Administration

 

In this Article learn HOW TO:

  • Set up e-Signature Permissions and devices
  • Benefits of TIF vs PDF and setting global output
  • Managing e-Signature Devices
  • Reverting back to AccuScan.

Users Permissions

An admin in AccuAccount can set up Permissions for accuimg e-Signature forms and e-Signature devices

  1. From AccuAccount Select the Admin tab
  2. Select User Maintenance
  3. Click on the Paper icon for each user you want to grant permission
  4. Select the accuimg Settings tab
  5. Click on the Box - can Manage e-Signature Devices, if you want your user to manage e-Signature Devices configured
  6. Click on the Box - Can manage e-Signature Form Library, if you want your user to manage the e-Signature Forms configured
  7. Select Update

Info

These steps will need to be followed for Each user you want to grant permission to

Choosing between TIF and PDF

Info

If you Currently have the PDF toolkit, documents will be converted as scheduled.

 

TIF (Tagged image file Benefits

  • Compatibility with TIF viewers
  • Ability to convert to PDF as needed
  • Compatibility with other software that requires TIF images

 

PDF (Portable Document format) Benefits

  • Supports PDF Scanning with maintaining backwards compatibility with TIF, manually convert back to TIF
  • Nearly all application has a means of viewing a PDF document, and will not require special viewing software
  • Regular PDF files are typically smaller that TIF
  • Viewing and Printing multiple page documents, will not require the further downloading of special viewing software
  • OCR (optical character recognition) is embedded n PDFs
  • Searchable
  • Easy to use

 

Force global output format

Your AccuAccount administrator has the option to enforce a specific output format for All users. This will override your workstation settings. Also Requires application restart.

  1. From AccuAccount Select Admin tab
  2. Under System, Select System Settings
  3. Scroll down to accuimg
  4. Override workstation output format for new documents coming into AccuAccount from accuimage across all accuimg installations. Disable to allow individual users to choose their own settings
  5. Select Update
  6. Make sure accuimg users close and restart accuimg

Managing e-Signature Devices

Unlike other products, e-sign doesn't have dedicated "users" but rather it has devices which can be configured in Signature Devices.

Adding a device

    1. Launch accuimg from either the desktop icon or from AccuAccount
    2. Select Signature Devices from the left hand menu
    3. Select the Add Device icon
    4. Type in Device Name for easy reference
    5. Type in the Directory where documents will be stored
      • Use the scanned_images share and append "\<Username>" or if this is a shared device, a generic username can be created and used here.  As long as the URL and the share match, the documents will sync correctly. See previous article, Pre Installation within Electronic Signatures, for more information.
    6. Select OK
    7. The device name will now show in the Device Directory

 

Edit a device

    1. Launch accuimg either from the desktop icon or from AccuAccount
    2. Select Signature Devices from the left hand menu
    3. From the Device Name Directory, Click on the Device you want to edit
    4. Select the Edit Device icon
    5. Make any necessary changes to the Device Name and/or Directory when documents will be stored for that device
    6. Select OK, change will show in the Device Directory

 

Deleting a device

    1. Launch accuimg either from the desktop icon or from AccuAccount
    2. Select Signature Devices from the left hand menu
    3. From the Device Name Directory, Click on the Device you want to delete
    4. Select the Delete icon (A window will automatically populate asking if you are sure you want to delete the selected signature device)
    5. Select Yes, the device will be removed from the Directory

Reverting back to AccuScan

Once accuimg is installed, the legacy AccuScan can be enabled if necessary

Warning

AccuDoc is currently Only compatible with AccuScan

 

Manually switching back to AccuScan

  1. Log into AccuAccount (must have admin rights)
  2. Select Admin tab
  3. Select User Maintenance
  4. Select the paper icon by each users name (each user will need to be changed individually)
  5. Select the accuimg Setting tab
    • Enable Legacy Scan Module: By clicking on the Box, this will switch the user back to AccuScan and you must verify the scan Module path along with the Scanned Image Path

32-bit machine the scan path will be C:\Program Files\AccuSystem\AccuScan\AccuScan.ext

64-bit machine the scan path will be C:\Program Files (x86)\AccuSystem\AccuScan\AccuScan.ext

 

Manually switching to accuimg

  1. Log into AccuAccount (must have admin rights)
  2. Select Admin tab
  3. Select User Maintenance
  4. Select the Paper icon by each users name (each user will need access to accuimg will need to be set up individually)
  5. Select the accuimg Settings tab

Enable Legacy Scan Module should be un-checked to use accuimg

  • Can Manage e-Signature Devices: by checking the box, the user can manage e-Signature devices
  • Can Manage e-Signature form Library: by checking the box, user can manage e-Signature forms Library
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