To attach a scanned image:Attach scanned images to Eclipse records to decrease paper filing and secure documents to their related Eclipse records. Keep track of all types of forms:
Invoices.
Credit applications.
Product photos or MSDS.
Signature captures.
Pick tickets, and more.
To attach a scanned image:Display the Eclipse record to which you want to attach an image.
From the Windows Start > Programs > Eclipse menu, select Document Indexer to start the Eclipse Document Indexer.
In the Select Profiles box, select the desired document profile. A profile is required to let the system know how to index and store the image being processed.
For information about adding profiles, see Using the Indexer Button Bar.
Select the document or documents you want to attach to the open Eclipse record.
Click the Attach button to attach the image to the Eclipse record.
Note: If you have a default profile set up for images and it is set to prompt on each index, you can use your Windows file management system, such as Explore, and click and drag the image file to the Eclipse record.
The Eclipse Attachment Indexing screen displays.
In the Description field, enter a descriptive name of the image.
In the Index Points field, enter the following information, if needed. Use the Multi hot key to enter multiple items in each field:
|
In the field... |
Enter... |
|
User ID |
additional pointers to User Maintenance records. |
|
Entity |
additional index pointers to Vendor or Customer Maintenance records. |
|
Ledger |
additional index pointers to any ledger records, including Sales Orders, Purchase Orders, and Accounts Payable. |
|
Product |
pointers to product descriptions in Web Commerce. First set up a default profile for WOE-Images. We recommend naming the folder in the Internet ROOT directory the same as the profile. |
|
Activity Log |
pointers to user and customer trackers. |
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Product Cat |
pointers to Eclipse Web Commerce product categories. This displays an image next to its product category on a web page, for example. For information about using product categories, see the Eclipse Web Commerce documentation. |
|
User Defined |
pointers to any custom user defined screens. For example, to index test reports to products, or reviews to employee screens. |
Use the following hot keys as needed:
Index – Indexes the file, removing the file from your computer to the storage location.
Index W/O Delete – Indexes the file, copying the file to the storage location without deleting the original file from your computer.
F12 – Closes the Delete/Edit Indexes screen without saving changes.
The next time Eclipse displays that record, the record has an Image Indicator (*i*) in the top right corner to let users know an image is attached.
Note: To permanently delete the attachment, manually remove it or run the Document Copy/Move/Delete Utility.
Press Esc to exit the Eclipse screen.
On the Indexer dialog box, select File > Exit to exit.
See Also: