More in-depth help is available under the IBPM help menu by selecting “Contents.”
File Menu
Logout Log out of program without exiting, saves time when logging in as a different person.
Exit Exit Program
View Menu
Status Bar Toggles on and off the status bar at the bottom of the parent window.
Status History Lists your history since logging into IBPM
Available Tools, a list of every tool assigned to you is listed at the bottom of this menu.
Options
Menu
Cancel Layout Mode Not in use.
Save Layout Not in use.
Preferences
Auto Activate Default is checked. Checking this will cause windows to automatically open when needed. We highly recommend that users leave this check marked!
Preserve Positions Default is checked. Checking this causes windows to open in there last opened location. We highly recommend that users leave this check marked!
Silent Login Default is not checked. Checking this will enable IBPM to automatically use the login and password of the person who logged the PC into the network to start IBPM without a login prompt.
Prompt Before Exiting, Default is not checked. Checking this will cause IBPM to ask you if you wish to leave each time you close the program.
Window Menu
(does not appear until a tool is opened.)
Use the window names here to move between tool windows.
Cascade Causes the windows to be displayed in an overlapping staggered style.
Tile Horizontal Specifies that the individual windows are to be split in the main window in a horizontal manner
Tile Vertical specifies that the individual windows are to be split in the main window in a vertical manner.
Arange Icons To arrange the icons of minimized tool windows along the bottom of the window.
Close All Windows Closes all tool windows.
All active tool windows are listed at the bottom of the menu. Use the tool window names here to move between tool windows.
Help Menu
Contents IBPM users manual.
Gallery Frame, Select
the gallery you wish to use here. In IBPM galleries
no longer control what reports you see, only how you see them. All reports
available to you are available in all your galleries. We recommend the
“Unlocked” gallery.
Stellent IBPM logo.
Execute
Search Click to run the selected search.
Clear Form Removes all data previously
entered in Prompt and Prompt Required fields.
Refresh
Saved Searches Refreshes the saved searches list.
Load
Last Search on Startup The search selected with this button is pressed
will apper in the search frame each time IBPM is started.
Search
Frame use to select a saved search.
Re-Execute
Search (Ctrl+R) Click this button to cause
the selected search to be performed again.
Stop
Search (Ctrl+T) Click this button to stop
the search that is in progress.
Auto
Load (Ctrl+A) If Auto Load is selected and a
search is executed the results are automatically selected and displayed in the
results grid. We recommend that this button remain depressed.
Beep-On-Complete (Ctrl+B) IBPM will beep when a search is complete if this is pressed.
Display
Document Details (Ctrl D) Expands the left column.
Refresh
Status (Ctrl+R) The Refresh Search Results
button causes the display to refresh so that any current information is
displayed.
Sum
Column (Ctrl+R) Click on the Sum Column
button and all the numeric columns are totaled and the information is displayed
in the lower window border.
Send
to File (Ctrl+R) Highlighted data may be
sent to a file. Highlight the desired information and click the Sent To File button.
Filter
Search Results
The Filter
Search Results button provides a way to create a subset of the search results.
Modify
Index (Ctrl M) This allows modification of
document names and fields.
Scan:
Append Page Not in use at KUMC.
Scan:
Insert Page Not in use at KUMC.
Remove
Search (F2) The Remove Search button deletes or closes the
results of the Selected Search.
Remove
All Searches (F3) The Delete All Search Results button deletes or
closes all the Search Results.
Launch
Application (Ctrl L)
Save
Column Info When Save Column Information is selected the column widths and sequences will be
saved to the registr. The next time a result set is
displayed this saved information will be used for the display.
Search Results Frame select past results sets instead of rerunning searches.
Search
Running When this is displayed next to the “Select Search” frame the search
is still looking for results.
Search
Complete When this is displayed next to the “Select Search” frame the
search is finished
Search
Error, report the name of this search to Document Management staff.
Search
Canceled,
Re-Sort the Data, The information in a search can be re-sorted on any single column in the Search Results. Click on the column heading and the result set sorts on that column. Click again on the same column heading to toggle between ascending and descending sort sequence.
Column Controls The width of the columns can be dynamically changed using the cursor. Position the cursor on the line in the header between two columns and when the two sided arrow appears, depress the mouse button, move the cursor to the desired width and release the mouse button. To modify the sequence of the fields in the result table hold the control key down and click on a column header (or multiple adjacent columns). Hold the mouse button down and drag the column heading(s) to the new position.
Multiple Document Selection. Select multiple documents on the Search Result table (highlight the rows using CTRL-click or SHFT-click)
Short Cut Keys
Up and Down Arrows - Highlight the first row in a result set and then use the up and down arrows to move through the result set row by row.
Enter - Highlight a row in a result set and pressing the enter key is the equivalent of double-clicking on the hit to view.
Right click menu
Open: Opens the selected document.
Launch: Opens the selected document in it native application. (Word, Excel, Power Point, ect.)
Print/Fax: Opens the Print dialogue box.
Save As: Allows a document to be saved as a Tiff Image or as a text file.
Send to Mail Recipient: Provides the ability to export documents via Groupwise. Selected items from the result set will be sent as attachments to an e-mail message.
Send Results To: Provides the ability to copy the selection to the Clipboard, a File or an Excel file.
Acord Process: Not in use at KUMC
Delete: Not in use at KUMC
Document Annotation: Not in use at KUMC
Lock Document: Locking a document prevents other users from adding or changing annotations.
Unlock Document:
Force Unlock Document:
Version Document: Not in use at KUMC
Associate Document: Not in use at KUMC
Properties:
SDI Mode Allows viewing a single page
at a time
Tab Mode Allows viewing multiple pages
in tabs (Recommend by DM Staff)
MDI Mode Allows viewing multiple pages
in windows
Opens a non-IBPM document in the
viewer.
