What’s New? New halFILE and e.halFILE Features in Version 2.2 Session 1

halFILE version 2.1 Status 191 companies have been updated 12 more are on the schedule Others will be scheduled upon request or need

Version 2.2 Status Version 2.2 is “out the door” Beta site program has been successful Installation and table changes handled by the halFILE Update Service

Version 2.2 And there’s “really new ” There’s “new”…

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

Search Features Publish marked hit list items to html or comma- delimited files Option to marked items as individual attachments Option to select pages to Hit List Features: more in… Session IV – halFILE Bug Spray

Search Features Starter searches Fallout Report Hit List Features:

Search Features Send to halTRACK Hit List Features: more in… Session VI – On the Right Track

Search Features Quicker, easier reports design procedure Schema.ini used to automatically format date and numeric fields Option to print brief report of Hit List Information only Reporting Features: more in… Session II – Crystal Reports

Search Features Cached pop-up lists for large tables such as Subdivisions Image zoom keyboard hot keys User 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 User Features: Expanded right click menu Image zoom keyboard hot keys

Index Features Security Features: User security can be set to restrict update of existing records

Review Documents in a Basket View-Statistics menu to show summary of documents in basket View-Refresh menu to reload basket Administrative Features:

Review Documents in a Basket File-Transfer menu to move all or selected documents to another basket Index a selected document using the Index button Edit-Select menu to highlight documents by status User Features:

halFILE Administrator Tools-Options menu is available to configure options that previously required editing an.ini file Found in the Administrator, Search, Index, and Scan more in… Admin Training Class III Set up Features:

halFILE Administrator One-time registration process via the Internet Everyone needs to be out of the system One PC performs the update. Other stations 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-Baskets creates new baskets in a standard location by default to streamline the process File-Database includes new Review Layout button Control Features:

halFILE Administrator Security Features: User feature settings menus to apply settings to all users or to all databases for a user Transaction logging option (Administrator Tools-Options)

halFILE Administrator Reporting Features: Can now set up Crystal Reports and run them from Reports menu Tool – Options : Administrative Reports menu Several reports distributed with halFILE 2.2 more in… Session II – Crystal Reports

halFILE Manager Service to clear locked licensed Shows only baskets assigned to the user plus baskets that any user can access

Scan Modules 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 more in… User Training I

halFILE Viewer Added Edit-Copy Page menu Added keyboard hot keys to navigate the image window from the keyboard more in… Session XI – Tips and Tricks to becoming an Imaging Pro

halFILE Viewer New Keyboard Hot Keys Alt-Z Zoom toggle Alt-1 Zoom to upper left quadrant Alt-2 Zoom to upper right quadrant Alt-3 Zoom to lower left quadrant Alt-4 Zoom to lower right quadrant Alt-~ Fit width (toggles upper half/lower half of document) Ctrl-F Goes to first page of the document Ctrl_L Goes to last page of the document

Auto Archive Features Now configured in the Administrator (Tools- Archive Setup) Easier configuration with default settings Added all baskets option Support for database level as part of folder Supports overflow drive Can disable the Archive icon on the halFILE Manager toolbar

Send to halFILE Icon Send to halFILE in system tray has been replaced with expanded send to halFILE menu inside Microsoft Office applications, Windows Explorer, and other 3 rd party applications

e.halFILE 2.2 New Application Features

Multiple Text Search –Names –Subdivisions, Blocks, Lots (title) –Sections, Townships, Ranges (title) Cross Name Search Reference Search –Related docs appear under primary doc –Default setting option Search Criteria Features

Smart-Name Search Top Link to another web page Web page display of County and Plant Certification Date (title) Review Subdivision Base Edit (title) Search Criteria Features

Append Search Options to Check All or Uncheck All Enter address and checked items Missing Images –Notification via column indicator – list of missing images –Run report of missing images User Defined hit list template based on XML/HTML Hit List Features

Update document information Place document information in new Browser window Document Features

Enhanced personalization options: –Report display same as hit list display –Display Base Edit comments, certification date, search criteria, subdivision name (title) Report Features

Create and store “sets” containing multiple search criteria Run multiple searches (based on criteria “set”) and display composite hit list Create Starter record in your database Edit, copy, close, and re-open Easy recall for “gap” or “date down” searching Fallout reporting Starter/Fallout System

Image Retry Web Based e.halFILE Configurator –Define or Modify Server, Browser, Other File Locations and Settings –Define or Modify Rate Plans –Review Database Settings and Options (view only - edit in halweb.ini) Administrative

Upload and index using e.halFILE Send to halTRACK Upload Features more in… Session VI – On the Right Track

Questions? There's no such thing as a bad hug, only good ones and great ones!