Scanning, Reviewing, and Storing Documents (Basic)

After finishing the Preparing to Scan process, you are ready to scan.

In basic mode, you are limited to scanning one document at a time to a single destination. All pages scanned will be apart of the same document.

Note:A icon indicates an error associated with a field. Hover over the icon for more information.

To scan a new document

1. In the Laserfiche Client, browse to the folder where you want the scanned document to be stored.
2. Open Laserfiche Scanning.
3. Select the button from the toolbar to begin scanning.

   Note: In the event of a paper jam, resolve the jam then select the button from the toolbar to resume scanning.

4. Once scanning is complete, specify the name, template, field values, tags, and volume to be associated with the document. More info.
5. Review scanned images and/or generated text. More info.
   
6. Store the document in a Laserfiche repository using one of the following methods:
   
   
   • Select Done from the toolbar to store the document in the location specified during Step 1. Laserfiche Scanning will close after the document is stored.

     

   • Select New Document from the toolbar to store the document without closing Laserfiche Scanning, enabling you scan an additional document.

     

Note: Errors encountered during document storage are displayed in the Output Log Pane. Common errors include invalid field data and insufficient privileges for creating an entry in the destination specified.