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Document Manager

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    Document Manager

    I'm looking at developing a "document manager". It would need to scan documents and output a pdf file to a given file location.

    I would create a table in Alpha for creating an index of documents. Essentially, I'd have a form to input the index information (name, date and reference number) then click on a button that will start the scanner and name the output pdf file.

    I found this post
    HTML Code:
    https://forum.alphasoftware.com/showthread.php?120072-Twain-scanning-software-NAPS2&highlight=scan+pdf
    by Ronald Anusiewicz helpful.

    Has anyone done this that wouldn't mind sharing their approach and what scanner software they used where you could input code to name the destination of the file. It seems I should be using Adobe, but they charge $15 per month.

    Thanks Much

    ~ Tom

    #2
    Re: Document Manager

    Very briefly, I setup a doc management system where users scan to a folder with file.watch_create() running where any scanner scans a pdf to the watched folder, the AA grabs it into a waiting list browse, then the user attaches the file to an invoice record.

    Any scanner works. The pdf remains a pdf that is moved to a permanent location after being renamed. The pdf button below open the pdf. Marry puts the invoice as page 1 of the pdf.

    I can get you screen shots if you want, but today's just too crazy.

    Screenshot (190).png

    Comment


      #3
      Re: Document Manager

      I have a document manager system & would find it very helpful to see your table structures & coding for that feature.
      If you are happy to share.
      Thanks
      Terry

      Comment


        #4
        Re: Document Manager

        I'm just getting started on it. I finally found a program that will work from Terminal Services.

        http://www.terminalworks.com/

        ~ Tom

        Comment


          #5
          Re: Document Manager

          Sorry Tom it was Craig’s scanning feature I was after
          Terry

          Comment


            #6
            Re: Document Manager

            I have no issues with sharing, except I am buried in work.

            My intention would be to build a working model, since this a layered process. Carving and sharing is no easy task.

            I built the one above four years ago. I remember the big issues were getting the system to wait for the scanned file to complete it's creation in the watched folder. (I also had to turn the watching on and off at different points to avoid the file watch to re-trigger.

            I'd be happy to share if I get some time. I was thinking a modern LearnAlpha website would be nice, but in today's world, who has time to write articles?

            Comment


              #7
              Re: Document Manager

              Tom:

              Just bought TSPRINT from TerminalWorks last month. Solved RDP printer / printing issues that are still bugging Terminal Services!

              Comment


                #8
                Re: Document Manager

                Thanks Craig, if you get the time
                Terry

                Comment


                  #9
                  Re: Document Manager

                  I'm moving right along with this project.

                  The TerminalWorks scanning software did not work for me as I could not pass along a file name. So I'm back using NAPS2

                  Can someone tell me how to open a PDF file in a dialog window where I can optionally print it. I am currently just using sys_open().

                  Thanks,

                  ~ Tom

                  Comment


                    #10
                    Re: Document Manager

                    Have you tried the Nuance free one?
                    I have done a lot with secure scanning for government, and I'm afraid Alpha was not an option, however;
                    Once scanned, the pdf can be captured and entered as a link in Alpha to Nuance and can then be printerpd, emailed etc. from Alpha.

                    Unless of course I have misunderstood?
                    See our Hybrid Option here;
                    https://hybridapps.example-software.com/


                    Apologies to anyone I haven't managed to upset yet.
                    You are held in a queue and I will get to you soon.

                    Comment


                      #11
                      Re: Document Manager

                      Originally posted by Tom Patten View Post
                      I'm moving right along with this project.

                      The TerminalWorks scanning software did not work for me as I could not pass along a file name. So I'm back using NAPS2

                      Can someone tell me how to open a PDF file in a dialog window where I can optionally print it. I am currently just using sys_open().

                      Thanks,

                      ~ Tom

                      Why not use chrome control in xdialog. It has all the functionality like normal chrome browser so also printing is a default feature.
                      So for example to show pdf file from file system
                      .
                      .
                      .
                      cp.url = <<%txt%
                      file:///C:\tmp\coronavirus.pdf
                      %txt%
                      .
                      .
                      .
                      Then just use print in browser toolbar.

                      Kenneth

                      Comment


                        #12
                        Re: Document Manager

                        Originally posted by Tom Patten View Post
                        I'm moving right along with this project.

                        The TerminalWorks scanning software did not work for me as I could not pass along a file name. So I'm back using NAPS2

                        Can someone tell me how to open a PDF file in a dialog window where I can optionally print it. I am currently just using sys_open().

                        Thanks,

                        ~ Tom
                        Embedding the PDF Supercontrol on a form might do that part. You can pass the filename to the SC with a variable or let the user find the file by making the var a file select smart field.
                        Robin

                        Discernment is not needed in things that differ, but in those things that appear to be the same. - Miles Sanford

                        Comment


                          #13
                          Re: Document Manager

                          Robin - I had forgotten about the PDF Supercontrol. Let me take a look at that.

