Overview

OptiDoc™ for Traverse (OFT) is a zero impact integration tool for the Microsoft Windows operating system. From the end user perspective OFT is a hidden background process. OFT makes use of software fingerprinting technology that recognizes external applications, windows, dialog boxes, and any other desktop element that may require end user interaction.

During setup and installation a graphical user interface (GUI) guides the technician through a sequence of steps to create XML templates. These XML templates are configured to provide sets of integration behaviors that are invoked using hotkeys or controls. Menu controls, button controls, and integration events are automatically projected into the target application program when the background process of software fingerprinting recognizes the environment.

OFT provides universal integration with any third party application. This is achieved without any modifications or code changes to the Traverse application. We call this feature zero impact because there is no impact on the targeted application.

The Traverse application will automatically become image enabled because the OptiDoc™ document management system (DMS) is the central core.

Integration and event categories

• Searching

OFT captures search information from the Traverse screens, and uses this information to search for documents. The key benefit of this feature is to save time and increase accuracy when retrieving documents. The end user never has to leave the comfort of his application, and document imaging is part of his workflow.

• Indexing

OFT captures indexing information from the Traverse application, and uses this information to populate index fields in the database. Electronic documents or scanned documents are easily attached. This feature eliminates typing errors and dramatically reduces keystrokes.

• Bar-coding

OFT captures indexing information from the Traverse application, and uses this information to create a two dimensional PDF 417 barcode coversheet. This coversheet serves as a document delimiter and as a form header for recognition and attached paperwork. Attaching this coversheet to a scan batch eliminates dual data entry, zero level errors and organizes workflow.

• Monitoring

Electronic documents saved from Traverse are recognized and sent to the OptiDoc DMS. A network or local folder is monitored. This folder automatically reacts when a document is saved to it. This action happens in real time and helps the end-user move quickly through their workflow.

• Hot-Keys

Events are triggered into operation when the end-user presses a hot key. Any key, such as the function keys, can be assigned to trigger integration events. In addition, integration events can be cascaded, so that one event causes another event to occur.

• Menu Controls

Events are triggered into operation when the end user chooses a menu from a drop down list. When the background software discovers a configured environment a drop down menu or button will appear inside the application window. These controls can fire hot keys or other automation events. The software fingerprinting technology is driven by a set of drag and drop tools. The selected tool must be chosen and configured to best function with the application. There are 3 tools available. We will only be discussing the point tool since it is the best solution for capturing data from Traverse.

• Building Capture Templates

The point tool is used for applications that support a message feedback mechanism. For Traverse, this is the best tool to use because it does not rely on any interpretive process to locate and obtain the field data. To configure automation capture fields, set the Traverse application into the situation that needs to be recognized and then choose the point tool. Once the point tool is chosen OFT jumps into the field selection mode.

Simply click and drag the pointer over the Traverse application window or dialog box to observe a hatching effect. The hatching indicates the current fingerprint targeting and changes dynamically as you move and hover inside the Traverse application. Once the hatching is set to the proper field, you release the mouse button to set the fingerprint.

• WINDOW-TEXT (Point Tool)

The window text tool will draw a blue-highlight or hatch around objects that the operating system can see. This tool is great for standard Windows applications, C/C++, and basic HTML-Based web pages being rendered from Internet Explorer (6.0 or later). Here is an example of how it would look to use the Point Tool with Traverse.