Setting Up Document Imaging Options

Use the following procedure to set up the options that control how the Document Imaging application works.  This procedure assumes that the Epicor Software Corporation™ Licensing or the Eagle Advice Line has already set the MSY option "Eagle for Windows Document Imaging on System" (ID# 3350) to "Y" for full document imaging, or to "J" for electronic journal only.

1. Display all Document Imaging Options in the Options Configuration window.

2. Click the arrow to the right of the Subsystem box and select "E4WDI -- E4W Document Imaging" from the drop-down list.

3. Click the arrow to the right of the Options box and select All Options from the drop-down list.

4. Click Display.  The Document Imaging options (listed below) display in the grid. Click any of the following to see a definition of the option.

(ID# 3352) Display electronic signature in E4W POS signature capture window(Document Imaging with Signature Capture users only)

This option determines whether or not the customer's electronic signature displays in the POS Signature Capture window. This option should be set to Y.  Eagle for Windows POS displays a signature capture window when an electronic signature is required.  When the customer signs their signature on the signature capture device and presses OK, the electronic signature is transmitted to and displayed in the Eagle for Windows POS Electronic Signature Capture Window.  The clerk  sees the electronic signature and completes the transaction by pressing OK.  If for some reason a customer is sensitive to having the electronic signature display, set this option to N.  The process will be the same except no electronic signature will display in the POS Signature Capture Window when the customer signs and presses OK.  The clerk will still press OK to complete the transaction but it will not be obvious to the clerk when the electronic signature has been received by POS.

Allowable "Kept by" methods are System (which is the default), Store, User, or Terminal.

(ID# 3354) Print electronic signature on the POS receipt printerIf you have Signature Capture, set this option to Y if you've purchased the Epson TM-J7100 receipt printer and you want to print signatures on receipts.  If you have not purchased the Epson receipt printer, leave this option N.

(ID# 3356) Print electronic signature on the POS invoice printer(Document Imaging users with Signature Capture device(s) only)
 

(ID# 3358) Print electronic signature on Laser Statement invoices(Document Management users only)

This option determines whether or not any collated invoices that you print with A/R statements have electronic signatures on them.

Y = Yes, any electronically captured signatures from the Document Imaging Archive will print on laser statement collated invoices.

N = No, do not print the electronically captured signatures on the laser statement collated
invoices.

(ID# 3388) Electronic Journal FormatThis option determines what format to present the information in the Electronic Journal.

F = Full Page Layout, 8 ½ x 11.  The Full Page Layout displays two columns of Electronic Journal information and is read starting in the upper left-hand corner, proceeding down the column, continuing to the column on the right hand side of the page.  This option should be used if you want to maximize the amount of journal information that can be displayed and printed.  Note, however, that the Electronic Journal search feature is not available in the Full Page Layout format.

S = Single Roll Layout.  The Single Roll Layout format is the preferred setting as it displays the Electronic Journal in a single column format that makes it look like a real receipt roll and allows you to easily scroll and view the information.  Additionally, the Single Roll Layout supports the Electronic Journal search feature, whereas the Full Page Layout does not.  

This option can be set up on a terminal-by-terminal basis.  It defaults to the Single Roll Layout.

5. Click in the Current Value column of the option, and click the arrow that displays.

6. In the box that displays, select the appropriate value for the option, and click OK.

7. Repeat steps 5 and 6 for all the other options in the grid.

8. Click Change on the toolbar.

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