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ScanFlow

Modify scanned documents before uploading them to GoFileRoom

After scanning documents using ScanFlow, but prior to uploading them, you can make modifications such as adding or deleting a document or document pages, moving pages, separating non-recognized barcode pages, or rotating pages.
The following procedures assume you have already scanned documents for uploading into GoFileRoom.

Scan additional documents to a batch

Follow these steps to add documents to batch.
  1. Generate a new barcode cover sheet and place it with the additional page in the scanner feeder.
  2. Select the
    GoFileRoom Batch
     scan button.
  3. In the Add Pages to Document window, select the
    Create new document
     option and select
    OK
     to open your scanner application.
  4. Scan the new document.

Scan an additional page to a document

Follow these steps to add pages to a document in your batch.
  1. In the Acrobat Bookmarks pane, select the bookmark nearest to where you want the new page to appear.
  2. Place the new page in the scanner feeder.
  3. Select the
    GoFileRoom Batch Scan
     button.
  4. Select the option for the position of the newly inserted page in the document and select
    OK
     to open your scanner application.
  5. Scan the new document.

Import new documents to a new batch

If you are using a multi-function printer to scan documents to TIFF files prior to sending them to GoFileRoom, you can add pages to a document in a new batch by following these steps.
  1. Select the
    GoFileRoom Batch
     import button.
  2. Select the option for the position of the newly inserted page in the document and select OK to open your scanner application.
  3. Scan the new document.
  4. In the
    GoFileRoom Batch Import
     window, select the
    Add Documents
     button.
  5. Browse to and select desired TIFF files and select the
    Open
     button to add them to the list of files to be imported.
  6. In the list of files to be imported, you can move, delete, or re-order files.
  7. Select the
    Import
     button. Selected files are processed separated into separate documents when applicable.

Import documents to an existing batch

Follow these steps to add pages to a document to an existing batch.
  1. Select the
    GoFileRoom Batch
     import button.
  2. Select the
    Create new document
     option and import the new document.

Import additional pages to a document

Follow these steps to import additional pages to a document within a batch.
  1. In the Acrobat Bookmarks pane, select the bookmark for the page that will be adjacent to the new pages.
  2. Select the
    GoFileRoom Batch Scan
     button.
  3. Select the option for the desired position of the new pages and select
    OK
    .
  4. Import the new pages.

Delete a document from a batch

Follow these steps to delete a document from a batch.
  1. In the Acrobat Bookmarks pane, select the bookmark for the barcode cover sheet of the document you want to delete.
  2. Right-click and choose Delete from the context menu.

Delete a page from a document

Follow these steps to delete a page from a batch document.
  1. In the Acrobat Bookmarks pane, select the bookmark for the page of the document you want to delete.
  2. Right-click and choose
    Delete
     from the context menu.

Move pages in a document

Move pages in a document by dragging and dropping them in the Acrobat Bookmarks pane.

Separate a document

Occasionally, a barcode cover sheet is recognized during the scanning process and is included in the preceding document. You can use the Create New Document feature to separate this document.
  1. In the Acrobat Bookmarks pane, select the barcode cover sheet that was not recognized.
  2. Select the
    Create New Document
     button.
  3. Select
    Yes
     in the confirmation window that opens.
  4. Enter the document ID found on the selected barcode cover sheet and select
    OK
    .
  5. Select
    OK
     to close the confirmation window that opens.

Rotate a page

  1. In the Acrobat Bookmarks pane, select the page you want to rotate.
  2. Choose
    Document
    ,
    Pages
    ,
    Rotate
     and choose from the available options.
  3. Select
    OK
    .

Retrieve a Backup Batch

If a batch is scanned but not uploaded, ScanFlow places it in a backup directory where it is retained for seven days. This period can be modified by administrators for any local GoFileRoom user who scans documents with ScanFlow
You can retrieve temporary backups of scanned documents in C:\Users\<user profile>\AppData\Roaming\GoFileRoom\GFRScanflow\Backup. Double-click a file to view it in Acrobat.

Troubleshoot scanning errors

When an error occurs during the scanning process, ScanFlow displays a Scanning Error window that includes information and provides options for how to proceed.
Note that in this case the error states that the document has been filed. The document ID already has a document associated with it; therefore, it can not be used. An error that states that the document has already been scanned indicates a Scanned status for the document ID.
You can select the
Use Document Tracking
 link to access to the Document Tracking report to research the Document ID. You can use the report to identify or reset a document ID status from Scanned to Barcoded. Based on your research, you can delete the document from the batch, try again, or re-enter the document ID manually.
Choose an option in the
Scanning Error
 window and select
OK
.

This article applies to:

  • Product: GoFileRoom
  • Subject: ScanFlow

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