Capio
1.5x Frequently Asked QuestionsCapio 1.52 is the most recent release of the Capio product.
2. Can I get an evaluation copy of the new Capio product?
4. Does Capio require special certification from Kofax?
5. Where can I get printed product data sheets and brochures?
1. What are the system requirements for Capio 1.5?
2. What languages does Capio 1.5 support?
3. Does Capio 1.5 leverage VRS to improve scanning results?
4. If VRS Standard is included with Capio 1.5, can it be used with another scan application?
5. Does Capio 1.5 require a VRS certified scanner?
6. Can I use an MFP with Capio 1.5? New in 1.5!
8. What file format(s) does Capio 1.5 use to store my documents?
9. Can I print documents directly from Capio 1.5?
10. I often need to email files to colleagues. Is it possible to do this from Capio 1.5?
11. What if I need to export a folder or document? Can I do this from Capio?
13. Can I import documents into Capio 1.5?
14. How do I store and organize documents in Capio 1.5?
15. Can I change the location where my documents are stored in Capio 1.5?
16. How do I search for documents in Capio 1.5?
17. Does Capio 1.5 support collaboration? New in 1.5!
18. Can I add pages to a previously scanned document?
19. Does Capio 1.5 support multiple users?
20. Can I back up My Capio Documents? New in 1.5!
21. Do I need to create a new document before scanning or importing? New in 1.5!
22. Can I export from Capio 1.5 as a single-page TIFF or JPEG? New in 1.5!
23. Are additional scanners certified with Capio 1.5? New in 1.5!
1. How does Capio 1.5 software work with my Ascent Capture evaluation software?
2. How does Capio 1.5 integrate with Ascent Capture?
3. Can I send documents from Capio 1.5 to Ascent Capture?
4. Does integrating Capio 1.5 with Ascent Capture require any special certification from Kofax?
5. What are the benefits of integrating Capio 1.5 and Ascent Capture?
7. Are there any other benefits?
8. Can I use Ascent Capture Validation Scripts in Capio 1.5?
10. What languages can I used to perform Validation scripting in Capio 1.5?
11. Can I edit Validation scripts in Capio 1.5?
12. Can I pre-configure the necessary Capio/Ascent Capture settings for my Capio 1.5 users?
13. Can I connect Capio 1.5 to Ascent Capture via the Internet?
14. Do I need to install Ascent Capture on my Capio 1.5 station?
15. How do I decide when to user Capio 1.5 and Ascent Collection Server or ACI server?
16. Are Ascent Capture database validations supported in Capio 1.5?
17. Does Ascent Capture use Capio 1.5 keyword data?
If the FAQs below do not provide you with the information you need, please visit our Knowledgebase to search for the information.
Capio is a professional-strength, personal document capture solution for desktop information management. In other words, Capio helps office workers better manage their work information by capturing and organizing paper documents as high-quality electronic files.It provides simple, high-quality document capture without the need for technical expertise or IT assistance with installation, setup, or support.
2. Can I get an evaluation copy of the new Capio product?
Yes. Capio can be downloaded for a 30 day free trial. After the 30 days, it will imprint text over the top of existing and newly-scanned documents. To download a free evaluation copy, please visit http://www.capioshop.com/capiodownload.
3. I heard there is a way I can offer a trial version of Capio on my Web site. And that this trial version can actually be purchased directly from my site. Is that true?
Yes. Since the Capio 1.1 release, Kofax resellers have had the ability to offer Capio directly to your customers from your Web site. We call it the Capio Affinity Partner Program. For detailed instructions on the program, please review this story on the news.kofax.com site: http://news.kofax.com/Stories/view.cfm?Story_ID=1172, Or, simply point your web browser to news.kofax.com/affinity/.
