Acquisition related Features

Existence of Acquisition Tab in Ribbon

Ability to choose a Document Type

Ability to set the selected Document Type as the Default Document Type

Acquiring using ScanNowTM

Acquiring using ScanLaterTM

Acquiring using Attach File

Setting Default Acquisition Method

In Windows, resetting the default acquisition is done from the Options ribbon whereas in Web it is done by setting the Default Acquisition drop down value to None.

Add document to a Workflow at the same time as adding the document to a host record (Workflow 1 & 2)

Ability to apply Profile Field Templates

Saving the acquired document

Document Editing related Features

Existence of Edit Tab in Ribbon

Ability to rotate the document

Ability to view Mirror image of the document

Ability to delete a Page

Miscellaneous Settings

Existence of Options Tab in Ribbon

Ability to Show/Hide Save Confirmation

Ability to Save & Exit the window directly upon document acquisition

Ability to view a prompt asking to add another document on click of Save button

Ability to view Add Document Form on the top of all the other windows

Ability to copy the URL and share it with other users

ScanNow Settings

Ability to view Add Document form on the top of other windows (Show on Top)

For PaperSave Web, this option is not available.

Ability to add Current Profile Fields as Template

Ability to edit the Profile Field Templates

Help & Support

Hidden Features

Ability to drag and drop the document

Thumb Nail Panel

Ability to rotate and delete page upon right click on Thumb Nail

Document Preview Panel

Clarity in viewing PDF Document under Document Preview Panel is better in Windows in comparison to Web.

Status Bar

Ability to rename the file from Status Bar

Ability to navigate to Next Document from Status Bar

For PaperSave Web, this option is not available.

Ability to create customized Toolbar (Quick Access Toolbar)

Document Display Methods

Existence of Home Tab in Ribbon

Ability to Zoom In/Out

This option will be visible only if the selected document’s type is .pdf, .tiff, .jpg, .gif, .bmp, .docx, .xlsx, and .pptx.

Ability to rotate the document

This option will be visible only if the selected document’s type is .pdf, .tiff, .jpg, .gif and .bmp.

Ability to view Mirror image of the document

This option will be visible only if the selected document type is .tiff, .jpg, .gif and .bmp.

Ability to zoom a particular area of document (Dynamic Zoom)

This option will be visible only if the selected document’s type is .pdf, .tiff, .jpg, .gif, .bmp, .docx, .xlsx, and .pptx.

Ability to highlight a certain area in the document for better readability (Marquee Zoom)

Ability to view document in its actual size (Actual Size)

Ability to adjust the display of the document as per your screen size (Fit Visible)

Ability to set width/height of the document

Ability to set the zooming level of the document (Custom Zoom)

Ability to Print/Save/Email the document

Ability to email the URL (using Email Link button)

Version Controlling Methods

Ability to check in the changes made to the document (using Check In button)

Ability to check out and make changes in the document (using Check Out button)

Ability to undo all the changes made to the document after the latest check-out (using Undo Check Out button)

Ability to view the history of check-in operations made to the document (using Show History button)

Ability to add Current Profile Fields as Template

Ability to apply Profile Field Templates

Ability to save the changes

Document Editing Methods

Existence of Navigation & Edit Tab in Ribbon

Ability to navigate to previous/next document

For PaperSave Web, this option is available under Home tab.

Ability to navigate to first/previous/next/last page of the selected document

Page Navigation Group will only be displayed if the selected document’s type is either .tiff, .pdf, .docx, or .pptx and if consists of multiple pages.

Ability to view single page of the document in the display area using Single Page option

Ability to view all the pages of the document by scrolling in the display area using Continuous Scroll

Ability to split the document

Ability to add pages from Scanner/File

Ability to replace the content of the selected document by replacing the document with other document (using Replace Content button)

Ability to open document in its native viewer

For PaperSave Web, this functionality is available in a different manner. Under Options tab, Open in Windows Client option is available that allows you to open the selected document in windows based Document Display interface. From there you have the ability to open the document in its native viewer and edit the content of the document.

Ability to copy the URL and share it with other users (using Copy Link button)

Ability to Show/Hide Annotations

Ability to select the annotation applied in the current document

Ability to use miscellaneous Annotation options

For PaperSave Web, these Annotation Options are only available for .pdf file formats.

Miscellaneous Settings

Existence of Options Tab in Ribbon

Ability to configure Annotation properties

Ability to remember/save the Layout

Ability to open Document Explorer form

Ability to view Associated Documents

Ability to automatically save the changes made to the document

Ability to save Workflow history

For PaperSave Web, this option is not available.

