Click on the links below to learn more about each of the tabs that contain the properties available for creating and/or editing Profiles.

Options

Element	Description
Application/ Binder	Displays the name of the DocuPhase Application currently associated with the Profile.   NOTE By default, ScanDox applieas the General Capture Application to any newly created Profile. However, this setting can easily be changed by choosing another Application from the associated drop-down list containing other available Applicaitons.
Enable Sticky Document	Enabling () this option makes the Push Pin icon ( ) available at the left bottom corner of a Profile Workspace: allowing users to place and hold a Document in ScanDox Thumbnail Workspace after it has been submited to ScanDox.Show me...
Enable Auto Scan	Enable this option when you want any document scanned in the designated scanner to automatically submit the scanned document(s) directly into ScanDox.
Main Buttons	Select which buttons/icons you want to have appear when anyone uses this Profile. These include the following: Scan = // Print = eMail = File Save = File Delete = (Remove)
Submit Buttons	add, edit, and delete customized buttons that appear in the Customized Toolbar.

Scanner*

You can use the settings below to allow ScanDox to control the physical scanner associated with the designated Profile.

 

Element	Description
Scanner Settings
Brightness	This setting determines the lightness or darkness of the document images as they are scanned into ScanDox. Auto - enable this setting if you want to let the scanner automatically determine and adjust if more or less lightening of an image is needed for better quality. Manual - let's you determine a static setting to be used for ALL documents scanned into ScanDox under this profile.To specify a precise brightness setting, select the Manual option and use the slider to change the numeric value: the greater the value (i.e., more brightness), the lighter the scanned images.
Contrast	Contrast is the setting controls the difference (or range of values) between the color and brightness (and darkness) of the elements that appear on the document/image. Auto - enable this setting if you want to let the scanner automatically determine and adjust the contrast of every scanned document. Manual - let's you determine a static setting to be used for ALL documents scanned into ScanDox under this profile. To specify a precise contrast setting, select the Manual option and use the slider to change the numeric value: the greater the value (i.e., higher contrast), the greater THE contrast:   TIPS High contrast refers to the difference between blacks and whites, with dark shadows and bright highlights. High contrast gives an image or document elements greater intensity; heightening the differences between black and white, as well as color ranges for documents containing color elements. Low contrast refers to more of a blending of light and dark areas: resulting flatter tone in the document/image (i.e., few highlights and shadows, with the image being comprised of mostlyshades of gray. If the document contains colors, a low contrast reduces their brightness.
Mode	Specifies the color settings to be used for scanned documents (e.g., B&W bitonal, grayscale, RGB).
DPI	Specifies the quality of scanned documents/images by dots-per-inch - the higher the DPI, the higher the quality of the document/image, but the larger the file size.
Page Size	Determines the size at which documents are scanned (e.g., letter,legal, A4, tabloid, etc.).
Available vs Assigned	Shows a list of scanners available for assignment to the selected profile. You can a assign () or unassign () scanners for a profile whenever necessary. Show me...     TIP You can use to add a new scanner to the Available list. Tell me more...
Page Settings
Single, Dual, or Multipage	Tells the system how to organize document pages as they are scanned: Single Page - tells the system that each page scanned is a separate document, and should be organized as such for viewing or printing. Dual Page - lets the system scan a two sided document, and convert it into two separate pages.   NOTE Scanner drivers must include capabilities for this functionality. Multi Page - tells the system to group all single scanned pages into one document (or "batch"). This is a quicker way of scanning documents, as you can simply put all pages into the scanner at one time, rather than having to scan each document separately.   NOTE This setting can be used in conjunction with the Document Separator setting (as described below).
Document Separator	When the Multi Page option is selected (as described above), you can then use the Document Separator to specify if, and how, each scanned document is separated. In other words, because the Multi Page setting scans all pages into one document (or one "batch"), you may want to then have the system then determine where the documents should be separated. Blank Page - tells the system to start a new document when it detects a blank page. Patch Code - tells the system to start a new document when it detects a patch code. Discard Separator - if blank pages or patch codes have been added to a batch, this setting tells the system to ignore/delete them.
Duplex	Tells the system scan both sides of a 2-sided page.   NOTE Scanner drivers must include capabilities for this functionality.
Discard Blank Pages	Use this to make sure the scanner ignors/skips any blank pages in a document or batch.
Blank Page Sensitivity	This setting tells the system how to determine whether a page is blank or not by comparing the percentage of white space to ink levels. The higher the sensitivity setting, the easier it is for the system to detect blank pages (i.e., highest sensitivity is Pristine, as it interprets the least little speck or smudge as ink; the lowest sensitivity is Dirty which determines a page to be blank even if it has slight smears or spots.   NOTE If the Pristine option is selected, it may prevent some blank pages from being detected as the system may interpret any dirt or smudges on the scanned document to be some sort of content, rather than blank.
Output Format	Determines the way scanned in documents are saved: TIFF, PDF, or JPEG, as well as the mode in which it's saved (i.e., bitonal, grayscale, etc.).   TIP You may want to consider using the TIFF or PDF format for the following reasons: Unlike the standard JEPG file format, TIFF and PDF files in ScanDox are saved as a lossless file format: allowing them to be edited and resaved without any loss of data. TIFF and PDF images may contain multiple pages whereas JEPG cannot. You may want to use the JEPG format when scanning color images to reduce the file size for storage or sharing.
JPEG Quality	A JPEG image at the highest quality of 95 has (almost) no loss, but this same file set to a quality level of 5 is of very low quality. In general, quality levels of 90 or higher are considered "high quality", 80 or 90 is "medium quality", or 70-80 is "low quality."
Orientation	Specify the rotation angle at which the documents are scanned into ScanDox.
Enable High Speed Mode	When enabled, this function tells the system to move the documents through the scanner at higher speed than normal, without interruption.
Advanced	The availability and content of button is dependent upon the associated scanning device.   NOTE If this button is available, please refer to the user manual for the scanning device being used for information about settings available.