                          ~ tom

                          Comment


                            #14
                            I know this is an old thread but thought I would offer my solution in case it might hep you. I use an ActiveX Control to do this and it works quite well. It can scan color, black and white, or grayscale. You just need to have a scanner that has a twain driver.

                            The product I use is TwainControlX:

                            https://www.ciansoft.com/twaincontrolx/default.asp

                            Here is some of the code that I use in case it might help:


                            DELETE TwainCtrlX
                            DIM TwainCtrlX as P
                            TwainCtrlX = ole.create("TwainControlX.Twain")
                            TwainCtrlX.selectdevicebyname(gvScannerName)


                            SELECT
                            CASE vscantype = "Black and White"
                            a_dlg_button = ""
                            TwainCtrlX.UseInterface=.F.
                            TwainCtrlX.resolution=400
                            TwainCtrlX.pixeltype=0 'This is for color (2), black and white (0) or gray scale (1)
                            TwainCtrlX.duplexenabled=case(vonetwo = "One Sided",.F.,vonetwo = "Double Sided",.T.)
                            TwainCtrlX.multiimage=.T.
                            TwainCtrlX.keepimages=.T.
                            TwainCtrlX.acquire()
                            'Set gv initialized in calling UDF
                            IDBS_PleaseWait(.T.,"Preparing Preview. Please Wait...") 'NOTE: this is a please wait dialog that I created to display a wait message
                            TwainCtrlX.savemultipagepdf(gvWO_pdffilename)
                            xbasic_wait_for_idle(1)
                            TwainCtrlX.unloaddevice()
                            topparent:CONTROL_ACTIVEX1.activex.src = gvWO_pdffilename
                            parentform.Resynch()
                            parentform.Refresh_Layout()
                            parentform.refresh_fields()
                            IDBS_PleaseWait(.F.,"Preparing Preview. Please Wait...") 'NOTE: this is a please wait dialog that I created to display a wait message



                            CASE vscantype = "Grayscale"
                            a_dlg_button = ""
                            TwainCtrlX.UseInterface=.F.
                            TwainCtrlX.resolution=400
                            TwainCtrlX.pixeltype=1 'This is for color (2), black and white (0) or gray scale (1)
                            TwainCtrlX.duplexenabled=case(vonetwo = "One Sided",.F.,vonetwo = "Double Sided",.T.)
                            TwainCtrlX.multiimage=.T.
                            TwainCtrlX.keepimages=.T.
                            TwainCtrlX.acquire()
                            'Set gv initialized in calling UDF
                            IDBS_PleaseWait(.T.,"Preparing Preview. Please Wait...") 'NOTE: this is a please wait dialog that I created to display a wait message
                            TwainCtrlX.savemultipagepdf(gvWO_pdffilename)
                            xbasic_wait_for_idle(1)
                            TwainCtrlX.unloaddevice()
                            topparent:CONTROL_ACTIVEX1.activex.src = gvWO_pdffilename
                            parentform.Resynch()
                            parentform.Refresh_Layout()
                            parentform.refresh_fields()
                            IDBS_PleaseWait(.F.,"Preparing Preview. Please Wait...") 'NOTE: this is a please wait dialog that I created to display a wait message


                            CASE vscantype = "Color"
                            a_dlg_button = ""
                            TwainCtrlX.UseInterface=.F.
                            TwainCtrlX.resolution=400
                            TwainCtrlX.pixeltype=2 'This is for color (2), black and white (0) or gray scale (1)
                            TwainCtrlX.duplexenabled=case(vonetwo = "One Sided",.F.,vonetwo = "Double Sided",.T.)
                            TwainCtrlX.multiimage=.T.
                            TwainCtrlX.keepimages=.T.
                            TwainCtrlX.acquire()
                            'Set gv initialized in calling UDF
                            IDBS_PleaseWait(.T.,"Preparing Preview. Please Wait...") 'NOTE: this is a please wait dialog that I created to display a wait message
                            TwainCtrlX.savemultipagepdf(gvWO_pdffilename)
                            xbasic_wait_for_idle(1)
                            TwainCtrlX.unloaddevice()
                            topparent:CONTROL_ACTIVEX1.activex.src = gvWO_pdffilename
                            parentform.Resynch()
                            parentform.Refresh_Layout()
                            parentform.refresh_fields()
                            IDBS_PleaseWait(.F.,"Preparing Preview. Please Wait...") 'NOTE: this is a please wait dialog that I created to display a wait message


                            END SELECT

                            Comment


                              #15
                              We collect all PDF documents of a customer into one folder. All documents have the same syntax in names. For this we use a function that creates this file name. The scanned document is read in by script, renamed and moved to the customer folder.
                              To find a specific document, we use the following script, which gives us a preview. Not all PDF documents are stored in the database, only the key documents that are important for the job. These stored documents are then immediately accessible at the appropriate place in the program.

                              doc_view.png
                              Attached Files

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