Import Documents

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This feature is used to import scanned documents into the AccuBuild Document Management System.  The process allows you to process any TIF Files that were scanned with another program or acquired from a source other than AccuBuild.  Once the TIF files have been imported, they are indexed and filed just like any other ADMS document.

 

Follow these steps to import a scanned document:  

 

Type the name of the batch of documents to be scanned in the Batch Desc: field.

 

Locate the documents to be imported using the Open button at the bottom of the screen.  Once the document(s) have been opened, they will be displayed in the thumbnail viewer on the upper-left side of the screen. .  

 

The documents may be indexed immediately by using the Index button or the documents can be saved for future processing by simply closing the screen or pressing the Cancel button.

 

Note: Batches of scanned and imported documents are stored in a company file and not a user file which means that the person scanning the documents DOES NOT have to be the person to index the documents.  The indexing process can be carried out by any user in the company.

 

Refer to the Scan Documents help screen for complete information on the top button bar functions.