4. Does Capio require special certification from Kofax?
No. Because Capio is a simple desktop capture solution, you can sell and support Capio without special certification. However, in order to integrate t he product with Ascent Capture, you must be up-to-date with Ascent Capture certification and be certified as an Integrator for ACS (Ascent Collection Server). The certification requirements can be found at: http://www.kofax.com/services/training/certification.asp
5. Where can I get printed product data sheets and brochures?
All Kofax product literature, including Capio product data sheets, can be requested from your Kofax sales representative. Click here for Kofax sales contact information.
1. What are the system requirements for Capio 1.5?
Hardware Requirements
So that Capio can be used to its maximum potential, both minimum and recommended hardware requirements are listed. Ensure that you meet at least the minimum requirements before attempting to install Capio. Using the recommended requirements will help to ensure the best performance.
Minimum Requirements
- Pentium 4 based system (or equivalent)
- 256 Mbytes of system memory (RAM)
- Hard drive with 1 GByte free disk space
- Monitor Resolution and display: 800 x 600, small fonts or normal (96 DPI)
Recommended Requirements
- Pentium 4 based system (or equivalent)
- 1 Gbyte of system memory (RAM)
- Hard drive with 1 Gbyte free disk space
- Monitor resolution: 1024 x 768, small fonts or normal
(96 DPI)Certified Operating Systems and Browsers
- Windows 2000 Professional with Service Pack 4
- Windows XP Professional with Service Pack 2
- Windows XP Home Edition with Service Pack 2
Scanners and Printers
Scanners
Capio supports most VirtualReScan (VRS) version 3.5 certified scanners. Select this VRS 3.5 Scanner Certification list link to view the current list of VRS 3.5 supported scanners in PDF format.
Install your scanner according to the manufacturer's instructions. Prior to scanning in Capio, you should test your scanner as recommended by your scanner's manufacturer to be confirm the scanner is operating properly.
Printers
You can print Capio documents from your Capio library to any properly configured printer within the Capio user(s)' Windows operating system.
Email Programs
You can attach documents from your Capio library to an email message, as long as the email program is installed on the same computer as the Capio user(s). Capio is certified to work with the following email programs:
- Microsoft Outlook Express version 6
- Microsoft Outlook XP
- Lotus Notes Release 6
2. What languages does Capio 1.5 support?
Since the Capio 1.1 release, an English, French, Italian, German and Spanish user interface and online help have been built into the product. There are no international ordering part numbers required. Things are nice and simple. One product—all languages.
3. Does Capio 1.5 leverage VRS to improve scanning results?
Yes. A special version of VRS Standard is built into Capio 1.5 and set to provide optimal results. While users will have the ability to do some adjustments, Capio is designed to provide the best possible scanning experience right out of the box.
What’s more, this special version of VRS Standard integrated into Capio allows for a fantastic new capability: rescan later. With rescan later, you now can readjust any image scanned by Capio – such as brightness or contrast – at any time in the future. This is a VRS capability not available in any other product.
4. If VRS Standard is included with Capio 1.5, can it be used with another scan application?
No. The special version of VRS that is integrated into Capio 1.5 cannot be used with another scan application. Should VRS be needed with another scan application, please purchase VRS 4.x.
5. Does Capio 1.5 require a VRS certified scanner?
Capio 1.5 does not require a VRS certified scanner. However, since Capio supports most VirtualReScan (VRS) version 3.5 certified scanners, we recommend that Capio be used with a VRS 3.5 certified scanner to guarantee the best scanning experience with the fewest adjustments. Select this VRS 3.5 Scanner Certification list link to view the current list of VRS 3.5 supported scanners in PDF format.
Be sure to install your scanner according to the manufacturer's instructions. Prior to scanning in Capio, you should test your scanner as recommended by your scanner's manufacturer to be confirm the scanner is operating properly.
6. Can I use an MFP with Capio 1.5? New in 1.5!
Yes! The Capio 1.5 has an in box that can be mapped to a folder to which a device such as an MFP or Fax server would send documents. Images show up immediately in Capio as they are deposited by the device in that folder. From the Capio inbox, documents can be easily imported and used within Capio.
7. I am interested in scanning my documents, but I won’t get technology support for a capture application from my company’s Information Technology (IT) staff. Does Capio 1.5 require IT assistance?
No. Capio 1.5 does not require IT assistance for installation, setup or support. In fact, it comes with a full color step-by-step Capio 1.5 Quick Start Guide (PDF, 3.54 MB) that should have you scanning in minutes. If you need more detail, Capio includes a comprehensive electronic Capio 1.5 User’s Guide, available from the Capio 1.5 Technical Documentation Web page as well as online Help accessible from within Capio.
8. What file format(s) does Capio 1.5 use to store my documents?
Capio 1.5 stores files in PDF format. However, you can import or store JPEG, BMP, or TIFF files as well.
9. Can I print documents directly from Capio 1.5?
Yes. You can chose to print an entire folder, a single document or even just selected pages from a document directly from Capio 1.5.
10. I often need to email files to colleagues. Is it possible to do this from Capio 1.5?
Yes. As with printing, you can choose to email an entire folder, single document, or selected pages from a document from Capio 1.5. Simply right-click on the document or page, and your default email application will automatically create a new message with the file attached. You can also click on the envelope icon from the Capio toolbar, and then select the folder, document or pages which will be automatically attached to a new email message.
You can specify the file name and even the file format – PDF, Multipage TIFF, or JPEG. All selected items are emailed from Capio in the specified format.
11. What if I need to export a folder or document? Can I do this from Capio 1.5?
Yes. As with printing, you can choose to export an entire folder, single document,or selected pages from a document. From Capio 1.5, simply identify the destination folder into which your folder, document, or pages should be imported.
You can specify the file name and even the storage format – PDF, Multipage TIFF, or JPEG. All selected items are exported in the selected format.
12. But I am sending my documents to people who don’t have Capio. Are they going to be able to view the PDF files created by Capio 1.5?
Yes. The PDF files produced by Capio 1.5 are compatible with the Adobe Acrobat Reader version 5 or greater.
13. Can I import documents into Capio 1.5?
Yes, you can easily drag and drop PDF, JPEG, BMP, or TIFF documents into Capio 1.5. You can create a new document and then drag and drop, or add pages to any open document with drag and drop. There is also an Import option from the Capio toolbar.
14. How do I store and organize documents in Capio 1.5?
Capio 1.5 provides an efficient library structure for organizing and storing your documents. In addition to the special folders installed with Capio, you can create additional folders, name them to suit your needs, and use them to store and organize your documents.
15. Can I change the location where my documents are stored in Capio 1.5?
The root location for all Capio 1.5 documents is a folder named My Capio Documents in the user’s My Documents folder. At this time, the location of the My Capio Documents folder cannot be moved.
16. How do I search for documents in Capio 1.5?
The Capio 1.5 Document Management Panel has a Search tab. Just enter the search criteria assigned during scanning and initiate the search. For example, if you scanned a Tahiti travel brochure, using the Keywords tab, you could assign logical keywords (such as Tahiti, Islands, beaches, Morea, South Pacific) to later use in searches. When you later want to find documents about beaches in Morea, you could enter “beaches” and “Morea” to locate your Tahiti travel brochure.
You can also manage your search by using dates and partial keywords.
17. Does Capio 1.5 support collaboration? New in 1.5!
Capio 1.5 is a great personal resource for managing your daily business documents. Capio 1.5 provides an inbox which maps to any folder (including networked or shared folders). This allows other users to route documents to your Capio inbox, where they can be easily imported and used within Capio.
18. Can I add pages to a previously scanned document?
Yes. Simply select the document in Capio 1.5, into which new pages should be scanned. You can scan a single page or all pages into the existing document. The scanned images are appended. If you need to reorder the pages, simply drag and drop the appended pages into their correct positions within the document.
