Session 1 What’s New? New halFILE and e.halFILE Features in Version 2.2 halFILE version 2.1 Status • 191 companies have been updated • 12 more are on the schedule • Others will be scheduled upon request or need Version 2.2 Status • Version 2.2 is “out the door” • Beta site program has been successful • Installation and table changes handled by the halFILE Update Service Version 2.2 There’s “new”… And there’s “really new ” 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 documents are shown next to original document and are marked and color- identified • Append searches and Cross Name searches are identified by “Search #” row Search Features Hit List Features: • Publish marked hit list items to html or comma- delimited files • Option to e-mail marked items as individual attachments • Option to select pages to e-mail more in… Session IV – halFILE Bug Spray Search Features Hit List Features: • Starter searches • Fallout Report Search Features Hit List Features: • Send to halTRACK more in… Session VI – On the Right Track Search Features Reporting Features: • Quicker, easier reports design procedure • Schema.ini used to automatically format date and numeric fields • Option to print brief report of Hit List Information only more in… Session II – Crystal Reports Search Features User Features: • Cached pop-up lists for large tables such as Subdivisions • Image zoom keyboard hot keys 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 Index Features Security Features: • User security can be set to restrict update of existing records Review Documents in a Basket Administrative Features: • View-Statistics menu to show summary of documents in basket • View-Refresh menu to reload basket Review Documents in a Basket User Features: • File-Transfer menu to move all or selected documents to another basket • Index a selected document using the Index button • Edit-Select menu to highlight documents by status halFILE Administrator Set up Features: • Tools-Options menu is available to configure options that previously required editing an .ini file • Found in the Administrator, Search, Index, and Scan more in… Admin Training Class III halFILE Administrator halFILE Update Service: • One-time registration process via the Internet • Everyone needs to be out of the system • One PC performs the update. Other stations get updated when halFILE is launched. • Requires high speed connection (DSL/Cable) halFILE Administrator Control Features: • File-Baskets provides ability to assign a user to a basket • File-Baskets creates new baskets in a standard location by default to streamline the process • File-Database includes new Review Layout button halFILE Administrator Security Features: • User feature settings menus to apply settings to all users or to all databases for a user • Transaction logging option (Administrator Tools-Options) halFILE Administrator Reporting Features: • Can now set up Crystal Reports and run them from Reports menu • Tool – Options : Administrative Reports menu • Several reports distributed with halFILE 2.2 more in… Session II – Crystal Reports halFILE Manager • Service to clear locked licensed • Shows only baskets assigned to the user plus baskets that any user can access Scan Modules • 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 more in… User Training I Auto Archive Features • Now configured in the Administrator (Tools- Archive Setup) • Easier configuration with default settings • Added all baskets option • Support for database level as part of folder • Supports overflow drive • Can disable the Archive icon on the halFILE Manager toolbar Send to halFILE Icon Send to halFILE in system tray has been replaced with expanded send to halFILE menu inside Microsoft Office applications, Windows Explorer, and other 3rd party applications e.halFILE 2.2 New Application Features Search Criteria Features • Multiple Text Search – Names – Subdivisions, Blocks, Lots (title) – Sections, Townships, Ranges (title) • Cross Name Search • Reference Search – Related docs appear under primary doc – Default setting option Search Criteria Features • Smart-Name Search • Top Link to another web page • Web page display of County and Plant Certification Date (title) • Review Subdivision Base Edit (title) Hit List Features • Append Search • Options to Check All or Uncheck All • Enter address and e-mail checked items • Missing Images – Notification via column indicator – E-mail list of missing images – Run report of missing images • User Defined hit list template based on XML/HTML Document Features • Update document information • Place document information in new Browser window Report Features • Enhanced personalization options: – Report display same as hit list display – Display Base Edit comments, certification date, search criteria, subdivision name (title) Starter/Fallout System • Create and store “sets” containing multiple search criteria • Run multiple searches (based on criteria “set”) and display composite hit list • Create Starter record in your database • Edit, copy, close, and re-open • Easy recall for “gap” or “date down” searching • Fallout reporting Administrative • Image Retry • Web Based e.halFILE Configurator – Define or Modify Server, Browser, Other File Locations and Settings – Define or Modify Rate Plans – Review Database Settings and Options (view only - edit in halweb.ini) Upload Features • Upload and index using e.halFILE • Send to halTRACK more in… Session VI – On the Right Track Questions? There's no such thing as a bad hug, only good ones and great ones!
Pages to are hidden for
"Access Database Template Cable Tray - PowerPoint"Please download to view full document