Uploading Documents
Every person or entity that the practice has contact with should have a record created for them in the database. The database is made up of contacts and clients.
Last update: CCH Scan
Uploading Documents
This document provides instructions on how to upload documents to a Client library, detailing the mandatory profiling information required, including filename, client/contact, and document type. Users are guided through a step-by-step process for entering the client contact, selecting document details, and allocating tasks if necessary. It highlights optional fields based on company policy, offers functionality for auto-population, and notes changes in options for different libraries. The final step confirms that uploaded documents will no longer appear on the scan screen once completed.
CCH Scan
Zooming In and Out
This document provides instructions on how to enlarge and reduce the preview size of a document image. Users can enlarge the preview by left-clicking the image multiple times, or reduce it by right-clicking. Additionally, there are options to use the "Zoom In" and "Zoom Out" features in the ribbon for resizing the image.
CCH Scan
Using the Review Document Options
This document outlines the various options available in the Pages and Tools groups of the Review Document ribbon. It details functions such as rotating images, splitting documents, and adjusting magnification (zooming in and out). It also includes instructions for deleting pages and selecting or deselecting all pages. Additionally, it contains tips for multi-selection using the Ctrl key and mentions a shortcut menu for quick access to some Review Document options accessible via right-clicking an image thumbnail.
CCH Scan
Uploading Documents
This document outlines the process for uploading documents to CCH Document Management. It emphasizes the necessity of providing basic profile or filing details for each document. Users are instructed to use the "Add icon" located in the Documents group on the Ribbon to initiate the upload process. Additionally, it references a guide on uploading documents specific to CCH Scan.
CCH Scan
Moving Pages
This document provides instructions on how to move document pages using a drag-and-drop method. Users can click and hold a page's thumbnail to drag it to a new position, indicated by a red marker. Any selected page can be repositioned within the same document or transferred to another document. Additionally, users are advised that multiple pages can be selected simultaneously by holding down the CTRL key while clicking.
CCH Scan
Combining Documents
The document outlines the process for combining documents using the Merge Pages option in the Pages group of the ribbon. It describes three methods: inserting specific pages from one document into another, joining all documents in the Scan Thumbnail Pane, and moving individual pages between documents through click-and-drag. Each method provides step-by-step instructions to effectively merge pages.
CCH Scan
Adding Documents
This document provides a detailed guide on how to add documents for scanning, including options for scanning single or multiple documents. It outlines steps for placing documents in the scanner, accessing scanner settings, and viewing scanned thumbnails. It also explains the use of separator sheets for organizing mixed document types during the scanning process, along with tips for printing these sheets. Additionally, instructions are given for importing existing files to the scanner, ensuring users can manage and streamline their scanning tasks effectively.