Resize page
to fit window width
Resize page
to fit window height
Resize page
to fit entire window
Increase view
scale of page (Zoom In)
Decrease view
scale of page (Zoom Out)
View previous
document
View next
document
Print/Fax
pages
Close current
window
Close all
open windows
Hide
Annotations, Toggles the annotations on and off.
Display
Content Mode, Not in use at KUMC
Launch Documents opened in their native
application. Word documents will open in Word, Excel in Excel ect.
Linear
Search The COLD Linear Search button allows you to perform a linear search on
a COLD document. The search may be done against a COLD document for a
particular number, word or phrase. Once the button is pressed a dialogue box
will open
Once the window opens type the text to be searched for in the Find What box. 
Leave Cross Document Boundaries checked.
Pick forward or backward.
Click OK
IBPM will begin a text search for the string entered and take you to the first occurrence of the string. To view additional occurrences of the string in the document see below.
Next
and Previous Hit, Not in use at KUMC
Right clicking on a document open in the viewer gives you the following options.
Next Linear Search Hit. Takes you to the next occurrence of the string you searched for using the Linear Search button.
Previous Linear Search Hit Takes you to the previous occurrence of the string you searched for using the Linear Search button.
Page layer properties. The Page Layer Properties dialogue box will open. It has two tabs Primary give you a listing of the documents properties. The Annotation tab will display the properties of the documents annotations.
User Preferences.
Scale is the size all documents will open
by default.
Page Border selecting this check box draws a gray border around the loaded page.
Anti-Aliasing
Center Zooms Allows zoom to the center of a document instead of upper left corner.
Auto Launch Allows associated document types to be opened without the Launch button.
Maximum Number of Tabs, This will limit the number of tabs which may be open simultaneously in the Viewer.
Reuse window for same document configures the viewer so that pages viewed from the same document will reuse the same document window.
Full Text Default Display Not in use at KUMC
Zoom This option provides access to options to
Next Page, This option causes the next page to be displayed in the view space.
Previous Page This option causes the previous page to be displayed in the view space.
Goto Page This option allows a specific page number to be entered. The page is displayed in the view space.
Copy text to Clipboard Copies selection appearing in a COLD document to the clipboard as text.
Copy bitmap to Clipboard Copies selection appearing in a document to the clipboard as a bitmap.
Stamp Manager This option allows a named Stamp to be applied or deleted. Contact Document Management staff for more information on this option.
Create Stamp Template Contact Document Management staff for more information on this option.
Annotation Property This option is only available if a right click was performed on an Annotation
Viewer Hot Keys
The IBPM Viewer has some hot key capabilities.Use the Page Up, Page Down and the four arrow keys to scroll the object displayed in the viewing window. Ctrl-Page Down and Ctrl-Page Up will move to the next and previous page.
Annotation Toolbar
Locks
page and allows annotating If this is grayed out notify Document Management
Staff.
Unlocks page
and/or saves annotations
Rotates page
counter clockwise
Rotates page
clockwise
Allows
annotation selection
Line
annotation
Highlight
annotation
Text
annotation
Sticky note
annotation
Redaction
annotation
The Bitmap Annotation allows the user to place
a small bitmap on top of the object
Worklist Tool
No buttons
Right clicking on the Blue bar in the left of the window gives you the
work list menu.
Refresh (F%)refreshes the contents of the
window.
Package Search and Adhoc Profiles allows you to write searches and profiles see
www2.kumc.edu\Imaging\AddhocSearch for more information.
Named profiles allows you to select a named
profile. Most of the time this will be your userid.
Ad Hoc Profiles Not in use at KUMC
Queues Not in use at KUMC
Font Allows you to select the font used in the Worklist tool
Right clicking on a package in the wordlist tool opens the package menu 
View will open the Package viewer tool and is the same thing as double
clicking on the package. If you are processing invoices you want to double
click on the package or select view. If you are approving invoices you want to
right click and select Lock.
Lock, Locks the package and opens the Form Viewer and viewer tools.
History Displays the history of
the package
Journal Entry Not in use at KUMC
View Map Not in use at KUMC
Forms Not in use at KUMC
Attachments Not in use at KUMC
Package Viewer Tool
Complete Package - Select this icon to
complete the package from its current location. The package is
automatically routed to the next event
Lock Package - Click this icon to lock
the package.
Unlock Package - Click this icon to
unlock the package when finished with the package if the package is not to be
routed to the next event.
Insert Attachment - This command allows
users to add attachments to the package.
Route To User - This command allows the
user to route a package to another user.
Ad Hoc Route - Click this icon to
implement ad hoc routing.
Place In Flow - Packages are placed into the
workflow
Delete Package - Select the Delete Package
icon to delete the package from the IBPM Process.
New Package - Click this icon to create a new
package.
View Map - Click this icon to open the Map
Viewer tool.
Show Package Details - Click this icon to open
an additional window that displays the system properties for the given package.
Package Search - Click the Package Search
button to launch the Profile Editor. Use the Profile Editor to define
your package search. The results will then be loaded into the Package
Search Tool.
Form Viewer Tool
There are no buttons or menus in the form viewer tool. But the individual forms may contain several different buttons.
Complete will complete the package and rout it out of your
wordlist to it’s next queue.
Save will commit any changes to fields in the form with out completing
the package.
More in-depth help is available under the IBPM help menu by selecting “Contents.”
John Hinkle, Manager
jhinkle@kumc.edu
(913) 588-7086
5014 Taylor
3901 Rainbow Boulevard
Kansas City, KS 66160-7171
©
The University of Kansas Medical Center