SpringCM Scan for Windows Version 3.4 Release … · SpringCM Scan for Windows Version 3.4 Release Notes May 2014 . SpringCM Scan 3.4 for Windows Release Notes SM © 2014 SpringCM

SpringCM Scan for Windows

Version 3.4 Release Notes

May 2014

SpringCM Scan 3.4 for Windows Release Notes © 2014 SpringCMSM

Table of Contents

About the Release Notes 4

Version 3.4 5

Release Date: May 2, 2014 5

Release Client Version: 3.4.0 5

Release Overview 5

Released Detail 5

UI Refresh 5

Folder search 6

Upload folder stickiness 7

Blank page improvements 7

Other Enhancements 7

Fixes 7

Known Issues 7

Version 3.3 9

Release Date: July 20, 2013 9


Release Overview 9

Fixes 9

Release Date: June 14, 2013 9


Release Overview 9

Released Detail 10

TWAIN Support 10

Post Scanning Image processing 10

Page Separation 11

Other Enhancements 11

Fixes 12

Known Issues 12


Version 3.2 13

Release Date: March 2, 2013 13


Release Overview 13

When in SpringCM Scan used? 13

What are the requirements? 13

How to use SpringCM Scan? 13

Release Detailed 14

Fixes 16

Known Issues 16


About the Release Notes

What’s Included in the Release Notes

SpringCM Release Notes address new enhancements and fixes to SpringCM software, including SpringCM Business Sync, SpringCM Scan, and SpringCM Mobile. For detailed information regarding features or capabilities introduced in this particular release, refer to the Release Detailed section of this document.

Feedback Information

We’re constantly looking for ways to grow and innovate at SpringCM. Your feedback is essential to improve our product as well as its documentation and online support. We want to know what you like and what you don’t. Give us your feedback at [email protected].


Version 3.4

Release Date: May 2, 2014

Release Client Version: 3.4.0

Release Overview

This release of SpringCM Scan focuses on aligning with the SpringCM web client user interface updates, making it easier to find an upload folder, and providing more control over how blank pages are handled. Administrators are encouraged to explore new and enhanced features. Feel free to contact SpringCM Support ([email protected]) if you have questions on how to put these features to work.

Released Detail

SpringCM Scan is typically used in cases where paper based documents need to be converted to electronic content, indexed and stored in SpringCM. Typical documents could be documents with relevant business data such as invoices, checks, purchase orders, and documents that are similar. With Scan, a user can conduct all of these tasks without accessing the SpringCM web client.

The following enhancements have been introduced with this version of the client:

Refreshed user interface

Ability to search for an upload folder

Upload folder stickiness

Blank page improvements Print to SpringCM is not supported in Windows 8. Print to SpringCM uses the Microsoft print function to create a PDF version of your document and save it in SpringCM.

UI Refresh

The SpringCM Web Client has been updated to provide a cleaner and more contemporary look and feel. These changes largely focus on the following areas:

The menu bar has been updated with new colors

The menu bar hover over item colors have changed

Tool Bar items have new icons and new colors

The color and style of buttons have been updated on all pages

Folder selection has been updated with new selection items.

mailto:[email protected]


Folder search

Many customers have deep folder structures and it can be cumbersome and time consuming to navigate down the folder tree to the targeted upload folder. This release makes it easier and quicker to find and select the upload folder. After uploading a document, you can either browser the folder tree or search for a folder in SpringCM. To search for a folder, perform the following steps:

Upload a document

Enter search criteria

Hit enter or click on the magnifying glass to start the search.

Once search results have been retrieved, hovering over any of the search results will display the full path to the folder.

Select the folder you wish to upload to


Upload folder stickiness

After a folder has been selected for upload, it will remain set until you change to another upload folder. This has replaced the ability to set a default folder.

