Executive Assistant is Windows Vista & Windows 7 compatible!!

**Windows 7 ISIS drivers for select Fujitsu scanners are now available from Fujitsu as a download at the following link http://www.fujitsu.com/global/support/computing/peripheral/scanners/drivers/index.html#isis **

Executive assistant now supports network deployments of more than 10 users.

EA 5.0.7

The new version 5.07 has been released, and is Windows Vista and Windows 7 compatible!!

Executive Assistant v 5.07 introduces enhancements including:

• Faster Search Results for search queries on large datasets in the VIEW documents
• Executive Assistant and Junxure: - Executive Assistant v. 5.07 integrates with BOTH the old Access based versions of Junxure, as well as the new Junxure v. 7 SQL based versions. With version 5.07 you can now create Microsoft Office Word, Excel, or Powerpoint documents in Junxure and through the interface store them in Executive Assistant.

FAQs - Frequently Asked Questions

Can I filter an imported TIFF?

All filters in the Executive Assistant®'s Scan Documents module can be applied to any TIFF image on your system. This includes those TIFFs already filed or imported by the File Documents module, TIFFs copied from a CD, or any TIFF not managed by the Executive Assistant®.

To filter a TIFF already on your computer, open the Scan Documents module's File menu and select the Open menu item. Browse to and select the TIFF image you intend to filter. Then, filter your Document as explained in the Filter Document section of this documentation.

When working with a TIFF from a CD, the file must be made writable after you copy it from the CD and before you attempt to filer it. To accomplish this on a Windows workstation, right-click on the TIFF file, select Properties, and uncheck the Read-only attribute.

Always compact your Document after applying a filter.

Can I insert, delete, move, and replace pages with an imported TIFF?

The Scan Documents module allows you to alter the contents of any TIFF on your system. This includes those TIFFs already filed or imported by the File Documents module, TIFFs copied from a CD, or TIFFs received via an email attachment.

To alter the contents of a TIFF already on your computer, open the Scan Document module's File menu and select the Open menu item. Browse to and select the TIFF image you intend to alter. Then, alter your Document as explained in the Insert, Delete, Move, and Replace Pages section of this Documentation.

When working with a TIFF from a CD, the file must be made writable after you copy it from the CD and before you attempt to alter it. To accomplish this on a Windows workstation, right-click on the TIFF file, select Properties, and uncheck the Read-only attribute.

Always compact your Document after inserting, deleting, moving, or replacing pages.

How can I filter just one page?

Select a filter and right-click on the thumbnail whose page you wish to filter. In the popup menu that appears, select Filter.

How can I restore a Document to undo filters, erasures, and other modifications?

If you intend to apply filters, erase regions, or otherwise modify pages, you should open or reopen the target Document by selecting Open from the File menu and browsing to your Document.

The system adds the Restore button, as shown below.

Press the Restore button to return the Document to whatever state it was in before you accessed it via the Open menu item.

How can I tell if my scanner is Pixel certified?

Pixel Translations maintains a list of support drivers at http://www.scannerdrivers.com/scaninfo.nsf/zScanner_Partner.

If your scanner is not certified, the Executive Assistant® displays a Warning dialog that reports the following:

A driver installed on this system ... has not been certified by Pixel Translations. It may work, or it may cause problems including Application Errors. Click continue to attempt to use this driver.

If this is the case, the Executive Assistant® cannot guarantee proper communication with your scanner.

What is a Filing Cabinet?

A Filing Cabinet is a group of related Documents, such as all the Documents that would belong to one department or departmental function, one family member, or any unit within your organization that would logically own Documents. The following points are essential to understanding and using Filing Cabinets:

• You must assign a Document to a Filing Cabinet at the time you scan or import the Document.

• Each Document belongs to the Filing Cabinet in which it was scanned and cannot be shared with other Filing Cabinets. Moving Documents between Filing Cabinets should be considered carefully, as the Documents must be imported into the new Filing Cabinet and removed from the current Filing Cabinet -- thereby losing all their indices.