Ability to view Audit Log details

Ability to edit the Profile Field Templates

Ability to view all the comments

Help & Support

Hidden Features

Ability to update content of documents for below mentioned file formats:

For PaperSave Web, you can update the content of all types of documents by clicking Open in Windows Client button under Options tab.

Document Preview Panel

Clarity in viewing PDF Document under Document Preview Panel is better in Windows in comparison to Web.

Ability to create customized Toolbar (Quick Access Toolbar)

Document Operations Methods

Existence of Document Explorer Tab in Ribbon

Ability to add documents

Ability to delete documents

Ability to open the selected document

Ability to view Associated documents

Ability to Regenerate Coversheet

Ability to refresh the list of documents

Ability to Print/Save/Email the document

Ability to email the URL (using Email Link button)

Ability to save the current customized view of the grid

For PaperSave Web, Saved Views Group and its options are not available.

Ability to apply the saved view

Ability to delete/reset the view

Version Controlling Methods

Ability to check in the changes made to the document (using Check In button)

Ability to check out and make changes in the document (using Check Out button)

Ability to undo all the changes made to the document after the latest check-out (using Undo Check Out button)

Ability to view the history of check-in operations made to the document (using Show History button)

Miscellaneous Settings

Existence of Options Tab in Ribbon

Ability to reproduce document with Annotations

Ability to reproduce Continuous TIFF as Single TIFF File

For PaperSave Web, this option is not available.

Ability to update one or more profile field values for multiple documents

Ability to copy the URL and share it with other users (using Copy Link button)

Ability to directly open Minified Document Explorer within the same browser by copying the URL and sharing it with other users (using Copy Link for Embedding button)

For PaperSave Windows, this option is not available.

Ability to Show/Hide Filters

Ability to Show/Hide Groupings

Ability to set columns

Ability to Export the document list to an excel file

Records Paging in Grid

Ability to create customized Toolbar (Quick Access Toolbar)

Help & Support

Document Operations Methods

Existence of Document Explorer Tab in Ribbon

Ability to delete the selected document

Ability to open the selected document

Ability to refresh the list of documents

Ability to Print/Save/Email the document

Ability to email the URL (using Email Link button)

Ability to save the current customized view of the grid

For PaperSave Web, Saved Views Group and its options are not available.

Ability to apply the saved view

Ability to delete/reset the view

Miscellaneous Settings

Existence of Options Tab in Ribbon

Ability to reproduce document with Annotations

Ability to reproduce Continuous TIFF as Single TIFF File

For PaperSave Web, this option is not available.

Ability to update one or more profile field values for multiple documents

Ability to Show/Hide Filters

Ability to Show/Hide Groupings

Ability to set columns

Ability to Export the document list to an excel file

Ability to create customized Toolbar (Quick Access Toolbar)

Help & Support

Search Operations

Available Search Types:

1. Simple Search

2. Advanced Search

For Simple Search, ability to search in Record Information/ Document Profile/ Content

For Simple Search, ability to include External Document Types

For Advanced Search, ability to search using Host Application, Module, Transaction Type and Document Type

For Advanced Search, ability to add advanced search filters

Existence of Search Tab in Ribbon

Ability to delete the selected document

Ability to open the selected document

Ability to refresh the list of documents

For PaperSave Web, this option is not available.

Ability to Print/Save/Email the document

Ability to email the URL (using Email Link button)

For PaperSave Web, this option is not available.

Ability to save the current customized view of the grid

For PaperSave Web, Saved Views Group and its options are not available.

Ability to apply the saved view

Ability to delete/reset the view

Miscellaneous Settings

Existence of Options Tab in Ribbon

Ability to reproduce document with Annotations

Ability to reproduce Continuous TIFF as Single TIFF File

For PaperSave Web, this option is not available.

Ability to Show/Hide Filters

Ability to Show/Hide Groupings

Ability to set columns

Ability to Export the selected document

Ability to select the Company

Ability to include Non-Associated Workflow Items

Ability to include completed Workflow Items

Ability to create customized Toolbar (Quick Access Toolbar)

Help & Support

Document Operation Methods

Existence of Home Tab in Ribbon

Ability to add documents

Ability to open the selected document

Ability to refresh the list of documents

Ability to print Coversheet

Ability to view Associated documents

Ability to Print/Save/Email the document

Ability to copy the Transaction Data Link for the selected record and share it with other users

For PaperSave Windows, this option is not available.

Ability to open PaperSave Search form (using Search button)

For PaperSave Windows, this option is not available. However, for PaperSave Windows based application, you can open the Search form from PaperSave Desktop’s Run-Time window.

