how to upload pdf file in database using asp.net c# : Text searchable pdf control SDK system azure wpf windows console ProSystem%20fx%20Scan%20v10.1%20User%20Guide3-part794

Chapter 3
Chapter3-UsingProSystemfxScanWorkstation
ScanWorkstation
ScanWorkstationincludesseveralsmallmodulesthatallowyoutomanagevariouspartsofyour
Scanjobs.Thesecomponentsareasfollows:
TheImportAssistantprovidesaneasywaytomovescanneddocumentsintoanImportfolder
forScanprocessing.
ScanWorkstationallowsyoutomonitortheprogressofScanjobs.Youcanalsoprintcover
pagesandtargetsheetsfromthismodule.IfyourfirmusesScanwithTax,staffmemberscan
alsousetheScanWorkstationtoverifytheaccuracyofextractedtaxdatabeforethePDF
fileispublished.
TheScanvalidationwindowgivesyoutoolstocomparedatathatScanextractedfromaPDF
againsttheoriginalscanneddocuments.
TheAutoFlowWizardprovidesyoutheabilitytoexportextracteddatafromaPDFtoTax.
TheHistorywindowprovidesyouinformationoncompletedScanjobsandallowsyouto
importfilesintoCCHAxcessDocumentorProSystemfxDocument(On-Premise).
ScanWorkstationistypicallyinstalledonworkstationswherescanningdevicesarelocated.You
canalsoinstallitonworkstationswhereScanjobsareassigned.Ifstaffmembersinyourfirm
handletheirownscanningandScanprocessing,ScanWorkstationshouldbeinstalledontheir
workstationsaswell.WorkstationsmusthaveaccesstothesharedImportfolderstomonitorjobs
inScanWorkstation.
ToopenScanWorkstation,selectScanWorkstationfromtheStartmenu.TheScanWorkstation
moduleopensandcanbeminimizedtoyourTaskBar.
RecommendedScanWorkflow
FollowingtheworkflowoutlinedbelowwillhelpyouuseProSystemfxScanWorkstationtoitsbest
advantage.
1. Sortthedocumentstodeterminewhichonesneedtobescanned,preparingthedocuments
forscanningasyougo.SeePreparingDocumentsforScanningonpage27formore
information.
2. Organizethedocumentsintheorderthatyouwantthemtobescanned.Formostefficient
processing,placesingle-pagedocumentsontopofthestacktobescanned,withmulti-page
Chapter3-UsingProSystemfxScanWorkstation•25
U
SING 
P
RO
S
YSTEM FX 
S
CAN 
W
ORKSTATION
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documentsbelow.Scanre-ordersandbookmarksalldocumentsinthebookmarkedPDFfile
tomatchthetaxreturn.
3. Ifneeded,printandinsertcoverpagesandtargetsheets.SeeAboutCoverPagesandTarget
Sheetsonpage28formoreinformation.
4. Countthetotalnumberofpagestobescanned,excludingcoverpages,targetsheets,and
blankpages.Writedownthisnumbersothatyoucanverifythatallofthepagesareincluded
inthebookmarkedPDFfile.
5. ConfigureyourscanneraccordingtotheguidelinesoutlinedinScannerSettingsonpage79.
6. Placethedocumentsonthescanner,topfirst.Multiplejobscanbeplacedinthescannerat
onetimeaslongaseachjobisseparatedwithacoverpage.
7. Scanthedocuments.YoucanscanthemdirectlyintoanImportfolder,or,ifneeded,you
canscanthemtoanintermediaryfolder,andthentransferthemintoanImportfolderusing
Scan'sImportAssistant.
8. Monitorprocessingofthescannedimages.
9. VerifysuccessfulcompletionoftheScanjob.
10. Removethetargetsheets,ifany.
AfteryoucompleteScanprocessing,youcanchoosetodoanyofthefollowing:
Validatethatthetaxdatathatwasconvertedthroughoptimalcharacterrecognition(OCR)
inthebookmarkedPDFfilewastransferredcorrectly.SeeValidationOverviewonpage38
formoreinformation.
UseAutoFlowWizardtoexporttaxdatafromthePDFintoaTaxreturn.SeeIntegratingwith
Taxonpage45formoreinformation.
Completeprocessingwithoutvalidatingthedata.
Note: Inadditiontodocumentsneededfortaxpreparation,youmaywanttoscanchecklistsor
formsthatyourfirmusesformanagingclientprojects.Youcangeneratecustomizedtarget
sheetsforthesedocumentstoensuretheirproperclassificationinthePDFfile.
