Located in the bottom right corner of the Viewer Pane the page navigation control lets you scroll through the pages of a multi-page document. You can also jump to a specific page by entering the page number in the page display window and clicking on the Go To button .
There is usually some preparation that needs to take place before documents are scanned. Most of the preparation is just common sense, but should be accounted for in the process.
Staples and paperclips must be removed.
Depending on how documents are to be processed after scanning there may be some sorting that should be done prior to scanning.
If barcodes are being used then barcode labels or coversheets must be added.
Documents that are going to be scanned in color should not be scanned as multi-page documents.
Front-end scanning basically means that paper documents are scanned at their entry point (or front end) in the organization. This is usually the mail room or a receptionist desk. In this configuration there is frequently an index included called Route To which is a drop-down list of people who may be responsible for documents being entered into this particular file cabinet. The person doing the scanning usually doesn’t populate any index fields except the Route To field. They select the person who is responsible for the documents being scanned in, then scan the document. There are several advantages of doing front-end scanning:
Since documents are scanned as soon as they come into the organization the paper is only handled once. This minimizes the risk of lost or misfiled documents.
As soon as documents are scanned they can be made available for processing. This eliminates much of the wasted time while everyone waits for all the mail to be sorted and distributed.
Once documents are submitted into PaperWise they are available to anyone in the
organization who has rights to access them. This can eliminate much of the time wasted in linear processing.
You can use PaperWise Dashboard to monitor workflow progress of documents in the system.
In back-end scanning systems the paper is moved through the organization as usual for processing then scanned after the processing is completed. Usually at the end of the process a barcode coverpage is printed with key index values embedded within the barcode. This coverpage is placed on top of the hardcopy documents to be taken to the scanner.
The main advantages to back-end scanning are:
It minimizes the change that employees realize as a result of implementing the new system.
Using barcode coverpages eliminates the need to manually populate index values.
Organizations should realize productivity gains in retrieval and management of documents regardless of whether they choose to use front-end or back-end scanning.
ImageWise is used on a workstation that has a scanner connected to it. Scanning is not simply a matter of loading the documents into the scanner and clicking on the Scan button.
Make sure you have the correct file cabinet selected.
Determine whether the documents will be scanned as single-page or multi-page documents and click the appropriate toggle button.
Determine if you want to scan in simplex or duplex mode and select the appropriate toggle button.
Use the Image Type setting on the Image tab to specify black & white, grayscale or color images. Remember that color images usually should not be scanned in multi-page mode due to the size of the resulting file.
Enter any index values that should be entered when the document is scanned.
Load the document on the scanner.
Click the Scan button.
If you’re scanning in multi-page mode you can check the quality of the images in the current
document before submitting it. If a page is unacceptable you can use the Redo button to replace that page. Navigate to the problem page so it is displayed in the Viewer. Make adjustments to the scanner settings on the Image Tab if necessary. Load the hardcopy of the problem page on the scanner and click Redo.
If all the pages of the document are unacceptable, it may be easier to click on the Cancel button to discard all the pages of the scanned document without saving. Then make necessary adjustments, load the entire document on the scanner and click the Scan button.
If you’re scanning in single-page mode the documents will be automatically submitted as they are scanned. When you scan in multi-page mode you must click on the Submit button after the final page of the document is scanned to add the document to PaperWise; however, this gives you the
opportunity to inspect the quality of the scanned images and rescan any that are unacceptable before submitting the document.
Once the document is submitted into PaperWise it cannot be modified. However, modifications that are made prior to submitting (such as rotating a document so it displays in the correct orientation, or adding annotations to be merged with the document) will be saved with the document.
The PaperWise suite includes an application called Send To which allows users to either send electronic documents into PaperWise in their native format or use the PaperWise print driver to save the document in PaperWise as an image.
The Send To application allows you to manage diverse types of documents using the PaperWise system. It maintains the file’s original format and opens it in its native application or an application the user selects. Because the document is saved in its native format it can be opened to make revisions.