OptiDoc

webIT 3

User Manual Documentation

Modified for UAB Payment Request

6135 Barfield Road Suite 120Atlanta, GA 30328

(404) 843-3921(404) 843-1839 Fax

©Copyright 1990-1997 by Advanced Technology Services, Inc. All rights reserved.

OptiDoc32™ is a trademark of Advanced Technology Services, Inc.

Microsoft, Windows 95 and Windows NT are trademarks of Microsoft Corporation

Table of Contents

  1. INTRODUCTION…………………..……………………………………..……..…...….…….3
  2. ACCESS AND EXIT webIT 3……..……………....……….…..………………..….…..….….4

LOGIN………………...……………………………………………………………..…..……..4

  1. SEARCH……………………………………………………………….…………...…….…….7

A.Search for Documents…...…………………………………………………………..……..7

B.Refined Search..………………………………………………………………………..…...13

  1. VIEW RECORDS……………………………………………………………….……..……..14

A.view Search Results………………………………………………………………..…..….14

B.View a Single Record……………………………………………………………………...14

C.View Multiple Records…………………………………………………………………...14

  1. ACORDEX VIEWER…………………………………………………………….……..…....16

A.Installation of Acordex Viewer…………………………………………………….….16

B.Re-Installation of Acordex Viewer……………………………………….……..….....16

C.Printing from Acordex Viewer………………………………………………………….18

  1. PRINTING DOCUMENTS……………………………………………………….……..…...19

A.Print a Single Document………………………………………………………………….19

B.Print Multiple Documents…………………………………………………………….....19

C.Printing from Acordex Viewer …………………………………………………………20

D. Logout………………………………………………………………………………………..21

I. Introduction

The webIT 3 product is a web-based viewer for the OptiDoc imaging system. This component of the OptiDoc imaging system provides users with the ability to search for and to view images stored on the system using Microsoft Internet Explorer or Netscape browsers over the web. The webIT 3 product has an advantage over the OptiDoc workstation client in that it allows a single user to log into and search multiple databases from anywhere via the web. To access images in webIT 3 the user must be a user of OptiDoc. A webIT 3 user is then granted access to each imaging system using an ODBC data source that is setup on the IIS server. A key system component is a CGI that accesses image files from the database and reformats those image files into standard G4 TIFF files. Image files on the user system are examined by the CGI, to determine if JBIG or other web incompatible compression algorithm has been used, and recompresses those image files into standard multi page or single page G4 TIFF images. The CGI also converts COLD documents to G4 TIFF images. The G4 TIFF images are then rendered into the browser using a JAVA applet that directly accesses the TIFF data over an HTML pipe. This means that sensitive TIFF image files never reside on the browser.

II.Access and Exit webIT 3

Login

  1. Double click on the webIT 3 shortcut icon on your desktop or open a web browser and type in the URL ( to webIT 3.
  1. Enter your Blazer ID as the user name.
  2. Click the Sign In button.

NOTE: The user ID is encrypted and appears as small dots inside of the edit field instead of the actual characters. This user must be a user of OptiDoc. If the user is not authorized a message will display stating the user has not been setup in OptiDoc and cannot login.

  1. Enter a password for the database user (Webit password, should not be the same as your Oracle strong password).

NOTE: This password is encrypted and appears as small dots inside of the edit field instead of the actual characters. This functionality is standard, and is put in place so that other people cannot easily read your user name and password from the screen.

  1. Choose the OPTIDOCFIN database from the Database login dropdown menu.

III.Search

A.Search for Documents

  1. Specify a collection by selecting a collection from the drop down menu. Select “Oracle Payment Request” to view Oracle payment support documentation. Please note that this list will only contain the collections that have been assigned to the user by the OptiDocadministrator.
  1. Select the User View from the Specify a View drop down list. Please note that this list will only contain the views that have been assigned to the user by the OptiDocadministrator.
  1. Click the Search button to run query.

Note: You can change the Database or Collection or View at any time before clicking the Search button.

  1. Select the “Payment Request Number” field from the drop down list to search for an Oracle Payment Request.
  1. The Search field relationship field allows you to define your search with one of the operation statements. Select the “equal to” operation.


  1. Enter the document search criteria in the Specify Field Value box.
  2. For example, enter 18085 as your search field criteria. ONLY this entry will be returned.
  1. Click the Search button.

  1. Refined Search
  1. If you would like to refine your search by looking for two search criteria to narrow down the results you may choose either the AND or OR buttons. Generally, this will not be applicable to Payment Request searches. Therefore, skip this section (Refined Search) and go to the View Records section on the next page.
  1. The results of your search will appear in the next screen as a listing of all records meeting your search criteria.

IV.View Records

A.View Search Results

  1. The total number of documents meeting your search criteria will be displayed on the Results screen. Normally this will be only one record.
  1. You can navigate between the Results screens by clicking the Previous and Next buttons.
  • You may also navigate to the previous page by clicking the Back button in your web browser. (The Back button function may not be operable on some computers.)

B.View a Single Record

  1. Select the desired record you want to view by clicking in the check box in the column under the View button.
  2. Next click the View button.

C.View Multiple Records

  1. Select all of the desired records you want to view by clicking in the check boxes in the column under the View button.
  2. Next click the View button.

The document image will be displayed in the Acordex viewer. If you select multiple records to view, each individual record will be in a separate Acordex viewer. For multiple records, you may need to click and drag each window to see every record in the Acordex viewer. When you open an Oracle Payment Request record, the first page should be the Bar Code Fax Cover Sheet. You must click the right arrow button on the menu bar to page through the record.

V.Acordex Viewer

A.Installation of Acordex Viewer

IMPORTANT NOTE: The first time you use webIT 3, you will see the screen asking if you want to install and run the Acordex viewer.

  1. You MUST Select “Always trust content from Acordex Imaging Systems”.
  2. Click “YES”. DO NOT SELECT “NO.”
  3. If you select “No,” you will not be able to view the record that you have selected because you have not authorized the use of webIT 3’s Acordex Viewer. Installation of the Acordex viewer is a one-time requirement to allow you to view your records.


B.Re-Installation of Acordex Viewer

Important! If you inadvertently selected “No”, you must reinstall the webIT 3 Acordex viewer.

  1. First you must remove the viewer shell, by going into Internet Explorer and selecting Tools, Internet Tools.
  2. Go to the Content Tab, select Publishers in the Certificate panel, highlight Acordex Imaging Systems and select Remove.
  3. Now you are ready to reinstall the Acordex Viewer. You must repeat the search process and ANSWER “YES” in order to use webIT 3!

VI.Navigation Tools.

  1. Now that you have the document image displayed, you have a wide selection of tools/buttons to control how you view and manipulate the image.

-Here are the tools to help view the image.

  1. Previous Page
  2. Next Page
  3. Magnify
  4. Reduce
  5. View Zoom Percentage
  6. Top of Page
  1. Bottom of Page
  2. Pan Scroll Cursor
  3. Zoom Rectangle Cursor
  4. Rotate Left (90 degrees)
  5. Flip Image
  6. Rotate Right (90 degrees)
  7. Print

VII.Printing from Acordex Viewer

  1. When printing from the document viewer, click the Printer icon on the toolbar.
  1. Click OK.
  1. Select a printer and the number of copies, and click OK.

  1. When finished printing or viewing the document close the document viewer window by clicking the X in the upper right hand corner or going to File  Close.

VIII. Logout

  1. Click on “Logout”.

  1. You may also click the X in the upper right hand corner.

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OptiDocwebIT 3 User Manual