Blank page improvements

More refinements have been made to better control how blank pages are handled by the Scan app. These changes include the ability to:

Separate and remove the blank page: The blank page can be removed on separation by selecting “At blank page” and “Remove blank page”.

Separate and keep the blank page: The blank page can be kept on separation by selecting “At blank page” and de-selecting “Remove blank page”.

Remove the blank page: Now, you can remove the blank page without separating by selecting “Do not separate” and remove blank page.

Other Enhancements

Checking for scanners is now performed in the background.

Fixes

ID Resolved Issue

SCAN-383 Fixed an issue where selecting scanner settings while scanning caused a crash.

SCAN-384 Fixed an issue where uploading multiple items returned an unexpected error.

SCAN-385 Fixed an issue where moving all pages from a document to another document caused an unexpected error.

SCAN-396 Fixed an issue where upgrading from a previous version of Scan and changing from “just me” to “everyone” caused issues trying to launch the application.

Known Issues

Known Issue

Changing the install type from “just me” to “Everyone” on upgrade will show two programs with different versions that can be uninstalled.

Moving all pages of a document to another document may cause an unhandled exception

If the application is revoked while the user is on the document, an unhandled exception may occur.

Network scanners that are not connected to the application may show as connected even though they are not because Windows may show the scanner as connected.

When selecting the Scanner Preference pages, it may take several minutes to complete this action depending on the number of scanners connected to the computer.

When utilizing a TWAIN driver, pop up messages direct from the driver may occur in the setup


and configuration of the Scanner or when Scanning.

If an Attribute Group Name includes an apostrophe (‘), then an unexpected error will occur. This can be remedied by removing the apostrophe.

Depending on the quality of the Scan, setting Post scanning options to deskew or black border removal can worsen the quality of the scan. When this occurs, please disable these options and try to scan the document again.

TWAIN based scanners may not always recognize custom page sizes and as a result will scan in the default page size. If you set the app to Auto, then the scanner should be able to detect the right page size.

If the user starts to scan a document and while scanning navigates to the Scanners settings page, the scan will be interrupted.

If the user is scanning in detailed logging mode, adds a local file, and then starts to Scan, the application will crash.

If the user has scanned two or more documents, sets a date field on a document that is not today, navigates to another document, and then switches back to the original document, the date will be set as today’s date on the original document.


Version 3.3

Release Date: July 20, 2013


Release Overview

This release of SpringCM Scan fixed a set of issues that were identified in scanning with TWAIN scanners in which the scanner responded differently than expected. Administrators are encouraged to explore new and enhanced features. Feel free to contact SpringCM Support ([email protected]) if you have questions on how to put these features to work.

Fixes

ID Resolved Issue

SCAN-315

Fixed an issue in which scanning in auto mode with a specified resolution may result in different page sizes. This is because the scanner would scan different pages in a different resolution than specified.

SCAN-316 Fixed an issue in which scanning in color with a TWAIN scanner may return blank pages.

Release Date: June 14, 2013


Release Overview

This release of SpringCM Scan is focused on enabling customers to take advantage of prior hardware purchases by extending the Scan application to also support TWAIN enabled scanners. With this release, both WIA and TWAIN based scanners accessible to the computer are supported. New post-scanning image processing options have been introduced that ensure that the best possible electronic representation of the document is uploaded into SpringCM. New document separation options have been introduced to improve productivity of the scan operator by automatically separating the document based on how the user sets up the Scan application.



Administrators are encouraged to explore new and enhanced features. Feel free to contact SpringCM Support ([email protected]) if you have questions on how to put these features to work.

Released Detail


The following enhancements have been introduced with this version of the client:

TWAIN driver based Scanners

Post scanning Image Manipulation

Page separation options

TWAIN Support

SpringCM Scan has been updated to support TWAIN enabled scanners. Capabilities include:

Recognizing the scanner if connected via the network or USB

Configuring preferences for the Automatic Document Feeder Resolution, the Automatic Document Feeder Page Size, the Flatbed Resolution, the Color Mode or the Scan Mode. These configurations represent what the scanner will utilize when completing a scan.

