Digital File - Scanning To the Digital File

Scanning Documents into a Digital File
If you have documents that are not saved on your computer's hard drive or network, but want them to appear in the client's digital file, you can scan the documents directly into the digital file using the ContactManager scanning feature.

To scan a document to a digital file

• Verify that your scanner is installed and functioning. Click on the Change Scanner downward cursor to select your previously established scanner source from the list. (Use the Control Panel in your Windows operating system to establish a scanner.
• Open a contact's digital file.
• Insert a document into the scanner. Depending on your type of scanner, 1) the document will automatically scan or 2) click the Scan in an Item toolbar icon in the digital file to initiate scanning.
• The Post-Scan Editor will appear and allow you to crop, rotate and scan additional pages.
• Select a folder of your choice in the digital file when the Select Print/Scan Destination dialog appears and click OK.
• Notice that the scanned document is stored in the contact's digital file as a .PDF file with today's date as the title.
• Rename the .PDF file by right-clicking on the newly created file and selecting Rename. The file name will highlight and display a blinking cursor at the end of the file name. Type in "Scanned.pdf" and press the Enter key. The scanned document is now stored in the contact's digital file as Scanned.pdf.