Ability to save the current customized view of the grid

For PaperSave Web, Saved Views Group and its options are not available.

Ability to apply the saved view

Ability to delete/reset the view

Miscellaneous Options

Existence of Options Tab in Ribbon

Ability to reproduce document with Annotations

Ability to reproduce Continuous TIFF as Single TIFF File

For PaperSave Web, this option is not available.

Ability to Show/Hide Filters

For PaperSave Web, this option is available under Home Tab.

Ability to Show/Hide Groupings

Ability to Export the selected document

Ability to Print the grid

Ability to enable/disable the display of Hierarchical Data

For PaperSave Web, this option is not available.

Ability to collapse the pane structure

Ability to expand the pane structure

Records Paging in Grid

Ability to create customized Toolbar (Quick Access Toolbar)

Help and Support

Workflow Item Operation Methods

Existence of Home Tab in the ribbon

Ability to filter workflow items based on Workflow Type, Workflow Queue/Workflow, Workflow State/Step

Ability to Refresh the workflow items list

Ability to navigate to previous/next document

Ability to Review a document and move it to next level

Ability to Zoom In/Out

This option will be visible only if the selected document’s type is .pdf, .tiff, .jpg, .gif, .bmp, .docx, .xlsx, and .pptx.

Ability to rotate the document

This option will be visible only if the selected document’s type is .pdf, .tiff, .jpg, .gif and .bmp.

Ability to view Mirror image of the document

This option will be visible only if the selected document type is .tiff, .jpg, .gif and .bmp.

Ability to zoom a particular area of document (Dynamic Zoom)

This option will be visible only if the selected document’s type is .pdf, .tiff, .jpg, .gif, .bmp, .docx, .xlsx, and .pptx.

Ability to highlight a certain area in the document for better readability (Marquee Zoom)

Ability to view document in its actual size (Actual Size)

Ability to adjust the display of the document as per your screen size (Fit Visible)

Ability to set width/height of the document

Ability to set the zooming level of the document (Custom Zoom)

Ability to Print/Save/Email/Delete the document

Ability to save the changes

Ability to apply Profile Field Templates

Document Editing Methods

Existence of Annotations Tab in the ribbon

Ability to Show/Hide Annotations

Ability to select the annotation applied in the current document

Ability to use miscellaneous Annotation options

For PaperSave Web, these Annotation Options are only available for .pdf file formats.

Ability to configure Annotation properties

Existence of Actions & Navigation Tab in the ribbon

Ability to navigate to first/previous/next/last page of the selected document

Page Navigation Group will only be displayed if the selected document’s type is either .tiff, .pdf, .docx, or .pptx and if consists of multiple pages.

Ability to view the document in single page without a scroll in document viewer area (using Single Page button)

Single Page button will be available in the ribbon only if, the selected document is .pdf type.

Ability to view the document with a continuous scroll in document viewer area (using Continuous Scroll button)

Continuous Scroll button will be available in the ribbon only if, the selected document is .pdf type.

Ability to split a file into two different files

Ability to add pages from scanner

Ability to add pages from file

Ability to replace the content of the selected document by replacing the document with other document (using Replace Content button)

Ability to open document in its native viewer

For PaperSave Web, this option is not available. However, you can use the Save option under the Home tab of the ribbon to download the file.  Most browsers will let you open a downloaded file immediately (IE allows you to do this) which will prompt the file to open in its native viewer.

Ability to view Associated Documents

Ability to move the document to another Workflow/ Queue

Ability to change the step/state of the document

Version Controlling Methods

Ability to check in the changes made to the document (using Check In button)

Ability to check out and make changes in the document (using Check Out button)

Ability to undo all the changes made to the document after the latest check-out (using Undo Check Out button)

Ability to view the history of check-in operations made to the document (using Show History button)

Miscellaneous Settings

Existence of Options tab in the ribbon

Ability to save the current customized view of the grid

For PaperSave Web, Saved Views Group and its options are not available.

Ability to apply the saved view

Ability to delete/reset the view

Ability to Show/Hide Groupings

Ability to Show/Hide Filters

Ability to set columns

Ability to remember/save the Layout

Ability to Resubmit the document to selected queue

For PaperSave Web, this option is not available.

Ability to view a prompt asking to add a comment whenever a document is approved/rejected

Ability to print Continuous TIFF as Single TIFF File

For PaperSave Web, this option is not available.

Ability to automatically save the changes made to the document

Ability to view Workflow User details

Ability to export the document list to an excel file

Ability to save the workflow history in an HTML file

Ability to view all the comments that are added for the selected Workflow Item

Ability to view hidden fields

Ability to view Audit Log details

Ability to change the owner of the step

Ability to add Current Profile Fields as Template

Ability to edit the templates

Ability to reset default drag & drop submission type answer

For PaperSave Web, this option is not available.

