Document scanning

Document scanning allows a user to scan documents to a Case or Person record.

The scanning app requires Java 8 to be installed.

Application

To start a scan:

Click the File Cabinet dropdown, then select Add Case File(s).
Fill out the required form fields.
Click Save and Scan.

If your browser supports launching Java apps, a message dialog opens:

If your browser does not support launching Java apps, a message dialog opens:
If an app does not launch, click one of the links in the message dialog.
Launch the downloaded Java app.

When the Java app is launched, the scan window opens.

If you have a document already on a feeding scanner, the scanning app may start to scan the document the moment the app opens.

Scan Now: Scan the current document to the screen for review.
All: All scanned pages.
First: Go to the first scanned page.
Middle: Go to the middle of the scanned document.
Last: Go to the last scanned page.
<: Go back one page.
>: Go forward one page.
Go: Go to the desired page of document. Enter number using dialog.
Tray Type: Select the type, Duplex or Non Duplex.
Color Settings: Select the scan color settings.
Size: Choose the paper size.
Options: Show advanced scanner options.
Approve: Send the scanned document to the Filing Cabinet.
Clear / Reject: Remove the current scan from the window and start fresh.
Enter Batch: Open the Batch window to group multiple scanned documents from this session together.
Page Rotation: Select option to rotate document pages.