries

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Document Sources

Tree Structure Document/Object title displayed on DSip Screen in Sizable Pane

#1 Detailed Results Tab

User Option (admin can turn off or on) Same Documents as in Tree Structure Data Columns

Object-Specific Properties Default Properties Sizable Click to sort Ascending / Descending Change field order by drag & drop

Click & Display document from here

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DSip Queries Searches

Document / Object-Specific Properties Default / System Properties Documents for which I have viewer rights

Grouping Logic search

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Detailed Results Tab

All Columns are Sizable, Sort-able, Movable

Double-Click to View Document in Main Window

Properties are Shown

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“Delete” Maintenance Feature Powerful Tool to Delete Expired Documents from DS

Query on Create Date (i.e. less than specified date) Select Document(s)

Delete Selected Document(s)

Highlight a document Click Delete Icon on Toolbar Requires DSip-assigned right to DELETE

Highlight a group of documents (Ctrl+Click, Shift+Click) Click Delete Icon on Toolbar Requires DSip-assigned right to MASS DELETE

Once and done!

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Export Documents Requires DSip-assigned right to EXPORT Powerful Tool to Download Single or Multiple

Documents to a local or LAN folder Highlight a document or group of documents

Click Export Icon on Toolbar Or select Export from FILE Drop Down Menu Highlight a group of documents (Ctrl+Click,

Shift+Click) Select Destination Folder

Once and done!

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Export Documents

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Export Documents

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E-Mail Documents

Requires DSip-assigned right to e-Mail Powerful Tool to e-Mail Single or Multiple

Documents Highlight a document or group of documents

Click e-Mail Icon on Toolbar

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E-Mail Documents

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E-Mail Documents

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Annotate Tiff Files

Requires DSip-assigned right Save/Replace

Deletes original TIFF Saves the TIFF displayed in DSip to DS

Save/Copy Saves the TIFF displayed to DS as a copy of original DSip has option “Show All related Documents”

Rubber Stamp Tool Allows incorporation of a user-specific bitmap (.bmp), for

example a signature, accessible only to the user per their Windows log in.

Saves image after stamping to minimize clicks required

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DSipDTA Module

to assist in HIPAA compliance

DSipDTA Module

to assist in HIPAA compliance

N N O V A T IV EY ST E M S &

O L U T I O N S, LT D .

ISS

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Overview DTA Module is an Add-on to DSip Audits All Activity

All Documents All Users Activity by document, title, timestamp

Every document movement Every document-related action

Property Changes includes before and after data values for custom fields, notes

and document title.

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Overview Database:

MS Access or MSDE by default Secured Protected Easy report Generation

May be customized to interact with any ODBC Database: SQL, Oracle, etc.

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DTA Module: Highlights DTA Module is an Add-on to DSip Audits All Activity

All Documents All Users Activity by document

Every document movement Open Close Save Viewing of Query / Source results in Detail Tab (Optional) E-mail Export/Download Save/Replace Save/Copy … and more

Changes to Properties includes before and after data values for custom fields, notes and

document title.

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User Translation Table

Optional Security Feature Table will contain DSip user name and

eCabinet user name User signs on to DSip and credentials are

translated to DS-based credentials i.e. Bill logs on to DSip as Bill Jones. DSip

translates it to 66jonesb13 on DS. This effectively locks Bill out of the DS web

interface, enforcing security and HIPAA

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DTA Reporting: Sample Report

Basic reports to be built-upon are included

Reports can be easily generated using Access or other reporting tools like Crystal Reports

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Coming Soon …. DS Import Utility (DSiu)

May be used to bulk import images and indices exported from competitor’s imaging systems; we’re experienced with

Minolta MI3MS, Doc-X-Net

LaserFiche FileNet

Watermark Panagon

DocuMagix eCabinet

Flexible utility, easily adapted to various un-attended import scenarios

Import from LAN Folders of images Import from various data collection systems

ex. TELEform, Ascent Capture, Captiva InputAccel and Formware Custom

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Coming Soon …. DS-PrintCap

Print to a virtual printer on your desktop Doc is converted to PDF Select DS Object Type and Destination Collection Input Property Values and Save

DS-FileCap Monitors a Hot Folder on PC or LAN Stores files to DS Images Doc is optionally converted to PDF Select DS Object Type and Destination Collection Input Property Values and Save Bulk, unattended mode batch-imports files

DS-ImageCap Index scanned images from a source folder to DS Tear off pages as needed