How to add documents for scanning

 How to add documents for scanning

  1. Choose the type of scan you want to perform from the Scan tab, in the ribbon within the Mode group, select whether you are scanning Multiple Documents (imports each scanned sheet or selected file as an individual document) or a Single Document (treats all sheets or selected file as part of one document).

  2. Using a scanner, place any papers in the scanner feed tray and click New in the Scan group.If you are importing files that have already been scanned click New in the Scan group. From the Open window locate and select any files that you want to import.

    Note: the first time you click New Scan the Scanner Settings window appears for you to specify the default settings for the scanner. See Scanner Settings for further details on setting up the scanner. 

  3. Thumbnails of the scanned or  imported documents will appear in the left pane.

Tip!  you can also click Scanner Settings on the Task Bar to access the Scanner Settings window.

Scanning Documents using Scan Separators

Separator Sheets

If you have a combination of single sheet and multiple sheet documents to scan you can use separator sheets to indicate the start of a new multiple page document.

Print Separator Sheets

  1. Click Print Separator(s) on the Scan section of the Task Bar.
  2. Select the number of copies that you want to print and click OK.

Tip! use pastel coloured paper to print the separator sheets on. This will make it easier to locate and remove them for reuse after completion of a scanning job.

Use Separator Sheets

  1. Sort the documents to be scanned separating single sheet documents and multi sheet documents.
  2. Insert a separator sheet behind the single sheet documents, followed by the first multi sheet document.
  3. Insert another separator sheet at the back followed by the next multi sheet document.  Repeat this as necessary.
  4. Put the papers in the scanner feed tray.
  5. Under  Scan on the Task Bar select Multiple Documents then click 'New Scan'.
  6. Thumbnails of the scanned documents will appear in the thumbnail pane next to the Task Bar.

Importing Documents

First use Scanner Settings to select the From File option. (The settings made here will be retained until you change them.)

  1. Choose the type of import you want to perform. Under  Scan on the Task Bar select whether you are bringing in Multiple Documents (adds each selected file as an individual document) or a Single Document (treats all selected file as part of one document).
  2. Click New Scan under Scan on the Task Bar. This will open a window to locate and select any files that you want to import.
  3. When you have selected the files you want to import click OK.
  4. Thumbnails of the scanned documents will appear in the thumbnail pane next to the Task Bar.

Related documents

CCH Scan 2025.3 Service Pack: Release Notes
The CCH Scan 2025.3 Service Pack Release Notes outline the installation process using the Central Suite Installer, ensuring all prerequisites are met and products are installed correctly. It highlights a quality improvement regarding the Scan Profiler homepage, specifically noting an issue where users cannot preview the last document. The document also includes legal disclaimers regarding accuracy and proprietary information, emphasizing that it is confidential and not to be distributed without consent.
CCH Scan 2026.3: Release Notes
CCH Scan 2026.3: Release Notes
1. Scan Profiler Considerations
The document outlines the functionality of the Scan Profiler, a tool integrated with CCH Document Management, enabling users to route scanned documents from a Multifunction Device (MFD) to their CCH inbox. It describes the process of scanning documents to a designated network folder that is monitored by a service routing the PDFs to the CCH pending library. Requirements include proper MFD configuration, staff homepage access, and installation of the Scan Profiler Service. Additionally, it highlights the importance of aligning with company document policies regarding profiling and retention.
Set up and Profile documents from the Scan Profiler homepage
This document provides a detailed guide on setting up and profiling documents using the Scan Profiler Homepage. It includes steps for creating the homepage layout by selecting views, customizing the Toolbox, and adding document-related tasks. Essential components for profiling documents are outlined, such as entering mandatory fields like description and document type. Furthermore, it describes how to profile documents both from the Scan Profiler and the Document Inbox, along with necessary actions to complete the profiling process. The document emphasizes the requirement for certain fields and actions to facilitate efficient document management.
Installing and Configuring the Scan Profiler Service
This document outlines the configuration and installation process for the CCH Scan Profiler Service. Key considerations include configuring backup options, addressing potential issues with domain names and file length, and setting default folder locations. Installation steps involve using the Central Suite Installer and adjusting service properties to log on as a local system account. Configuration adjustments include specifying SQL server details, import folder location, default employee settings, and polling intervals. It emphasizes the importance of saving changes and restarting the service post-configuration.