FDD Client 9.2 User Guide - byui.edu

1 Feith document database Client Version User Guide Updated 5/19/2017 FDD Client User Guide 3 Feith document database Client Version User Guide Copyright 2017 Feith Systems and Software, Inc. All Rights Reserved. No part of this publication may be reproduced, transmitted, stored in a retrieval system, or translated into any language in any form by any means, without the written permission of Feith Systems and Software, Inc. All information in this work is subject to change and reflects software current at the time of publication. FDD and the FDD logo are trademarks of Feith Systems and Software, Inc. All other trademarks, product names and company names may be trademarks or registered trademarks of their respective holders.

2 Feith Systems and Software, Inc. 425 Maryland Drive Fort Washington, PA 19034 Tel (215) 646-8000 Fax (215) 540-5495 FDD Client User Guide 5 Table of Contents Introduction .. 9 Welcome to FDD ..10 What's New? ..11 frequently asked Questions ..12 Tips and Tricks ..14 Login ..15 The FDD Interface ..17 The Menus ..18 The Toolbars ..24 The File Cabinet Grid ..30 The View Window ..36 Lookup Tables ..38 Distinct Values ..42 Highlight Mode ..43 List Fields ..46 User Administration ..49 Change Your Password ..50 View User Status ..51 Update Permissions ..52 Change Preferences ..53 Acquire Pages into FDD ..59 Introduction to Scanning and Importing ..60 Scan ..61 Scan Preparation ..61 Scan ..62 Rescan Pages ..65 Scan Double-Sided Pages with a Simplex Scanner.

3 66 Import Pages ..67 Manage Batches ..69 Add Pages ..70 Acquire Pages into a File Image Enhancement ..73 Index Documents ..75 Introduction to Indexing ..76 Index Batch ..77 Index Settings ..81 Correct Indexing Mistakes ..83 Bookmark Index Values ..85 Index from CSV ..86 Search for Documents ..89 FDD Client User Guide 6 Introduction to Searching ..90 Search for Documents ..91 Search on String Values ..94 Search on Date Values ..95 Search on Number Values ..98 Sort Search Results ..100 Bookmark a Search ..101 Advanced Search ..102 Drill Down Search ..105 Reorder and Hide Fields ..107 Full Text Full Text Search Overview ..108 Perform Full Text Try Harder and What Else ..112 ES Search Techniques ..113 IDOL Search Techniques.

4 115 View Documents ..117 View FDD Documents ..118 Select a Page ..120 Reorder Magnify a Page ..122 Rotate a Page or document ..123 Bookmark a Page ..124 View General Objects ..125 View COLD document ..126 View document in New Image Window ..127 document Preview ..128 Minipages ..129 Minipage Basics ..129 Minipage Preferences ..131 Select Minipages ..132 Minipage Functions ..134 Manage Documents ..137 Modify Index Values ..138 Route a document ..142 Reindex a document ..143 Move Documents ..144 Delete Pages and Documents ..146 Leaps ..147 document Sections ..150 Folders ..152 Dynamic Folders ..154 FDD Client User Guide 7 Collect Documents ..155 Overlays ..157 Replace Page ..161 Convert Page from GOS ..162 document Versioning.

5 163 Versioning a document ..164 Check In and Check Out ..167 Page and document Notes ..169 Page Notes ..170 Page Notes Introduction ..170 Graphic Notes ..171 Text Notes ..174 Approval Notes ..175 Highlight Notes ..176 Redaction Notes ..177 Image and Text Stamps ..180 Sticky Page Notes ..184 Personal Stamps ..185 View Page Notes ..187 Print Page Notes ..188 Delete Page Notes ..189 document Notes ..190 document Notes ..190 Sign a document ..192 Blog Bar ..194 View All Notes ..195 Print, E-mail, and Export Documents ..197 Print Documents ..198 Fax from FDD ..200 E-mail from FDD ..201 Export Pages ..204 Export Documents ..206 Export Index Values ..208 Workflow iQ ..209 Workflow Overview ..210 Work To Do Window ..211 Workflow Tasks.

6 213 Search for Workflow Documents ..216 Process Workflow Documents ..218 Modify Index Values in Workflow ..219 Withdraw document from a Workflow ..220 Ad Hoc Route document ..221 FDD Client User Guide 8 Change document Priority ..222 Change document Deadline ..223 Add Workflow Annotation ..224 View Workflow History ..225 View Your Workflow Instructions ..226 Place document on Hold ..227 Add document to a Workflow ..228 The Admin File Cabinet ..229 Integration Links ..233 Forms iQ ..235 Forms iQ Overview ..236 Display Forms iQ document ..237 Update Forms iQ document ("Go Live") ..238 View Forms iQ document History ..241 Forms iQ Display Preferences ..243 Appendix A: Keyboard Shortcuts ..246 Appendix B: Common Error Messages.

7 249 Appendix C: Optional Index ..257 FDD Client User Guide 9 Introduction Introduction FDD Client User Guide 10 Welcome to FDD Feith document database (FDD) Client is the power Client application for viewing and managing your documents in the FDD system. Scan or import your pages into FDD and then index the pages into documents in a file cabinet, entering key information that identifies each document . Find documents based on the key information or any word in the pages. Manage your documents, processing them through your Workflow iQ workflows, making notes, updating your Forms iQ forms, adding pages, and more. Get started: Acquire pages into FDD Index pages into documents in a file cabinet Search for documents View documents Plus: Process documents through your Workflow iQ workflows Update your Forms iQ forms Make notes and redactions Manage documents Export and email documents Introduction FDD Client User Guide 11 What's New?

8 The following are features which have been added or improved in FDD: Support for Elasticsearch: Elasticsearch is a third-party full text database , which FDD supports as an alternative to Autonomy IDOL. See Perform Full Text Search and ES Search Techniques for more information. Elasticsearch supports "simple search" with "smart ranking" where FDD will perform a "google-style" search, returning documents that contain any of the words then ranking the documents intelligently so the most relevant documents are at the top. For example, if you search on a full name like "John James Smith", documents with his full name will be at the top and documents with "John Smith" or just "John" will be ranked lower. Along with ES, we added Try Harder and What Else You Got buttons that you can use to ask FDD to do another "fuzzier" search to try and find the documents you need.

9 See Try Harder and What Else for more information. Unlock Workflow Documents: If you are an administrator who has access to a workflow's admin file cabinet, you can unlock documents that are locked or on hold to make them available for workers again. To do this, select the documents then right-click and choose Workflow>Unlock Workflow Documents. See The Admin File Cabinet for more information. Add document to Any Workflow Task: Manually add a document to a specific workflow task, instead of the document just going in at the very beginning of the workflow. This may be helpful if a document needs to get back to a specific step or person, without going through all the other steps to get there. See Add document to a Workflow for more information.

10 Next Doc and Previous Doc Buttons: While viewing a document , hit the Next document or Previous document buttons on the Page Bar to navigate up and down the list of documents. If you had viewed the full text hits when viewing the first document , the full text hits dialog will be reopened for you automatically when you view the next document . See View FDD Documents and Perform Full Text Search for more information. Right-click>Copy, Cut, and Paste in Grid: Under the file cabinet right-click menu, use Cut, Copy, and Paste options to move documents between bin and file cabinets. These options are alternatives to Route and Reindex, and may be especially helpful if you are managing pageless documents. Remember you can move documents on the Folder Bar as well.