UsingScanWorkstation
WhenyoulaunchScanWorkstation,theScanWorkstationwindowopensautomatically.Someof
thetasksyoucanperformfromthiswindowinclude:
Printingcoverpagesandtargetsheets
UploadingfilestobesubmittedtoCCHforreview
AccessingtheImportAssistantandimportingfilesforScanprocessing
MonitoringaScanjobthatisinprogress
CheckingtoseeifyouhavethelatestCatalogupdateinstalled
Openingvalidationmodesothatyoucanverifytheaccuracyofextracteddata
LaunchingAutoFlowWizardsoyoucanexportextracteddatatoataxreturn
Althoughitisnotrequired,werecommendthatyoutaketimetoconfiguretheScanWorkstation
viewoptionsbeforeyoubeginprocessingScanjobs.Thesesettingsensurethatyouwillreceive
timelyupdatesaboutthestatusofjobssubmittedforprocessing.Ifyourfirmusescoverpagesand
targetsheets,youshouldalsosetupadefaultprinterforprintingthosepages.
Chapter3-UsingProSystemfxScanWorkstation•26
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ModifyingtheScanWorkstationView
TheFilemenuinScanWorkstationincludesoptionsthatallowyoutochangehowScan
Workstationdisplaysonyourmonitor.Theviewingoptionsavailabletoyouarelistedbelow,along
withinstructionsforusingthem.
AlwaysdisplayScanWorkstationontopofotherwindows.Whenthisoptionisselected,
theScanWorkstationwindowwillalwaysbeontheforefrontofyourcomputerdesktop.To
togglethisoptiononoroff,selectFile>Display>AlwaysonTop.
MaketheScanWorkstationwindowtransparent.Thisoptionallowsyoutoview
informationinwindowsunderneaththeScanWorkstationwindow,evenifitissettodisplay
ontopofallotherwindows.Tomakethewindowtransparent,selectFile> Display>
Transparency,andthenselectatransparencypercentage.
Settheintervalbetweenscreenupdates.ScanWorkstationwillupdatethelistofjobsat
theendofthetimeframeselectedhere.Tosethowlongaperiodshouldpassbetween
screenupdates,selectFile>MonitorUpdateTime,andthentheperiodoftimeyouwant
topassbetweenupdates.
ConfiguringaDefaultPrinterforCoverPagesandTargetSheets
CoverpagesandtargetsheetsareprintedfromtheScanWorkstationwindow.Youcanselecta
printertobethedefaultprinterforcoverpagesandtargetsheetsusingtheprocedurebelow.
Note:IftheprinteryouwanttouseastheScandefaultprinterisnotalreadysetuponyour
computer,youshouldaskyoursystemadministratorforassistanceinsettingitupbeforeyou
attempttoselectitasadefaultprinterinScanWorkstation.
Toselectadefaultprinterforcoverpagesandtargetsheets,dothefollowing:
1. OpenScanWorkstation.
2. SelectPrint>SetupDefaultPrintertodisplaythePrintwindow.
3. IntheNamefield,selectaprinterthatyouwanttouseasthedefaultprinterforcoverpages
andtargetsheets.
4. Ifneeded,clickPropertiestosetupspecificoptionsfortheselectedprinter.Theoptions
availableheredependonthetypeofprinteryouareusing.ClickOKtoreturntothePrint
window.
Note:Donotsettheprintertoprintonbothsidesofthepage.
5. ClickOK.
PreparingDocumentsforScanning
Werecommendthatyouprepareyouroriginaldocumentsforscanningbydoingthefollowing:
Removestaplesandfanoutpages.
Unfoldpagesandbentcorners.
Chapter3-UsingProSystemfxScanWorkstation•27
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Moveorremovestickynotessotheydonotcoverpertinentdata.Youmaywanttoattach
themtoablanksheetofpaperandincludeareferencetotheoriginalpage.Toprevent
notesfrombeingmisplaced,youcanalsotapethemdownorplacethesheetsinascanning
sleeve.
Placesmallordelicatepagesinascanningsleeve.
AboutCoverPagesandTargetSheets
CoverpagesandtargetsheetscanbeusedtoensurethatScanorganizesandbookmarksPDFfiles
correctly.TheyareprintedfromScanWorkstation.Theyaretheninsertedbetweentheindividual
documentsincludedinaScanjob.Whenthestackofdocumentsisscanned,Scaninsertsanew
bookmarkwheneveritdetectsatargetsheet.TherecanbeasmanytargetsheetsinaScanjobas
thereareclientdocuments.
