Document Management Help
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How-To
Change the record ID without opening another window
Delete a document
Click on a thumbnail
Click the "Delete" button
Index a scanned or imported document
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Import a file
Scan a document
Click on the "Scan" icon from your application
Document Management will open
Scan/Import will open
Choose your options
Select a scanner source
Select advanced options if this is your first scan
Select a file type
PDF -standard format multipage document
TIFF - standard image format multipage document
JPEG - standard image format single page document
Click the scan button
A thumbnail of the scanned image will appear
Update document information
Right click on a thumbnail
Click "Details"
Update information
Change the document type
Change the document date
Change the keywords/notes
Delete the document
Click save to finalize changes
View a document in full screen mode
Double click on any preview window
Full Screen view should appear once the document loads
Multipage documents can be viewed through the navigation buttons at the bottom right of the screen
Print and viewing options are located at the top right