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halFILE Document Manager 2.2: Simplifying Tree-Saving Document Management

Discover the new features of halFILE Document Manager 2.2, designed to simplify document management, save trees, and enhance productivity. Upgrade now!

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halFILE Document Manager 2.2: Simplifying Tree-Saving Document Management

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  1. halFILE 2.2 Session I New Application Features

  2. I’m saving trees By using halFILE Document Manager!!

  3. Version 2.1 Status • 118 companies have been updated • 20 more are scheduled for next 2 months • Others will be scheduled upon request or need

  4. Version 2.2 • Much simpler to upgrade • Program replacement and minor table changes only

  5. Search Features Hit List Features: • Option to show matching data on search hit list • Option to show all multi-entry data on the search hit list • Reference document are shown next to original document and are marked and color-identified • Append searches are identified by “Search #” row • Cross name search identified by “Search #” row

  6. Search Features User Features: • Cached pop-up lists for large tables such as Subdivisions

  7. Search Features Reporting Features: • Schema.ini created for better report generation • Option to print brief report of Hit List Information only

  8. Search Features Administrative Features: • Tools-Options menu • Transaction logging of searches and updates

  9. Index Features User Features: • Added ability to index a selected document in a basket from Basket Status menu • Identified “No Image” baskets to prevent a basket from holding image documents and non-image documents • Supports new feature where baskets can be assigned to a user • Support Copy from Search module and Paste to Index Base Edit fields • Show Lot/Block comments on Base Edit form

  10. Index Features Administrative Features: • Tools-Options menu • Transaction logging of searches and updates

  11. Basket Status Features Administrative Features: • View-Statistics menu to show summary of documents in basket • View-Refresh menu to reload basket • Transaction logging of deleted or transferred documents

  12. Basket Status Features User Features: • File-Transfer menu to move all or selected document to another basket • Index a selected document using the Index button • Edit-Select menu to highlight documents status

  13. halFILE Administrator Set up Features: • Tools-Options menu is available to configure options that previously required editing an .ini file • “halFILE Update Service” is being introduced

  14. halFILE Administrator halFILE Update Service: • One-time registration process via the Internet • Everyone needs to be out of system • One PC performs the update. Other station get updated when halFILE is launched • Requires high speed connection (DSL/Cable)

  15. halFILE Administrator Control Features: • File-Baskets provides ability to assign a user to a basket • File-Database includes new Review Layout button

  16. halFILE Administrator Security Features: User feature settings menus to apply settings to all users or to all databases for a user

  17. halFILE Manager • Improved licensing control on Terminal Services • Shows only baskets assigned to the user plus baskets that any user can access

  18. TWAIN Scan Module • Prompt when clicking DONE button to prevent inadvertent stapling of all images to one document. • Support for UNC basket paths. • If .tmp files found in folder, user is asked if they wish to import them.

  19. Kofax Scan Module Prompt when clicking DONE button to prevent inadvertent stapling of all images to one document

  20. Auto Archive Features • Added all basket option • Support for database level as part of folder

  21. Send to halFILE Icon New menu selections added for easier navigation between search and index modules

  22. Questions? There's no such thing asa bad hug, only good onesand great ones

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