NetDocuments ScanningNetDocuments Tips

How to use the Desktop Scanner Connector in NetDocuments

By November 8, 2018June 3rd, 2022No Comments

There are really 3 different types of scanners,  twain compatible,  non-twain compatible, and the big multifunction copier/scanners.  This article goes over how to scan with a Twain Compatible Desktop Scanners.  We are making the assumption that the scanner is already connector to your computer.  NetDocuments will find it, once we install the Desktop Scanner Connector.

Step 1: In NetDocuments go to New –> Scanned Image

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This will automatically install the Desktop Scanner Connector if you don’t already have it installed.

Step 2: Click Scan now

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Put the documents in the scanner and click Scan Now….

 

That is pretty straightforward.  NetDocuments also allows you to print cover pages out first, place those on top of a group of documents and have them profiled into NetDocuments.  This is great if you have 5 different groups of documents that need to be added to NetDocuments and you want to scan them all at once.  You would create 5 cover pages, and place them over the group of documents, and scan everything all together.

Creating a Cover Page in NetDocuments

Step 1: New –> Paper Documents

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Step 2: Give the document a name and choose the appropriate cabinet.

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Step 3: Profile the Document

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Step 4: Print the Cover Page for the Document

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Step 5: Put the cover page on top of the group of documents.

 

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Follow this step for the other four groups of documents and then take the entire stack and scan them in using the New –> Scanned Image