Neithercoverpagesnortargetsheetsarerequired,althoughthereareinstanceswhenbothare
recommended.Becausetheyarenotclientspecific,targetsheetscanbeprintedinbulk,andthen
usedrepeatedly.
Note:WhenatargetsheetisnotincludedinaScanjob,Scanconsiderseachscannedpageto
beitsowndocument.Abookmarkiscreatedforeachpage.
Seethefollowingsectionsforinformationaboutprintingandusingtargetsheets.
UsingCoverPages
Whenusingacoverpage,placeitontopofdocumentstobescanned.Thebarcodeonthecover
pagetellsScantobeginanewScanjob.Ifyouwanttheexportfiletobenameddifferentlythan
theimportfile,youcanenteritonthecoverpage.
Aspecialkindofcoverpage,calledanextractioncoverpage,indicatestoScanthatthedatain
thescanneddocumentsshouldbeextracted.YoucanusethiscoverpagewhentheImportfolder
forthejobisnotconfiguredtoallowextraction.
Somegeneralguidelinesforusingcoverpagesareasfollows:
Ifyouscandocumentsformultipleclientsinonescanningsession,youshouldinsertcover
pagesatthebeginningofeachclient'sscanjobtoensurethatinformationforeachclientis
keptinaseparatePDFfile.
Ifyouonlyscaninformationforasingleclientatatime,youmaynotneedtouseacover
page.Inthatcase,thenameoftheoriginalscannedfilewillbeusedtonametheexported
PDFandarchivefiles.
IfyourfirmalsousesProSystemfxDocument,ProSystemfxDocument(On-Premise),orCCH
AxcessDocument,usetheDocumentRoutingSlipinsteadoftheScancoverpage.The
bookmarkedPDFfileisautomaticallyroutedtotheproperclientinDocument,basedonthe
dataenteredfortheRoutingSlipinDocument.
Note:IfyouuseaDocumentroutingslip,youshouldnotalsouseaScancoverpage.
DoingsowillcauseanerrorinScan.
Chapter3-UsingProSystemfxScanWorkstation•28
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IfyouplantouseAutoFlowWizardtoimportextracteddatatoataxreturn,youmusteither
useanextractioncoverpage,ortheImportfolderthatwillholdtheScanjobmustbesetto
extractdata.
Coverpageshavetwobarcodes.ThefirstbarcodealertsScantocapturetheScanjob.The
secondbarcodeembedsthedocumentname.Scanappliesthisdocumentnametoboththe
exportedPDFandarchivefiles.
PrintingCoverPages
Toprintacoverpage,dothefollowing:
1. OpenScanWorkstationifitisnotalreadyopen.
2. SelectPrint>CoverPages/TargetSheetsfromthemenu.
3. SelectUS1040ifyouareprocessinga1040taxreturn.SelectUS1041ifyouareprocessing
a1041taxreturn.ThiswillprintonyourCoverPage.
4. Enterauniquenameforthedocument,andthenclickAdd.
5. Repeatsteps3and4untilyouhaveaddedallthecoverpagesthatyouwanttoprinttothe
list.
6. SelectExtractionCoverPageifyouwanttooverridetheImportfoldersettingsandextract
datafromthePDFfile.IfyouusecustomtargetsheetsinaScanjobwithanextraction
coverpage,1040and1041forminformationwillnotbeextractedfromthedocuments
associatedwiththecustomtargetsheets.
7. ClickPrinttoprintallthecoverpagesinthelist.Onceprinted,thedocumentsarecleared
fromthelist.
8. ClickClosetoexittheCoverPages/TargetSheetswindow.
Note: Youcanprinttargetsheetsatthesametimeyouprintcoverpages.Todoso,clickthe
TargetSheetstabbeforeyousendthecoverpagestoprint,andthenaddthetargetsheets.
Whenyouhaveaddedallthetargetsheets,clickPrint,andallthecoverpagesandtarget
sheetswillprintatonetime.
UsingTargetSheets
AtargetsheetindicatestoScanwhereitshouldinsertbookmarkswhenitgeneratesaPDF.When
used,atargetsheetisplacedontopofadocumentwithinthestackofdocumentstobescanned.
TherecanbeasmanytargetsheetsinaScanjobasthereareclientdocuments.Becausetheyare
notclientspecific,targetsheetscanbeprintedinbulk,andthenusedrepeatedly.
