Document Companion

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About Document Companion

Document Companion is a flexible workflow solution that allows users to efficiently modify, index, OCR, and send scanned documents to desired locations as TIF, JPG, or PDF files. It gives the workstation the ability to scan via TWAIN driver or to simply monitor a specified folder for new TIF documents. Once a document is opened, the user can review the scanned pages and make annotations, marks, highlights, etc. Once any required marks are made, the user can submit the document to its destination.

The submit feature of the product is based on the Reform Shortcut scripting language, allowing it to be fully customizable to each client’s and environment’s needs. The scripting language includes the ability to easily access network folders and files, registry entries, and custom databases to create intelligent screen designs that assist the user with routing the document accurately.

System Requirements

Minimum system requirements for demonstration purposes only

  • Operating System: Windows 7 / 8 / 10
  • Processors: 1-2 minimum
  • RAM: 512 MB minimum / 4 GB recommended
  • Disk Space: 3 GB

Software Installation

To install the Document Companion, download and run the installer.

Step through the prompts and accept the User License Agreement. The installation will begin. Allow the installation to complete and then read on to the next section to learn how to set up the Document Companion.

Registration and Licensing

  1. Open the application. A shortcut can be found both the start menu or the desktop
  2. After launching the application, an evaluation window will open.
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    • To evaluate the software, click Evaluate. Enter you email address , then click the Request Evaluation Key button and fill out the online form. You will be emailed an evaluation key shortly.
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    • If you already have an activation key, click Register/Purchase and enter the serial number and activation key.

Importing Documents

There are several different ways to import documents into Document Companion.

  1. Print the document using the installed "Document Companion" printer.
  2. Drag/drop the file into the application.
  3. Drop a file into the application watch folder.
  4. Scanner

Printing

To import a document using the printer, you will need to select Document Companion Printer from your list of printers.

Example print job using Adobe Acrobat

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After the document is finished printing, it can be found under the Available Files section of Document Companion.

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Drag/Drop

You can drag and drop a PDF or Image file into the Available Files section of the program. To drag and drop a file, click and hold the left mouse button, drag the file over to the Available Files section of Document Companion, then release the mouse button.

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Pictogram voting info.svg.png  Note: This feature is only compatible with specific file formats:
  • PDF
  • Images (PNG/JPG/BMP/TIFF/GIF)

Watch Folder

Files placed into Document Companion's watch folder will automatically be imported into the application.

Pictogram voting info.svg.png  Note: This feature is only compatible with TIFF files.

To find or reconfigure the watch folder path:

  1. Open the Document Companion application, then click the menu icon in the upper left corner.
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  2. Click the Setup button from the menu.
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  3. Locate the section labeled Watch Folder for Scanned Tiff Files
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  4. Document Companion will automatically detect and import TIFF files from that folder.

Annotating Documents

Once a document has been imported, you can open it by double clicking the file name from the Available Files section.

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Click the Anotation button from the top to open the editing panel.

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You will now be able to make modifications to the page. To modify the document, use the tools from the Objects pane.

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Once you have added an object to the page, you can change properties such as font, line color, or size, by using the Format section.

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The Edit section allows you to perform actions such as duplicating your annotations, repositioning them, or undoing changes. When you have finished annotating the document, you can save the changes by clicking Save Changes, or discard the changes by clicking Cancel Changes.

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Document Structure

The lower left corner of the application shows a preview pane of all pages in the currently opened document. The slider bar below the pages allows you to change the size of the pages.

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Page Order

You can change the order of pages by holding the Shift key, then clicking and dragging the page to the desired location.

Delete Pages

To delete pages, tick the check box in the upper left of any pages you want to remove. Then right click and select Delete checked pages....

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The same option can also be found under the Transform tools section in the upper right.

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Merging Documents

In the Available Files section in the upper left, click and hold to select the documents you want to merge together (selected documents will be highlighted blue). Right click and select Merge Tiff Files....

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Enter a document name for the newly merged files. You can also keep the original separate documents by ticking the checkbox next to Keep Original Files. Click Ok to merge the files.

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Sending Document

When you have finished editing the document, you can click on the Send... button to send it. By default, the send button will open a new message in Outlook with the PDF document attached.

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The send button is customizable via scripting. For example, you can customize the button to open a dialog window with several send options, such as uploading to an FTP.

Example of customized dialog box
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Troubleshooting

Print jobs stuck in printer

There are 2 common reasons for this to occur.

1. Antivirus/Firewall is blocking the connection from the printer to the service on TCP port 41518.

  • The steps to correct this issue depends on the Antivirus/Firewall software in use. The TCP port 41518 must be permitted, and the "RM_DocCom_Convert" service executable (DocCompanionDriver_Service.exe) should be configured as 'trusted' or 'excluded'.

2. The "RM_DocCom_Convert" service is not running.

  • To correct this, start the "RM_DocCom_Convert" service.