Contents
About
ILINX Capture is an ideal capture platform for distributed environments, providing a flexible, thin technology that inserts capture at the transaction point, instead of the end of a process. It allows the capture of information earlier, from any location, speeding the time it takes to inject critical information into your business process. ILINX provides a new breed of capture, providing all of the functionality of traditional systems without restrictions on physical location or sophistication of users and administrators. It allows you to capture at any point in the process, delivering information and documents where and when you need it.
This document describes the ILINX Capture Mobile system that will be utilized by the end/general user. This includes how to capture documents using a mobile device and how to assign metadata or index fields to the documents.
For information on administering the system, please see the ILINX Capture Administrator Guide.
Supported Devices
There are some devices that are not supported. The ILINX Capture database ICS_AppSettings table contains a list of unsupported devices. The key name within this database is ‘CaptureMobileAndroidNonSupportedDevices’. If the ILINX Capture Mobile is installed on an unsupported device, and error message will display stating “This device is not supported for use with the ILINX Capture Mobile application. Please contact your system administrator.”
Android
Installing
For corporate users please check with your Administrator to determine the download location used by your Enterprise to acquire the ILINX Capture Mobile app.
ILINX Capture Mobile is publically available on the Google Play™ store by searching for ILINX Capture Mobile.
Follow these steps to install on Android:
Step 1: Open the App Store by tapping the icon:
Step 2: Type “ILINX Capture Mobile” into the search field.
Note: The search field is not case sensitive.
Step 3: Select the “ILINX Capture Mobile” app option. Tap Install.
Step 4: Select Accept when prompted to allow permissions for ILINX Capture Mobile to access needed phone resources. The app will not work correctly without these permissions.
Opening For the First Time
Step 1: Select the ILINX Mobile icon to open the app.
Step 2: The Connect to server screen will open. Enter the URL for your Enterprise ILINX Capture system. This may be provided by your Administrator for logging into ILINX Capture Mobile.
Step 3: Enter your user name and password provided by the Administrator.
Note: The user name is not case-sensitive; the password is case sensitive.
Step 4: Tap on the Connect button to validate your credentials and login.
Step 5: Next will open the End-User Software License Agreement. Read through this agreement and select ‘I Agree’ to continue.
Step 6: Next, the Help screen will open to help you to get started. Click ‘Next’ to review each of the Getting Started Help screens. You can refer to these help screens later by going to Settings – Help.
Note: These screens, or any combination of them, will only appear when:
1. The app is newly installed.
2. The Enterprise URL has changed.
3. Your username or password has changed.
Using The App
Capturing & Indexing
Step 1: From the main screen select the appropriate Batch profile and Doc type.
Step 2: Tap the Camera to take a photo or Gallery icon to select a photo previously taken.
Note: Your administrator may have removed the ability to select photos from your gallery from within the ILINX Mobile app.
> If you have previously taken a photo, tap the Gallery icon for you to select the previously take photo.
Step 3: If you are taking a new photo, place the document on a flat surface and hold the phone a couple of inches over it, in the portrait position, and level with the document.
Tip: The background the document is on should be flat and provide good contrast to the document (not white).
Step 4: Slowly raise the camera device up until the all four edges of the document nearly fill the view finder (about 11” above the document).
Note: The default Android camera functions are available. Movie recording is disabled and Flash is set to Auto. Using the flash often provides the best quality photo.
Step 5: Manually focus the document and tap the Camera icon.
Step 6: A preview of the photo will be shown. Select SAVE to open the crop screen. Tapping DISCARD allows you to retake the picture if it is not satisfactory.
Step 7: The Cropping screen will automatically crop the document. It will also allow you to confirm the auto-crop is correct and make any edits if needed.
Step 8: To edit it, tap any of the circles and drag the border as needed.
Step 9: Select Done when it is acceptable or Retake to take a new photo.
Step 10: The main screen will show all of the images taken as part of the current document.
Step 11: Tap on an image to make any necessary edits, retake the photo, or delete the image.
Note: Once you are ready to index, tap Next at the top right of the screen.
Step 12: To delete images, tap the trash can at the bottom right of the screen. This will open the Delete screen which gives you the option to delete one or all of the images.
Step 13: Screen Elements:
> Retake – Tap on Retake to open the photo screen.
> Next – Tap on Next to open the Indexing screen.
> Redactions – Selecting the Redaction icon then tapping anywhere on the document will add a default size black square on the document. Tapping the square again will allow you to rotate and adjust sizing as desired.
> Crop – Tap on this icon to open the Cropping screen.
> Rotate – Tap on this icon to rotate the image 90 degrees to the right. Keep tapping to continue rotating in 90 degree increments.
> Trash can – Tap on this icon to delete the photo.
Step 14: Select Save when finished adding annotation to close the Annotations screen.
Step 15: The Index Fields screen can be opened by selecting Next from the Main screen or by selecting Next from the Edit screen.
Step 16: Screen Elements:
> Submit – Selecting Submit will save and apply all indexes that have been added. Tap here after all metadata has been entered.
> Batch index – Tapping here will expand the batch indexes that are configured for this system.
> Doc index – Below the Batch index field is the Doc index The title of this will vary based on the name of the Doc type configured for the Enterprise system. Tapping here will expand the doc level index fields. These index fields are configured through the Enterprise system.
Note: If you are offline with no cellular or wifi service and indexing cannot be completed you will be prompted to place the batch in the Drafts queue.
Options
Selecting the 3 vertical dots on the main screen will open the Options menu. This menu includes:
> Drafts – This option opens the Drafts screen where batches are stored. This screen is further described in the Drafts section.
> Outbox – This option will open the Outbox screen shown above.
> Help – Selecting Help will open the Getting Started You can scroll through and tap Next review all the screens. At the bottom of these screen is an Info option which will open additional information for the ILINX Capture Mobile software.
> Settings – Selecting this option will open the Settings screen.
– Change server – Selecting this option will open the screen where you may enter a new URL, username, and/or password. Tapping Connect will validate the credentials and once complete, will open the End-User Software License Agreement.
– About – This option will open the About screen which displays information such as the Version, Terms of Service, Privacy Statement, etc.
Drafts
Organizations may set permissions for a Batch Profile that requires content to be entered in an Index field. Within ILINX Capture Mobile, if you are offline and there is at least 1 required field, the batch will be moved to Drafts. Unlike the Outbox, batches stored here will not be submitted automatically.
Step 1: To access the Drafts screen, select the icon from on the main screen.
Step 2: Tap the Drafts option from the menu.
Step 3: On the Drafts screen there may be several batches listed which require updating and submitting, tapping on a batch will open the Index Fields screen.
Step 4: Enter the required index fields which are identified by the asterisks (*) and the red outline.
Step 5: Tap the Submit option when finished. If you are online, the batch will be submitted to the Enterprise system. If you are not online, the batch will be stored in the Outbox and submit automatically when you are back online.