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Document Management

A Document Management System (DMS) is a system (both hardware and software) used to track, manage and store documents and reduce paper. Most are capable of keeping a record of the various versions created and modified by different users (history tracking). It is often viewed as a component of enterprise content management (ECM) systems and related to digital asset management, document imaging, workflow systems and records management systems.

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Need to combine OCR generate fields into meaningful values.

I have an OCR engine working well as it generates a space delimited text file. But the small fragment need to be combined into something meaningful as a form of post processing.

For example, the text on the page says:

VS DB DB Business Card - Retail

But in space delimited form, this is 7 fields.

I already have a finite list of about 25 possible strings, and can embed then in an array, such as

"VS DB CPS/Retail"
"VS DB DB Business Card - Retail"

so, I need to post-process the OCR generated file to be comma quote delimited, and use one of these pre-defined strings, when the OCR finds them.

What is a good paradigm for this?

Also, given this is OCR, there is a chance for a read error.

Bootstrap 4: Exploring New Features
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Bootstrap 4: Exploring New Features

Learn how to use and navigate the new features included in Bootstrap 4, the most popular HTML, CSS, and JavaScript framework for developing responsive, mobile-first websites.

Our Helpdesk has install  Adobe Acrobat XI Pro  &  Adobe Forms Central
on my laptop when I requested for a software that could do OCR &
convert PDF to editable MSWord doc.

However, they don't know how to use it:  anyone has a Quick Guide on
how to do PDF to Word conversion (with OCR) with these tools?
We are using Documentum 6.7 and have a new client product that isn't working very well.  It doesn't seem to be getting all the data expected.

We want to turn on tracing (which Documentum has had forever) and need help.  We can turn it on within a session, but this client is going to initiate it's own sessions.  We were hoping to add the entries in the server.ini file to turn it on, but aren't getting the entries right.  For some reason we can't find a single dfc.properties on the server and the server.ini is being used to specify DocBrokers, so we're hoping someone can tell us the entries to put in it to enable tracing and see the exact query the server is receiving.
How to put a date-time stamp on a PDF file with free software - Foxit Reader
I previously published an Experts Exchange video Micro Tutorial that describes how to scan documents to a PDF file using an excellent, free product called Foxit Reader:

How to scan to a PDF file with free software

N.B.: As with any "free" software, there may be restrictions, which are always specified in the software's licensing agreement, typically known as the End-User License Agreement (EULA). I encourage you to read the entire EULA of this product to be certain that you are in license compliance.

This new video Micro Tutorial shows where to download the free Foxit Reader and explains how to use it to place a date-time stamp on a PDF file.

1. Download and Install the Free Version of Foxit Reader

Visit the website for Foxit Reader at Foxit Software:


Select the language and O.S. from the drop-downs, then click the big, red Download button:

After downloading, run the installer.


2. Run Foxit Reader

The installer creates a Foxit Reader program group with a shortcut to the Foxit Reader program.

Click the shortcut to run Foxit Reader.


3. Put a pre-defined date-time stamp on the PDF

After opening a PDF file, click the Comment menu.

Click the drop-down on the Stamp button.

Click one of the five pre-defined Dynamic Stamps, all of which have a date-time stamp.

Position the mouse wherever you want the stamp and click to place it.


4. Create a custom date-time stamp

Click the drop-down on the Create button.

Click Create Custom Dynamic Stamp.

Select a Stamp Template and fill in the options in the dialog box.

Click Add.

Click OK.

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Expert Comment

by:Andrew Leniart
Another great "Winograd Micro Tutorial" :)

Good stuff Joe, should be highly useful to point askers to.

LVL 62

Author Comment

by:Joe Winograd, Fellow&MVE
Hi Andrew,
Thank you for the kind words and the endorsement — I really appreciate both! Regards, Joe
Document Management organization.  Anyone familiar with the Dewey Decimal Classification for organizing items?   My client is thinking about scanning and managing document according to the Dewey Decimal system.  Are you supportive of this plan of action or do you have some management system that is better?  Here's a brief snippit of what we may roll out for a wealth management advisor.  These are the first two folders but you get the idea...


I have a client who wants to trace a document he email out.

the perfect solution would make him aware if the document was forwarded on, who by and who to. This would be to external recipients.

