The following instructions detail how to automatically attach scanned documents to data records.

1. Open the form where you are want to attach documents.
2. Click the arrow to the right of the Scanning button () and select Open Image Batch. The Image Batch Selection form displays.
   Tip: Check the My Batches Only box on the Image Batch Selection form to display only your batches in the Available Image Batches grid.
3. Select the batch to open form the grid and click OK. The Batch Scan Viewer displays.
   Note: The In Use By column in the Available Image Batches indicates whether a batch is currently in use and by whom. If a batch is "in use," it does not necessarily mean that a user is currently in the batch entering data. In some cases, the system flags a batch as “in use” because of an interrupted validation or program error. You can unlock a batch by selecting the batch in the grid, right-clicking your mouse, and selecting Unlock Batch . You can only unlock batches created by your login. Batches that are “in use” by another login must be unlocked by that user
4. Before attaching documents, review them to verify that everything is accurate. For more information on viewing options, see Batch Scan Viewer Toolbar Options.
5. Check the Auto Attach option.
6. If you want the document's description to default to some type of information on the form, drag and drop the Description Picker icon () to the desired field on the form (making sure that a black box surrounds the desired field before you drop it).
7. Select the thumbnail of the image that you want to add first. To select multiple documents to add, shift-click consecutive documents. To select non-consecutive documents, control-click.
8. Enter the attachment type for the document in the Attachment Type field or accept the default. Press F4 for a list of attachment types.
   Note: If you add an attachment type, the system will default it for each document in the batch when you attach documents to records using this form. If you change the attachment type later, each subsequent document will default with the new attachment type.
9. Create and save a new record on the form you are attaching documents to. The system automatically attaches the first document in the batch to the newly created record.
   Tip: Although focus moves automatically to the next document in line, you have the option to select a document for attachment before creating the record. Once the document is attached, focus returns to the first document in the list. If you have not yet created the data record to attach the document to, make sure to select the document before creating the record.

   Note: If you check the Hide Attached option, attached documents will no longer display in the Batch Scan Viewer.