Category Archives for "Microsoft"

Blogging from Office 2007

Lately I’ve been working on adding some Web 2.0 content (like Twitter feeds and blog entries) as content to some of our web pages (,, and In this process I stumbled on how to directly submitting blog entries from Office 2007 Word.

There is really not much to setting up the export, as it’s one of Office 2007’s publish options. So by simply going to the dropdown menu that houses your save, print, open, and new options and select publish. Select blog, choose your blog provider, enter any info that you would need for logging in to our blog, and publish.

If you are having issues with getting your blog account to register correctly and you know that your log in information is correct, check your URL for your blog site.  On WordPress the format for the URL should be

Random McParks
Support Engineer
ImageSource Inc.

Exchange 2010 Upgrade

As part of our Enterprise Content Management system we are upgrading our Exchange servers to 2010 to better handle our enterprise demands for e-mail content and integrate with SharePoint 2010.  Upgrading from Exchange Server 2003 to 2010 most users won’t notice a huge difference in E-mail performance but where they will notice changes is the new look and feel of OWA (Outlook Web Access) 2010.  OWA 2010 has some great new features such as Conversation view, which allows a user to view the whole chain of responses in one threaded view.   Another great feature that I think everyone will be happy about is that in OWA 2010 all  messages show up on one page, with OWA 2003 the maximum limit was 100 per page, now with OWA 2010 there is no limit no matter how big your inbox is all your messages are on one page.   Also a great feature which we just tested is the function to allow a user to remotely wipe their phone via OWA, so if your phone is lost or stolen you can completely wipe your phone clean of sensitive information.

At ImageSource we represent a variety of software options, our consulting services provide an independent and objective approach. Many consultants use a one size fits all philosophy. Our flexible and proven methodologies allow us to help you define truly suitable solutions for ECM and integration with corporatet office tools.

Will Hart
Support Engineer
ImageSource, Inc.



ECM Best Practices: Document Capture & Metadata Collection

The term “Data Strategy” and can be used to understand strategic requirements for enterprise metadata concepts and best practices.  Why is this important for an ECM solution?  The simple answer is why contribute to the disarray of an organizations data management when implementing an ECM solution.

The key to a successful ECM system is the ability for users to easily and quickly find information within the repository.  If specific information cannot be easily and quickly found, users may not be enthusiastic about using the system.

The biggest stumbling block in the way of finding specific or relevant information is when the search returns too many documents that the user will have to physically look through before finding the specific document or set of documents that exactly meet their requirements.
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Document Capture Tools

Scanning your documents into a Document Management System is a great way to improve efficiency and reduce the amount of paper in your office.  And, depending on what kind of paper you are scanning, there are lot of document capture tools available.  Tools such as Full Text OCR, Zonal OCR, and ICR can greatly reduce time spent indexing and validating your documents once they are scanned.

Full Text OCR (Optical Character Recognition) is software that captures every character in the document being scanned and processing it into a fully searchable PDF.  One effective use of this technology is when government users needing to search hundreds of pages of agendas and meeting minutes for a certain topic.  The process of searching these documents is quite time-consuming and most OCR processing occurs overnight when there is less use on the company’s day-to-day activities.

Zonal OCR is similar in that it captures information, but in this case, the software is programmed to look in the same location or “zone” every time.  This is helpful when scanning in documents where the information is in the same location, such as an invoice number.  Most invoices are in a set format so zonal OCR is very effective in this scenario.  When the operator is validating this information, the Zonal OCR zooms in on the zone area that has been predetermined where the information is captured from so they can easily read if the information captured is correct or not.  Hence, one of the biggest advantages of Zonal OCR is that it improves the efficiency of searches which translates into a savings of both time and money.  Some software available that features Zonal OCR also allows the user to draw a box to establish a zone around required text rather than typing in keywords therefore allowing the document to be automatically indexed.

ICR (Intelligent Character Recognition) is the ability for the software to read hand-written information and process this into searchable information.  This is especially beneficial in the financial industry.  And although this tool can be very useful in some situations, the error rate is much higher because handwriting is so varied from person to person.

Andrea Latham, CDIA+
Inside Sales
ImageSource, Inc.
Phone 360.943.9273

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Distributed Capture for the Enterprise

Distributed Capture (for Scanning and Indexing) has been gaining ground in the last several years.  Used to be that documents were sent to the basement where a dedicated scan operator “fed the dragon” by scanning hundreds if not thousands of documents a day.  This was known as “Centralized Capture”.  Problem was, how to relay the vital index information necessary for search and retrieval to the scan operator?Continue reading