Auto Stapling

Auto-Stapling is a feature that allows for the automatic grouping of images into a bundle. The bundling process occurs at scan upload time or at batch indexing time.

*The elements of a stapled bundle are the primary document and the secondary documents that are stapled behind the primary document. A primary document has no limit on the number of secondary documents that can be stapled behind it. It is not required that the secondary document resides in the same Image System as the primary document. Multiple entries can be setup such that a document type within a Image System can be stapled to multiple primary documents.

Setup Auto Staple:

Example:Assume that you have Image System L set up for Loan Processing. Index 1 is Division, Index 2 is Document Date, and Index 100 is Document Type. The possible document types for the Loan Processing system are APP (Application), CR (Credit Report), and EV (Earnings Verification). For purposes of this discussion, we want to automatically staple the customer’s Credit Report (CR) to the customer’s application (APP) as soon as the Credit Report is scanned. It is further assumed that the customer’s application (APP) will always be scanned before the credit report (CR) is scanned.

1. Navigate to Menu, Maintenance, Maintain Image System Descriptions and Key Fields.
   

2. Right-click on the desired System.

3. Select Maintain Stapling.
   

4. Click Add.
   

5. Enter the conditions under which the secondary document will be stapled behind the primary document then click Submit.

In our example, when document type CR is scanned into System L (the secondary document criteria), it will be stapled behind the first document found in System L where index 1 is the same as index 1 of the DOCSTAPLE document.

Notes on Index Comparisons (assume that a document was scanned to System L with Division # (index 1) of S0001, Document Date (index 2) of 10/22/2015 and Document Type (DT) of DOCSTAPLE.

• If the Comparison 1 and Comparison 2 entries are both blank for an index, that index will not be used in the stapling determination process. In our example, the values of indexes 2-7 are not used in the comparison process. If an image exists in System L with index 1 of S0001, index 2 of 10/22/2015, our newly scanned secondary document would be stapled behind that primary document, REGARDLESS of the values of indexes 2-7 of the primary document.
• If the comparison for any specified index fails (index 1 and index 7 in our example), the newly scanned secondary document will not be stapled.
  
  A record will be created showing the new staple setup.
  

Auto Staple Process:

1. Scan and upload the Primary staple document.
   
   

2. Scan and upload the Secondary document(s).
   

Based on the staple profile, the system will automatically staple the documents.

An “S” appears in the Flags column indicating that this is the Primary staple record.

If you click the Primary document for viewing, the Primary and ALL stapled documents will be displayed.

!RVI security exists ONLY on the primary document. If a user has authority to view the primary document, then the user inherits that authority for the secondary documents that are stapled behind the primary document which means they will be able to view ALL secondary documents.

Copyright 1992, 1999, Real Vision Software, Inc. (RVI), Alexandria, Louisiana. No part of this document may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language or computer language in any form or by any means without the express written consent of RVI Software, P.O. Box 12958, Alexandria, LA 71315-2958. However, copies of the One Look Manual can be reproduced, in whole or part, for use with the Real Vision Imaging System by Real Vision Software Licensee’s, for use with the imaging system.