Automate the Scan Process

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You can use a Scan Profile along with a Destination Profile to automate your scanning process. Scan Profile is a collections of frequently used settings which can be saved and reused to scan a document and Destination Profile is a collections of information about the document (like its Document Type, its Stack and its folder) which can be saved and reused. Instead of specifying the scan settings and location every time you want to scan and save a document, you can specify these settings once and save them as a Scan Profile and Destination Profile respectively. Then all you need to do is select appropriate profiles and hit the Scan button. Your documents will be scanned as per the settings specified in the Scan Profile and the Document Type, Stack and folder will be set as per the information specified in the Destination Profile.

For example:
Let's say that you scan all the Invoices from Acme Corp. as Black & White PDF and then you set their Document Type to Invoice and add them to the Acme folder. You can make your job much easier by creating a Scan Profile and Destination Profile. Now, all you just need to do is select the Scan Profile, then the Destination Profile and click the Start Scan button to begin the scan process.

 

To Automate the Scan Process

1.In Globodox, select the Home tab and click the Scan button. This will bring up the Scan Window.
2.Click the Settings tab to create a Scan Profile.
3.Click the New button besides the Select a scan profile box. Now, enter a name for the new profile in the Select a scan profile box.
4.Select a scanner from the Select a Scanner drop down.
5.Once you have specified the scan settings then click the Save button besides the Select a scan profile box to save the Scan Profile.
The Scan Profile will now be listed in the Select a scan profile drop-down.Now, that you have created a Scan profile, you can go ahead and create a Destination Profile.
6.In the Destination tab, click the New button besides the Select a Destination profile box.
7.Enter a name for the new profile in the Select a destination profile box.
8.Click this button besides the Choose a Folder box to select a folder to add the scanned document. The Folder Selection window will be launched.
a)Select a folder from the list. You can use the Search box to search a folder.
b)Click the OK button to select the folder. The selected folder will now be displayed in the Choose a Folder box.
9.You can add Tags (keywords) to the scanned documents in the Attach Tags option. You can type as many tags you want by using a  comma to separate them
10.Select a Document Type for the document, from the Set a Document Type drop down. For e.g. Set the Document Type to 'Invoice' if the document is a invoice.
11.If you want to relate the scanned document to a Stack then click this button besides the Attach to existing Stack box to find the Stack. The Look Up window will be launched.
a)Select the Stack Type from the Look for drop-down that has the Stack, you want to relate with the scanned document
b)Now, type a word that describes the Stack in the Look for box. Click the Find button to find the Stack. The Stacks that contains the word that you have entered in the Look for box will be displayed in the Available Data list.
c)Select the Stack in the Available Data list, to relate with the scanned document. Use this button to add the selected Stack from the Available Data list to the Selected Data list and use this button to remove the Stack from the Selected Data list and move them back to the Available Data list.
d)Click the OK button to select the Stack. The Stack will now be related with the document and will be displayed in the Attach to existing Stack box.
Also see Relate a Document to a Stack
12.Once you have specified the information in the Settings section then click the Save button besides the Select a Destination profile box to save the Destination Profile. The Destination Profile will now be listed in the Select a Destination profile drop-down.
13.Now, that you have created a Scan Profile and a Destination Profile all you just need to do is select the Scan Profile then the Destination Profile and click the Start Scan button to scan documents.

 
Note:

To delete a Scan Profile, click the Delete button besides the Select a scan profile box.
 

Related Topics

Scan multiple single paged document

Separate various documents while scanning

 

 


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