Skip to main content
Mitratech Success Center

Home Ribbon

When the Home tab is selected, the Home ribbon is displayed.

image

Checks

Store All - Store the checks and the deposit slip in DataStoreDSX.

Discard All - Delete the images of all the scanned checks and deposit slip.

To delete a single scanned document, select the document in the Documents pane and press the Delete key on your keyboard.

Scan

Scan All - Click on Scan All to scan the deposit slip and all the checks in the feed tray of the active check scanner.

Scan One - Click on Scan One to scan a single check (or deposit slip) in the feed tray of the active check scanner.

Stop Scan - Click on Stop Scan to cancel the current scan.

Scan Settings

The name of the active check scan setting is shown in the box. A different scan setting can be selected by clicking the scan setting name to display a drop-down list of configured scan settings. Select the scan setting you want to use from the list.

image

imageAdd Scan Setting - Click the Add Scan Setting button to open the Scan Setting window.

image

The Scan Settings are described in Table 3.

Table 3. Terminology: Scan Setting

Term

Meaning

Scan Setting Name

Enter a name for the check scan setting you are adding. Maximum 100 characters.

Destination Data Definition

Select the Data Definition you want to use to index the scanned checks.

Sides to Scan

Select the appropriate option from the drop-down list:

Front – scan the front of each check only.

Back – scan the back of each check only.

Both – scan both the front and the back of each check.

Colour Format

Select the appropriate colour format for the scanned images:

Monochrome – the scanned images are displayed and stored in black only.

Greyscale – the scanned images are displayed and stored in black and shades of grey.

Colour – the scanned images are displayed and stored in colour.

Resolution

Select the required resolution from the drop-down list: 100 – 100 dpi is used to display and store the images. 200 – 200 dpi is used to display and store the images.

Endorser Settings

Use Endorser

When selected, scanned checks are endorsed. That is, text is printed on the back of each check as it is scanned. The checks are endorsed using the Line Position (mm), Endorser String and Append Date settings configured in the Configuration Settings. However, when Global Endorser Override is selected, the Endorser String and Append Date configured below are used when this Scan Setting is used. (The Line Position (mm) is always used.)

When cleared, scanned checks are not endorsed. That is, no text is printed on the back of the check as it is scanned.

Global Endorser Override

When selected, the text configured in this dialog in the Endorser string is printed on the back of each scanned check instead of the Endorser String configured in the Configuration Settings dialog.

Endorser String

Enter the text you want printed on the back of each scanned check.

Append date

Select Append Date if you want today’s date appended to the Endorser String printed on the back of each check scanned today.


imageEdit Scan Setting - Click the Edit Scan Setting button to open the Edit Scan Setting dialog for the active scan setting.

The Edit Scanner dialog allows you to change all the Scan Settings. See Table 3 for details on the settings available in this dialog.
 

imageDelete Scan Setting - Click the Delete Scan Setting button to delete the active check scan setting.


A dialog is displayed asking you to confirm you want to delete the active scan setting.

image

Click Yes to delete the scan setting or No to close the dialog without deleting the active scan setting.

Configuration

Configuration Settings

Click the Configuration Settings button to open the General Configuration dialog.

image

The Configuration Settings are described in Table 4.

Table 4. Terminology: Configuration Setting

Term

Meaning

Storage

Scanned Images Folder

Displays the path to the folder which is used to temporarily keep the scanned images until they are Stored. Click the … button to browse to a different folder in which to keep scanned images until they are Stored.

Brightness and Contrast

Brightness

Front – select the Brightness setting for the front of the check.

Back – select the Brightness setting for the back of the check.

Selecting a higher number for the Brightness makes the scanned image lighter. Selecting a lower number for the Brightness makes the image darker.

Contrast

Front – select the Contrast setting for the front of the check.

Back – select the Contrast setting for the back of the check.

Selecting a higher number for the Contrast makes the scanned image contrast stronger. Selecting a lower number for the Contrast reduces the contrast.

Endorsing

Endorser String

Enter the text you want printed on the back of each scanned check.

Line Position (mm)

Enter the distance (in millimetres) from the left edge of the back of the check, where you want the Endorser String to start.

Append Date

Select Append Date if you want today’s date appended to the Endorser String printed on the back of each check scanned today.

Pocket

 

Rejected MICR Pocket

Enter a value for the check scanner pocket to be used for rejected checks.

Checks are rejected when MICR data is not detected on a check.

This option is dimmed when the connected check scanner does not have multiple pockets.

Pocket Waterfall

Select this option when you want the connected check scanner to fill one pocket with scanned checks before filling a subsequent pocket with scanned checks.

When this option is cleared, the scanner fills one pocket with scanned checks and then stops. A dialog is displayed informing you a pocket is full. You will not be able to resume scanning until the full pocket is emptied and you then click OK on the dialog.

This option is dimmed when the connected check scanner does not have multiple pockets.

Auto Jog Before Scanning

Some check scanners support the jog feature. Static electricity in an office can cause the checks to stick together in the feeder, causing problems when the checks are scanned. The jog feature helps to prevent the checks from sticking to each other.

Select a non-zero value for the number of seconds you want the scanner to jog the checks in the feeder before commencing scanning. The maximum value is 10 seconds.

This option is dimmed when the connected check scanner does not support the jog feature.


Check Field Mapping

When the provided MICR Custom Field Types are used in a Data Definition, those fields are automatically mapped to the MICR fields on the scanned checks. However, if you have a Data Definition to which you want to map the scanned MICR fields, use the Check Field Mapping dialog to do this.

You should only map fields to the Data Definitions specified in the lower status bar of the Check Deposit application. 

image

Although you can map MICR fields to fields in other Data Definitions, those mappings will have no effect.

Select the required Data Definition and expand the fields. Then, for the columns: Account Number, Branch Sort Code, Check Number, Transit Code, and Amount, select the Data Definition field you want to use.

image

In the above example, the Data Definition checks has seven fields, five of which are mapped to the check MICR fields.

Check Field mappings are stored on the server and are therefore available to all users who have access to the selected Data Definition.

Rotation Options

90 - Rotate the displayed image 90 degrees clockwise.

180 - Rotate the displayed image 180 degrees clockwise.

270 - Rotate the displayed image 270 degrees clockwise.

Held Values

Configure

Click on Configure to open the Held Values Configuration dialog. The Index fields are listed and a Hold or Held button appears above Index value (as appropriate).

In the example, none of the fields have Held Values.

image

In the example below, Routing Number has been held.

image

When a field has an Index Assistant configured, the Index Assistant button is displayed beside the field name.

imageClick this button to use the Index Assistant value as the Held Value.


Cascade - Select the documents you want to index and click on Cascade. Select one of the following options:
Overwrite Existing Values - Select Overwrite existing values to populate all the fields with Held Values, overwriting any values which already exist.
Do Not Overwrite Existing Values - Select Do not overwrite existing values to populate only the fields which do not already have a value with the configured Held Values.

  • Was this article helpful?