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83 changes: 49 additions & 34 deletions docs/miscellaneous/ai-easyscan.md
Original file line number Diff line number Diff line change
Expand Up @@ -78,6 +78,7 @@ SQL AI EasyScan enables users to manage transactions more efficiently by uploadi
7. [Save Document](#save-document)
8. [Attach File or Folder to Existing Document](#attach-file-or-folder-to-existing-document)
9. [Check Posted File or Folder](#check-posted-file-or-folder)
10. [Check Duplicate File](#check-duplicate-file)

### Upload File with WhatsApp

Expand Down Expand Up @@ -209,12 +210,26 @@ Combine several items into a single item record.

![36](../../static/img/miscellaneous/ai-easyscan/36.png)

4. The following status will be displayed under the column, **Doc No** will show the posted **Document No.**.
4. The following status will be displayed under **Posted** column, **Doc No** will show the posted **Document No.**.

![37](../../static/img/miscellaneous/ai-easyscan/37.png)

5. Double click to open the posted document.

### Check Duplicate File

1. Duplicate file will be highlighted in **yellow** color row.

![38](../../static/img/miscellaneous/ai-easyscan/38.png)

2. Click the button at the top-left corner of the grid > Tick the **Duplicate**.

![39](../../static/img/miscellaneous/ai-easyscan/39.png)

3. The following status will be displayed under **Duplicate** column.

![40](../../static/img/miscellaneous/ai-easyscan/40.png)

## Additional Information

1. [Setup OCR Category](#setup-ocr-category)
Expand All @@ -232,156 +247,156 @@ AI automatically assigns a category to uploaded files based on their content. Fo

1. Go to **Menu Bar** > **Tools** > **Options...**.

![38](../../static/img/miscellaneous/ai-easyscan/38.png)
![41](../../static/img/miscellaneous/ai-easyscan/41.png)

2. In **Options**, go to **OCR** to review the **Categories**.

![39](../../static/img/miscellaneous/ai-easyscan/39.png)
![42](../../static/img/miscellaneous/ai-easyscan/42.png)

3. Click ➕ to add a new category or ➖ to remove an existing category. When adding a new category, define the category and assign the corresponding account code.

![40](../../static/img/miscellaneous/ai-easyscan/40.png)
![43](../../static/img/miscellaneous/ai-easyscan/43.png)

4. Click **Sync** > **Yes** to synchronize the categories with the AI.

![41](../../static/img/miscellaneous/ai-easyscan/41.png)
![44](../../static/img/miscellaneous/ai-easyscan/44.png)

5. Dialog shows **"Synced successfully"** indicates that the categories have been updated successfully.

![42](../../static/img/miscellaneous/ai-easyscan/42.png)
![45](../../static/img/miscellaneous/ai-easyscan/45.png)

6. Click **OK** to save the changes.

![43](../../static/img/miscellaneous/ai-easyscan/43.png)
![46](../../static/img/miscellaneous/ai-easyscan/46.png)

### Switch System Layout

1. Go to **Toolbar** > Click **Layout** button > Choose a system layout.

![44](../../static/img/miscellaneous/ai-easyscan/44.png)
![47](../../static/img/miscellaneous/ai-easyscan/47.png)

2. Switch to the system layout that suits your personal preference.

![45](../../static/img/miscellaneous/ai-easyscan/45.png)
![48](../../static/img/miscellaneous/ai-easyscan/48.png)

### Edit Filename and Caption

1. **Filename** is editable by selecting the **Name** column in the grid.

![46](../../static/img/miscellaneous/ai-easyscan/46.png)
![49](../../static/img/miscellaneous/ai-easyscan/49.png)

2. **Caption** is editable by selecting the **Caption** column in the grid.

![47](../../static/img/miscellaneous/ai-easyscan/47.png)
![50](../../static/img/miscellaneous/ai-easyscan/50.png)

### Batch Edit Doc Type and Caption

1. Select multiple files or folders **(Ctrl + Left Click)** > **Right Click** > **Batch Edit Value**.

![48](../../static/img/miscellaneous/ai-easyscan/48.png)
![51](../../static/img/miscellaneous/ai-easyscan/51.png)

2. Select the value you want to change > **Tick** the checkbox to allow the changes to be applied.

![49](../../static/img/miscellaneous/ai-easyscan/49.png)
![52](../../static/img/miscellaneous/ai-easyscan/52.png)

3. Make sure all the values you want to change are ticked in the checkboxes > Click **OK**.

![50](../../static/img/miscellaneous/ai-easyscan/50.png)
![53](../../static/img/miscellaneous/ai-easyscan/53.png)

