halFILE 2.2 New Application Features Session I

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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

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

Search 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 Hit List Features:

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

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

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

Index 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 User Features:

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

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

Basket Status 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 User Features:

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

halFILE Administrator 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) halFILE Update Service:

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

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

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

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.

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

halFILE Viewer Added Edit-Copy Page menu

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

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

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