Ability to view only those items for which you are specifically responsible

Ability To Show/Hide completed items

Ability to change the layout of grids (using Change Layout button)

For PaperSave Windows, this option is not available.

Help and Support

Hidden Features

Ability to drag and drop the document in the Workflow Item grid

For PaperSave Web, this functionality is not available.

Ability to create customized Toolbar (Quick Access Toolbar)

Thumb Nail Panel

Ability to rotate and delete page upon right click on Thumb Nail

Document Preview Panel

Clarity in viewing PDF Document under Document Preview Panel is better in Windows in comparison to Web.

Status Bar

Conversation Panel

Workflow Item History Panel

Document Profile Panel

Workflow Items Operation Methods

Existence of Home Tab in the ribbon

Ability to filter workflow items based on Workflow and Queue

Ability to Refresh the Workflow Item list

Ability to navigate to previous/next workflow item

Ability to load next ‘X’ no. of documents in the grid

Ability to review a workflow item and move it to next level

Ability to Zoom In/Out

This option will be visible only if the selected document’s type is .pdf, .tiff, .jpg, .gif, .bmp, .docx, .xlsx, and .pptx.

Ability to rotate the document

This option will be visible only if the selected document’s type is .pdf, .tiff, .jpg, .gif and .bmp.

Ability to view Mirror image of the document

This option will be visible only if the selected document type is .tiff, .jpg, .gif and .bmp.

Ability to zoom a particular area of document (Dynamic Zoom)

This option will be visible only if the selected document’s type is .pdf, .tiff, .jpg, .gif, .bmp, .docx, .xlsx, and .pptx.

Ability to highlight a certain area in the document for better readability (Marquee Zoom)

Ability to view document in its actual size (Actual Size)

Ability to adjust the display of the document as per your screen size (Fit Visible)

Ability to set width/height of the document

Ability to set the zooming level of the document (Custom Zoom)

Ability to Print/Save/Email/Delete the document

Ability to save the changes

Ability to apply Profile Field Templates

Document Editing Methods

Existence of Annotations Tab in the ribbon

Ability to Show/Hide Annotations

Ability to select the annotation applied in the current document

Ability to use miscellaneous Annotation options

For PaperSave Web, these Annotation Options are only available for .pdf file formats.

Ability to configure Annotation properties

Existence of Actions & Navigation Tab in the ribbon

Ability to navigate to first/previous/next/last page of the selected document

Page Navigation Group will only be displayed if the selected document’s type is either .tiff or .pdf and if consists of multiple pages.

Ability to view the document in single page without a scroll in document viewer area (using Single Page button)

Single Page button will be available in the ribbon only if, the selected document is .pdf type.

Ability to view the document with a continuous scroll in document viewer area (using Continuous Scroll button)

Continuous Scroll button will be available in the ribbon only if, the selected document is .pdf type.

Ability to join previous/next TIFF or PDF file with the current TIFF or PDF file that appears in the sequence

Ability to split a file into two different files

Ability to add pages from scanner

Ability to add pages from file

Ability to replace the content of the selected document by replacing the document with other document (using Replace Content button)

Ability to open document in its native viewer

For PaperSave Web, this option is not available. However, you can use the Save option under the Home tab of the ribbon to download the file.  Most browsers will let you open a downloaded file immediately (IE allows you to do this) which will prompt the file to open in its native viewer.

Ability to view Associated Documents

Ability to move the document to another Workflow/ Queue

Ability to change the step/state of the document

Version Controlling Methods

Ability to check in the changes made to the document (using Check In button)

Ability to check out and make changes in the document (using Check Out button)

Ability to undo all the changes made to the document after the latest check-out (using Undo Check Out button)

Ability to view the history of check-in operations made to the document (using Show History button)

Miscellaneous Settings

Existence of Options tab in the ribbon

Ability to save the current customized view of the grid

For PaperSave Web, Saved Views Group and its options are not available.

Ability to apply the saved view

Ability to delete/reset the view

Ability to Show/Hide Groupings

Ability to Show/Hide Filters

Ability to set columns

Ability to remember/save the Layout

Ability to view a prompt asking to add a comment whenever a document is approved/rejected

Ability to view a prompt asking you to add the document that is open in Workflow Entry Viewer to the Host Application

Ability to automatically save the changes made to the document

Ability to view Workflow User details

Ability to export the document list to an excel file

Ability to view all the comments that are added for the selected Workflow Item

Ability to save the workflow history in an HTML file

Ability to view hidden fields

Ability to view Audit Log details

Ability to change the owner of the step

Ability to add Current Profile Fields as Template

Ability to edit the templates

Ability to reset default drag & drop submission type answer

For PaperSave Web, this option is not available.

