Changes in ReadySuite 4.0

Now that ReadySuite v4.0 has been officially released, we want to highlight some of the important changes made in this release.

New Features:
Added ‘OCR Wizard’ utilizing RecoStar and Tesseract OCR engines
Added ‘Create PDFs Wizard’ for creating searchable PDFs using OCR engine
Added ability to create and save projects
Added ability to auto-save projects on a time based interval
Added ability to set field data types (text, memo, date, number, etc) during import process
Added ‘Manage Fields’ wizard for modifying fields and setting export masks
Added preference to parse Summation field data types or import only as ‘Text’
Added option to specify the ‘DOCID’ field when exporting load files
Added page level information: TIFF Compression, Width (in.), Height (in.), DPI
Added wizard for ‘Import Text Files’ to associate image sets with text files
Added ability to overlay images, text, and/or natives to documents already imported
Added record number output (;Record 1) for Summation load file export
Added ‘Open Output Folder’ links to wizards generating output
Added ‘Path Editor’ for globally editing existing document paths
Added advanced numbering to import wizards with identifier preview
Added preference to disable Page Rows in grid to improve performance/memory usage
Added ‘Memo’ as field data type to improve performance/memory usage
Added ‘Output bad records’ when importing delimited text files
Added check resources option when importing delimited text files
Added ability to parse multi-page and single-page files from a Summation briefcase
Added prompt to save project file when closing application
Added ability to create and delete custom fields using ‘Modify Fields’ dialog
Added ability to set the internal ‘DOCID’ field to a custom field
Added export mask to Number, Date and Boolean fields to change output format
Added page timeout to config settings for RecoStar OCR engine
Added project name and save status to title bar
Added ‘Link In Place’ option when exporting delimited text file
Created 64-bit version – available for download by request
Wizard for ‘Import Delimited Text’ can now populate new fields (useful for importing a “tag list”)
Wizard for ‘Number Documents’ can now track counters by their unique prefix
Wizards for importing Images, Text, Native and Load Files are more streamlined

Important Changes:
Changed folder browser in Wizards to sort alphabetically
Improved warning messages generated by various wizards
Improved error handling in ‘Import Delimited Text’ wizard
Improved remembering last folder paths for folder and file chooser dialogs
Improved drag/drop functionality to remove lock in Windows Explorer
Improved support for creating output with JPEG2000 and JBIG2 options
Improved display of various document and page count numbers
Improved document and page counts in status bar for grid when document set is filtered
Improved ability to sort by field data type in grid
Improved editing fields in grid and metadata panel by data type
Improved ‘Batch Update’ dialog, can search/replace during update and propagate to family
Improved validation of documents during and post import
Improved ability to check for duplicate pages across all imported documents
Improved ability to hash image, text and native files separately
Improved license check with new folder config setting and silent fail option
Improved reading ‘@D @V’ when improperly formatted for Summation DII load files
Improved memory usage and stability throughout application
Improved numbering by prefix
Improved ability to auto-detect file encoding
Improved ability to auto-detect field data types when importing delimited text
Fixed status bar display when document count 6 digits or more
Fixed sensitivity in Find/Replace dialog
Fixed issue where grid disappears under certain circumstances
Fixed crash with toolbar when application left idle for long duration
Fixed numbering documents when value is only in prefix field
Fixed crash with ‘Trim Documents’ wizard when modifying bounds
Fixed project 0kb by saving to temp file first under certain circumstances where saving fails
Fixed rare crash caused by splash screen
Fixed display of installed licenses, added reminder expiration reminder dialog
Fixed grid filter if count is zero after deleting records
Fixed various tab orders in dialogs and wizards

Note that the above list is not a comprehensive list, but includes more of the important changes we’ve made since the last release in October.

Custom Fields & Data Types

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.

Filter Dates in Grid

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.

Grid Changes

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.

Modify Fields

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.

Changes in 3.1, added Trial Director support

ReadySuite 3.1 is now available, including minor bug fixes, enhancements and new Trial Director support.

Using ReadySuite, you can now import a Trial Director load file (OLL) and export it to any of the supported formats. As with other supported formats, verification options like checking all referenced files exist can be ran against the OLL file. Adding support for the OLL format lets us provide a neat package for preparing your images and OLE records for trial. As described in an earlier post, ReadySuite supports numbering exhibits for trial and exporting multi-page images to single page (tiff/jpeg).

Trial Director OLL Export

We’ve made some significant enhancements to the Import Delimited Text wizard, adding the ability to automatically detect the qualifier, delimiter and file encoding. If the detection fails, you can still manually specify the correct settings or choose from a list of common combination’s. Additionally, we’ve incorporated support for reading tab-separated files (tsv) with a bit more ease.

Preview Delimited Text

Additional options have been added to the endorse and stamping process. Originally, users were given the option to add white space to the top and bottom of pages only. We’ve now included the ability to add more white space to the left and right side of pages. This is an important option to have as endorsements can run vertically down and up a page.

Endorse Image Options

Along with more control over added white space, you can now specify if you want to maintain the original page size or allow the page size to be extended. For example, if you’re adding 0.5” to a page that is already 8.5” x 11”, you can choose to keep it at the original size or allow it to extend to 8.5” x 11.5”. Other options now allow you to adjust the margins in each of the nine quadrants, allowing endorsements to be closer or further from the edge.

Endorse Image Offset

Lastly, we’ve updated the export process to allow images to be endorsed on the fly. Previously, the endorse process would override an existing image set.

Endorse Images on Export

Head over to the download page to check out these new features and let us know what you’d like to see added or changed in a future release using the comments box below.