Scan and Add a Document > Scanning (Detailed Step by Step Instructions)

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You can use the Scan button to batch scan multiple single paged documents to Globodox.

To Scan multiple Single paged Document

1.	In Globodox, select the Home tab and click the Scan button. The Scan Window will now be launched.

2.	Select a scanner from the Select a Scanner drop down.

3.	Click the Settings tab to set the scan settings.

4.	Select the scan area from the Select scan area drop-down to choose the size of the page you are scanning. If you want to specify co-ordinates to scan only a part of the page, then click the Options... button. Clicking the Options... button will launch the Scan Area window.

5.	Check the Use document feeder option to scan documents placed in the ADF (Automatic Document Feeder) tray of your scanner. This option only has effect if your scanner has an ADF attachment.

6.	Select the file type from Select the file type option to save the scanned document. For e.g. If you want to save the scanned document as pdf select the PDF option from the drop down.

7.	Select the color you want to scan in, from the Select color depth drop-down.

8.	Set the scan DPI(Dots Per Inch) from the Set scan DPI option. The Dots Per Inch option controls the amount of dots which must be captured per inch of the document being scanned.

9.	Select the Scan multi-page documents option and then select the Scan single page documents option to scan multiple single paged documents.

10.	Click the Start Scan button to scan the documents. The scanned documents will now be displayed in the Preview pane of the Scan window.

11.	You can click the Edit button to edit the scanned document in the Image Editor.

12.

You can specify the location to add the scanned documents in the Destination tab (optional). You can also use a Destination Profile from the Select a Destination Profile drop down to specify the location to add the selected files.

Enter a name for the scanned documents in the Document Title box. The documents will have same name followed by a suffix. For e.g. if you entered Acme Invoice, then the scanned document will be named as Acme Invoice1, Acme Invoice2, Acme Invoice3 and so on.
If you leave the Document Title blank then the system will generate a title for the scanned document.

b)	Click the search button besides the Choose a Folder box to select a folder to add the scanned document. The Folder Selection window will be launched

i.	Select a folder from the list. You can use the Search box to search a folder.

ii.	Click the OK button to select the folder. The selected folder will now be displayed in the Choose a Folder box.

c)	You can add Tags (keywords) to the scanned documents in the Attach Tags option. You can type as many tags you want by using a semi-colon to separate them.

d)	Select a Zone Map for the scanned documents from the Zone Map drop-down.

e)	Set the Document Type of the scanned document, from the Set a Document Type drop down. For e.g. Set the Document Type to 'Invoice' if the scanned document is a invoice.

f)	If you want to relate the scanned document to a Stack then click the search button besides the Attach to existing Stack box. The Look Up window will be launched

i.	Select a Stack Type from the Look for drop-down of the Stack, that you want to relate with the scanned document.

ii.	Now, type a word that describes the Stack in the Look for box. Click the Find button to find the Stack. The Stacks that contains the word that you have entered in the Look for box will be displayed in the Available Data list.

iii.	Select the Stack in the Available Data list, to relate with the scanned document. Use this button to add the selected Stack to the Selected Data list and use this button to remove the Stack from the Selected Data list and move them back to the Available Data list.

iv.	Click the OK button to select the Stack. The Stack will now be related with the document and will be displayed in the Attach to existing Stack box. Also see Relate a Document to a Stack

13.	You can also link the scanned documents with other documents and Stacks by using the Links tab. Use the Link to existing Documents box to link the scanned documents to existing documents

a)	Click the search button besides the Link to existing documents box. The Look Up window will be launched.

b)	Select Documents option from the Look in box and type all or part of the file name in the Look for box

c)	Now, click the Find button. The documents that contains the word that you have entered in the Look for box will be displayed in the Search Result list.

d)	Select the document that you want to link with the scanned documents and add it to the Selected Files list.

e)	Click the OK button to link these documents. Note: You can add more links by clicking the Add button and you can break a link by clicking the Remove button. Also see Link one Document with another Document

Use the Link to existing Stack box to link the scanned documents to existing Stacks Item

a)	Click the search button besides the Link to existing Stack box. The Look Up window will be launched.

b)	Select the Stack Type from the Look for drop-down of the Stack, that you want to relate with the scanned documents.

c)	Now, type a word that describes the Stack in the Look for box. Click the Find button to find the Stack. The Stacks that contains the word that you have entered in the Look for box will be displayed in the Available Data list.

d)	Select the Stack in the Available Data list, to relate with the scanned document. Use this button to add the selected Stack to the Selected Data list and use this button to remove the Stack from the Selected Data list and move them back to the Available Data list.

Click the OK button to select the Stack item. The Stack item will now be related with the scanned documents and will be displayed in the Attach to existing Stack box.

Note:
You can add more links by clicking the Add button and you can break a link by clicking the Remove button.
Also see Link Document with Stacks

14.	You can Share, Assign or Restrict the scanned document with other users by using the Security tab. You can also apply a Security Label to the scanned document by using this tab. Follow these steps to start using the Security tab

a)	Click the search button besides the Share with box to select the users to share the scanned documents. The Share window will be launched. Select the users and click the OK button. The users will be displayed in the Share with box.

b)	Click the search button besides the Restrict from box to select users from whom you want to restrict the scanned documents. The Restrict window will be launched. Select the users and click the OK button. The users will be displayed in the Restrict from box.

c)	Click the search button besides the Assign To box to select the user, to assign the scanned document. The Assign window will be launched. Select the user and click the OK button. You can assign the document(s) to only one user. The user will be displayed in the Assign To box.

d)	Select a Security Label from the Set a Security Label drop-down to set a Security Label for the scanned documents.

15.	Now, click the Add button to add the scanned documents to the Globodox DB. The scanned documents will now be added to the location that you have specified in the Destination tab.

16.	Click the Close button to close the Scan window.

Note:

•	Check the Show scanner interface before scanning option if you want the user interface of your scanner driver to be displayed while scanning.

•	You can create a Scan Profile to save the frequently used scan settings. Also see Destination Profiles

•	You can use the Settings tab to change or set the scan setting.

Page URL: https://www.globodox.com/support/help/index.htm?scan_multiple_single_paged_document.htm