Creating Packages

Remote operators can display the main Ricochet Coversheet Web page from any workstation that has Internet/Intranet access to the Ricochet Coversheet server installed at your central site.

Tip  If you are a central site system administrator, provide the following instructions to your remote operators, along with the appropriate Web address of the IIS Web server on which the Ricochet Coversheet server is installed.

  1. Start your Web browser. In the Address box, enter the Web address of the Ricochet Coversheet server. For example, enter:

http://Your Server/Ricochet Coversheet

where Your Server is the name of the IIS Web server at your central site where Ricochet Coversheet is installed.

  1. The main Ricochet Coversheet Web page will display.

  2. From the drop-down list on the Package Definition Form, select the desired package type. For example, if you want to process an order form, select the package type for that order form.

  3. Once a package type is selected, the Package Definition Form will expand to display the index fields associated with the package type. Your cursor will be positioned in the first index field.

  4. Enter the desired values for the index fields. To enter index data:

    1. Type the desired value for an index field.

    2. Press Tab to move to the next field. (Alternatively, you can use your mouse to move from field to field.)

Note  Index fields shown with a red asterisk to the right of the index field name are required, and you must enter values for these fields. If you do not, you will not be able to create a cover sheet.

  1. When all index data is entered, click Create to trigger the creation of a cover sheet. The selected package type, index field values, and other information will be used to create the cover sheet, which will display when it is created.

  2. Review the cover sheet to ensure that all information is correct, including package type and all index data. The information selected or entered with the Package Definition Form will be shown on the cover sheet for easy review.

    1. If all information is correct, proceed to the next step.

    2. If errors are discovered, click “Create new cover sheet!” in the upper left corner of the display. This will return you to the main Web page, and allow you to select the Package Type and re-enter index data.

  1. Print the cover sheet from your Web browser. For example, you can click the Print button, or select File | Print from the browser’s menu bar.

  2. Load the printed cover sheet and your hard copy document into your scanning device’s hopper. Be sure that the cover sheet is positioned to be the first sheet scanned.

  3. Scan the cover sheet and document.

Tip  Before you create another package, you should refresh your list of package types to ensure that you have the latest package type information from your central site. See Refreshing the Package Types for more information.

Related Topics

Cover Sheet Page

Package Definition Form