Scanning documents

FileCabinet CS requires a TWAIN or WIA driver to allow scanning documents. Before attempting to scan into FileCabinet CS verify that your scanner has a TWAIN compliant scanner and that it is installed on the workstation you are attempting to scan at.

Modifying scanning options

  1. Choose
    Image
    Scan
    .
  2. Select the
    Options
    button.
  3. The
    Reduce Image Size on Disk
    checkbox will save disk space by saving the scanned image at a smaller size.
    • To optimize for black and white documents, select the
      Black and White Pages
      option.
    • To optimize for color documents, select the
      Color Pages
      option.
  4. Certain scanner drivers invert colors when you scan pages into FileCabinet CS, showing white text on black background. Mark the
    Invert colors
    checkbox to invert colors and reverse this effect.
  5. Select
    OK
    .

Scanning documents

  1. Place the page to be scanned on the scanner.
  2. Choose
    Image
    Scan
    .
  3. To select a scanner other than the default scanner, choose an image device type from the drop-down list and then use the
    Select
    button to select a particular scanner.
    note
    If you are using FileCabinet CS in a Virtual Office CS or SaaS environment, you must use a TWAIN-compliant scanner.
  4. From the
    Drawer ID
    drop-down list, choose the drawer in which you will store the scanned pages.
    note
    To store scanned pages in more than one drawer, choose
    << Select multiple drawers >>
    from the
    Drawer ID
    drop-down list to open a dialog in which you can select multiple drawers.
  5. To add the scanned pages to an image group in the selected drawers, enter the image group name in the
    Image Group
    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.
  6. To add a description to the scanned pages, choose one of the following items from the
    applied to
    field in the
    Keywords for searching and annotation
    section.
    • Keywords for searching:
      Choose this item to include the description when performing searches.
    • Keywords and all pages text annotation:
      Choose this item to include the description in searches and to add the description as a text annotation on all pages of a multiple-page scanned image.
    • Keywords and first page text annotation:
      Choose this item to include the description in searches and to add the description as a text annotation only on the first page of a multiple-page scanned image.
      note
      When you enter text in the
      Keywords for searching and annotation
      pane, FileCabinet CS selects
      Keywords for searching
      in the
      applied to
      field.
  7. Select the
    Scan
    button to begin scanning. To scan another page or a group of pages, select the
    Another
    button.
    As FileCabinet CS receives the scanned image, the
    Scan Page
    dialog expands to show the
    Image preview
    section, where you can preview, delete, and rename images.