• Each Filing Cabinet has its own Folders, Folder Indices, and Document Indices.

• By planning and creating your Filing Cabinets ahead of time, filing and retrieving Documents will be both faster and easier.

What is duplexing hardware?

Duplexing hardware allows your scanner to capture images on both sides of a piece of paper. Often, this hardware is optional and only available on certain printer models.

When should I compact?

Compact your Document whenever prompted to. If its contents have been altered in any way, compact a Document before scanning another Document or exiting the Executive Assistant®.

Where is my scanned Document?

The Executive Assistant® displays the newly scanned Document's location on the right-hand side of the screen, just above the scanned image. Typically, newly scanned Documents are stored in \Data\_Queue\<Filing Cabinet> within the directory containing the program executables.

If, for example, you installed the Executive Assistant® in C:\CEO Image SystemsExecutive Assistant® and scanned Documents into a Filing Cabinet named Correspondence, you would find these Documents in C:\CEO Image Systems Executive Assistant®\Data\_Queue\Correspondence.

How can I choose from a subset of Folders when filing?

If your Filing Cabinet contains too many Folders to scroll through, you can specify a Folder subset by using the Folder Name or Folder Indices to limit the contents of the Available Folders list.

1. From the main screen of the File Documents module, open the Options menu and select the Limit Folders to View menu item.

2. To limit the available Folders by Folder Name, select the option box next to the Folder Name field and enter your search criteria into the text box. All searches have an implied wildcard appended to the contents of the text box and can use explicit wildcards.

3. To limit the available Folders by Folder Index, select the option box next to the Folder Index label.

   1. Enter possible Index Values into the text box next to each Index with which you intend to search. All searches have an implied wildcard appended to the contents of the text box and can use explicit wildcards.

   2. To supply a range of Index Values, select the Range checkbox and enter the lower and upper boundary search criteria into the left and right text boxes, respectively.

4. To retrieve all Folders, perform a search by Folder Name (as specified above) and leave the Folder Name text box blank.

5. Click the Search button to retrieve the Folders that match your search criteria.

How can I manage Description and Index Value suggestions?

To set the maximum number of Description and Index Value suggestions, open the Options men and select the Set Maximum Number of Suggestions item. Enter a number between 1 and 500. Click OK and then Yes to confirm.

To clear the list of suggested Descriptions, open the Options menu and select the Clear Description Suggestions item. Click the Yes button to confirm.

To clear the list of suggested Index Values, follow these steps:

1. Right-click anywhere in the Document Indices list and select the Add Document Index Value item.

2. The Executive Assistant® displays the Add a Document Value dialog. In the Select a Document Index list, select the Index whose suggestions you intend to clear.

3. Click the Clear Index Value Suggestions button.

4. Click the Yes button to confirm.

5. Click the Close button to close the dialog.

How do I move a Document from one Filing Cabinet to another?

To move a filed Document from one Filing Cabinet to another, send its file back the Queue and then import it into the new Filing Cabinet. Remember, however, that the Document loses all indices (Description, Document Date, Document Indices, and Folder associations) when sent back to the Queue.

To move an unfiled Document from one Filing Cabinet to another, simply import its file into the new Filing Cabinet.

What is an Index?

Think of an Index as any category of information used to index books, movies, etc. in your library's collection catelog. Your library probably has an Author index, a Subject index, a Publisher index, an ISBN index and others.

The Executive Assistant® lets you create whichever Indices best characterize your Documents and Folders. In the View Documents module, you use index entries called Index Values (such as "Proust, Marcel", an author in the Author Index) to find Documents and Folders. For more examples of how Indices categorize Documents and Folders, see the Index Examples section in the help section of the program.

A Document or Folder Index Value must be assigned to each Document or Folder you wish to find using that Index.

As a Document Index can be attached to a particular page within a Document, clicking on the Index brings you to the appropriate page.

Each Index belongs to a Filing Cabinet. Each Filing Cabinet can have 10 Document Indices and 10 Folder Indices.

What is an Index Mask?

