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Scanning with the Title Bar or Clipboard


Begin by opening the record in the database related to the document to be added. If the clipboard method is being used copy the unique value to the clipboard. 

The process here is similar if using Two Values or Sequential. The difference being the user is presented with a document type selection menu if using two values. 



Open PDF Filer and click on "Scan"



Select the Job from the drop down list and click on "Continue".



Click on "Get Title" if using the data in the Windows Title as the unique value or Get "Clipboard".



The unique value will be entered as the "Document Identifier". if it is correct, select the Document Type from the drop down list (or optionally key in a type if this option is available) and click on Scan.

The scanner will be activated and the pages will go through. 



Once they are scanned the option to release the files will be presented. If there were no double feeds or paper jams, click on "Yes" if it needs to be rescanned click on "No".

When finished the document selection window will appear to add another document type.