Common Workflows
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      2. Scan123 User Guide
      3. Common Workflows

      Scan123 Basic Scanning

      Our simple Scan123 user interface allows for easy scanning and uploading of documents into the Scan123 cloud.

      NOTE: This guide is only for our Basic Scan123 Scanning application. If you are looking for a guide on how to scan using VelocityFIle, click HERE

       

      Scanning and Uploading documents into Scan123

      1. Load documents
      2. Scan File to begin scanning process
      3. Verify documents are correct
      4. Press Send Files to choose file destination



      5. Select Cabinet (Required)
      6. Enter in Folder Name (Required)
      7. Document Name (Optional) – If left blank, will default to Folder Name
      8. Keywords (Optional) – Any additional information you want to add to document
      9. Press Send to upload file

       

      Verifying Upload of Document

      To check on upload status, select Upload Tab. 

      NOTE: We recommend checking on your Upload Tab at the end of the day to verify no errors are occurring. You are not required to check after every Scan.