Scanning documents with the aforementioned configurations.

If a scanner supports TWAIN and WIA, then either can be used when scanning documents into SpringCM Scan. The image generated by the document may be slightly different when scanning from the same scanning when switching from TWAIN to WIA and vice versa.

Post Scanning Image processing

With this release, the scan operator can now enable a set of post scanning images that will improve the overall image quality of the document prior to upload to SpringCM.

Deskew: Enabling this option will straighten the document if it is slanting too far in one

direction or is misaligned. The app will try to de deskew an image by about 15 degrees. Deskewing can improve OCR, barcode detection, or just the overall readability of the image.

Despeckle: Enabling this option will remove speckles/noise (extra pixels) from the

image. It performs a 3 x 3 despeckle filter and works as a noise removal filter for Salt and Pepper noise (randomly occurring white and black pixels) or random dots around a document. Selecting despeckle will remove black noise pixels from white backgrounds and vice versa. Despeckling does not provide significant value for color images.

Black Border Removal: Enabling this option will remove a black border surrounding



the document. The way it does this is detecting margins consisting of black color around and image and sets these values to white. It uses a confidence parameter where if what it detects is greater than what is configured, it will set the value to blank. When setting the Confidence value if the value is set as 100, then it looks for only lines that are pure black borders. When setting the Confidence value to 0, it looks for all lines that have at least 1 black pixel. The image dimensions are kept exactly the same.

Page Separation

New page separation options allow the Scan operator to be more productive by allowing the application to automatically create document at logical breaks in a scanned set of pages. Based on settings, the application will detect where new documents need to be generated in the scanning stream and automatically create new documents. Options include:

Do not separate: If this option is selected, then when the user selects Scan, then all

pages that are scanned will be treated as a single document Separate every page: Selecting this option allows the user to define how many pages

constitute a document. The application will create a new every time it hits the configured value.

Separate at each blank page: Whenever the application detects a blank page, a new document will be created. You also have the option of maintaining the blank page or discarding it. If the blank page is discarded, it will not be included in any document.

o The default setting is 4, which equates to a 99.4% of the page containing blank pixels.

o Setting to 10 equates to a page that equates to 100% of the page containing blank pixels.

o Each increment to the left or right moves the percentage by 1/10th of a percent. o Slider values map to the following percentage

1 equates to 99.1%

2 equates to 99.2%

3 equates to 99.3%

4 equates to 99.4% (Default) 5 equates to 99.5%

6 equates to 99.6%

7 equates to 99.7%

8 equates to 99.8%

9 equates to 99.9%

10 equates to 100%

Other Enhancements

When a document is selected and the user alters the zoom, the focus remains on the document as the zoom percentage is altered


Fixes

ID Resolved Issue

SCAN-231 Folders can now not be drag and dropped into the Documents Panel.

SCAN-242 Printing to Spring with a document greater than 450 pages returned an error

SCAN-259

Revoking the application with pending documents now removes document and does not throw an application exception.

SCAN-271 Applying an attribute group to a document with a cascading dropdown returns an error message

SCAN-277 When adding attribute totaling more than 80 fields, an error would occur

SCAN-288 Selecting Scan while a scan is in process would terminate the in process Scan.

Known Issues

Known Issue

If the user has no default account, then the user will not be able to authorize the application



When selecting the Scanner Preference pages, it may take several minutes to complete this action depending on the number of scanners connected to the computer.

When utilizing a TWAIN driver, pop up messages direct from the driver may occur in the setup and configuration of the Scanner or when Scanning.

If an Attribute Group Name includes an apostrophe (‘), then an unexpected error will occur. This can be remedied by removing the apostrophe.

Depending on the quality of the Scan, setting Post scanning options to deskew or black border removal can worsen the quality of the scan. When this occurs, please disable these options and try to scan the document again.

