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Scan123 Knowledge Base
  • Scan123
  • Contact Support
Scan123 User Guide
  • Getting Started
    • Install Scan123 Scanning Application
    • Logging into Scan123
    • Scanning Tips
  • Browser Scan Portal
    • Introducing Browser Scan!
    • Browser Scan Workflows
    • Upload issues
  • Scan123 User Guide
    • User Management
    • Metadata (Import DMS)
    • Common Workflows
    • Cabinets
    • Scanners
    • Reports
    • Optional Features
    • Dev Complete
  • Technical Issues
    • Scanning
    • Software/Settings
  • System and Scanner
  • VelocityFile
    • User Guide
    • Technical Issues
  • Accounting
  • Customer Newsletters
      Back to home
      1. Scan123 Knowledge Base
      2. Scan123 User Guide
      • Getting Started
        • Install Scan123 Scanning Application
        • Logging into Scan123
        • Scanning Tips
      • Browser Scan Portal
        • Introducing Browser Scan!
        • Browser Scan Workflows
        • Upload issues
      • Scan123 User Guide
        • User Management
        • Metadata (Import DMS)
        • Common Workflows
        • Cabinets
        • Scanners
        • Reports
        • Optional Features
        • Dev Complete
      • Technical Issues
        • Scanning
        • Software/Settings
      • System and Scanner
      • VelocityFile
        • User Guide
        • Technical Issues
      • Accounting
      • Customer Newsletters

      Scan123 User Guide

      A comprehensive guide to using Scan123 applications

      User Management

      • Gain Admin Access
      • User Management
      • User Permissions
      • Inviting new or existing user to your company (Admin Only)
      • Disable or Enable User
      See more

      Metadata (Import DMS)

      • Enhanced DMS Integrations and Metadata
      • What is Metadata?
      • Search Metadata
      • Import Metadata into Scan123 (Admin)

      Common Workflows

      • Scan123 Basic Scanning
      • Manually Create New Folder
      • Moving Items
      • Printing Legal Size Documents
      • Access an uploaded file
      • Searching for Documents
      • Rename Folder/File and editing Keywords
      • Switching Companies
      • Selecting Multiple Items
      • Viewed Items Per Page
      • Deleting Item
      • Manual Upload
      • Password Reset
      • Log out of Scan123
      • Gaining access to another store
      • Recycle Bin (Admin)
      • Announcements
      • Scanner Key
      • Sent Files to Wrong Company
      See more

      Cabinets

      • Cabinets
      • Cabinet Permissions (Admin Only)
      • Creating a Cabinet

      Scanners

      • Replace Consumables
      • Maintaining your Scanner

      Reports

      • Activity by User Report (Admin)
      • My Recent Activity Report
      • Sequence Report
      • All Recent Activity Report
      • SSP Report (Admin)
      • Manual Uploads Report (Admin)
      • File Count Report (Admin)
      • Activity by Scanner Report (Admin)
      See more

      Optional Features

      • How is Scan123 useful in other departments?
      • Email to Cabinet Advanced Use
      • Email to Cabinet (Admin)
      • Reminders
      • Bookmarks
      See more

      Dev Complete

      • Desktop is dev complete
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