Scan and add a single document

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You can use steps below to scan, edit and index single page documents.

 

 

To Scan, Edit and Index single page Document:

1.In Sohodox, select the Home tab and click the Scan button . The Scan Window will now be launched.
2.You can select a Scan Profile from the Select a scan profile drop-down.
3.Select a scanner from the Select a Scanner drop down.
4.Click the Start Scan button to scan the document. The scanned document will now be displayed in the Preview pane of the Scan window.
5.You can click the Edit button to edit the scanned document in the Image Editor. Using the Image Editor window you can resize, crop and rotate a document.
6.You can specify the location to add the scanned document in the Destination tab (optional). You can also use a Destination Profile from the Select a Destination Profile drop down to specify the location to add the selected files.
Follow these steps to specify the Destination of the scanned document
a)Enter a name for the scanned document in the Document Title box. If you leave the Document Title blank then the system will generate a title for the scanned document.
b)Click this button besides the Choose a Folder box to select a folder to add the scanned document.
The Folder Selection window will be launched.
i.Select a folder from the list. You can use the Search box to search a folder.
ii.Click the OK button to select the folder. The selected folder will now be displayed in the Choose a Folder box.
c)You can add Tags (keywords) to the scanned documents in the Attach Tags option. You can type as many tags you want by using a  semi-colon to separate them.
d)Set the Document Type of the scanned document, from the Set a Document Type drop down. For e.g. Set the Document Type to 'Invoice' if the scanned document is a invoice.
7.You can also link the scanned document with other documents by using the Links tab.
Use the Link to existing Documents box to link the scanned document to existing documents
a)Click this button besides the Link to existing documents box. The Look Up window will be launched.
b)Select Documents option from the Look in box and type all or part of the file name in the Look for box
c)Now, click the Find button. The documents that contains the word that you have entered in the Look for box will be displayed in the Search Result list.
d)Select the document that you want to link with the scanned document and add it to the Selected Files list.
e)Click the OK button to link these documents.
 
Note:
You can add more links by clicking this button and you can break a link by clicking this button.
Also see, Link one Document with another Document
8.Click the Security tab if you want to assign the document to another user as soon as it is scanned. You can search for the user by clicking this button in the Assign to: field.
9.Now, click the Add button to add the scanned document to the Sohodox DB. The scanned document will now be added to the location that you have specified in the Destination tab.
9.Click the Close button to close the Scan window.

 

•Check the Show scanner interface before scanning option if you want the user interface of your scanner driver to be displayed while scanning.
•You can create a Scan Profile to save the frequently used scan settings. Also see, Destination Profiles
•You can use the Settings tab to change or set the scan setting.
 

Related Topics
Scan document with variable number of pages
Scan documents with fixed number of pages

 

Page URL: http://www.sohodox.com/docs/help/index.htm?scan_and_add_a_single_document.htm