Note:WhenatargetsheetisnotincludedinaScanjob,Scanconsiderseachscannedpageto
beitsowndocument.Abookmarkiscreatedforeachpage.
Therearethreetypesoftargetsheets:
Singlepagetargetsheetsindicatethatthefollowingdocumentisasinglepage.Single-page
targetsheetsarenotneededifyourentirescanjobconsistsofsingle-pagedocuments.When
atargetsheetisnotincluded,Scanconsiderseachscannedpagetobeitsowndocument,
andinsertsbookmarksaccordingly.
Chapter3-UsingProSystemfxScanWorkstation•29
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Multi-pagetargetsheetsidentifydocumentsofmorethanonepage.Scaninsertsasingle
bookmarkforallthepagesofthedocumentwhenitdetectsamulti-pagetargetsheet.
Scancanautomaticallygroupthepagesofsomemulti-pagedocumentstogether,evenifa
multi-pagetargetsheetisnotused.Forthemulti-pageformslistedbelow,Scanattemptsto
autogroupthepagesintothesamebookmarkiftheyhaveeitherthesameaccountnumber
onallpagesorsequentialpagenumbering.
TheformsthatScancanautogroupinclude:
1098
1099-B
1099-DIV
1099-INT
1099-MISC
1099-OID
1099-Q
1099-R
BrokerageStatement
CombinedTaxStatement
MortgageInterestStatement
Forcedspecificclassificationtargetsheetscanbeprintedtoforcedocumentstobe
classifiedinaspecificbookmarkinthePDFfile.1040and1041taxforminformationcannot
beextractedfromdocumentsusingcustomtargetsheets.Donotusethesetargetsheetsif
yourfirmplanstoextractdatafortaxprocessing.
BestPracticesforUsingTargetSheets
AtargetsheetcanbeusedtoensurethatScanorganizesandbookmarksPDFfilescorrectly.They
areprintedfromScanWorkstation.Theyaretheninsertedbetweentheindividualdocuments
includedinaScanjob.Whenthestackofdocumentsisscanned,Scaninsertsanewbookmark
wheneveritencountersatargetsheet.TherecanbeasmanytargetsheetsinaScanjobasthere
areclientdocuments.
Targetsheetsarenotrequired,althoughthereareinstanceswhentheyarerecommended.Usethe
tipsbelowtohelpyoudecidewhentousetargetsheets.
Note: Forinstructionsonprintingtargetsheets,seePrintingTargetSheetsonpage31.
Printyourtargetsheetsinsteadofphotocopyingthem.Copiestendtodegrade,whichcan
makeitmoredifficultforthescannertoreadthebarcode.
Minimizethenumberoftargetsheetsthatareneeded.
IfyourScanjobcontainsonlysingle-pagedocuments,targetsheetsarenotneeded.
Scanwilltreateachindividualpageasitsowndocument,andwillcreateabookmark
foreachpage.
IfyourScanjobcontainsbothsingle-pageandmulti-pagedocumentsthendothe
followingtoreducethenumberoftargetsheetsneeded:
A. Sortthedocumentstobescannedintoseparatestacksforsingle-pageand
multi-pagedocuments.
Chapter3-UsingProSystemfxScanWorkstation•30
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B. Insertanyneededmulti-pagetargetsheets.
C. Placethestackofsingle-pagedocumentsontopofthemulti-pagedocuments,
thensingle-pagetargetsheetswillnotbeneeded.Intheabsenceofa
precedingtargetsheet,Scanautomaticallyrecognizesthedocumentsassingle
pages.
Adocumentwithinstructionsonasecondpagecanbeasingleormulti-pagedocument.
Whenscannedwiththesingle-pagedocuments,Scancreatestwobookmarks(oneperpage)
inthePDFfile.Whenscannedwiththemulti-pagedocuments,Scancreatesonebookmark
withtwopagesinthePDFfile.
Whenusingamulti-pagetargetsheet,makesurethatthefirstformimmediatelyfollowing
thetargetsheetishowyouwantthemulti-pagedocument/grouptobeclassified.
ClientOrganizerscanbeeitherasingleormulti-pagedocument.Whenscannedwiththe
single-pagedocuments,ScansplitstheOrganizerapartandfileseachpagewiththe
supportingworkpapers.Whenscannedwiththemulti-pagedocuments,Scangroupsallofthe
pagesoftheOrganizertogetherunderonebookmark.
Reuseyourtargetsheets.Becausetheyarenotclient-specific,targetsheetscanbereused
formultipleScanjobs.
