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Connect a Scanner
Connect a Scanner allows you to connect and configure your ID scanner. This step is a crucial part of getting started.
Learn more about connecting a scanner. ⮺
Image Reader Settings
Use Image Reader Settings to connect and configure these scanners:
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You can also select which data to parse, which images to save, how to scale images, and control which popups appear when you're saving images to your PC.
Learn more about image reader settings. ⮺
Digital Check Scanner
Use Digital Check Scanner to connect and configure these scanners:
- Digital Check Smart Source Scanners
Here you can select the connection mode, image capture type and image capture resolution for Digital Check scanners.
Serial / COM Scanner #1 | Serial / COM Scanner #2
Use these menus to connect and configure these scanners:
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COM port scanners are somewhat limited so there isn't much to configure here. We recommend selecting your device form the dropdown menu and only use "Configure Port" if directed by your IT team.
Verification
Verification is used to verify the legitimacy of the ID you're being presented. You can use Authentication, Third Party Checks, and Age Verification to control which popups appear when an ID is scanned.
Authentication SDK
Use the Authentication SDK menu to enable the Authentication Engine (only available for ParseLink Enterprise). You can configure whether a "Passed" popup is shown, stop the workflow if an ID fails (no output, no images, no log), and configure how the Authentication details are displayed.
Learn more about the Authentication SDK. ⮺
Third Party Checks
Enter your third-party checks authorization token here to enable screening services while an ID is being scanned. Use DMV Checks to ensure the information on the ID matches the DMV records. Use IdentiFraud to validate the identify of a visitor using publicly available databases for KYC purposes.
You can configure the checks to run automatically after every scan or get a prompt.
Learn more about IdentiFraud in ParseLink. ⮺
Set Valid Age | Verify Valid Age
Click Set Valid Age to set the minimum age a visitor can be without the ID showing an Underage popup message.
Use the Verify Valid Age checkbox to turn age checks on or off.
Save Images
Enable the checkbox on Save Images to enable saving images. Disabling the checkbox will prevent all images from being saved regardless of settings in other menus. Disabling this checkbox will also disable all child settings.
Save images when an ID is
Enable conditional logic for saving images based on scan status.
- Use checkboxes in the selection menu to only save images when an ID is passed, failed, expired, underage, or unrecognized.
- If the checkbox is disabled for a particular status, images will not be saved when an ID has that status.
Select Template File Name
Click Select Template Filename to create a dynamic name based on certain ID fields such as name, ID number, and scan time.
Custom File Name
Click Custom File Name to override the file name and use a single filename for every scan.
Save ID image to...
Click Save ID Image To... to select where images are saved.
Capture Face
Enable this to automatically crop the face image form the ID photo and save it as a separate file. This is useful if you need to get a profile photo in your CRM or use the image of the face from the ID to compare to another image.
Save Face image to...
Click Save Face Image To... to select where face images are saved.
Capture Signature
Enable this to automatically crop the signature image form the ID photo and save it as a separate file. This is useful to capture the signature form the DMV and compare it to another signature.
Save Signature image to...
Click Save Signature Image To... to select where signature images are saved.
History Logging
Save a CSV or XML file with scan information to your local disk or a network drive. You can save any information found in the barcode as well as the scan time and the Authentication result. These files are useful for remembering past visitors or uploading the files into another system via an import tool.
Enable the checkbox on History Logging to enable saving history logs. Disabling the checkbox will prevent a file from being saved regardless of settings in other menus. Disabling this checkbox will also disable all child settings.
Save history log when an ID is
Conditional logic for saving a history log based on scan status.
- Use checkboxes in the selection menu to only save a history log when an ID is passed, failed, expired, or underage.
- If the checkbox is disabled for a particular status, a history log will not be saved when an ID has that status.
Open Folder
Click Open Folder to open the selected history log folder in Windows Explorer
Select CSV / XML Log folder
Use Save CSV / XML Log Folder to select where to save the history log.
Create single file for each scan
Enable this checkbox to create a new file for each scan.
Disable this checkbox to create 1 history log and append each new scan to the bottom.
Format
Use either the default format or a custom format for the saved CSV file. When using a custom format, you can select which column headers to use and also specify a unique delimiter not specified in the menu below.
Select column delimiter
When using CSV, select which character separates each field. You can select a comma or TAB.
File format
Select between CSV, XML, or TXT as the file format for the history log.
Keyboard Emulation
Here you can configure your profiles - lists of commands ParseLink will follow when an ID is scanned. ParseLink can use the Windows Keyboard Emulator API to automatically type out ID information to fill out any forms or fields in your existing system. You can use the same profile each time, select a profile after each scan, or automatically pick a profile based on the name of the current active window.
Enable the checkbox on Keyboard Emulation to enable running profiles. Disabling the checkbox will prevent any profile from being run regardless of settings in other menus. Disabling this checkbox will also disable all child settings.