Is there a way to achieve this, without the recipients knowledge?

Twain compatible home office MFPs.  We are testing the Paperport software with Brother MFC-9340CDW.  The reason for this was the Canon MX series scanner software was acting a bit wonky over the years and the printer is five years old. We actually really like the MP Navigator software but as discussed in our previous thread, MP Navigator is no longer being made for the later MX series.  Thus, we were turned on to Paperport document management software.  It came with the Brother MFC-9340CDW.  Though, I don't think it works with network shares unless I upgrade but I digress.  Anyway, my question is...  Could I have avoided maybe purchasing new hardware and just bought better document management software?  The reason I ask is Paperport prompted me to connect with the Canon hardware using Twain.  Did I just assume most 100 or $200 MFP weren't TWAIN compatible?  A google query of Canon MX twain shows nothing of the sort.  The better question is how common is Twain compatibility (is there a list?) so I can push Document Management software on to some of my other clients?  They too have horrible document management software.
what would be some useful checks to include in an audit/health check of SharePoint (and document management in general). The obvious one we can think of is around permissions of documents stored in SharePoint, to ensure sensitive documents are only accessible by the approved users/groups - but I wanted to spread the review a but further, and was hoping for some inspiration on what above and beyond security permissions would be useful when looking at such a system (it doesn't have to all be about security). Any common SharePoint mistakes/risks above and beyond permissions also most useful,
i have a folder which have 50000 Pdf file and every file have one page .
i want to merge every 2 pdf file into 1 pdf file than next 2 pdf file and again next and so on  .....until 50000.
for example

have file


its merge  2 pdf file

after merge name like that

than next 2 pdf file


after merge filename


than next 2 pdf file

after merge filename


is it possible that with batch process its merge pdf file and give same filename of merge file as its original filename. if file name are same more than one than its add number 1,2,3 like

if file name change like this


than after merge filename


and so on
anyone help
Need reasonably priced Home Office Twain compatible scanning documents software.  MP Navigator suite me well for years but they no longer distribute it with the Canon MX series MFP.  What's a really intuitive scanning software that initiates the scan for ADF or flatbed, makes simple adjustments for single or double sides series of documents, and gives you options for a couple standard formats like PDF or tif, etc?  Is there a really intuitive and elegantly done software that does all that plus organizes your scan documents well?
C++ 11 Fundamentals
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C++ 11 Fundamentals

This course will introduce you to C++ 11 and teach you about syntax fundamentals.

Hi guys

I'm in the process of learning Sharepoint online. Along with that, I'm trying to set up a document management system for one of our departments. I've got membership to Pluralsight, but I find that the tutorials on there are not covering the content I am looking for.

I want to create an attractive dashboard, along with the ability for this department to upload content which then results in a table filled with details, like an Excel sheet that has columns. Above each of those columns will be a search column that when typed, will used jquery to filter the table in real-time as you type. Something like this:


My point is, where do I start. Any decent tutorial sites that take you from the basics to the more complicated content?  Also, how long do you think it could take for something like this to be implemented with a beginner like myself?

Thanks for helping
Looking for a solution that will allow a team to simultaneously edit PDF's Similar to the way Onedrive will allow users to work on the same word document and see the changes other users are making relatively instantly. Basically don't want 2 people to be over writing each other or have to piece meal it and put the document together at the end.
I have 30 PDF documents located on a folder called Policies on our file server -shared drive. Each files contain various policies and procedures for our organization.
I would like to create a single PDF file, where it has separate links to open every file that is located on the Policies folder on the shared drive. Then I would like to copy this single PDF file to the staff desktops PCs and when required staff can open the single PDF file and click the appropriate link to view the files located on the policies folder.

I opened the word 2016 and insert- Hyperlink and put the file path on the address and the Text to display- Saved it as a PDF and when I click the “Organisation Holiday Dates” link it says:
 “Security warning “- This document is trying to connect to: file///E:/HANDBOOK/...
Please see the attached snapshot   which shows the error.

