CloudNine Review: How do I Image Documents in CloudNine Review?

You can add an image version of a document with CloudNine Review's Image On The Fly functionality. There are two available options: Image Current Document and Image Current Search.  

Image On the Fly Options

The Image On The Fly options are found under the Tools menu in the CloudNine Review project.  

Image Current Document

The Image Current Document option generates an image version of the record you are currently viewing. This action is immediate; once the image is generated, the Image tab becomes available, and you can view the imaged version of the document. The Image Current Document option is not available if an imaged state of the document already exists. 

1. In the CloudNine Review project, select a record you wish to image. 
2. Select Tools - Image On The Fly - Image Current Document. 
3. An Imaging Document... message appears.  
   
   Once imaging completes the message closes and the Image tab is available. 
4. Click the Image tab to view the image. 

Image Current Search

Generates an imaged version of records in the current result set. This may be an active filter, search, or combination of a search and filter. To image all records in the project, select the View All Records option to clear any active filter or search and return all documents in the project. 

At the bottom of the active view, the current search and document count is displayed and can be used to verify the search and number of documents that will be imaged.  

1. Use filter and/or search options within the CloudNine Review project to isolate the records you want to image.
2. Select Tools - Image On The Fly - Image Current Search. The Image On The Fly Confirmation screen opens and provides specific imaging options.
   
   
   
   • (1): Create Slip Sheet for all files: If selected (checked), all records within the search will be placeholdered. 

• • (2): Excel Imaging Options: Determines how Excel files will be imaged. You can choose from two options.
    • Create a slip sheet for all Excel files (default): Generates a placeholder for all Excel file types. 
    • Image all Excel files: Create an image for all Excel files. 
  • (3): PowerPoint Imaging Options: Choose how Speaker Notes, if they exist, will be imaged. There are three options: 
    • Do not include speaker notes (default). 
    • Add speaker notes to page. 
    • Add speaker notes as a separate page.  

1. • (4): Placeholder Options: Customize placeholders (slip sheets) for Excel files (if selected) and non-supported file types (click here to see a list of supported file types).  
     • Custom Comments:  Add a custom comment (up to 200 characters) to include on image placeholders, for example: File Provided Natively. 

1. • • Provide file name on Slip Sheet (default): The file name, as it appears in the Original FileName field, is printed on the slip sheet. 
     • Remove file name on Slip Sheet: The file name is not printed on the slip sheet. 
   • (5): Image Overwrite Options: Determines how existing images are handled.
     • Do not overwrite existing images (default):  Preserves the existing image version of the document as viewed on the Image tab. 
     • Overwrite existing images: Replaces the existing image with a new image.
   • (6): OCR Embedded Image Options: Option to OCR documents with embedded images.  
     • Do not OCR embedded images (default): Does not OCR documents with embedded images. 
     • OCR embedded images: Selected OCR runs on documents that contain embedded images. If this feature is enabled, a warning will notify you that imaging time may increase.

1. • (7): You are about to image X documents: Indicates the number of records that will be imaged, excluding records with existing images. 
   • (8): Do you wish to continue?
     • Select Continue to proceed with the image request.
     • Choose Cancel to close the Image On the Fly Confirmation and return to your project view. The imaging request is not submitted. 
2. After selecting the imaging options and verifying your document count, select Continue to proceed with the image request. 
3. After the initial Image On the Fly Confirmation screen closes, a second screen indicates the image request has started. Click Close to close the screen and continue reviewing documents in your project. 
   

What's Next

When you choose Image Current Search, the image request is placed in a queue that generates the images in DocID order. You can view images as they become available in the CloudNine Review project, even if the image job isn't complete. You will receive an email once the image job is completed.

If you wish, you can track the progress of your imaging job in the My Discovery Queue, found under the Training & Support menu in your project view.