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- Open the Extensions Manager in your browser and click the Image XChange Install toggle switch to install the extension.
- Image XChange requires on OCR engine to run. Choose the Data Extraction extension to use a local OCR engine. If you have not already installed it, at the prompt that appears, click Yes.
(You may wish to consult your IT department on the choice of a local or GlobalSearch server-based OCR engine.) - Once installed, Image XChange should automatically startup. If it does not, select Image XChange in the vertical Extensions menu. Click the More Options (
) icon and from there, click Start. - To uninstall, click the Install toggle switch again.
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Access the Image XChange Settings from your Windows system tray to configure your extension. The active Image XChange Search must be configured before the extension can run; adjusting other settings is optional. You must designate at least one active Image XChange Search before you can use it. You can change other settings as well, but it is not required.
Image XChange Tray Menu
When Image XChange is running, the Image XChange icon will Image XChange (
) will appear in your Windows® system tray. This provides useful information, as well as access to the Image XChange Settings.
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Right-click the icon and choose from the following options:
- Image XChange Searches – Click to select the active Search from the list of available Image XChange Searches. When you first install Image XChange, you must set at least one Search.
- Version – Displays the currently running version of Image XChange.
Settings – Click to open the Image XChange Settings, where you can configure active Searches and customize your settings.
- Exit – Click to close the extension.
Image XChange Settings
When you install Image XChange, you must designate at least one active Image XChange Search before you can use it. You can change other settings as well, but it is not required. You do not need to restart the extension after saving changes to your settings, except for those in the Troubleshooting group. Right-click the Image XChange () icon in the system tray and choose Settings.
Save Settings
Click Apply to apply settings (except for the Troubleshooting options), click OK to save settings and close the dialog, or click Set Defaults to restore to the factory default settings.
Searches
Image XChange requires a designated active Search to run; if a Search is not set, it will prompt for one at startup. Click the The Searches tab to select your Search and configure how it will run using Image XChange. Your Image XChange Searches list you select for Image XChange will appear in the tray menu when list, after you save your settings.
- Select Click the Searches tab and select a database from the Database Selection drop-down list. By default, the first available database is selected.
- Select the designated active Image XChange Search from the My Image XChange Searches drop-down list of available Image XChange Searches. You can assign any Search in the database that you have permissions to access to this list.
- To edit your list of available Image XChange Searches, click Edit. In the Select Search interface that appears, navigate to one or more Archives. Select or unselect Searches your Searches and click OK.
- Image XChange Searches are initiated by using a hotkey and selecting a word or area of text on your document. Choose the next step in the Search in the Search Mode group: Choose to either run the Search automatically or open a Searches dialog to allow you to edit or enter search criteria. You can even choose to go straight to the Searches dialog to input your search criteria.enter and edit search criteria In the Search Mode group.
- Select Text and Run Search Automatically – The fastest way to run an Image XChange Search is to select the prompt for the Index Field you would like your data to go into ahead of time. Enable Run Search Using Prompt to run the Search automatically when you press your hotkey and show you the search results. By default, the first prompt in the Search is selected. You can change prompts by selecting another one from the the drop-down list.
- Select Text, Input Search Criteria, and Run Search – Run a Search using the Searches dialog when you need more customized results. Enable Edit Search Criteria to open in Searches interface with the text captured using Image XChange in it. You can edit that indexing data and add additional search criteria from this interface.
You can change the order that the prompts appear in the Searches interface for your active Search. This does not change the Search itself, only the order that you see the prompts when you log in and run the Search. Enable Edit Search Criteria and click Set Prompt Order. In the Edit Prompt Order interface that appears, use the Up and Down (arrows) buttons to set the order in which the prompts appear and click OK.
Input Search Criteria and Run Search – If you wish to open the Searches dialog without Image XChange search criteria populating a field, enable Open Search Window First.
Hotkeys
Image XChange text selection is initiated using a hotkey. Image XChange Searches are initiated by using a hotkey and selecting a word or area of text on your document.
The default Word Capture hotkey is Ctr+Right-click and Area Capture is Ctr+Shift+Right-click. You can customize these on the Hotkeys tab.
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