TWAIN based scanners may not always recognize custom page sizes and as a result will scan in the default page size. If you set the app to Auto, then the scanner should be able to detect the right page size.

If the user starts to scan a document and while scanning navigates to the Scanners settings page, the scan will be interrupted.

If the user is scanning in detailed logging mode, adds a local file, and then starts to Scan, the application will crash.

If the user has scanned two or more documents, sets a date field on a document that is not today, navigates to another document, and then switches back to the original document, the date will be set as today’s date on the original document.


Version 3.2

Release Date: March 2, 2013


Release Overview

SpringCM Scan enables you to upload paper documents into SpringCM in a single step in which you scan the document, select an upload folder and apply key business data in a single step. The Scan application is designed for Windows 7 and currently supports scanners that adhere to the WIA (Windows Image Acquisition) interface. Documents from connected scanners can be passed to the application where they can be indexed and uploaded into a SpringCM folder of your choice.

When in SpringCM Scan used?


What are the requirements?

1. Windows 7 2. Microsoft .Net 4.0 (if not installed, will be installed as part of the process) 3. Visual C++ 2010 (if not installed, will be installed as part of the process) 4. Any Scanner that is recognized by SpringCM Scan must have a Windows Image

Acquisition (WIA) driver and that driver must be installed on the local computer. 5. To scan documents, the Scanner must be connected to the computer (either via USB or

Network) and it must have a WIA driver installed on the local computer.

How to use SpringCM Scan?

1. Complete SpringCM Scan Installation For additional detail, click the following link: http://www.springcm.com/knowledge-article/scan/springcm-scan-for-windows-installation

2. After the installation of SpringCM Scan is complete, authorize Scan to access SpringCM by performing the following steps:

a. Select the authorization type: Standard Authorization or SSO Authorization. If SSO, you must also include the SpringCM Account ID. This account must be SSO enabled and must be your default account.

b. Complete a login process c. Approve Scan to access SpringCM

http://www.springcm.com/knowledge-article/scan/springcm-scan-for-windows-installation

http://www.springcm.com/knowledge-article/scan/springcm-scan-for-windows-installation


For additional detail, click the following link: http://www.springcm.com/knowledge-article/business-sync/authorizing-springcm-desktop-and-mobile-applications

3. Set your default SpringCM Account. If you only have one SpringCM account, this step is

typically not required. For additional detail, click the following link: http://www.springcm.com/knowledge-article/scan/springcm-set-default-springcm-account

4. Configure your Scanner. As part of this configuration exercise, you will configure scan resolution, color option, scan mode, and if the scanner has a document feeder, the page size to utilize. For additional detail, click the following link: http://www.springcm.com/knowledge-article/scan/configuring-scanner-preferences

5. Set your default Scanner, default Folder, and default Attribute Group. For additional

detail, click the following link:

http://www.springcm.com/knowledge-article/scan/set-default-scanner-default-upload-folder-and-default-attribute-group SpringCM Scan is now configured and ready to use. Add documents to the Scanner and click Start Scan. When the scan action is complete, the default folder and default attribute groups will be assigned to the document. At this point

6. Index the document with required business data. For additional detail, click the following link: http://www.springcm.com/knowledge-article/scan/how-to-index-document-in-springcm-scan

7. Upload the document to SpringCM. For additional detail, click the following link: http://www.springcm.com/knowledge-article/scan/how-to-upload-document-in-springcm-scan

Release Detailed

The 3.2 release of SpringCM Scan incorporates the following key capabilities:

