Capture and index non-medical journaling documents.
Access ImageNow.
Left click the drop-down caret for the Applications button on the ImageNow Toolbar.
Set KEES DCF Non-Medical as the default Application Plan. (See Setting Default Application Plan.)
Retrieve the appropriate template,
Example: Application, Review, Ongoing Narrative Template, which the user wants to capture and index. The templates can be found in the Business Process Management Tools.
The Template opens as a Microsoft Word Document.
NOTE: The template needs to be completed before being printed to ImageNow.
Click the File tab on the top left corner of the Microsoft Word screen.
Click the Print button.
Print Page Option displays. Identify ImageNow Printer under Printer drop-down menu.
Click Print button. The ImageNow Print dialog box displays.
Select IN Printer – DCF Non-Medical as the desired Capture Profile.
Click the OK button.
The Enter Received Date dialog box displays with the current date auto-populated displays.
NOTE: The Default Date is the current date and the user can manually change the date if needed.
Click the OK button on the dialog box.
Proposed Keys window opens.
Enter the Case Number and Case Name.
NOTE: Enter the Case Number and Case Name from KAECSES. The correct format for Case Name is (First Name Last Name). The Received Date will auto-populate based on the date entered in the Received Date dialog box. The user can manually change the received date in the correct format <mm/dd/yyyy> on the Document Keys, if needed.
Select Journaling from the Document Type drop-down menu on the Proposed Keys.
NOTE: Scroll through entire list, as all values may not be in alphabetical order.
Click the Capture button.
ImageNow Viewer window opens displaying the document.
Document Keys displays on the right side of the ImageNow Viewer.
NOTE: The user can change the Indexing values on the Document Keys.
Click the Save icon. ImageNow Viewer closes.