Scanning, Reviewing, and Storing New Documents in Standard Mode
Once you have configured your image enhancements and text generation processes, and configured any default properties, you can begin scanning.
In basic mode, you are limited to scanning one document at a time to a single destination. All pages scanned will be part of the same document.
Scanning a Document
To begin scanning, click the Start Scanning button (
), or open the File menu and select Start Scanning. Scanning will begin immediately, using the scan source you specified. If you need to stop a scan in progress, click the Stop Scanning button (
). Otherwise, scanning will end on its own when it is complete.
You can scan an additional document without closing scanning while in standard mode. To do so, simply click the Start Scanning button again.
Reviewing a Scanned Document
Once you have scanned a document, you can review its pages and (if you chose to generate text) its text. By default, the images will display in the center of the display. You can also click the mode button at the bottom of the screen to switch to viewing text, and you can use the page arrow buttons to move from page to page.
If you have scanned multiple pages, you can use the larger arrow buttons to move from one document to the next, or you can select a specific document under Revision on the left side of the screen.
Rescanning a Page
If a page was scanned incorrectly and you want to rescan it, you can do so before you store the document. Select the document and navigate to the page you want to rescan using the page arrow buttons at the bottom of the display, then place the corresponding page in your scanner. Click the Rescan button (
), or open the File menu and select Rescan, to rescan the page. The specified page will be rescanned and replaced.
Note: This feature is not recommended for use with the Universal Capture scan source.
Rotating a Page
If a page was scanned in the wrong orientation, you can manually rotate the page. Select the document and navigate to the page you want to rotate using the page arrow buttons at the bottom of the display. Then open the Edit menu, point to Rotate Image, and select Rotate Left or Rotate Right.
Splitting or Combining Documents
If you scanned a batch of pages and want to split them into multiple documents, you can do so in Scanning. Navigate to the page that should be the first page of your new document, using the arrow buttons at the bottom of the display. Click Split Document in the bottom right corner to split the document.
To combine two documents into a single document, select one of the two documents and drag it over the other.
Deleting a Page or a Document
You can delete a or document before sending it to the repository. For example, if you accidentally scan a page from the wrong document, you can remove it. Navigate to the page you want to delete using the arrow buttons at the bottom of the display, then open the Edit menu and select Delete Page.
To delete an entire document, select the document, open the Edit menu and select Delete.
Note that deleted documents and pages cannot be recovered.
Changing the Destination Folder
You can modify the destination of one or more new documents before you store them in Laserfiche.
To move a single document, select the document under Revision on the left, and click Move to New Folder in the bottom right corner. Under Folder Properties , specify the new folder path.
To change the folder path for all of the documents currently destined for a single folder, select the folder under Revision on the left. Under Folder Properties on the right, specify the new folder path.
Setting Metadata on a Scanned Document
Properties of your new document will be displayed to the right side of the display. If you have configured default properties, these may already be filled in, but you can still customize the document's properties and metadata, including name, template and field information, and tags. See Metadata for more information about document metadata and properties.
You can also use tokens, which will be dynamically replaced with relevant information, in your default properties. For instance, if you want to include the date a document was scanned in its document name, you can use a token to do so automatically. You can select a token by pressing the token dropdown button (>) and selecting from the list. See Tokens for more information.
You can configure the following default properties in the pane to the :
- To set a document name, type the name in the Document name option.
- To set a default template and field values, select the Fields tab. Choose a template and then fill in any field values.
- To add default tags, select the Tags tab. Select the tag you want to apply by default.
Storing a Scanned Document
Once you have reviewed the document and are ready to save it to Laserfiche, you can store the documents to Laserfiche. Documents will be stored according to the file path displayed for them under Revision on the left.
To store a document, do one of the following:
- To store all documents in the session, click the Store All button on the toolbar.
- To store all documents for a particular folder destination, select the folder under Revision on the left, then open the Action menu or right-click and select Store.
- To store a single document, select the document under Revision on the left, then open the Action menu or right-click and select Store.
