Quick Start Guide. Overview Adding Box+ImageTrust to your Box account Scanning with Box+ImageTrust

Transcription

1 Quick Start Guide Box+ImageTrust is a unique integration of an HTML5 Scan client. While working in box you can now easily scan and import documents. Overview Adding Box+ImageTrust to your Box account Scanning with Box+ImageTrust Importing Documents with Box+ImageTust Scanning and Importing Documents Creating a Document Break Inspect, Move, Rotate, Replace Pages

2 Overview Box+ImageTrust is a unique integration of an HTML5 Scan client. While working in box you can now easily scan and import documents. User s Box account Box + ImageTrust Scan Client New Batch Zoom control Scan Options Tree View of documents and pages Batch View Of documents and pages Document Break Save Documents to Box

3 Adding Box+ImageTrust to your box account Select and follow this link Scan with Box + ImageTrust, or follow theses steps: (Following this link starts you at page 5) 1. Right-Click on the Actions Icon - Select More Actions - Select + Add Applications 1. Click on your User Name - Select Apps OR

4 Adding Box+ImageTrust to your box account 2. The Box App Store will be displayed - Select either: - Content Management, - Editing, - Previewing, - Scanning, - Windows, - Web, - Desktop 3. Find Box+ImageTrust and select it

5 Adding Box+ImageTrust to your box account 5. Select Add 4. Select Add 6. Select Close

6 Scanning with Box+ImageTrust Follow these simple steps to start scanning with Box+ImageTrust User s Box account 1. Right-Click on the Actions Icon - You can also right-click on the desired document folder Document Libraries 2. Select More Actions 3. Select Scan with Box+ImageTrust When ITH opens for the first time, this message will appear. Select: Don t ask me again for this action Continued

7 Scanning with Box+ImageTrust After following the previous steps, the Box+ImageTrust scan client will open 5. Select New Batch 6. Select Scan all and append Box+ImageTrust Scan Client 4. Select the appropriate Scan Profile (Create or Edit)

8 Scanning with Box+ImageTrust While scanning, Box+ImageTrust displays a Preview window, displaying the documents as they are being scanned. This is to help ensure quality and to take action on any issues noticed.

9 Scanning with Box + ImageTrust When finished scanning, you will be prompted to either place more documents in the scanner or select FINISHED 7. Put more documents in the scanner feeder and select Scan or Select Finished

10 Importing Documents with Box+ImageTrust If a Scan Profile is set to Folder. Selecting Scan will cause the following 1. The Import Files window will be displayed 2. Select Select files to import Browse to the Folder to be imported - Highlight the Files to be imported - Select OPEN or Drag and Drop files into the IMPORT FILES window 4. - The selected documents will be prepared to be imported. - When all are at 100%, select Import

11 Scanning and Importing Documents with Box+ImageTrust While scanning documents, adding files to a document or batch is a unique feature of Box+ImageTrust 1. With the Box+ImageTrust open: - Open your Windows Explorer - Browse to the folder with the desired files - Highlight the desired files 2. Drag and Drop the files to the desired location. This could be between pages in a document or documents in a batch 3. - The selected documents will be prepared to be imported. - When all are at 100%, select Import

12 Creating a Document Break New documents are created in several ways; detecting a barcode, a blank page, by page count or any document type that is defined to trigger a break. Document breaks can also be created manually by the methods shown here. 1 Scissor Icon Place your mouse pointer where the document break is required. A Scissor icon will appear. Click the mouse 2 Menu option Select the page that will be the first page in the new document. Right Click Select Split document Document Break

13 Inspect, Move, Rotate, Replace Pages Rotate Page Select page, hold left mouse button down Right click and select desired rotation direction Inspect Page From either the TREE VIEW or BATCH OVERVIEW Hover the mouse pointer over a document, A magnifying glass icon will appear. Hover over the icon and the document will fly out for closer inspection Replace Page Select page(s) to be replaced Select the Scan icon Select Scan and replace pages Page(s) that are scanned or imported will replace the selected highlighted page(s) Move Page Select page, hold left mouse button down Drag page to desired location