PrintingTargetSheets
AtargetsheetcanbeusedtoensurethatScanorganizesandbookmarksPDFfilescorrectly.They
areprintedfromScanWorkstation.Theyaretheninsertedbetweentheindividualformsincluded
inaScanjob.Whenthestackofformsisscanned,Scaninsertsanewbookmarkwheneverit
encountersatargetsheet.TherecanbeasmanytargetsheetsinaScanjobasthereareclient
documents.
Targetsheetsarenotrequired,althoughthereareinstanceswhentheyarerecommended.
Becausetheyarenotclientspecific,targetsheetscanbeprintedinbulk,andthenused
repeatedly.WhenatargetsheetisnotincludedinaScanjob,Scanconsiderseachscannedpage
tobeitsowndocument.Abookmarkiscreatedforeachpage.
Note:Toopenandprintatargetsheet,youfirstmusthaveaPDF readersuchasAdobe
AcrobatReaderinstalledonyourcomputer.
Toprinttargetsheets,dothefollowing:
1. IfScanWorkstationisnotopen,selectScanWorkstationfromtheStartmenu.
2. SelectPrint>CoverPages/TargetSheetsfromthemenu.
3. SelecttheTargetSheettab.
4. Selectthetypeoftargetsheetyouwanttoprint.SeeUsingTargetSheetsonpage29for
moreinformationabouteachtypeoftargetsheet.
Single-pagetargetsheetsareusedbeforedocumentsthatonlyhaveonepage.
Multi-pagetargetsheetsidentifydocumentsofmorethanonepage.Scaninsertsa
singlebookmarkforallthepagesofthedocumentwhenitdetectsamulti-pagetarget
sheet.
Chapter3-UsingProSystemfxScanWorkstation•31
Notes:
Scancanautomaticallygroupthepagesofsomemulti-pagedocuments
together,evenifamulti-pagetargetsheetisnotused.SeeUsingTargetSheets
onpage29foralistofformsthatScancangroupautomaticallywithouta
multi-pagetargetsheet.
SampleTIFversionsofsingle-pageandmulti-pagetargetsheetsareavailablein
theProSystemfxScan\Samplefolder.
5. Toprintatargetsheetthatforcesadocumentintoaparticularbookmark,dothefollowing:
a. Selectthecatalogthatyouwanttoprinttargetsheetsfor.Yourselectionwillprinton
thetargetsheet.
SelectUS1040ifyouareprocessinga1040taxreturn.
SelectUS1041ifyouareprocessinga1041taxreturn.
b. IfyouareusingUS1040,selectthecatalogtypethatyouwanttoprinttargetsheets
for:
SelectOriginaliftheClassbookmarksshouldconformtothe1040taxreturn
(Organizer,Wages,ScheduleB-Interest,ScheduleB-Dividend,etc.).
SelectOrganizeriftheClassbookmarksshouldconformtotheTaxOrganizer
order(CheckList,TaxOrganizer,TopicIndex,Questions,ElectronicFiling,
General,PersonalInformation,etc.).
c. SelectForcespecificclassification.
Note: 1040and1041taxforminformationcannotbeextractedfromdocuments
usingcustomtargetsheets.Donotusethistargetsheetifyourfirmplansto
extractdatafortaxprocessing.
d. SelecttheClassofbookmarkyouwanttoprint.TheClassindicatesamaintaxformor
taxinformationclassification.
e. SelectthespecificFormthatyouwanttoforceabookmarkfor.TheFormisgenerally
aspecifictaxForm.
6. Selectthecatalogtypethatyouwanttoprinttargetsheetsfor.
SelectOriginaliftheClassbookmarksshouldconformtothe1040taxreturn
(Organizer,Wages,ScheduleB-Interest,ScheduleB-Dividend,etc.).
SelectOrganizeriftheClassbookmarksshouldconformtotheTaxOrganizerorder
(CheckList,TaxOrganizer,TopicIndex,Questions,ElectronicFiling,General,
PersonalInformation,etc.).
7. ClickAdd.
8. Repeatthepreviousstepsasneededtoaddallthenewtargetsheets.
9. ClickPrint.Allcoverpagesandtargetsheetsinthelistareprinted,andthenclearedfrom
thelist.
10. ClickClose.
Note: Toprintcoverpagesatthesametimeyouprinttargetsheets,clicktheCoverPage
tabbeforeyousendthetargetsheetstoprint.Then,addthecoverpages.Whenyouprint,all
thecoverandtargetsheetswillprintatonetime.
