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Import to PSIsafe Books

To import documents into PSIsafe Desktop Books, you can scan them using an attached scanner, or use File > Open to select content from your local or network file system. Also, you can import documents into PSIsafe Books by opening them directly from PSIsafe Desktop.

Scanning

To scan a document, select the available scanner. To do so, in the Scan menu, click Select Scanner. The system saves this selection for the future logins. The scanner must be TWAIN compliant, and a 32-bit driver for the scanner must be installed.

  1. Select an available scanner using the Select Scanner option on the Scan menu. If your scanner does not appear, select Scan > Scanner Engine to choose the alternate scanner engine that suits your unique physical scanner. These selections are saved and unless a different scanner replaces this selection and new drivers are detected. There are three options available for scanning on the Scan Menu:
    • Acquire from scanner: Scans all the documents from the scanner and places the images in the queue on the left side of the Books main screen for processing. The TWAIN scanner interface will be displayed when this option is selected, and the user will navigate this to start the scanning process. Each scanner model has a different interface based on the manufacturer and model.
    • Insert Before Current Page: If content is already imported into Books, the option allows the user to insert more pages into the current image list. This provides a way of rescanning images which may not have been scanned properly into the correct place in the image list.
    • Append After Last Page: If content is already imported into Books, the option allows the user to add more pages to the current image list. This is useful if the scanner’s feed tray only allows for a limited number of pages to be scanned at one time. Simply stack the next set of pages in the scanner and use this option to add them to the end of the image list.
  2. Select the scanner page settings appropriate for this document.
  3. Complete the dialog box entries for your unique scanner driver.
    You can then file content to PSIsafe Desktop, update and source information from QuickBooks, and use the other features of PSIsafe Books.