What

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Whats New?
Session 1
Whats New?

• New halFILE and e.halFILE Features in Version 2.2

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halFILE version 2.1 Status

• 191 companies have been updated
• 12 more are on the schedule
• Others will be scheduled upon request or need

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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

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Version 2.2
Theres new
And theres really new
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Search Features
Hit List 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

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Search Features
Hit List Features

• Publish marked hit list items to html or
  comma-delimited files
• Option to e-mail marked items as individual
  attachments
• Option to select pages to e-mail

more in Session IV halFILE Bug Spray
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Search Features
Hit List Features

• Starter searches
• Fallout Report

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Search Features
Hit List Features

• Send to halTRACK

more in Session VI On the Right Track
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Search Features
Reporting 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

more in Session II Crystal Reports
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Search Features
User Features

• Cached pop-up lists for large tables such as
  Subdivisions
• Image zoom keyboard hot keys

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Index Features
User 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

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Index Features
User Features

• Expanded right click menu
• Image zoom keyboard hot keys

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Index Features
Security Features

• User security can be set to restrict update of
  existing records

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Review Documents in a Basket
Administrative Features

• View-Statistics menu to show summary of documents
  in basket
• View-Refresh menu to reload basket

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Review Documents in a Basket
User Features

• 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

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halFILE Administrator
Set up Features

• 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

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halFILE Administrator
halFILE Update Service

• 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)

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halFILE Administrator
Control Features

• 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

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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)

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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
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halFILE Manager

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

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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
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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
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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
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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

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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 3rd party applications
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e.halFILE 2.2
e.halFILE 2.2

• New Application Features

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Search Criteria 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

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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)

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Hit List Features

• Append Search
• Options to Check All or Uncheck All
• Enter address and e-mail checked items
• Missing Images
• Notification via column indicator
• E-mail list of missing images
• Run report of missing images
• User Defined hit list template based on XML/HTML

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Document Features

• Update document information
• Place document information in new Browser window

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Report Features

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

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Starter/Fallout System

• 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

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Administrative

• 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)

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Upload Features

• Upload and index using e.halFILE
• Send to halTRACK

more in Session VI On the Right Track
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• Questions?

There's no such thing asa bad hug, only good
onesand great ones!