Create a Scanned Document Batch

When you are scanning multiple documents into the system, the first step is to create a document batch.

To create a scanned document batch:

  1. Double-click DM Scan Batch Viewer from the DM Programs folder in the Main Menu.
    The system displays the Image Batch Selection form.
  2. Enter a name for the batch in the Batch Name field which adequately describes the contents of the batch.
  3. If you want to limit access to the batch to you only, select the Restricted checkbox. Other users cannot open the batch.
    Note: You cannot remove the restriction once the batch is created. If you wish to allow access to other users, clear the batch and create a new one without a restriction.
  4. Click Add Batch.
    The batch is added to the Available Image Batches grid and the Batch Scan Viewer form displays.
You can now use the Batch Scan Viewer to add documents to the batch. See Add Documents to a Scan Batch for more information.