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pub:iview8fe

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iView 8 Front End Use

Log-In Screen


Log-In Window:

  • Log-In credentials are set by the administrator under the User Manger option in the Administrator sectorion of iView
  • Credential can be:
1 All active IBMi Profiles
2 Individually assigned users

Screen Areas


Archive Screens




Import Documents via data lookup from an external file

In Archive Configuration, select the archive and define the mapping fields to lookup:

Define the library and name of the external lookup file, then for each INDEX field, define the mapping fields from external file as well as the Comparison type (= : exact match, <> : doesn’t match; LIKE : similar values)

Then, in the Import Document screen, enter the searchable value in Index field and either click ‘Search in Metadata File’ which it will search from iView metadata file, or ‘Search in External File’ which it will search from the file we defined in Archive Configuration screen:


Then Click Submit to import file into the iView archive

Signing Documents Using Signature Capture

You can sign captured documents by using iSign

Setup

To enable signatures in an archive:

  • Change the storage format: from *PDF to *PDFSIG .
  • Specify meta data field(s) used to search for documents to sign in the archive definition
  • Setup printing. Specify one outqueue by entering it or use F18 to setup multiple printer queues conditionally.

The archive is now ready to accept documents for signature.

Sign

The document must be archived through an engine or through option 15 - manual import.

  • Navigate to the document: Use the main page option 2, then search for the document. ( The search field(s) are the meta data fields with the SIGTAG switch set to Y ). The document should open in the signature capture app.
  • Click on the 'sign' link.
  • Click .
  • Sign the document with your mouse, stylus or finger.
  • Click .
  • Optionally print the signed document by clicking
  • Optionally email by clicking the button. The iMail address book is used for addressing, or key the email addresses.
  • Click

Archive Structure

Documents in pending signature status can not be searched for in the regular archive, and vice versa. Clicking changes the document status to regular archived document.



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pub/iview8fe.txt · Last modified: 2018/10/17 00:41 by kkramer