Scan Pages dialog [Image menu]
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Use this dialog to set preferences for scanning an image, including choosing the destination of scanned pages, adding descriptions for scanned pages, changing the orientation of scanned pages, and choosing a scanner.
To open this dialog, choose .
Fields & buttons
Scanner / Image device type
From this field, select the type of scanner (TWAIN or WIA) that you will use to scan documents into FileCabinet CS. Then, use the
Select
button to select the default scanner.note
If you are using FileCabinet CS in a Virtual Office CS or SaaS environment, you must use a TWAIN-compliant scanner.
Options
Use this button to open the
Scan Options
dialog, where you can set options to reduce the image size when saved to disk, to optimize the reduced image for color or black and white pages, and to invert color for scanned pages.Drawer ID
Select from this field the ID for the drawer in which you will store scanned pages, or choose
<<Select multiple drawers>>
.Image Group
If you want to add scanned images to an image group contained in the current drawer, enter the image group name in this field, or choose an image group from the drop-down list. To create a new image group, enter a name for the new image group in this field.
Undo button
Use this button to undo an entry in the Image Group
field. This button is enabled only after you enter text in the Image Group
field.Add to list button
Use this button to save the name you entered in the Image Group
field to a custom list.Include in transfer to Source Documents Processing (OCR) for data extraction and page naming
Mark this checkbox to include the image group in the transfer source-document processing. This checkbox is only enabled if your firm is licensed for source-document processing features.
Append images to existing image groups
Select this option to append the images to the existing image group that was selected or entered in the
Image Group
field.note
- This option is available only when multiple drawers are selected in theDrawer IDfield.
- If there is not an image group in the selected drawers that match the text entered in theImage Groupfield, FileCabinet CS will create a new image group.
Create uniquely named image groups
Select this option to create a new image group in the selected drawers, even if there is an image group with the same name in one of the selected drawers.
note
- This option is only available when multiple drawers are selected in theDrawer IDfield.
- If there is an image group in the selected drawers that matches the text entered in theImage Groupfield, FileCabinet CS will create a new image group (named Copy 2). FileCabinet CS will not overwrite the existing image group.
Document folders
Mark the checkbox for each folder that should contain a copy of the scanned image.
note
Folders used in the current drawer appear at the top of the folder list, followed by a separator line, and then followed by the list of remaining folders (those not in use in the current drawer).
Scan
Use this button to scan an image using the current settings in the
Scan Pages
dialog.Keywords for searching and annotation
Enter text to be used as keywords for searching and/or as an annotation on the scanned image.
applied to
By choosing from the items in this field, you can apply the description you entered to the following:
- Keywords for searching: FileCabinet CS uses this description when you perform searches.
- Keywords and all pages text annotation: FileCabinet CS includes the description in searches and adds the description as a text annotation on all pages of a multiple-page scanned image.
- Keywords and first page text annotation: FileCabinet CS includes the description in searches and adds the description as a text annotation on the first page only of a multiple-page scanned image.noteWhen you enter text in the Keywords for searching and annotation pane, FileCabinet CS selectsKeywords for searchingin theapplied tofield.
Image group contents (appears after initial scan)
Image names
Images for the current group are listed in this pane.
Sort images
Use the 
button to sort images in ascending order. Use the 
button to sort images in the order of the default naming buttons. Use the 
button to sort images in the order of the document types on the
button to sort images in ascending order. Use the button to sort images in the order of the default naming buttons. Use the button to sort images in the order of the document types on the Setup > System Configuration > source (OCR)
tab.Append
Use this button to append the selected image or subgroup to the preceding image or subgroup.
Rename Down
Use this button to rename the selected image or subgroup using the ‹Image group name›: Page ‹n› format.
Delete selected images
Use the 
button to delete images selected in the Image names list.
button to delete images selected in the Image names list.Promote subgroup image
Use the 
button to separate the selected image from its subgroup.
button to separate the selected image from its subgroup.Group selected images
Use the 
button to group the selected images together.
button to group the selected images together.note
This button is enabled only after you select multiple images.
Reassign to another image group
Use the 
button to open the
button to open the Reassign Image
dialog, where you can choose options for reassigning the selected image to another image group or drawer.Scroll buttons
Use these buttons to move the selected image up or down in the
Image names
list.note
- If the selected image is the first page of an image subgroup, the scroll buttons move the entire subgroup up or down.
- If the selected image is the last page of an image subgroup, the down scroll button moves the entire subgroup down and the up scroll button moves the last page up within the image subgroup.
Image name field
The name of the image that you selected in the Image names list appears in this field. To change the name of the selected image, update the text in this field or enter a new name. You can also change image names using the default naming buttons beneath this field.
Undo button
Use this button to undo any changes you made in the
Image name
or Page name
field. This button is enabled only when you have entered a name other than the default name.Default naming buttons
Use these buttons to change the name of the selected image to "W2," "1099," "K1," "Income Statement," "Balance Sheet," or "IRS."
tip
You can add, edit, or delete default naming buttons by choosing , and selecting the
Image Names
tab.note
If the number of default naming buttons exceeds the available space in this dialog, a
More
button appears. Select the More
button to access additional buttons that do not appear in the dialog.Display large preview
When this checkbox is marked, a large preview window opens for each page you make the
Image group contents
pane active. You can close the large preview window by selecting the Close
button in the lower-left corner of the preview window. Unmark this checkbox to disable the large preview feature.Image preview pane
Displays the image that you selected in the image names list. You can use the
Zoom Area feature
to view magnified areas of the selected image.When you position the cursor over the Image preview pane in the
Image Groups
or Copy
dialogs, the cursor becomes a magnifying glass and a magnified image area appears. You can move the zoom area vertically and horizontally with the mouse to view magnified segments of the selected image. This is useful for viewing small text in a scanned document.note
- To increase or decrease the size of the zoom area, move the cursor to the left edge of the Image preview pane until the up and down arrow buttons appear
and click the up or down arrow buttons. - To increase the magnification in the zoom area, use the
button. Use the 
button to decrease the magnification.
Rotate all images left
Use this button to rotate all images in the current group 90 degrees to the left.
Rotate selected images left
Use this button to rotate images selected in the Image names list 90 degrees to the left.
Another
Use this button to continue scanning.