*Not supported in ScanDox Lite.

Users

This tab allows you to select which users have access to the designated Profile. Select Users from the Available list, then click to assign them (i.e., give them access) to this Profile. To unassign (i.e., remove access), select users in the Assigned list, then click to move them back to the Available list.

Index Control

You can select the Indexes that you want to have appear in the Indexing area of the main ScanDox window once the corresponding Profile is selected for a document.

Element	Description
Columns
Assigned	Select ( ) any indexes you want to make available in the Indexing area of the main ScanDox window.
Name	Shows the name of the Index as it appears iin the Indexing area of the main ScanDox window.
Sticky	Enable ( ) any Index that has a value that should not change between documents (e.g., Current Date). Tell me more...
Required	Select any Indexes that must be completed upon submission of a document to ScanDox. Tell me more...
Batch	Tell the system to keep all of the documents currently being submitted in the same batch.
Auto-Complete*	Use this option ( ) for this profile if you want to have a designated Lookup Profile enabled. Tell me more...
Validation*	Select an option from this drop down list to tell the system if (and how) you want it to validate that information being submitted to DocuPhase matches the data being provided from an external data source: Ignore – no matching is performed to ensure data accuracy against the data source. Enforce – data is compared and is only submitted when validation is successful. Warn – a warning is displayed if there is a data mismatch, but it does not prevent submission. Show me...
	Use the arrows to scroll up and down if the list of Indexes is longer than the window can display.
Additional Options
Assign Lookup Profile*	Select a Lookup Profile for the designated ScanDox Profile, as/if needed.
Default Dates to Today's Date	You can use this option to force the system to use the current date on every document submitted.

*A Lookup Profile must be set up in order for these options to be available for use in a User Profile.

Hot Folders*

This tab allows you to configure both Hot Folders (i.e., the Folders sub-tab), and additional settings that determine how documents are processed through the folders (i.e., Applications sub-tab). Tell me more...

The general rules for Documents submitted through ScanDox include the following:

• The first document that isn’t locked in the Hot Folder is pulled into the user’s scandox viewer for indexing
• Once it is in the user’s viewer, that item is LOCKED (see the previous point) and cannot be pulled by another user
• Upon submit, ScanDox grabs the next unlocked item from the Hot Folder
  
  

Element	Description
Folder Configuration - This tab allows you to configure Hot Folders to be used by the corresponding Profile.
List of Hot Folders	This area contains the list of any Hot Folders that are currently associated with the selected Profile. In addition, you can add new or remove folders from the list.
/	Add new or remove selected folders.
Directory	View or change the local folder associated with the selected Hot Folder. M
Filter	You can enter characters that allow you to display only certain types or names of documents (e.g., if you enter *.pdf only PDF docs in a specific Hot Folder).
Enable	Automatically synchronize folders and their contents between the local folder and the ScanDoxHot Folder.
Single Document Processing	Set this to have ScanDox process documents one at a time.
DocuPhase Applications - This tab is used to setup Fetch functionality that retrieves documents from a DocuPhase Application.
Retrieve by Status	You can use this option to retrieve documents for processing by their Status. Only documents with that assigned status are processed. NOTE In order to prevent a Status Retrieval loop, you cannot select the same Status value used as the Retrieve By Status. BEST PRACTICE As often happens, compound documents are uploaded into ScanDox. This generally means that someone then has to go back and split those documents: dividing them into the separate documents they were meant to be. If you are frequently dealing with compound documents, an easy way to keep track of compound documents that need to be split is to create a “Fetch-to-Split” profile, with the Retrive By Status set to “Fetch”. This allows you to quickly mark each compound document as needing to be split by updating its Status index to the “F-Fetch”. You can then go back to ScanDox, retrieve those documents by their status of Fetch, then split those items as a separate processing step.
Original Document	When this setting is enabled (), the system saves (archives) original Documents (i.e., in the state they were in before any splitting, etc.) that have been processed through ScanDox. In addition, you can assign the status that you want applied to any original document(s): making it easier to locate with Search. NOTES In order to prevent a Status Retrieval loop, you cannot select the same Status value used as the Retrieve By Status. Remember, what you see in the DocuPhase system is based on your security access/login credentials. If you think you should have access to something you don’t, or have issues with something you DO see, please contact your DocuPhase System Administrator or Technical Point of Contact (TPOC) for assistance.
Document Skipping	Allow you to “Skip” a document that has scanned at a low quality so that it needs re-scanning, or one that cannot be indexed for some reason. Skipping such documents allows the user to move efficiently through a batch of documents. In addition, you can assign the status that you want applied to any skipped document(s): making it easier to locate with Search. NOTE In order to prevent a Status Retrieval loop, you cannot select the same Status value used as the Retrieve By Status.
Non-Image Document	You can designated Non-Image Documents (e.g., Word, Excel, HTML, etc.) to be skipped if they cannot be split by ScanDox. In addition, you can assign the status that you want applied to any skipped document(s): making it easier to locate with Search. Finally, you can tell ScanDox that you any users associated with the selected profile to be notified (by email) if a Document was skipped, and what status has been assigned, if any. NOTE In order to prevent a Status Retrieval loop, you cannot select the same Status value used as the Retrieve By Status.
Prompt User Prior to Submission to DocuPhase	Notifies the user that they are about to Submit the “Split Documents” to DocuPhase and clear the ScanDox workspace. This prompt allows them to confirm or cancel the Submission of “Split Documents”. The User may want to stop a document from being submitted for a a number of reasons (e.g., indexing is incomplete, requires a second look for accuracy, a signatures is missing, etc.).   While there are compound documents with the same matching Status value set in the “Retrieval & Split” Profile with this options set, the ScanDox user is presented with the next compound document to split each time the Submit button is pressed.
Automatically Fetch Next Document After Submitted	When enabled, this option adds an Auto Fetch Button () to the toolbar, and allows documents to feed continuously without having to Fetch each one individually.
Enabled	When this option is selected, it means that the associated profile is activated and available for use by any User with permissions to do so.