4. The system will display a message to show how many records will change > Click **OK**.

![51](../../static/img/miscellaneous/ai-easyscan/51.png)
![54](../../static/img/miscellaneous/ai-easyscan/54.png)

5. Click **OK** to proceed.

![52](../../static/img/miscellaneous/ai-easyscan/52.png)
![55](../../static/img/miscellaneous/ai-easyscan/55.png)

6. The selected records will be updated with the new values.

![53](../../static/img/miscellaneous/ai-easyscan/53.png)
![56](../../static/img/miscellaneous/ai-easyscan/56.png)

### Delete File

1. To **Delete**, select the file or folder, then either:

1. Go to **Toolbar** > Click **Delete** button.

![54](../../static/img/miscellaneous/ai-easyscan/54.png)
![57](../../static/img/miscellaneous/ai-easyscan/57.png)

2. **Right Click** > **Delete Files...**.

![55](../../static/img/miscellaneous/ai-easyscan/55.png)
![58](../../static/img/miscellaneous/ai-easyscan/58.png)

2. Click **OK** to confirm the deletion.

![56](../../static/img/miscellaneous/ai-easyscan/56.png)
![59](../../static/img/miscellaneous/ai-easyscan/59.png)

### Share File

1. To **Share**, select the file(s) or folder(s), then either:

1. Go to **Toolbar** > Click **Share** button.

![57](../../static/img/miscellaneous/ai-easyscan/57.png)
![60](../../static/img/miscellaneous/ai-easyscan/60.png)

2. **Right Click** > **Share Files...**.

![58](../../static/img/miscellaneous/ai-easyscan/58.png)
![61](../../static/img/miscellaneous/ai-easyscan/61.png)

2. Choose one of the following sharing methods to share the file.

![59](../../static/img/miscellaneous/ai-easyscan/59.png)
![62](../../static/img/miscellaneous/ai-easyscan/62.png)

## WhatsApp Interactive List

1. Register multiple companies by following the steps in **Pre-requisite: Registration**.

2. Type **"/"** to open the help menu.

![60](../../static/img/miscellaneous/ai-easyscan/60.png)
![63](../../static/img/miscellaneous/ai-easyscan/63.png)

3. **List Companies** - Lists all companies registered to this mobile number.

1. Click **List Companies**.

![61](../../static/img/miscellaneous/ai-easyscan/61.png)
![64](../../static/img/miscellaneous/ai-easyscan/64.png)

2. WhatsApp replies with all registered company names, and **"✅ COMPANY NAME (Active)"** indicates the currently active company.

![62](../../static/img/miscellaneous/ai-easyscan/62.png)
![65](../../static/img/miscellaneous/ai-easyscan/65.png)

4. **Switch Company** - Switch to uploading files for a different company.

1. Click **Switch Company**.

![63](../../static/img/miscellaneous/ai-easyscan/63.png)
![66](../../static/img/miscellaneous/ai-easyscan/66.png)

2. WhatsApp replies with an interactive dialog to switch company > Click **Select**.

![64](../../static/img/miscellaneous/ai-easyscan/64.png)
![67](../../static/img/miscellaneous/ai-easyscan/67.png)

3. Select another linked company > Click **Send**.

![65](../../static/img/miscellaneous/ai-easyscan/65.png)
![68](../../static/img/miscellaneous/ai-easyscan/68.png)

4. WhatsApp replies with **"You have successfully switched to COMPANY NAME"** indicates the active company successfully switched.

![66](../../static/img/miscellaneous/ai-easyscan/66.png)
![69](../../static/img/miscellaneous/ai-easyscan/69.png)

5. **Unlink Company** - Deregister a company.

1. Click **Unlink Company**.

![67](../../static/img/miscellaneous/ai-easyscan/67.png)
![70](../../static/img/miscellaneous/ai-easyscan/70.png)

2. WhatsApp replies with an interactive dialog to deregister company > Click **Select**.

![68](../../static/img/miscellaneous/ai-easyscan/68.png)
![71](../../static/img/miscellaneous/ai-easyscan/71.png)

3. Select the target company to deregister > Click **Send**.

![69](../../static/img/miscellaneous/ai-easyscan/69.png)
![72](../../static/img/miscellaneous/ai-easyscan/72.png)

4. WhatsApp replies with **"You have successfully unlinked COMPANY NAME"** indicates that the company has been deregistered successfully.

![70](../../static/img/miscellaneous/ai-easyscan/70.png)
![73](../../static/img/miscellaneous/ai-easyscan/73.png)
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