When creating an Index of the text data type, you may specify a Mask. Masks are text-templates against which a Index Value is validated you add it to a Document or Folder.

1. A question mark ? denotes any character is required.

2. A pound sign # denotes a number is required.

3. Any other character, such as a colon or a dash, denotes that character must occur at that position.

4. For example, the mask ??: ##-### has the following results against the following input:

   1. PO: 12-345 is legal.

   2. P: 1-345 is not legal.

What is a Volume?

A Volume represents a removable media (such as a CD or DVD) or a directory whose contents are grouped together to be stored on such media, should should removable media be included in your long-term Document storage plans.

If your plans do not include removable media, simply note that a Volume is a directory beneath a Filing Cabinet's main directory that has the characteristics of removable media.

Characteristics of a Volume

• Each Volume has a limited size, depending on the physical media (CD or DVD, see below), specified in the Set Maximum Volume Size menu item in the filing module's Options menu. Each Volume must be large enough to contain all the Documents in the Volume and the indexing database. CD-ROMs, for example, contain 650 MB, so 630 MB (or 630,000,000 bytes) should be allocated as the Maximum Volume Size to allow for overflow. Note that this Volume is likely to hold on 600 MB worth of Documents as space must be reserved for the catalog of Document indices.

• Volume Names must be valid directory names. On Windows systems, directory and file names cannot contain any of the following characters: \ / : * " < > |.

• Each auto-numbered directory within a Volume is called a Volume Directory. A Volume Directory may contain no more than 1,000 files. The Volume Directory list box on the View Filed Documents screen allows you to browse a Volume's contents.

What is a Queue?

Each Filing Cabinet maintains a list of unfiled Documents called "the Queue". Once you file a Document, it is removed from the Queue.

When a file is imported into a Filing Cabinet, it is imported into the Queue and remains there until filed.

Where is my filed Document?

To view the location of a filed Document, click the View Filed Documents button on the main filing screen. As you select a Document in the Files in ..., the file's location is displayed on the right-hand side of the screen, just above the scanned image.

After a Document is filed, it is moved from \Data\_Queue... to \Data\<Filing Cabinet>\<Volume>\<Volume Directory> within the directory containing the program executables.

If, for example, you installed the Executive Assistant® in C:\CEO Image Systems Executive Assistant® and filed Documents for a Filing Cabinet named Correspondence into Volume1, you would find these Documents in the location shown below.

How can I view more than one Document at a time?

From the View Documents screen showing your search results, select the Document menu item. The Executive Assistant® opens a new window, which runs as a separate program.

You may now return to your search results and view another Document in its own window or conduct another search.

What is a wildcard?

A wildcard is a place holder, signifying any character(s) can satisfy the search condition. All searches have an implied wildcard appended to the search criteria.

Use the percent symbol (%) to insert an explicit wildcard before or in the middle of the search criteria you provide. Entering %Smith, for example, could yield the following results:

1. Smith, Madelyn Rose because the implied wild card includes , Madelyn Rose.

2. Waylon & Smith because the explicit wild card includes Waylon &.

3. Waylon, Smithers, & Burns because the explicit wildcard includes Waylon & and the implicit wildcard allows for ers & Burns.

Where is my filed Document?

On the screen showing your search results, the Executive Assistant® displays the newly scanned Document's location on the right-hand side of the screen, just above the scanned image.

After a Document is filed, it is moved from \Data\_Queue... to \Data\<Filing Cabinet>\<Volume>\<Volume Directory> within the directory containing the program executables.

If, for example, you installed the Executive Assistant® in C:\CEO Image Systems Executive Assistant® and filed Documents for a Filing Cabinet named Correspondence into Volume1, you would find these Documents in the location shown below.

How can I view non-image files?

When non-image files are opened in the Document viewing module, an "Unable to display ..." message appears in the Document viewing window. This may also happen in the filing module, when filing non-image files or viewing filed Documents that include non-image files.

To view a non-image file, search for and select the Document in the viewing module. Open the File menu and select the Open menu item.

Whichever application your operating system associates with that file type (i.e., Notepad for text files) will open the file.