19. Does Capio 1.5 support multiple users?
Yes. Multiple users can efficiently use Capio 1.5 on the same computer. Each user accesses his or her own library of Capio 1.5 documents while sharing the same scanner settings and profiles. This way, users on the same computer can take advantage of Capio folder security and still easily share the attached scanner and printer.
20. Can I back up My Capio Documents? New in 1.5!
Yes. You can now archive your entire “My Capio Documents” hierarchy into a single file. This file can be restored into Capio 1.5 at a later date.
21. Do I need to create a new document before scanning or importing? New in 1.5!
No. You no longer need to explicitly create a document. If you select a folder and then start scanning or importing, Capio 1.5 will automatically create a document to hold those images.
22. Can I export from Capio 1.5 as a single-page TIFF or JPEG? New in 1.5!
Yes, Capio 1.5 now has the option to export documents in single-page TIFF or JPEG format, in addition to multi-page TIFF, JPEG, and PDF format.
23. Are additional scanners certified with Capio 1.5? New in 1.5!
Yes, please check our scanner configurator at www.kofax.com or the Capio 1.5 product page for specific certification details.
1. How does Capio 1.5 software work with my Ascent Capture evaluation software?
Capio 1.5 can operate as a standalone application or connect to Ascent Capture via the Ascent Collection Server version 1.1 or later. From the Tools|Options|Central site menu of Capio 1.5 you would specify the URL of your Ascent Collection Server and use a user name and password provided by an Ascent Capture Administrator. For more information, please reference the Capio with Ascent System Administrator’s Guide.
2. How does Capio 1.5 integrate with Ascent Capture?
Capio 1.5 connects to Ascent Capture via the Ascent Collection Server version 1.1 or later. From the Capio Tools menu you would select Options|Central site and specify the URL of your Ascent Collection Server and a user name and password provided by your Ascent Capture Administrator. For more information, please reference the Capio with Ascent System Administrator’s Guide.
3. Can I send documents from Capio 1.5 to Ascent Capture?
Yes. You can now establish a connection to Ascent Capture via the Ascent Collection Server (ACS). This allows you to create documents in Capio 1.5 with index fields corresponding to Ascent Capture document classes. While editing such documents, you have complete validation capabilities, including type and length checking as well as the ability to run custom validation scripts. You can then upload the documents to Ascent Capture for subsequent processing.
4. Does integrating Capio 1.5 with Ascent Capture require any special certification from Kofax?
No special certification is required for Capio 1.5. However, in order to integrate t he product with Ascent Capture, you must be up-to-date with Ascent Capture certification and be certified as an Integrator for ACS (Ascent Collection Server). The certification requirements can be found at: http://www.kofax.com/services/training/certification.asp
5. What are the benefits of integrating Capio 1.5 and Ascent Capture?
Capio 1.5 as a client for Ascent Capture provides simplified, transactional scanning, which is perfect for knowledge workers or the lowest volume distributed environments. Capio is easy-to-use, single screen application that leverages existing Microsoft Office skills. In addition, Ascent Capture is the market leading production document capture system. It has numerous capabilities that can add value to documents sent from Capio, including the following:
Formatted Data Entry. When entering a document in Capio destined for Ascent Capture, the user enters formatted index fields, which are validated using both default and customized validation rules.
Recognition Capabilities. Ascent Capture has a rich set of recognition capabilities to allow index information to be automatically extracted from images. Technologies include bar code, patch code, OCR, ICR, OMR, image-based classification, and text-based classification.
Document Transformation Capabilities. Ascent Capture has the capability to convert image formats into PDF (Image only, Text over Image, Text under Image, Image+Text), Microsoft Word, HTML, Excel, Text, and numerous other electronic formats.
Business Process Flexibility. Ascent Capture has a robust capture workflow that can include default as well as custom-written modules. The workflow logic itself can be further customized with a Workflow Agent.
