{"version":"https:\/\/jsonfeed.org\/version\/1","title":"Scanning Hints & Tips > Docman Help","home_page_url":"https:\/\/help.docman.com\/knowledge-base\/scanning-hints-tips\/","feed_url":"https:\/\/help.docman.com\/knowledge-base\/scanning-hints-tips\/feed\/json","author":{"name":"nextSTL","url":"https:\/\/help.docman.com"},"items":[{"title":"Scanning Hints & Tips","date_published":"2019-09-25T14:39:22Z","date_modified":"2019-09-25T15:39:22Z","id":"https:\/\/help.docman.com\/knowledge-base\/scanning-hints-tips\/","url":"https:\/\/help.docman.com\/knowledge-base\/scanning-hints-tips\/","author":{"name":"Thomas Burton","url":"","avatar":"https:\/\/secure.gravatar.com\/avatar\/a32b4001ab8ff3155eacbca0c04ea21c09b641defc2ff85bcd80a14ebdf75d62?s=96&d=mm&r=g"},"summary":"\nScanning\nonto the Desktop App\n\n\n\nTo scan documents, Docman will use the Docman Desktop App. This will be present and installed on all PCs using Docman. This needs to be the correct version and be linked to the clinical system with the appropriate AP\u2026","content_html":"\n

Scanning\nonto the Desktop App<\/strong><\/p>\n\n\n\n

To scan documents, Docman will use the Docman Desktop App. This will be present and installed on all PCs using Docman. This needs to be the correct version and be linked to the clinical system with the appropriate API credentials. If you click on the filing tile in the top left hand corner you will see on the right hand side of screen the Scan button shown on the action panel. By clicking on the scan button it will start Docman Desktop Services and will connect to the scanner. \u00a0It will then bring all the pages into the Desktop app and at this point you are able to click on the order you wish to file them in.<\/p>\n\n\n\n

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To order and\ncorrectly group the pages together for each individual patient, they must be\nselected in that order by clicking the mouse. The system will then show the\nnumber of pages you have assigned, in the order you have clicked on them. <\/p>\n\n\n\n

N.B It is important to correctly group the pages whilst in the app before sending to Docman 10 as there is no way to correct this once they are in the Docman 10 system without deleting them and rescanning them back into the system.<\/strong><\/p>\n\n\n\n

Once you begin selecting the pages you have scanned, you will notice the actions bar appears on the right-hand side. This will now allow you to decide from the options available, what you wish to do with the document.<\/p>\n\n\n\n

Capture from Scanner<\/strong> - Allows you to trigger the scanner again, rather than having to close the window and open it again by clicking Scan.<\/p>\n\n\n\n

Capture from Folder<\/strong> \u2013 Allows you to capture .TIF\nfiles from a folder location. <\/p>\n\n\n\n

Particularly useful for network scanners.<\/p>\n\n\n\n

Settings<\/strong> \u2013 Allows you to choose various settings for\nthe Desktop App \u2013 See separate article.<\/p>\n\n\n\n

Select All<\/strong>, Deselect All<\/strong>, Remove <\/strong>and\nRotate<\/strong> allow you to simply action the selected pages on the left-hand side.\n<\/p>\n\n\n\n

The green buttons submit the document to the Docman 10 website in two ways. <\/p>\n\n\n\n

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If you are Scanning and Filing in one continuous process,\nselect the page(s) of the document you want to file and Click File Document.<\/p>\n\n\n\n

File Document<\/strong><\/p>\n\n\n\n

Allows you to immediately submit the document for filing,\nsending it to Docman 10, applying Intellisense to aid filing and removing it\nfrom the Desktop App window.<\/p>\n\n\n\n

If you are scanning for someone else to file the documents\nlater, or from another terminal, you can use Send to Folder.<\/p>\n\n\n\n

Send to Folder<\/strong><\/p>\n\n\n\n

You can send documents to a folder, these are the folders configured in\nyour Capture & Filing screen in Docman 10. <\/p>\n\n\n\n

To send the document to the appropriate folder, you must correctly group\nthe selected pages together in the correct order (as above). Go to the folder\nbutton, above the \u2018send to folder\u2019 button and click on the dropdown arrow to\nselect the required folder you wish to place the document in.<\/p>\n\n\n\n

Click the green button and the document will be moved into the folder of your choice in Docman 10.<\/p>\n\n\n\n

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If you have scanned in several single page documents, rather than send\neach page individually to the folder of your choice, select all the Single page\ndocuments from the images on the left. Choose the folder you wish to send them\nto. And then click on the arrow on the Send to Folder green button. <\/p>\n\n\n\n

An option called \u2018as individual pages\u2019 will drop down from the green\nbutton immediately<\/strong> to the right of the send to folder action button.\nThey will all be moved into the system as individual pages, named Scan 1-? <\/p>\n\n\n\n

Allowing them to be filed as individual documents.<\/p>\n\n\n\n

Creating Folders<\/strong><\/p>\n\n\n\n

Clicking on Settings and Filing <\/p>\n\n\n\n

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Click on Document Folders and Capture and Filing. Then click Top Level Folder. <\/p>\n\n\n\n

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Type the name of the new folder you wish to create. For example, \u2018Not Yet Registered Patients\u2019.\u00a0 Click Confirm.<\/p>\n\n\n\n

This article has been created by Kelva Barrett (Training and Implementation Consultant)<\/strong><\/p>\n","tags":[]}]}