Please let me know as how to stop the security warning from popping when i click the “Organisation Holiday Dates” link on the single PDF file.
Or is there any other better way to achieve this
Any help will be great
Thanks in advance.
How to scan to a PDF file with free software - Foxit Reader
I've published three five-minute Experts Exchange video Micro Tutorials that describe terrific features in an excellent, free PDF product called PDF-XChange Editor:

How to rotate pages in a PDF with free software
How to OCR pages in a PDF with free software
How to password-protect a PDF with free software

PDF-XChange Editor has many other features in its free version, but, unfortunately, it cannot do scanning — you must purchase one of its non-free versions to get scanning functionality. Fortunately, there's another excellent, free PDF product that can perform scanning — Foxit Reader. However, the free Foxit Reader cannot do OCR, so you'll want to keep the free PDF-XChange Editor for its OCR capability, and add Foxit Reader for its scanning capability. The combination of the two products will allow you to create searchable PDFs (aka PDF Searchable Image files) with your scanner, utilizing free software.

N.B.: As with any "free" software, there may be restrictions, which are always specified in the software's licensing agreement, typically known as the End-User License Agreement (EULA). I encourage you to read the entire EULA of these products to be certain that you are in license compliance.

In order to scan, Foxit Reader requires an …

Expert Comment

by:Basem Khawaja
Joe if I say you are a genius. It would be an understatement. God bless you my friend:)
LVL 62

Author Comment

by:Joe Winograd, Fellow&MVE
Hi Basem,
Thank you for the kind words and the video endorsement...both very much appreciated! Regards, Joe
Does Google Drive enable access to files to users without that user being registered by my Admin?

I want to give a virtual tour of a famous travel destination. I want to make my image visible by people on my tour, but without me needing to log on as an Admin to Google Drive.

Is there a way I can make certain folder on my drive public?

I am fine giving out a URL to paying customers, even if that URL will be visible to people who did not pay for anything.

Does Google Drive do this?

Suggestions for Google Drive features to use and Google Drive Plug-ins?

I am planning on providing a virtual tour of a popular tourist spot and plan to use Google Drive to display image during my live tour and to provide visual information for those taking the tour while I am not even there. So I have some requirements and a need for advice about what features of Google Drive and the Google Drive plug-ins could give me  more functionality.

I need to provide about 50 images which are:
1) ranked 1-50
2) can be gotten via key word search
3) each photo have some text explanation
4) each photo could be linked to other images, not necessarily the next image in the sequence. This allows grouping into a theme.
5) Mobile support

Does Google Drive do all this?

Do I need a Google Drive plug-in to do any of these?

What features have I not suggested which either Google Drive or a Google Drive plug-in provide which might be useful?

Lastly, what security / fraud concerns do I need to protect myself against?

This is more a request for advice rather than a problem to solve. We have a client with a single host server running 2 VMs via Hyper-V. The server is a good spec HP with 64GB or RAM and 16 cores. The host VMS are a PDC and an application server. The application server runs a client/server legal document management software system. There are 25 users and some have complained about the speed of the software. The software can hang, crash etc. The client machines are very good spec - 16GB, SSD, i7 Windows 10 Pro - GB NIC.

My question is would it be worthwhile in this scenario putting in a 10GB network. Purchase a 10GB card for the server and a new Switch cable of running the backbone?

The files they open on the legal system are mainly office and PDF documents.

I would be interested to know if anyone had done this to address this type of issue before.
Can anyone help me solve below problem:

I have over 2000 png images saved in different files on my computer. I want to write a VBScript function that does something like go to a particular folder and iteratively copy-paste all the png files in that folder to a PDF file or word document .

1. The header before pasting the png files in the word document should be same as the folder name.
2.  The .png files should be inserted in order of when they got created. That is the first created .png file will be first inserted and the last will be last inserted in the word or PDF file.
3. Upon successful copy of all the .png files in this folder,  the folder should be deleted.

Any assistance if this is possible will be appreciated
Can someone recommend a good simple document management system to help my team of volunteers manage documents we are developing for a small community development project.  We have all sorts of documents, such a s policies, procedures, code of conducts, brochures, spreadsheets (to manage financial transactions), reports etc in all stages of development (from complete to about to commence).
We store them in a project folder in dropbox
Over 10 years of operating, we have lots of documents and we need a simple system that lets people know what documents we, what their purpose is, the status, and what ones still need to be developed.
What would be good to have is visual index, like a dashboard, that communicates the above information and has hyperlinks to the documents so finding them is not too hard.  Some team members will have permission to access some documents, but not others.
Does someone have a better suggestion?
If not, whats the best way to do this?  Eg Prepare visual index in powerpoint.
Would Google be better environment to do this in?  If so, what happens if some documents need to remain as MSExcel files?
Any other suggestions?
OWASP Proactive Controls
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OWASP Proactive Controls

Learn the most important control and control categories that every architect and developer should include in their projects.

