Configuration

In this Article learn HOW TO: 

  • Sign into accuimg
  • Configuring your scanner and other settings.
    • Other settings to include:  Annotations, OCR character Blacklist, Output format, convert document from TIF to PDF.
Signing into accuimg

When initially launching accuimg, either from the desktop icon or from AccuAccount, you may be prompted to log in.

  1. Launch accuimg from either the desktop icon or from AccuAccount
  2. Add the AccuAccount URL (e.g. http://localhost/accuaccount)
  3. Add the Username (same Username as AccuAccount)
  4. Add the Password (same Password as AccuAccount)

    Note:

    If using windows authentication, it will automatically login based on your windows credentials.

  5. Select OK

Current username will show in the top left menu panel

 

Changing URL, Username and/or Password

  1. Launch accuimg from either the desktop icon or from AccuAccount
  2. Select Connect tab in the left hand menu
  3. Change Url, Username and/or Password
  4. Select OK 

Current user name will show in the top left menu panel

Configuring your scanner

accuimg Settings

Appropriate TWAIN driver (1.9 compliant) Should be installed for the scanner you are using, not other drivers such as ISIS or Kofax

Each user has the ability to select their document format; however, Super Users have the Ability to enforce a specific output format. This applies to new documents only, as older document will remain in the original format. For more information regarding the Force Global Output Format setting: Choosing between TIF and PDF. Refer to the Administration Article.

  1. Launch accuimg either from the desktop icon or from AccuAccount
  2. Select Settings in the left hand menu
  3. Under the Document Format section you have the option to select which format your documents will be saved as
    • Adobe PDF
    • TIF
  4. Under the Scan Settings Section, select the scanner you wish to use through the drop down menu.

    Note:

    If AccuScan was previously installed, accuimg will use those scanner defaults when initially installed. You can also click the Scanner Settings link to make additional changes. Some scanner may not support this option.

  5. Recommended Profile Settings:
      • Blank page set to Enable
      • Resolution: 200 or 300 dpi
      • Scan Type: ADF (Duplex
      • Paper Size: Legal (8.5x14in)
      • Image Mode: Black and White

    Note:

    Keep in mind that if you change the setting to something other that Black & White, it will increase the document size
  6. Select to Enable or Disable automatic scan, blank page detection and/or date and time annotation
    • Automatic scan - When enabled, scanning will automatically occur when the application is launched from the customer page in AccuAccount
    • Blank page - When enabled, a blank algorithm will be used to identify blank pages and they will be removed from the resulting scanned document
    • Date and Time - When enabled, each will be annotated with the date and time in the upper-left-hand corner
  7. Under the Document Editor Settings you have the option to add a custom annotation. Select the check box next to Use Custom annotation and fill in the text you wish to use as the new default. This will only be visible when editing a page and selecting the annotation icon.

    Note:

    If a Custom annotation is not selected, the current date and time stamp will be placed within the annotation
  8. Select Apply near the top of the page to save any changes made
  9. A window will automatically populate stating "The new settings will take effect immediately"
  10. Select OK
Other Settings

Annotations

Page annotations defaults to a page and time stamp unless a custom annotation is selected to be used. For Example, users can set their custom annotation to their username it easily places their name on an existing page or newly scanned page using the Annotate Page icon within the Document Editor.

Adding a frequently used custom annotation in the settings menu

  1. Launch accuimg from either the desktop icon or from AccuAccount
  2. Select Settings from the left hand menu
  3. Under Document Editor Settings check the box Use custom annotation
  4. Type in the Custom annotation
  5. Select Apply
  6. A window will automatically populate stating "The new settings will take effect immediately
  7. Select OK

Once the custom annotation has been added with the settings, you will be able to add the annotation to a document from the Document Editor menu bar.

 

Add custom annotations to a page

  1. Select the desired page from the thumbnail column (from an existing page or newly scanned page)
  2. Select the Annotate Page icon
  3. Using the mouse, select the  area you wish to place the custom annotation
    • The custom annotation will populate, based on the custom annotation that was configured in the setting menu. See above instructions.
    • If a custom annotation is not configured, the current date and time will be populated
  4. If you wish to change the annotation, double click this area and make the appropriate changes
  5. Select Merge Annotations Icon to add the annotation to the page

    Note:

    Once the annotation is added/burned to the page, changes cannot be made
  6. Check the Box next to the document
  7. Select the Save icon

 

OCR Character Blacklist Settings

When optical character recognition is performed on an e-Signature form, you can specify certain characters that should be excluded from the resulting values, such as a dash character.

  1. Launch accuimg from either the desktop or from AccuAccount
  2. Select Settings
  3. Under the Electronic Signatures box type in any characters you wish to be excluded
  4. Select Apply
  5. A window will automatically populate stating "The new settings will take effect immediately"
  6. Select OK

 

Output format

An AccuAccount administrator has the option to enforce a specific document output format for All users, to keep consistency through out the bank. This will override each individual workstation settings and requires application restart. If the global output format is not set, each user (workstation) will have the flexibility of choosing to scan either PDF or TIF.

Refer to the Administration article for Admin instructions Choosing between TIF and PDF

 

Convert document from TIF to PDF

You have the option to manually convert an existing TIF document to a PDF document

  1. choose an existing document from AccuAccount and select the Edit Document icon
  2. Select the Convert button
  3. The page will automatically refresh and the document will show as a PDF document

Follow same steps to manually convert a document from PDF to TIF

  For more information on the PDF Toolkit (All of your current TIF images will be converted to PDF format)

Please contact our Sales team (719) 583-8004 ext. 1 or via email at sales@accusystem.net

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