Chapter3-UsingProSystemfxScanWorkstation•32
SpecialConsiderationsWhenScanningTaxFormsforData
Extraction
Scancanextractdatafromscanneddocumentssothatthedatacanbeimportedintoataxreturn.
Theprocedureforscanningdocumentsisthesameasforotherdocuments,exceptthatoneofthe
followingmustbetrueforthedatatobeextracted:
ThescannedimagefileshouldbesubmittedforprocessingtoanImportfolderthatis
configuredtoallowextraction.
IfthefilewillbesubmittedtoanImportfolderthatisnotconfiguredtoallowextraction,
thenanextractioncoverpageshouldbethefirstdocumentscannedforthejob.
Taxforminformationcannotbeextractedfromdocumentsusingcustomtargetsheets.Donotuse
thistypeoftargetsheetifyourfirmplanstoextractdatafortaxprocessing.
Note: IfyouselectSkipAutoFlow,thefileisconvertedtoaPDF.ThenewPDFisplacedinthe
samelocationasthe.validatefile.Oncetheconversioniscomplete,the.validatefilewillno
longerbeavailableforimportintoTax.IfyouneedtoimportthedataintoTax,youcan
reprocesstheScanjobtogenerateanother.validatefile.
AfterYouScanClientDocuments
Onceyouhavescannedyourclientdocuments,youarereadytosubmitthedocumentsforScan
processing.WhileScanisworkingwiththedocuments,youcanmonitorthejob'sprogressinthe
ScanWorkstationwindow.Whenprocessingiscomplete,youhavetheoptionofvalidatingany
datathatwasextractedfromthescanneddocuments,ifany.Also,ifyourfirmusesTax,youcan
alsoimportdataextractedfromthescanneddocumentsintoaclienttaxreturn.
ViewingJobHistoryInformation
InformationaboutcompletedScanjobsdisplaysintheHistorywindow.Ifneeded,youcanreview
theinformationinthiswindowtoverifythataparticularjobcompletedsuccessfully.Toaccess
theHistorywindow,right-clickajobinScanWorkstationandselectHistory.
ThefollowinginformationisrecordedontheHistorytabforeachcompletedScanjob:
Timeimported
Pagesimported
Importfile
Timeexported
Pageexported
Exportfile
Timeelapsed
Chapter3-UsingProSystemfxScanWorkstation•33
Note: Clickonthecolumnheadingstosortthecolumnsinascendingordescendingorder.
Youcanonlysortbyonecolumnatatime.
Whensortingwithinarangeofdates,thesortapplieswithineachdateandisnotcumulative
throughouttherangeofdates.
YoucansortcolumnsbasedontheSettingName.
YoucanalsosortdatabythedaterangeusingtheFromandTocalendardrop-downmenus.
Therearetwosummaryfieldsthatdisplayatthebottomofthewindow.Thesearetotalsforthe
selectedImportfolderduringtheselecteddaterange.
FilesImportedreflectsthetotalnumberoffilesfortheselectedImportfolderduringthe
selecteddaterange.Thenumberinparenthesisindicatesthetotalnumberofpagesimported
forallScanjobslisted,includingcoverpagesandtargetsheets.
FilesExportedreflectsthetotalnumberoffilesfortheselectedImportfolderduringthe
selecteddaterange.Thenumberinparenthesisindicatesthetotalnumberofpagesexported
forallScanjobslistedlessallcoverpages,targetsheets,andblankpages.
FromtheHistorytab,youcanaccessthefilesinyourArchiveandExportfolders.Toaccessthe
ArchiveorExportfoldersorfilesfromtheHistorytab,right-clickaScanjobandselectoneofthe
following:
OpenArchiveFolder.OpenstheArchivefolderselectedontheFolderSettingstabinScan
Administrator.
OpenArchiveFile.Opensthearchivedfile.
OpenExportFolder.OpenstheExportfolderselectedontheFolderSettingstabinScan
Administrator.
SendExportFiletoDocument.SendsexportedfilestoeitherCCHAxcessDocumentor
ProSystemfxDocument(On-Premise).ThisoptionisavailableonlyifCCHAxcessDocument
orProSystemfxDocument(On-Premise)isinstalled.
OpenExportFile.OpenstheexportedPDFfile.
Notes:
Ayellowtrianglewithanexclamationpoint(
)nexttotheScanjobindicatesthateither
thearchiveorexportfileismissing.
Anexclamationmark(
)besideaScanjobindicatesthatboththearchiveandexportfiles
aremissing.
Chapter3-UsingProSystemfxScanWorkstation•34
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