1. Open SAFE and select "Batch" from the button tile.
2. Select "Manual File Mode" from the Batch toolbar.
3. Define a Repository, Cabinet, Folder, and Tab from the Filer list.
4. From the "Managers and Templates" area, select the naming template that you want to configure. The corresponding naming segments will appear below.
5. Define the "Auto Zoom" zone for each index segment.
A. Double click on the index segment name. The "Read Location Setup" window will appear.
B. Check the "Auto Zoom" location checkbox. A browser window will appear. Navigate to your document template and select "Open."
C. Use your mouse to draw a dotted square around the area you want to automatically zoom when the index segement is selected.
D. Click "Select" to return to the "Read Location Setup" window, and click "Save."
6. Define the "Auto OCR" zone for each segment.
A. Double click on the index segment name. The "Read Location Setup" window will appear.
B. Check the "Auto OCR" location checkbox. A browser window will appear. Navigate to your document template and select "Open."
C. Use your mouse to draw a dotted square around the text that you want to be populated into the index segment.
D. Click "Select" to return to the "Read Location Setup" window, and click "Save."
7. Repeat steps 5 and 6 for each index segment of the document naming template.
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For technical support, please submit a ticket at https://support.ebizdocs.com.
Chris Kajano
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