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This page is no longer being updated. Please refer to the Knowledge Base to view the most updated information.

Instead of using the batch process, documents may be scanned and indexed at once.  This requires that only pages that will be grouped under the same index be scanned at one time.

Step-by-step guide

  1. From the Application List, right-click on the BDMS application where the new content will be stored and select New Document.

  2. Verify that the scanner is recognized and that the settings are correct using theScanner Settings button. See Scan Settings for details and recommendations.

  3. Place the document(s) on the scanner and select the Scan button.  Review the document layout and quality of all the pages that will be indexed as they appear on screen. If there's a major issue with the pages, such as pages getting stuck due to a paper jam, you can use the Rescan button to rescan the entire set. 

  4. When all pages have been scanned, select the New button to index the pages.

  5. The Index View and Document Display View will both appear.  Enter the appropriate information for the index into the Field Values.  Use auto-indexing and key references as needed and refer to the Auto Indexing and Key Reference page for details.
  6. Once the index values are entered, select Save.  This applies the index to all pages that were just scanned.  (Note:  This is different than batch scanning which allows for different pages to be saved under different indexes.)

  7. You are now looking at the indexed document. Use the Previous Page and Next Page buttons to move between pages and verify that all of the pages look good. If any of them don't, you can remove and rescan them using the following steps.
    1. Click the Page menu and choose Enable Scanning to bring the scanning options back up.
    2. Find the page that you want to rescan using the Previous Page and Next Page buttons.
    3. Delete it using the the page button's Delete Page option.
    4. Add the new page in its place using the page button's New Page > ScanInsert Before or Insert After

For questions or comments, contact the Computer Services Help Desk