From the CaseWorks Home page, enter a valid Case Number or the client’s Name and select Scan on the drop-down menu.
Begin to type the name of the document to be scanned, then select the correct document from the drop-down list (e.g. type “pay” and “Paystubs (Pay) will appear).
Click on the green check mark after you have selected the correct document type
Place the document face down, top first, into the scanner.
Click on the Scan icon if the scan driver does not appear. Click Scan from the scan driver interface after it displays.
Note: This scan icon can also be used to add pages to an already existing scan.
At this point the scanner starts and the documents are scanned. The scanner will scan both sides of the document.
Click Close when document has finished scanning.
Modify the way you view the document using icons from the toolbar: Navigate through pages, Zoom in or out.
Use the red X icon to delete the selected page(s).
Rotate the document, if applicable.
The three options, in order of the buttons displayed above, are:
- Rotate clockwise
- Rotate counter-clockwise
- Rotate image 180 degrees
Once the document’s scan quality is determined to be acceptable, verify the auto-filled document properties by scrolling down to the Document Properties section.
Note: If you are working with a long document, you can use the far right scroll bar to go to the end of the document.
- Verify that the correct DocBox has been selected.
- Verify that the correct Taxonomy has been assigned.
- Review remaining information to ensure that all document properties are accurate.
- Click on the OK button to complete the scan process.