QuickStart Guide for DocShuttle Client


Step 1.  Check your Connection Settings
First check your connection settings by clicking Tools | Settings from the main DocShuttle menu. Make sure you have a valid setting for Host Address, User Name and Password. If there is a subfolder on your FTP server that you will be using, enter that folder name in the Root Directory field of the settings window. Also check with your administrator for the User’s Job Type and User’s 4-Digit ID settings.

Note:  If you are having problems connecting to your site, you may leave the default settings and connect to a sample FTP site. 

 

Step 2.  Connect to the FTP Site

Once you have checked your settings, click the Connect button in the top left corner of the DocShuttle window, or click Connection | Connect to FTP from the menu.  The DocShuttle software will attempt to connect to the FTP site and display any available files on the site in the top pane of the DocShuttle window.  If DocShuttle is able to connect without error, there will be a status message at the top of the window showing "Logged in". 

Note:  If you have trouble connecting to the FTP site, please view the Troubleshooting section.

 

Step 3.  Download Voice Files from FTP Site

This guide assumes that your administrator has already set up your FTP site and uploaded some voice files to your working "type" folder.  If you connected properly in the previous step and if some voice files appear in the top pane of your DocShuttle window, you are ready to download voice files.  To download the voice files from the FTP site, click the button with the green arrow pointing down, or click the File Transfer | Download All New Dictations menu option.  Another method is to simply drag the files from the top pane to the bottom pane of the DocShuttle window using the mouse.  The file transfer should begin and a progress bar should appear showing the current status.  Once the files have been downloaded from the FTP site, the files will appear with a "New" status in the bottom pane.  A green icon will appear next to all new files.

Note:  If there is an error downloading, please see the Troubleshooting section.

 

Step 4.  Listen to Voice Files
Double click on any file in the lower pane of the DocShuttle window and it will attempt to play.  If the Bytescribe WavPlayer is installed on the computer, the voice file will open the WavPlayer.  Otherwise the file will be played through Windows Sound Recorder.  As the file is being played, you may type the document with any word processor such as Microsoft Word.  Once the document has been completed, save the document and close the WavPlayer.

 

Step 5.  Attach the Completed Text Document
Right-mouse-click the voice file in the lower pane of the DocShuttle window and select Attach File and Complete Job from the popup menu that appears.  A dialog box will appear prompting you to attach the document you have completed.  Find the file and click Open to attach the file. 

 

Step 6.  Upload the Completed Text Documents
Once the text documents have been typed and attached, you may upload the attachments to the FTP site.  To upload all new attachments, click the button with the green arrow pointing up, or click the File Transfer | Upload All New Attachments menu option.  Any completed text documents will be transferred to the FTP site where the administrator will receive them.