Simplified authorization process now supports SpringCM accounts configured for Single Sign On (SSO)

http://www.springcm.com/knowledge-article/business-sync/authorizing-springcm-desktop-and-mobile-applications

http://www.springcm.com/knowledge-article/business-sync/authorizing-springcm-desktop-and-mobile-applications

http://www.springcm.com/knowledge-article/scan/springcm-set-default-springcm-account

http://www.springcm.com/knowledge-article/scan/springcm-set-default-springcm-account

http://www.springcm.com/knowledge-article/scan/configuring-scanner-preferences

http://www.springcm.com/knowledge-article/scan/set-default-scanner-default-upload-folder-and-default-attribute-group

http://www.springcm.com/knowledge-article/scan/set-default-scanner-default-upload-folder-and-default-attribute-group

http://www.springcm.com/knowledge-article/scan/how-to-index-document-in-springcm-scan

http://www.springcm.com/knowledge-article/scan/how-to-index-document-in-springcm-scan

http://www.springcm.com/knowledge-article/scan/how-to-upload-document-in-springcm-scan

http://www.springcm.com/knowledge-article/scan/how-to-upload-document-in-springcm-scan


Support for multiple users to use SpringCM Scan with a single Windows profile or login. The app will keep track of settings, completed and in process Scans for each user that accesses SpringCM Scan.

A General Settings screen in which User, Account, and Application settings are configured

o User setting to select default SpringCM account to access o Account settings in which the user can set on an account basis the default

scanner to use, the default upload folder, and the default attribute group to be assigned for each document.

o Application settings that govern if the app starts on Windows launch, if the user is kept logged in, if detailed logging is enabled, and if SpringCM Scan checks for updates automatically.

A Scanner preferences screen that allows the operator to configure for each Scanner the Automatic Document Feeder Resolution, the Automatic Document Feeder Page Size, the Flatbed Resolution, the Color Mode or the Scan Mode. These configurations represent what the scanner will utilize when completing a scan.

Duplex scanning is supported by Scanners that support this capability

A Transmission History Tab that displays the list of in process, completed, and failed transactions.

o This tab depicts all uploads (the document, the upload folder, status, date of upload, and current process).

o In process uploads can be cancelled o Failed uploads can be retried. A failed upload will include a failure reason in the

Status Window.

Document Capture o Documents can be captured from the Scanner. The Scanner must be connected

to the computer via USB or the Network and have a WIA driver installed. The Start Scan button triggers the scanning task.

o Documents can be captured fromhttps://pub.springcm.com/published/DownloadDocument.ashx?aid=6073&puid=202ae341-22b3-e211-a9a9-00505695504b electronic images. When these documents are added to SpringCM Scan, a preview is generated. The Add Files button triggers this action.

o Documents can be captured from electronic documents (DOCX, PPTX, XLSX). The Add Files button triggers this action.

Document Indexing: Every document that is added to SpringCM Scan can be indexed with Attribute Groups.

o Documents can be indexed with one or more Attribute Groups. o Documents can be indexed with repeating sets. Multiple sets can be added to a

given document o Documents do not require indexing. o SpringCM Scan recognizes all attribute groups created in SpringCM and allows

you to assign to documents. o Read only fields are recognized and not editable


o Required fields are recognized and must be entered before a document is uploaded into SpringCM

o Field types are recognized by Scan and act as they act in SpringCM.

Each document that is scanned or created via split is uniquely named.

Pages associated to a document can be manipulated with functions like rotate, flip, split, remove documents, and remove pages.

Automatic updates to install new versions as they become available.

Administrators are encouraged to explore new and enhanced features. Feel free to contact SpringCM Support ([email protected]) if you have questions on how to put these features to work.

Fixes

ID Resolved Issue

Known Issues

Known Issue

A Folder can be drag-dropped into the Page Preview panel and this creates a zero-byte file

If the user has no default account, then the user will not be able to authorize the application

If the user has an email address that includes a + ( eg [email protected]), then the user will not be able to authorize the application

Printing a document with greater than 450 pages to SpringCM returns an unhandled exception



If the user has Internet Explorer 10 installed and attempts to authorize, a set of javascript error messages may occur. These can be ignored.