Help and Support

Hidden Features

Ability to drag and drop the document in the Workflow Item grid

For PaperSave Web, this functionality is not available.

Ability to create customized Toolbar (Quick Access Toolbar)

Thumb Nail Panel

Ability to rotate and delete page upon right click on Thumb Nail

Document Preview Panel

Clarity in viewing PDF Document under Document Preview Panel is better in Windows in comparison to Web.

Status Bar

Conversation Panel

Workflow Item History Panel

Document Profile Panel

Workflow Items Operation Methods

Existence of Home Tab in the ribbon

Ability to review a workflow item and move it to next level

Ability to Zoom In/Out

This option will be visible only if the selected document’s type is .pdf, .tiff, .jpg, .gif, .bmp, .docx, .xlsx, and .pptx.

Ability to rotate the document

This option will be visible only if the selected document’s type is .pdf, .tiff, .jpg, .gif and .bmp.

Ability to view Mirror image of the document

This option will be visible only if the selected document type is .tiff, .jpg, .gif and .bmp.

Ability to zoom a particular area of document (Dynamic Zoom)

This option will be visible only if the selected document’s type is .pdf, .tiff, .jpg, .gif, .bmp, .docx, .xlsx, and .pptx.

Ability to highlight a certain area in the document for better readability (Marquee Zoom)

Ability to view document in its actual size (Actual Size)

Ability to adjust the display of the document as per your screen size (Fit Visible)

Ability to set width/height of the document

Ability to set the zooming level of the document (Custom Zoom)

Ability to Print/Save/Email/Delete the document

Ability to save the changes

Ability to apply Profile Field Templates

Document Editing Methods

Existence of Annotations Tab in the ribbon

Ability to Show/Hide Annotations

Ability to select the annotation applied in the current document

Ability to use miscellaneous Annotation options

For PaperSave Web, these Annotation Options are only available for .pdf file formats.

Ability to configure Annotation properties

Existence of Actions & Navigation Tab in the ribbon

Ability to navigate to first/previous/next/last page of the selected document

Page Navigation Group will only be displayed if the selected document’s type is either .tiff or .pdf and if consists of multiple pages.

Ability to view the document in single page without a scroll in document viewer area (using Single Page button)

Single Page button will be available in the ribbon only if, the selected document is .pdf type.

Ability to view the document with a continuous scroll in document viewer area (using Continuous Scroll button)

Continuous Scroll button will be available in the ribbon only if, the selected document is .pdf type.

Version Controlling Methods

Ability to check in the changes made to the document (using Check In button)

Ability to check out and make changes in the document (using Check Out button)

Ability to undo all the changes made to the document after the latest check-out (using Undo Check Out button)

Ability to view the history of check-in operations made to the document (using Show History button)

Ability to move the document to another Workflow/ Queue

Ability to change the step/state of the document

Miscellaneous Settings

Existence of Options tab in the ribbon

Ability to remember/save the Layout

Ability to view a prompt asking to add a comment whenever a document is approved/rejected

Ability to automatically save the changes made to the document

Ability to view Workflow User details

Ability to view all the comments that are added for the selected Workflow Item

Ability to save the workflow history in an HTML file

Ability to view hidden fields

Ability to view Audit Log details

Ability to change the owner of the step

Ability to add Current Profile Fields as Template

Ability to edit the templates

Help and Support

Hidden Features

Ability to drag and drop the document in the Workflow Item grid

For PaperSave Web, this functionality is not available.

Ability to create customized Toolbar (Quick Access Toolbar)

Thumb Nail Panel

Ability to rotate and delete page upon right click on Thumb Nail

Document Preview Panel

Clarity in viewing PDF Document under Document Preview Panel is better in Windows in comparison to Web.

Status Bar

Conversation Panel

Workflow Item History Panel

Document Profile Panel

Features

Available in Windows

Available in Web

Comments/Differences

Ability to add documents from Query

Ability to show documents from Query

Ability to print documents from Query

Create a single document for each selected document type using default profile values

Create all possible document for each document type using all possible profile values

For PaperSave Windows, this option is not available.

Set the field values for the selected document type

Two Printing Options are available:
1. Print Multiple Pages
2. Print Single Page

For PaperSave Web, Printing Options are not available.

Show Missing Field

For PaperSave Web, this option is not available.