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Scan/Import documents

The Scan/Import documents form opens when using the Scan and import documents workflow. Once the workflow is finished, the scanned/imported documents are created as DMS documents.

WARNING

For successful scanning or importing, the resolution must be equal to or greater than 300 dpi.

 

HINT

Scanning or importing multiple documents at the same time is possible with ePosting (link to Typless documentation). For more information, see the User Manual for ePosting.

 

Contents

  1. Scan/Import documents settings
  2. Method for adding documents
  3. Scan/Import documents preview

 

1. Scan/Import documents settings

This section of the form shows the settings for scanning or importing files, which files will be imported and what will happen to them after import.

(Import document)

Opens a window where you can search for the document on your local disk and import it. It is used for adding documents manually.

(Scan document)

Opens the scanner's options for scanning.

(Select folder to save files after import)

Opens a window to search for the folder on your local disk where you want to save the document.

(Settings)

If enabled, the printer settings are opened before scanning.

Scanner

List of all installed scanners. From the drop-down list, you can select the the desired scanner.

DPI (dots per inch)

Define the resolution of the scanned image.

If it is greater than 590 or smaller than 200, it will be automatically reset to 300 dpi.

Format

The field is automatically populated with one of the options .PNG or .JPG format.

Grayscale

If checked, the scanned documents are saved as black and white documents, even if the image is in color.

Merge to PDF

If checked, multiple scanned documents are saved as one PDF document.

WARNING

Only image formats (.PNG, .JPG, .JPEG, .BMP, etc.) can be merged into one .PDF document. Formats such as .TXT, .PDF and .RTF cannot be merged into one .PDF format.

Subject

From the drop-down list of the Subjects register, select the subject to be displayed in Documentation for the scanned document.

Classification

From the drop-down list of the Classification Scheme, select the classification for the scanned document.

 

WARNING

When adding files from disk, file names must not contain special characters (/\#,).

2. Method for adding documents

Files can be added to the Scan/Import documents form using the drag and drop method.

3. Scan/Import documents preview

On the right side of the form, the scanned or imported documents are displayed in the form of a document preview.

For more information on toolbar functionalities, see the chapter Document preview.

The Preview tab on the left shows a preview of all document pages that have been imported into the form.

The Metadata tab shows all fields from the selected classification. The Metadata fields can be edited in the respective classification in the Classification Scheme. The metadata entered is also transferred to the DMS form under the Metadata tab when the document is confirmed.

 

 

RELATED TOPICS:

eWorkflows

Scan

Input/Output

Design – Workflow elements/blocks

Design

Workflow Design
 

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