› PSIsafe Desktop › Batch Capture

Batch Capture

The PSIsafe Desktop Batch capture module is designed to import a batch of documents. Multiple tools are built in to expedite the process of the standard Document Filer manual input method. While filling out index fields or line items remain the same, the ability to automatically fill in this metadata is enhanced in a few capacities, including automatic templates, bar code recognition, and OCR capabilities.

Batch Capture navigation menus

Navigation Menu

File

  • Open: Opens one or more documents import into PSIsafe Desktop.
  • Management: Opens the PSIsafe Management application.

View

  • Thumbnails: Adjust the location and size of thumbnails in the Batch Capture import column.
  • Show Selection Panel: Toggles the display of the Selection Panel below the Index and Records panels.
  • Undock Batch: Undocks the Batch Capture module from the rest of the PSIsafe Desktop application into an independent window, or re-docks the Batch Capture module if it is already undocked.

Scan

  • 1-bit Black and White: Opens the scanner selection window and scans a 1-bit black and white image of a physical document after starting the scan process through your workstation's installed driver software.
  • 8-bit Grayscale: Opens the scanner selection window and scans an 8-bit grayscale image of a physical document after starting the scan process through your workstation's installed driver software.
  • 24-bit Color: Opens the scanner selection window and scans a 1-bit black and white image of a physical document after starting the scan process through your workstation's installed driver software.

Set Active Items: Automatically populates the corresponding index fields from your folder indexes and tab names using a preconfigured OCR or barcode recognition profile.

Load: Load a preconfigured profile for OCR or barcode recognition. See the Load Templates section below.

Batch Capture > Options > General

After clicking Options in the main navigation bar, the Batch Options window appears with the General tab selected by default.

The options within the General tab are described here:

  • Auto select next image after filing: Performs automatic selection of the next imported document in the queue after pressing File.
  • Reset folder after filing: Performs a refresh on the active import folder after pressing File.
  • Synchronize images with server: Synchronizes the imported images in the import panel on the left-hand side with the PSIsafe Desktop server. Use this feature to move between workstations with imported files that have not completed the filing process.
  • Make annotations permanent when filing for TIF: If the annotations feature is used on an imported TIF file, the modifications are made permanent after clicking File.
  • Make annotations permanent when filing for PDF: If the annotations feature is used on an imported PDF file, the modifications are made permanent after clicking File.
  • Fast scan DPI: Set the DPI of scanned images when Fast Scan is enabled.
  • PDF Import DPI: Set the DPI value of incoming PDF files converted after import.
  • PDF Import Format: As the following bit values will increase, the overall image quality and file size will increase proportionally.
    Formats marked [Not Full Text Compatible] are not compatible with the PSIsafe Desktop Full Text Search feature.
    • 1-bit Indexed: Applies a black and white image format with support for indexing.
    • 4-bits Indexed[Not Full Text Compatible]: Applies the black and white image format with support for indexing.
    • 8-bits Indexed: Applies a grayscale image format with support for indexing.
    • 8-bits Grayscale: Applies a grayscale image format.
    • 16-bits Grayscale: Applies a higher quality grayscale image format than 8-bits.
    • 16-bits Grayscale Alpha: Applies a modified and higher quality grayscale image.
    • 24-bits BGR: Applies the BGR (Blue, Green, Red) 24-bit compression method where the lower-addressed 8 bits are blue, the next-addressed 8 are green and higher-addressed 8 bits are red.
    • 32-bits BGR[Not Full Text Compatible]: Applies a higher quality version of the 24-bits BGR compression method described above.
    • 32-bits BGRA[Not Full Text Compatible]: Applies a modified version of the 32-bits BGR compression method described above to include an Alpha color channel.
    • 32-bits CMYK[Not Full Text Compatible]: Applies CMYK formatting, which is appropriate for high quality printing. The corresponding cyan, magenta, yellow, and black color channels are each stored within 8 bits when using this compression method.
    • 48-bits BGR[Not Full Text Compatible]: Applies a higher quality version of the 32-bits BGR compression method described above.
    • 64-bits BGRA[Not Full Text Compatible]: Applies a 64-bits BGR compression method that includes an Alpha color channel.
  • PDF Import Compression: When a PDF file is imported and stored, the following compression methods can be applied:
    • Default: Applies the default compression method, which reduces images to 200 DPI.
    • Deflate: Applies the deflate compression method, which is a lossless data compression file format that uses a combination of LZ77 and Huffman coding.
    • Group3FaxEncoding: Applies the Group 3 Fax Encoding compression method, which is the most widely used fax transmission standard. Faxing documents stored with this type of compression method uses a unique modulation that combines amplitude and phase modulation. Furthermore, the digital data is compressed using run-length encoding, resulting in a transmission time of less than one minute per page.
    • Group4FaxEncoding: Applies an improved version of the Group 3 Fax Encoding compression method described above.
    • JpegCompression: Applies a compression method that reduces overall file sizes using the JPEG standard.
    • Lzw: Applies the LZW compression method, which reduces overall file sizes using a table-based lookup algorithm to remove duplicate data.
    • MacintoshPackbits: Applies the Packbits compression method, which reduces repeated strings of the same characters into two components stored in one byte apiece.
    • ModifiedHuffman: Applies a modified Huffman compression method, which is a lossless compression method that applies to most common data types.
    • NoCompression: No compression methods are applied to the imported PDF.
  • Startup indexing mode: Choose the default indexing mode that Batch Capture will load when opening.
  • Handle Multipage Documents: Choose the default multipage document import behavior:
    • Always Split Multipage Document: Always splits an imported multipage document into individual pages.
    • Never Split Multipage Document: Never splits an imported multipage document into individual pages.
    • Always Prompt When Loading A Multipage Document: Always presents an option to choose whether to split a multipage document into individual pages.
  • Load PDF Action (Only for Manual and Template Mode): Choose between either converting PDF documents to TIF format when using the Load function in Batch Capture, or leaving them in their default PDF format.

Batch Capture > Options > Auto File

The Auto File Mode Separation templates are configured in Options > Auto File > Add/Edit.

See Batch Capture Auto File Mode.