Generate barcodes for FirmFlow documents
You will need to generate barcodes for all paper documents before they are sent to the scanning operation. Barcodes can be generated directly, by choosing Barcodes from the Options menu, or they can be generated using the Add To page by choosing Add from the Options menu.
To generate a barcode:
- From theMy Workscreen, select a workflow and then select the Documents tab.
- Select Options and choose Barcodes.
- In theFirmFlow - Barcodesscreen, change the Year and Period End values if desired. By default, these values will match the workflow.
- Mark the checkboxes for the document types to be scanned.
- Enter a description for each document in itsDescriptionfield.
- To set a date for a document, enter a date (or select the calendar button) in theDatefield.
- After you have entered all the data that will identify the document(s), select Generate to generate barcode(s) for the document(s).
- Select OK to return to theFirmFlow - Barcodesscreen.noteThe counter changes to display a number greater than zero.You can return to theFirmFlow - Barcodesscreen at any time to print the generated barcodes.