Posted in New Features | Tagged as: dat, edd, fields, filter, grid, import, readysuite, sort | No Comments »
We’re hard at work on some major new additions coming to the ReadySuite and ReadyConvert product lines. We’ll be discussing some of these in detail here as we get closer to releasing them.
First up, we’ve added the ability for you to specify data types for custom fields (aka metadata). An immediate benefit of this feature is how we allow you to sort and filter on columns in the grid. See illustration below – you can now filter on a date column by year, month and day.
In addition, date columns will be correctly sorted by oldest to newest or vice versa. Initially, we’re going to support the following data types: Boolean (Yes/No), Number, Decimal, Date, Time, Date/Time, Text and Memo. Other enhancements to the grid will allow you to correctly summarize number/decimal columns, see a checkbox for boolean types, and make coding changes using specialized editors in each cell.
With this change, we’ve added a new ‘Modify Fields’ dialog. Here you’ll be able to add, modify and delete fields. You can set a field to read-only mode by setting its Locked property, preventing accidental changes made to that field.
Fields will also support an export mask. This is particularly useful for Date fields. For example, if you specify an export mask on field ‘DATESENT’ and the date you imported was ‘2011-11-02’, on export you’ll be able to retrieve it as ‘11/02/2011’. You can specify export masks for Boolean, Date, Time, Date/Time, Decimal, and Number fields.
Further to supporting custom fields, we added an option to re-adjust the internal DOCID field. Using the Modify Fields dialog, you can set any field as the internal DOCID field.
In our next post, we’ll discuss how we’re adding support for saving projects.
Posted in New Features | Tagged as: dat, delimited text, export text, family, load files | No Comments »
We’ve been hard at work on some major new additions coming to ReadySuite, but we’re also eager to share features that are release-worthy – so without delay, ReadySuite v3.6 is now available.
Going with the recent changes made in v3.5, we’ve further improved the import delimited text wizard. For starters, if you’re importing a rather large file – you’ll no longer have to wait for the preview pane to load. We’ll now show you the first 500 records, and there is an added checkbox for displaying the remainder.
Secondly, we now support importing the parent identifier or group identifier as a field from delimited text files. Utilizing this feature will allow you to generate attachment identifiers, attachment ranges, and other parent/child relationships. We already support importing and exporting family information from Summation DII load files, EDRM XML load files and IPRO LFP load files.
Need to view the family association for a document? Use the Document Family panel, as seen in the screenshot below.
Utilizing the family view, you can see all of document’s family associations. Clicking on any particular document will show the document in the grid view, so you won’t get lost. Further, we’ve added two new internal fields to the grid: PARENTID and GROUPID.
Regarding document browsing, we’re (finally) introducing file icons to the grid display. Icons will be pulled based on image type (i.e. TIF, JPG or PDF) and in the case of native files, icons will be shown for the most common file extensions. We’re pulling this information from your metadata – most commonly, your native file path.
As you hover over file icons in the refreshed grid, you’ll be able to click to open the native file. By doing so, the file will open in their respective application on your computer.
The last feature we’re going to discuss in this blog post – exporting text files. Using the ‘Export Documents’ wizard, we’ve added a new option for outputting text files. The screenshot below identifies the set of available features
You can choose to either export the text files in place with your images (if you’re exporting images) or, alternatively, specify the folder and file name structure. Further, you can force the output encoding to ASCII, UTF-7 or UTF-8. Finally, an option was added to create blank text files for documents without text and to specify a margin allowing you to wrap lines at a specific column.
We’re working hard at the next release – which we will cover here. If you have suggestions or ideas for future releases, drop us a line using our contact page.
Posted in New Features | Tagged as: batches, check, images, import, native, text, verify | No Comments »
In our latest release, we introduced several new features, including the ability to check your resources and adjust the paths for your imported batches. These features were always available – but, only during the import process. Now, we’ve introduced a wizard so you can re-run the process, across all your imports. Further, we’ve added the ability to detect color or blank pages in your image sets. And finally, you can now detect which of your PDF documents have searchable text and which ones don’t.
The above screenshot shows the new ‘Check Document Resources’ wizard, which allows you to choose one or more options to run against your documents. Warnings will be presented in the warning log – and other details, such as which documents have color or blank pages, will be available in the document grid.
In the event that you’ve imported a large set of documents, comprising of images, native and text files, and you need to adjust your root paths or change drive letters, we’ve added the new ‘Batch Manager’.
As you’ll see, here you can change the properties of any imported batch after the import process.
