Scanning into an Easyfile Basket

Baskets in Easyfile are objects that facilitate multiple scenarios.

1. The scanning of documents by one user and indexing by another.

2. The scanning of a large amount of pages, constituting multiple documents, into one document which can then be broken out when indexing.

Scan the documents in one of 2 ways.

a. Scan each document separately to Docbuild Plus and save the document to a basket for indexing later. This allows for uninterrupted scanning.

b. Scan large amounts of paper making up multiple documents to a folder location, saving the pages as one document. In Docbuild Plus, open the document and save to the basket.

When the document is in Docbuild Plus, click the Easyfile button and log into Easyfile.

Open

Select the “Select Cabinet” drop-down list and choose the basket where the document is to be saved. Click the Save button. The document has now been saved inside the Easyfile system waiting to be indexed.