› Capture › Scan

Scan

You can scan a document and upload it to CloudDocs.

To use the scan option, make sure that you have a TWAIN compliant scanner to scan the document. Also, you must install the Dynamsoft service application to scan and save the document to CloudDocs. You will be prompted to download and install the Dynamsoft software when you use the Scan option for the first time.

  1. Go to Capture > Scan.
    1. If the Dynamsoft software is not installed on your computer, the Dynamsoft pop-up window appears to download the software.

      To download the software:

      1. Click Download to download the DynamsoftServiceSetup.msi file.

      2. Double-click the setup file and follow the instructions to install the software.

      3. Close the pop-up window that appears after installation.

        The Capture page opens.

    2. If the Dynamsoft software is already installed on your computer, proceed with scan.
  2. On the tab, select Duplex if you want to scan both the sides of the paper at once.

    The duplex option depends upon the scanner used. Some scanners may not support this functionality.

  3. Place the document that you want to scan in the scanner and click Capture.
    The image of the document appears on the left pane and a confirmation message appears in the Message box if the image is scanned successfully. Otherwise, an error message appears stating the cause for the error.

  4. Use the following buttons to preview, delete, edit, and scroll between scanned pages of the document.

    Icon Description

    Use this icon to refresh the document preview.

    Use this icon to go to the first page of the document.

    Use this icon to go to the previous page of the document.

    Use this icon to go to the next page of the document.

    Use this icon to go to the last page of the document.

    Use this icon to delete a page

    Use this icon to edit a page

    This box displays the current and total number of pages in the scanned document.

    Example: 2/10, where 2 is the current page displayed in the preview window and 10 depicts the total number of pages in the scanned document.

  5. On the Preview Mode list, select the number of pages you want to display in the preview pane.
  6. Select Quick Indexing to enable the item detail fields and provide details for the document scanned. For more information, see Quick indexing.

    Alternatively, you can use lookup data to auto fill the fields. Click Lookup Data to open lookup data and fill the fields.

  7. Select Override custom processing to skip the workflow process and move the scanned document to the archive. By default, only the documents with complete information are moved to the archive.