Before you can scan documents into the system, you must complete several setup tasks.

1. Activate scanning. If it's not already activated, please contact your Viewpoint customer rep.
   A Viewpoint representative completes this step when setting up Vista. Optionally, a representative of a third-party scanning supplier may complete this step.
2. Set up a document storage location. For more information, see Document Management Storage Options.
3. Set the scanning file format in the DM Attachment Options form.
   Documents that you scan into the system can be in either TIF or PDF format. Select the appropriate option in the Scanning File Format section of the form.

   If you want single page color documents to save as JPG files, select the Use .JPG files for single page color documents checkbox. For more information, see File Sizes of Scanned Documents.

4. Select a TWAIN or WIA source and install the drivers for your scanner.

   Refer to the scanner documentation if you need help setting it up.

5. Attach the scanner to your computer.

   Check the device manager (Programs > Control Panel > Devices and Printers) to ensure that the device is listed under Scanners.

   If nothing is listed, Windows isn't recognizing the scanner. The device may be listed as an unknown device. This may occur if the driver is not properly installed, or if the scanner USB was plugged in prior to installing the drivers. If this is the case, review the scanner documentation to learn how to remove the scanner and properly install the drivers. You may need to completely reinstall the driver to get your scanner to work on a particular computer.