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Getting Started

ReadySuite is software to view, validate, and perform quality control for document volume and production sets.


Download

If you have not already downloaded ReadySuite, you can obtain the latest version of ReadySuite from our download page. Note that if you have already purchased ReadySuite, you can still download the "trial version" and use your license key to activate the software.


Installation

Run the installer (double-click it, or choose "Run" after downloading) then follow the directions to install. Please carefully read each page of the installer before moving on to the next step. The installer may download missing components from the web (such as the .NET Framework) if it's not already present on your machine.

Installation

When selecting which features to install, if you have purchased "ReadySuite+OCR" or will be evaluating the OCR functionality of ReadySuite, make sure to select 'All Features' when installing.


Registration

Requesting Trial Key

You can request a trial license key by visiting our download page, contacting support, or from within ReadySuite by selecting Start Evaluation on the 'Welcome' screen.

Request Trial Key

License Manager

Access to the 'License Manager', where you can add, update, and remove licenses, can be found on the initial 'Welcome' screen when ReadySuite is first started and in the main menu by clicking 'Register'.

Registration License

Adding a License

  1. Click Install License to add a serial / license key to ReadySuite. If you have a network license, click the down-arrow and choose the 'Install Network' option.
  2. With the 'Install ReadySuite License' screen (shown below), enter the license key you received from our sales team. We recommend copying and pasting the serial to the License Key box.
  3. Click Install to add the license - authentication with our licensing server occurs at this point, and you must have an internet connection to continue. If you do not have an internet connection, or your firewall blocks the authentication process, you will be presented with the option to send the license file via e-mail to our sales team.

Registration Serial


Main Interface

ReadySuite's main interface consists of the ribbon for menu navigation at the top, primary content view and separated/tabbed document panels in the center, and a status area at the bottom. Content views allow the user to browse and navigate documents within the active project. Document panels provide information on the selected document in many ways.

Main Interface

  1. Ribbon - Actions available in ReadySuite are divided into tabs and groups by functionality here.
  2. Document Panels - Image and Text viewer panels are located here by default. Drag panels to relocate.
  3. Document Grid - Content area for displaying document data and selecting documents for viewing.
  4. Document Panels - Pages, Fields, and Family panels are located here by default. Drag panels to relocate.
  5. Status Bar - Total number of documents and pages shown in the content area is displayed here.
  6. Collapse / Help - Click the arrow to collapse or expand the ribbon toolbar.

Understanding Documents

ReadySuite's core functionality allows users to work with documents, by importing documents from load files, image files, native files, text files, and delimited text files or a combination of all of these.

Documents consist of one or more of the below properties:

Page File(s)

Page files are representations of the images a document represents.

For example, a document may consist of 5 image files representing 5 total pages (i.e. single-page images). Or, a document may consist of one (1) image file representing five (5) total pages (i.e. a multi-page images).

In both cases above, a page represents each image in a document - and provides information such as the page (bates) identifier, file path, file extension, image type, and other image properties.

Text File(s)

Text files are representations of either the extracted text of a native file reference and/or the OCR text of the images from the document. A document can consist of a single text reference (i.e. document-level text) or multiple text references (i.e. page-level text).

Native File

A native file represents the source or originating file of the document. In the case of scanned images, this property is typically not populated. For electronic files, it may represent the file the document was originally authored with.

Fielded Data / Metadata

Fielded data or metadata represent the properties or descriptions assigned to documents. A document may consist of internal fields (built into ReadySuite) or custom fields (imported by the user). For example, fielded data of a document may consist of the date and time a document was created or modified.