Introduction
This document provides user instructions for the Ephesoft Transact Web Scanner. The Web Scanner securely scans images into Ephesoft Transact from your client machine and supports both HTTP and HTTPS protocols. Images can be stored on the local system or on the server.
Ephesoft Transact Web Scanner is certified to function with TWAIN-compliant scanners and their drivers. Manufacturer drivers that are not fully TWAIN-compliant may experience interoperability issues.
If you have not yet installed Web Scanner, complete the instructions provided in the Web Scanner Installation Guide before proceeding.
Web Scanner User Interface
The Web Scanner user interface contains three panels:
- Thumbnail Stack: contains a stack of images.
- Thumbnail List: displays thumbnails of the images.
- Full Image: displays the image selected from the Thumbnail Panel.
Figure 1. Web Scanner User Interface
The following navigation icons display in the toolbar:
- First page ( << )
- Previous page ( < )
- Next page ( > )
- Last page ( >> )
Figure 2. Web Scanner Toolbar
Further zoom and rotation functionalities are also available in the toolbar.
Creating and Configuring Scanner Profiles
Specific profile configurations are available to optimize Web Scanner functionality. Each batch class contains a default Web Scanner profile. Ephesoft recommends adding additional customized profiles to accommodate specific document types and batch classes.
To create and configure a scanner profile, complete the steps below.
Important: Administrator permissions are required.
- From the left sidebar, select Scanner Profiles and click Add.
Figure 3. Adding Scanner Profiles
- Specify a Profile Name.
Note: If a field in the Scanner Profiles configuration screen is missing or invalid, the field will display in red. Refer to the Appendix for a table of fields available for customization, and their customized values.
Figure 4. Scanner Profile Fields
This completes the steps required to create and configure Web Scanner profiles.
Operating the Web Scanner
The Ephesoft Web Scanner scans documents directly into Ephesoft Transact for batch class processing. Follow the below steps to use the Web Scanner.
- Open the Ephesoft Transact homepage and click Scan New Documents under the Operator menu.
Figure 5. Transact Home Page
The following screen displays.
Figure 6. Web Scanner Screen
- Click the drop-down arrow ( ▼ ) and select the appropriate batch class for the documents being scanned.
Figure 7. Selecting Batch Class
- If you are using multiple scanners, select the desired scanner from the drop-down menu.
Figure 8. Selecting Scanner
- Click Start to start scanning and importing the images.
- After all the pages are scanned, click Finish. The following screen will appear.
Figure 9. Finish Scanning
This completes user instructions for the Web Scanner.
Key Features
Below are key features of the Ephesoft Transact Web Scanner:
- Delete multiple images: You can delete multiple images by selecting one image at a time while holding the Ctrl key.
- Rescan a page on the Review/Validation screen: If errors occur while scanning, you are provided with an option on the Review and Validation screens to rescan the selected page.
Figure 10. Re-Scan
- Viewing and organizing multiple thumbnails: Thumbnails can be dragged and reordered according to your viewing preferences.
- Renaming batch description: You are provided with an option to edit the Scan folder name.
Figure 11. Batch Description
- Client-side image generation: This feature generates the .jpg files to display on the client’s side. This displays colored images on the user interface. To toggle between uploading to the client vs. server side, utilize the switch provided in the application.properties file found within the META-INF folder.
Page Number Label
In the Thumbnail panel, a page number displays below each image thumbnail. Each label begins with PG and is followed by the image count, beginning with PG 0. To start the page counter at PG 1, change the page_identifier_start_from_1 switch value to True. Refer to the Appendix for more information on configuring scanner profile settings.
Figure 12. Page Labels
Page Navigation Shortcuts
To move between the images in the Thumbnail panel, use the shortcuts provided:
- Next page: Ctrl + P , or Right Arrow Key
- Previous page: Ctrl + Shift + P , or Left Arrow Key
To view details for these shortcuts, select More > Shortcuts.
Figure 13. Scanner Shortcuts
Troubleshooting
Web Scanner Caching
The temp folder in the Ephesoft Transact scanner service directory is hidden to ensure additional security of processed data. It can be found in the following location by typing temp in the search bar: C:\Program Files (x86)\EphesoftTransactScannerService\temp)
Subfolders are created for each scanning job in the temporary folder. The name of this subfolder consists of two parts:
- User ID of the operator running the scan
- Numeric value generated from time and date
Figure 14. Web Scanner Caching
This subfolder contains scanned files and their thumbnails.
Figure 15. Cached Images
Multiple Users Error
Two users with the same username are not allowed to log in from the same server or from any other client machine. The following dialog box will display if an attempt is made:
Figure 16. Multiple User Error
Changing Scanner Profile Settings
The following table provides all Web Scanner settings available for configuration, and their possible values.
Settings | Possible values | ||
Profile Name
Name of the scanner profile. Users can create new scanner profiles as per their requirements by changing the related parameters and naming them as per their preference. |
Valid name provided by a user | ||
Current Pixel Type |
|
||
Bit Depth
Specifies bit depth per color channel (e.g. 24-bit RGB has a bit depth 8). |
|
||
Multi Transfer |
|
||
Hide UI
Hides the source user interface. |
|
||
Select Feeder
Controls the Automatic Document Feeder (ADF). |
|
||
Auto Scan |
|
||
Enable Duplex
Sets the scanner for duplex scanning if the scanner supports it. |
|
||
Blank Page Mode
Signals Web Scanner to detect and discard blank pages. |
|
||
Blank Page Threshold
Specifies the ‘dark’ pixel percentage threshold, below which the page is considered ‘blank.’ |
|
||
DPI
This option specifies the dots per inch. |
|
||
Color |
|
||
Paper Size |
|
|
|
Back Page Rotation Multiple
Specifies the multiples of 90 degrees in which back pages should be rotated. |
|
||
Page Cache Clear Count | |||
Front Page Rotation Multiple
Specifies the multiples of 90 degrees in which front pages should be rotated. |
|
||
Enable Multifeed Error Detection | Enables or disables | ||
Enable Rescan | Enables or disables rescanning of scanned documents. Rescan is enabled by default. | ||
Enable Delete | Enables or disables the ability to delete scanned document pages. This property is enabled by default. | ||
Local Storage
This is for storing the scanned document and related files (scanned files and their thumbnails) locally on the user machine where the scanner service is installed. |
Enables or disables | ||
Encrypt Temporary Images
By using this property, we can configure Transact to encrypt the images that are stored on the local machine. |
Enables or disables | ||
Enable Imprinter
This is for enabling the Imprinter functionality in the scanner profile. By default this is unchecked. |
Enables or disables |