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Document Imaging Presented by: Dan Davis

Document Imaging Presented by: Dan Davis. User Set Up: Check whether the user has “Check Scanner” checked or not checked. 2. March 11th & March 12, 2009. www.davisware.com. If not checked then check the box. 3. March 11th & March 12, 2009. www.davisware.com. Open the Scan Image Entry.

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Document Imaging Presented by: Dan Davis

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  1. Document Imaging Presented by: Dan Davis

  2. User Set Up: Check whether the user has “Check Scanner” checked or not checked 2 March 11th & March 12, 2009 www.davisware.com

  3. If not checked then check the box. 3 March 11th & March 12, 2009 www.davisware.com

  4. Open the Scan Image Entry 4 March 11th & March 12, 2009 www.davisware.com

  5. Scan Image Entry 5 March 11th & March 12, 2009 www.davisware.com

  6. Select Type of Image from the Drop Down 6 March 11th & March 12, 2009 www.davisware.com

  7. Enter Customer Number and Reference # 7 March 11th & March 12, 2009 www.davisware.com

  8. And Click on Scan 8 March 11th & March 12, 2009 www.davisware.com

  9. The scanned Document will be shown on right side of the Scan Image Entry 9 March 11th & March 12, 2009 www.davisware.com

  10. When you click the OK button, then the scanned document will be stored to the given customer and the screen will refreshed. 10 March 11th & March 12, 2009 www.davisware.com

  11. Scanned document can be viewed in Customer 11 March 11th & March 12, 2009 www.davisware.com

  12. You can give the Password to open the file while doing Scanning from Scan Image Entry as well as by adding files to customer in Customer Maintenance Screen under Images Tab. In the Scan Image Entry, click on the “Security IPIN” check box, Then hit the Ok button. 12 March 11th & March 12, 2009 www.davisware.com

  13. It prompts the message “Do you wish to add Security IPIN for the Image(s)?” 13 March 11th & March 12, 2009 www.davisware.com

  14. If Yes is clicked then Password will be prompted 14 March 11th & March 12, 2009 www.davisware.com

  15. Enter the password and then click Ok, the scanned document will be saved. The View button in the Customer Maintenance, under the Images Tab when clicked, prompts for a password. 15 March 11th & March 12, 2009 www.davisware.com

  16. If Invalid password is given then it won’t allow you to view the image 16 March 11th & March 12, 2009 www.davisware.com

  17. The security can be applied to images from the Customer Maintenance. Give the Reference number and Security IPIN and then hit Add Files. 17 March 11th & March 12, 2009 www.davisware.com

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