Delivery to Back-End Systems. Ascent Capture has a plethora of Release Script connectors that allow you to route documents to numerous document management, workflow, and ERP systems.
6. What are the benefits of allowing knowledge workers to introduce documents to my Ascent Capture Workflow?
Introducing documents to any workflow at the point they are created or determined necessary saves money! Scanning them onsite instead of shipping them to a central site saves transportation costs. Introducing documents and data early typically qualifies organizations for early payment discounts in a Payables solution, and increases customer satisfaction when business-critical data needs to be retrieved from paper. In addition, knowledge workers have expertise with their documents, understanding the proper data to index, the urgency of the content and their appropriate destination.
7. Are there any other benefits?
Yes, Capio 1.5 makes sense for the lowest volume distributed solutions, or for “Ad Hoc” scanning environments. It is not only easy to use, but easy to install and configure. Capio does not require any Ascent Capture or Ascent Capture Internet Server components, it has a small footprint, and it is scalable via LAN/WAN or Internet.
Yes! Capio 1.5 automatically downloads and executes document validation scripts that have been defined in the Ascent Capture Administration module.
9. I have an existing Validation Script written for the Ascent Capture Validation Module. Will it work properly in Capio 1.5?
Yes… there may be a few cases where modifications are required. For compatibility details, see the Kofax knowledgebase at www.kofax.com.
10. What languages can I used to perform Validation scripting in Capio 1.5?
As with Ascent Capture, Capio 1.5 uses Softbridge Basic Language (SBL). This language is roughly 90% compatible with Microsoft’s Visual Basic. If desired, you can create COM objects in other languages, such as C#, Visual Basic.NET, Visual Basic, or C++ and invoke them from an SBL script.
11. Can I edit Validation scripts in Capio 1.5?
No. All script development is done in the Ascent Capture Administration module.
12. Can I pre-configure the necessary Capio/Ascent Capture settings for my Capio 1.5 users?
Yes. All settings related to Ascent Capture connectivity can be pre-configured in an XML configuration file.
13. Can I connect Capio 1.5 to Ascent Capture via the Internet?
Yes! Capio 1.5 uses the Ascent Collection Server to send documents to Ascent Capture. This mechanism allows a connection via a LAN, WAN, or even the Internet.
14. Do I need to install Ascent Capture on my Capio 1.5 station?
No. Capio 1.5 does not require any Ascent Capture software to be installed in order to communicate with Ascent Capture on another machine.
15. How do I decide when to user Capio 1.5 and Ascent Collection Server or ACI server?
Your choice depends on expected usage.
Capio 1.5 is the easiest distributed client software to install and configure, and it is also the easiest to use. Capio is ideal for a single-station, distributed client that is performing document-based scanning. Capio is also best for scanning at speeds below 40 pages per minute.
ACI Server is a mechanism of configuring a full-fledged Ascent Capture installation to send documents to another installation (a “central site”). ACI Server is ideal when the remote site is going to scan batches (multiple documents), requires multiple users to collaborate, or when complex workflows may be involved.
16. Are Ascent Capture database validations supported in Capio 1.5?
No. Capio 1.5 does not currently support the Ascent Capture Database Validation feature. If database lookups are required, you can add them as part of your Validation Script.
17. Does Ascent Capture use Capio 1.5 keyword data?
No, but Capio 1.5 embeds the keywords into the PDF or TIFF header.
The Kofax Capio Technical Support group is skilled in all aspects of PC hardware compatibility, including Kofax controllers and drivers, SCSI adapters, and ISIS and TWAIN drivers, as well as Capio product operation.
Use the following options to contact the Capio Technical Support group.
Use the menu options in the upper left side of this page to access additional product support Web pages for this product.
For details regarding technical support available for all Kofax products, please review the current Support Overview & Options and Product Support Eligibility Matrix Web pages.
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