Once you have installed Image XChange, you must designate an active Image XChange Search before you can use it. You can change other default settings as well, but it is not required. Settings are bound to the user logged in to Windows. If this user changes, any settings will change accordingly. Settings will persist across user sessions, so you can change the logged in user without any loss of configuration.
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When creating Searches for a database, your GlobalSearch administrator can choose to enable the Image XChange option in the Search's settings. Those Searches will appear when you configure Image XChange for the first time. By default, the first one that is available is selected as the active Search. You can use that Search or choose another from the list that appears when you expand the drop-down list. If there are no Image XChange-enabled Searches available to you, the No Searches Available message will appear instead. In this case, you must select a Search or Searches from the list of available searches Searches by clicking Edit.
Edit Image XChange Searches
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For each Search, you can configure how it will interact with Image XChange. Use the Options settings to choose to control behavior.
Run Search
With the Run Search option, you point-and-click a word or select a group of consecutive words on screen. Those words are automatically provided to GlobalSearch as search criteria. The Search is run, and the results are displayed in a new browser tab. To enable this behavior, select Run Search. By default, the first prompt in the Search is selected. You can change prompts by selecting another one from the Using Prompt drop-down list. Make sure the data you will be selecting on screen corresponds to the selected search prompt.
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Similar to Run Search, the Show Search option allows you to select a word or words on screen. A search prompt is displayed with the selected text, and you may enter additional search criteria. Additional search criteria may be selected from a list, manually keyed, or you can continue using point-and-click to select text elements on screen. When all necessary search criteria has been entered in the prompt, you can run the Search and results are displayed in a new browser tab. To enable this behavior, select Show Search.
You can change the order that the search prompts appear in Archive Searches for your active Search. This does not change the Search itself, only the order that you see the prompts when you run the Search using Image XChange. This option allows you to configure your data entry in the way that best suits your workflow.
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Image XChange Searches are initiated when you press a hotkey and select a word or area of text on your screen. The default Word Capture hotkey is Ctrl+Left-click and Area Capture is Ctrl+Shift+Left-click. You can customize these settings on the Hotkeys tab. Change the hotkeys to your preferences (to a single F9 or F10 key, for example), but you should avoid assigning a hotkey that is already used by the applications from which you intend to capture text from. For example, it is not a good idea to assign Ctrl+S to an Image XChange hotkey, as it is already used in many applications for the Save command.
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- To adjust the size of the Box, enter dimensions in the Width and Height text boxes or drag to resize the Preview Capture Box.
The default size for this box is 300 pixels wide by 100 pixels high. The Box box must be at least 100 x 20 pixels. The capture area is measured in pixels from the inside edges of the box.
- To test the size and appearance of the Capture Box, click Preview Capture Box and drag the transparent preview Box over a document on your screen. Drag to resize the Box as needed.
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- Color – To adjust the color, do one or more of the following:
- Click Color and in the color picker dialog box that appears, make your selection. The selected color appears in the Color/Solid box.
- Use the Basic Colors palette, the color selector field, color slider, or enter Hex or RGB color codes when selecting.
- Click Add to Custom Colors to store color settings in the Custom Colors palette for later use.
- Click OK to save your settings and close the color picker.
- Click Color and in the color picker dialog box that appears, make your selection. The selected color appears in the Color/Solid box.
- Thickness – Select from the Thickness drop-down list to adjust the thickness of the line.
- Style – To adjust the line style, select from the Style drop-down list.
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The Logging options are off by default and should only be used when attempting to diagnose or resolve an issue with Image XChange. Please consult with your GlobalSearch support Support team before using these settings. Unlike the other settings, these options require that you restart Image XChange before they take effect.
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