Hi Experts,

I have been approached by a group of 8 companies to provide for them an information exchange portal. Here they would store files, documents and posts, organized by category and sub category, and a bulletin board with latest news and events posted by the users.

The companies indicated that SharePoint wont’t work because the each have their own domain, and they need this solution to be independent from any of them. They also want to restrict each company to 3 users, and if another company wants to join, the admin of 3 other companies need to approve.

My question is - would this be a development project (I'm a PHP developer); or a sourcing project, where there is something pre-made that can be adjusted? What would a  bull park cost be for this?

Thank you.
Need a simple program that scans folders for "native" PDF files.

I have thousands of PDF's in a folder, but most were created from a scanner, followed by the automated use of some OCD scanner. But I need to find those few PDF files which originated from an inbound email (or other means) where the PDF was created by the original producer, where it was a bank or other service provider.

I am very new to what makes up a PDF file and apologize if this question is missing the mark slightly.

I have been told there's a metadata field called PDF Producer. I have also been told it's easy to write a program to retrieve that PDF Producer field and look for values that indicate an original/native PDF. Here are example PDF Producer values...

OpenText Output Transformation Engine - 16.1.12
Ricoh Americas Corporation, AFP2PDF Plus Version: 1.100.01, Linux

My problem is that I do not have a list of such values. So, perhaps the PDF Producer field has other attributes which we could use?

So, I am searching for "native" PDF files which are a needle in a haystack and need some simple automation that can help me find them.

Suggestions for what exactly to scan for? I fee that once that is known, the actual work of writing the program is trivial and copying those few PDF's which match, is trivial.

PaperPort installer detected previous installation
You did a proper uninstallation of PaperPort. You even ran the official PP14 Remover Tool. But when you try to reinstall PaperPort, you get the dialog box above, which you can't get past. There is simply no way to install PaperPort! This article presents a solution that has worked for many PP users.
Hello Randal,

Thanks for the email, however I don’t think I have joined your service.  An article by your Joe Winograd came up when I was searching for how to fix an issue with my scanner & Paperport 14.  Unfortunately, having followed his various suggestions I am no further along, other than now I have uninstalled the old Paperport so may be royally in a pickle.

I am not an IT professional so not eligible for membership of your community.  I am just someone who uses a PC and wishes we could go back to the olden days when you installed software from discs and the PC just happily went along until you decided to do something to it.  Nowadays I feel like I would be justified sending a monthly invoice to Microsoft for all the work they make me do trying to figure out how to sort the issues caused by their latest ‘helpful’ update.

Please give my best to Mr Winograd.   In case he’s still interested in Windows 10 and Paperport, here’s what happens when I try to installed 14.5 from the link provided in his article:

This runs:


Then I’m asked to select my language and this pops up (normally in English – must have accidentally clicked Deutsche this time!):


I’ve done a Windows uninstalled and the special Nuance uninstall, rebooted between each stage and still the same as above.

I did also download the patch (Patch 1) which he suggested but guess there’s not a lot I can do with the patch if I can’t get the .exe to run.

I am now going away to have a …
PaperPort Splash Screen
Sometimes PaperPort will not even open. It displays the splash screen (above) and exits, or it may show an "Application Crash" dialog before exiting (sometimes with a dump, sometimes not). There are many reasons for this problem. This article discusses several of them and offers possible solutions.
Hi experts,

My printer has seen some better days; its not working right now and I need to sign a pdf document and email it to a coworker.

How can I digitally sign a pdf document?

Is there a free option?

Thank you.

Document Management

A Document Management System (DMS) is a system (both hardware and software) used to track, manage and store documents and reduce paper. Most are capable of keeping a record of the various versions created and modified by different users (history tracking). It is often viewed as a component of enterprise content management (ECM) systems and related to digital asset management, document imaging, workflow systems and records management systems.