Overview

The UnForm 10 Image Manager is a combination of server-side document handling capabilities, along with a browser interface to enable users to manage documents and the jobs that are run with those documents.  Documents enter the Image Manager via configured inbound sources. Once a document has been identified and optional data fields specified, it can be uploaded to an archive library for later access and usage.  In addition, with the scripting capability provided by UnForm, data from these documents can be used for direct integration with other applications, such as ERP products.

Users are assigned rights to run the Image Manager browser interface, and to design jobs.  When users log into the Image Manager, they can work  with a set of documents previously assigned to them, or they can self-assign documents from an available pool.  Administrative users can additionally perform configuration functions, and perform manual assignment functions as necessary.

Inbound Sources are monitored for new documents.  Jobs can be run automatically as the documents arrive, or documents can be simply queued for manual assignment to a user, who will perform actions related to identification and data entry.  The following sources are supported:

•One or more email mailboxes can be monitored for document attachments, such as vendor invoices or customer purchase orders.  Note that it is possible to create email aliases or mail groups that enable delivery of email to other configured sources as well as the email source itself.
 

•One or more system folders or directories can be monitored for files, such as those uploaded by a scanning device or application.  Any method that can transfer files to a folder can be used, such as local drag and drop, FTP/SFTP, rsync, and more.  It would even be possible to use an unform client with -i and -o options, though this does utilize a print job slot while performing the transfer.
 

•Image Manager users can upload documents from their personal system.

Inbound sources are maintained in Admin menu of the regular browser interface.

Browser Interface provides for user management of the inbound documents.  Jobs can be run on selected documents, data validation performed, manual input entered.  Image pages can be managed in different ways such as re-ordering scanned images, or splitting and joining pages.  Advanced users can be granted the ability to create and edit job definitions and custom scripts.  Administrative users can manage user and inbound source configuration, and also perform manual document assignment to other users.  

The browser interface for Image Manager works with current versions of Chrome, Firefox, Edge, and Safari browsers.  It does not support Internet Explorer.

Jobs are definitions that include custom parameters, OCR and barcode zones and detection, custom data fields, standard identification fields, and custom scripting.  Jobs are run at the server, so they can execute automatically when documents arrive, or manually from the browser interface.  The purpose of jobs is to capture and validate data from the documents so that they can be identified and properly indexed, and also so the data can be used for integration with other products.  Examples include processing customer orders and vendor invoices for automated transaction creation in an ERP system.