Advanced Scanning Features: Scan Documents

Scan to User Directory

Rather than scanning Documents to be filed and retrieved by the File Documents and View Documents modules, there may be times when you prefer to scan a Document to a directory of your choice. These Documents do not require filing and can not be retrieved using the Executive Assistant's search utilities.

To scan a Document to a User specified directory, follow these steps:

  1. Specify your scanning options (File Type, Mode, etc.) as per usual.
  2. In the Options menu, select the Scan to User Directory menu item.
  3. In the User File Name box, specify the follow file name options:
    1. Place a check mark in the Auto Number check box to append an auto-incremented number to each Document you scan.
    2. Click the ellipses (...) button next to the Scan Directories text box and browse to the directory where you would like to store the scanned Documents.
    3. In the File text box, enter the name you would like given to the newly scanned Document.
  4. Click Scan Single Page or Scan Batch as per usual.

To save these settings, click the Save Settings button.