Run profile when an ID is
Conditional logic for running a profile on scan status.
- Use checkboxes in the selection menu to only run a profile when an ID is passed, failed, expired, or underage.
- If the checkbox is disabled for a particular status, a profile will not run when an ID has that status.
Profile Editor
Clicking opens the active profile editor, which will show you the list of all keystroke commands ParseLink is currently configured to run. You can use Profile Editor to create, edit, and delete profiles.
Learn more about the profile editor. ⮺
Active Profile
Use this selector to set the default profile to run when an ID is scanned. ParseLink will remember to use this profile every time an ID is scanned.
Select Profile for every scan
Enable Select Profile for Every Scan to show a popup window every time an ID is scanned which lists out all the profiles you have saved on your device. Clicking one of the profiles in this list will close the popup and run that particular profile.
This is useful for when you have multiple different pages, forms, or fields to fill out and you want to quickly switch between those workflows.
Profile Auto Mapping
Enable Profile Auto Mapping to configure automatic mapping of ParseLink profiles based on the name of the active window. If the name of the active window matches the name in the list, the selected profile will run. If the name of the active window is not found in the list, ParseLink will run the default profile instead.
This is useful for when you have multiple different pages to fill out and you want ParseLink to automatically select which workflow to run based on the name of the active window.
Learn more about auto-mapping. ⮺
Output Mode
Choose from a few different output modes for running a profile based on your system. Depending on your setup, you might find different performance and stability based on the output mode.
Learn more about output modes. ⮺
Settings
Here you can manage any stored data ParseLink may reference in the keyboard emulation or history logging steps of your workflow. You can also control some basic functions like launching automatically or showing popup tooltips.
Teller Settings
Configure settings for integrating with Jack Henry Synergy Core and Symitar Core here. Set up information about your financial institution so that ParseLink can send the relevant data via the XML or API integration with your core.
Click on Teller Settings to open the Teller Settings Window.
Hover over Teller Settings to open the conditional logic menu for Teller integrations.
- Use checkboxes in the selection menu to only run a profile when an ID is passed, failed, expired, or underage.
- If the checkbox is disabled for a particular status, a profile will not run when an ID has that status.
Learn more about Teller settings and Synergy. ⮺
Learn more about Teller settings and Symitar. ⮺
Pass Through Scans
Use Pass Through Scans to allow scans from magnetic strips not from IDs to pass through ParseLink.
Station Name
Optionally set the name of the workstation here. By default, it is your computer's domain name.
Hide Balloon Tips
Enable this checkbox to hide balloon tooltips. Disable this checkbox to show a popup notification every time ParseLink takes a new action. Useful for troubleshooting but not recommended for daily use.
Launch ParseLink on system startup
Enable this checkbox to automatically launch ParseLink when you sign in. Disable this checkbox to start it manually.
Admin PIN
Use the Admin PIN to lock the settings menu form tampering. Admins can set a pin and only after unlocking it can any of the other settings be changed.
Enable Admin PIN
Use the Enable Admin PIN checkbox to enable or disable the admin lock on the menu.
Set Admin PIN
Use Set Admin PIN to create or change a PIN or password that locks the menu. If you have not set up an Admin PIN yet, the default password is blank (leave the "old password" field blank when setting a new Admin PIN).
Help
The Help menu is useful for keeping ParseLink up to date and troubleshooting with our technical support team.
Check for a New Version
Use Check for a New Version to open the updates window, where you can see your current installed version, the current available version, and a checkbox that allows ParseLink to download updates in the background. Simply relaunch ParseLink and it'll automatically be updated to the latest version instantly.
Download the latest ParseLink installer. ⮺
About ParseLink
Use About to learn more about your license information, version information, and get quick links to our website, email address, and telephone number.
Documentation
Use Documentation to open the knowledge base in a web browser and get the most up to date information about the ParseLink app, portal, and all it's addons.
View ParseLink Documentation. ⮺
Collect ID
Click Collect ID to open the document collector window. Use this window to capture IDs and securely submit them to the IDScan.net team for review. Make sure to note the document collector number and let one of our agents know when you're submitting a document for review.
Collect Logs
Click Collect Logs to open the log collector window. Use this window to capture log and system information and securely submit them to the IDScan.net team for review. Make sure to note the log collector number and let one of our agents know when you're submitting a document for review.
Submit a Ticket
Click Submit a Ticket to open the create a new ticket window in a web browser. Fill out this form and one of our agents will respond as soon as possible to assist you with any issue you may have while setting up or using ParseLink.
Registration
Click Registration to open the license manager and view your hardware ID, Station Name, and active licenses. There's also a link to the device management portal where you can add devices to your ParseLink license.
Quit
Click Quit to exit ParseLink.
