Scan a workpaper into Engagement Manager

You can scan workpapers directly into an Engagement Manager engagement with a TWAIN-compliant scanner.

In Engagement Manager, select the Workpapers
tab and then the folder where you want to add the workpaper.

Select Add
, then Workpaper
.

Load the workpaper into your scanner.

Select Scan
from the Source
dropdown, then Next
.

Select the applicable scanning options, then Scan
.

We recommend a scanning resolution of 400 DPI.

Your scanned pages will display in the preview window. Make sure that the page is scanned properly and select Next
.

You can use the preview window toolbar to rotate, delete, and shift pages.

If a page scanned incorrectly, you can delete it and rescan it without closing the Add Workpaper window.

Select Next
. Enter the Workpaper Properties
and select Done
.

This article applies to: