-- User --

Scanning an image

To scan an image:

  1. In the Document Manager, right-click where you want to place the new scanned document and select New | Scan Document. You can also click the New scanned document button on the toolbar. The New Document Link dialog box opens with preset options selected.

  2. In Number, type a number to identify the document.

  3. In Name, type a descriptive name for the document.

  4. In Type, select Scan Document.

  5. In Location, enter the file name and extension of the image to be saved and choose where to save the image. By default, the image is saved in the client file directory (set under Tools | Options) and the extension is set to PDF. You can change the extension and file path if needed. Examples of file extensions you can use for different image formats: .tif, .jpg, .bmp, .gif, .pdf.

  6. In Viewer, select where to display the scanned image. To show the image within Working Papers, select Internal image viewer or Internal image viewer - no header. To show it in an external application associated with the image format, select an External viewer option.

  7. Click Scan. Scanning commences. Each scanner is different, so follow the documentation provided with your scanner to complete the dialogs that appear.

  8. Once the scanning is completed, the dialog boxes used by the scanner close and you are returned to the New Document Link dialog box in Working Papers. The document type is changed to Image Document.

  9. Select any of the following document options that are applicable: Include in Document Index, Retain on Cleanup, Roll Forward, Lock Down.

  10. Click OK. The image is inserted into the Document Manager as a document. To view the document, double-click it.