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Saving to Therefore™ |
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How do I scan and save documents?
1.Click the Therefore™ button to start scanning documents.
2.Each page that is scanned is shown in the display. After the last page has been scanned, the user can review the scanned images, delete pages and add additional pages. The Next button is used to initiate the saving process.
3.Enter your username and password. If the Therefore™ Server is a member of a remote domain, then the username must be entered with the domain pre-fix (e.g., DOMAIN\user_x).
4.Next, select the category where the document(s) should be saved. Only those Categories to which the user has access rights will be displayed.
5.Now the index data can be entered. Once all the required index data has been entered, the document can be saved by clicking the Next button.
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•The connector supports the auto-append feature. When a document is saved a second time, Therefore™ will populate all other fields with the data from the existing document. In addition, an auto-append tool bar will appear at the bottom of the dialog. The user can then change the default auto-append action by selecting the drop-down box and choosing a new setting. |
6.You will then have the opportunity to log out or to scan further documents.
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•You should not leave your PC with eCopy ShareScan unattended while it is logged in, since doing so could allow unauthorized use - which would then be 'logged' (i.e. traced) to your account. •Each eCopy ShareScan that is currently logged in uses a Therefore™ license (named/concurrent). Users should hence log out when they are finished so as not to lock licenses unnecessarily. •The administrator can monitor logged in users via the Therefore™ Console application. From here it is possible to log-off users who have forgotten to do so. |
