Scanning Documents

Scanning Documents

The Batch Scanning Module allows users to scan and import documents directly into ChartLogic. Users can scan large batches of paperwork at a time, and indexing can be done separately from scanning by employing pre-indexing and work queue functions.

To scan a document to a new batch :

1. From the DM tab, click on Scan/Edit.
2. Right-click in the Scan Document window and select New Batch.
3. Enter the batch name and click Save.
4. Select the document you would like to scan from the folder. Click Open. Document will appear in the Document section of the Scan Document window.
5. When the document is finished importing, it will display to the right of the Scan Document window.

To scan a page into an existing document:

1. Select the document you would like to add to from the Scan Document window.
2. Click Scan. The scanning process should automatically start.