Scanning
Entering, Importing and Exporting Trial Balances and Journals.
Last update: CCH Document Management
Scanning Documents
This document outlines two primary scanning methods for integrating physical documents into a Document Management system: 1) Photocopier (MFD) Network Scanning, which utilizes a photocopier for scanning, and 2) USB Twain Scanner Device Scanning, which employs a USB scanner device. Each method is linked to detailed guidelines for effective utilization.
CCH Scan
Scanner Settings
This document provides a detailed guide on modifying scanner settings. It outlines steps to access the Scanner Settings window and customize various options, including selecting the scanner, scan mode (Black & White recommended), DPI settings, page size, and scan modes (Flatbed or Batch Scan). Additional functionalities include displaying the scanner's driver UI during scanning, setting default options, and adjusting brightness and contrast. A note emphasizes that options may vary depending on the installed scanner type.
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Stopping a Scan
This document provides instructions on how to stop a scan job using the "Stop Scan" option located on the task bar. By clicking this option, the ongoing scan will be aborted after a short delay.
CCH Scan
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.
CCH Scan
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.
CCH Document Management
Scan Module - USB Twain Scanner Device Scanning
The document describes the functionality of a Scan Module that allows users to manage and initiate file scans from a USB scanner connected to their PC's local USB port. This feature can be accessed through the main ribbon interface.
CCH Scan
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.