Scan and Attach Single Documents to Data Records

You can scan single documents into the system and automatically attach them to the current data record using a scanner connected to your PC.

These steps are to scan single documents into the system and attach them to a data record. Consider these pages for similar tasks:
To scan and attach a document to a particular record:
  1. Open the record you want to attach a document to.
  2. Click the Scan button () from the toolbar of the form you are on.
  3. If prompted, define your scan settings.
    Scan settings differ from scanner to scanner, but may include resolution (DPI), paper size, bit-depth (e.g., 8-bit Gray, 24-bit Color, etc.), scaling, document feeder (e.g., flatbed or ADF load), and more.
  4. Click Scan.
    Once the document is scanned, the Single Scan Viewer displays the scanned document.
  5. Review the scanned document to verify accuracy.
    For information about scanner viewing options, see Single Scan Viewer Toolbar Options.
  6. (Optional) Rescan or add pages to the scanned document(s). Choose an option and follow the same steps as adding the original scanned item.
    • Rescan - replaces the previously scanned document. Click the Scan button again.
    • Add a Page - adds pages to the previously scanned document. Click the Add a Page button ().
  7. (Optional) In the Attachment Type field, enter an attachment type.
    For more information, see DM Attachment Types Form.
  8. In the Description field, enter a description for the document.
  9. Click OK.
    The system attaches the document to the current record and closes the Single Scan Viewer. If this is the first document attached to the record, the Attachments button () changes to indicate the attachment ().