Image Endorsing

Use this feature to "stamp" images onto a document. The options for the information you can add to image are selected via the Endorsements Available area of this tab. Because they are submitted at the same time as the document, DocuPhase treats them as a permanent part of the original document.

 

Element	Description
Page	Choose whether you want the "endorsement" to appear only on the First Page of a document or on All Pages of a document.
Location	Select the placement for the endorsement as it will appear: Top, Bottom, Left, or Right - display endorsements within the boundaries of the original document. Image Plus - create additional space outside of the original document in which to display the endorsement.   NOTE Keep in mind that no matter where they are placed within a document, image endorsements slightly enlarge the file size within the DocuPhase Repository.
Options	When you are assigning multiple Endorsements to a document, you can use a Separation Character (- , : | +) to indicate where one Endorsement leaves off, and the next begins (e.g., text: batch ID: MMDDYY, etc.).
Endorsements: Available vs Assigned	Use the buttons as defined below to move Endorsements between or within the Available (those that can be, but are not yet assigned to documents) and Assigned (those that will be added to documents ) columns: moves the selected Endorsement from the Available to the Assigned column. moves the selected Assigned Endorsement up in the list. The order in the list indicates the order in which multiple Endorsements are placed on the documents. moves the selected Assigned Endorsement down in the list. The order in the list indicates the order in which multiple Endorsements are placed on the documents. moves the selected Endorsement from the Assigned to the Available column.
Sample Print	As you assign Endorsements, they appear in this field so you get a preview of how Assigned Endorsements will appear in the document. You can also see how the selected Character Separator appears between multiple Endorsements.Show me...
Imprint Index	If you have created an Endorsement Index in the Application with which the selected profile is associated, you can select that in this field. Doing so allows you to then use that value to perform a Search within DocuPhase for Documents using that string.   IMPORTANT! Make sure that an Index has been created in the appropriate Application. Tell me more...

Image Processing

The settings on this tab, allow you to refine the appearance of scanned images.

Element	Description
Available vs Assigned Image Processing Options	Anything in the Assigned Image Processing Options list is applied and used for each document submitted through ScanDox. You can use the Add, Remove, Up, and Down buttons to make changes to the Assigned options list only.   TIP To add an option to the Assigned option list, select the option in the Available list, then click to move it to the Assigned list. To remove an Assigned option, select it from that list, then click to remove it from the list. Up and Down can be used to change the order that the options will be applied to each document.   EXAMPLE if the options are listed in the following order: Remove Border Deskew Dilate Despeckle It means that first any border is removed, then the document is deskewed, then dilated, then despeckled; each option is applied to the document before the next option is applied.
Processing Options	Remove Border - removes any border (i.e., the edge/edges document pages) that may appear on scanned document (see NOTE below). Basically, ScanDoxcrops out the edges that may show on the document pages.Show me...   Deskew - removes slanting, twisting or other distortion from a scanned image. (see NOTE below).Show me...   Despeckle - Removes surface imperfections caused by dust or scratches on a scanned image. Show me...   Dilate- is a complex ScanDox operation that essentially expands bitmap image pixels in a bitmap image; helping to make fonts more legible.Show me...   Hole Punch Removal - when scanning documents that have 3 holes in the left side (e.g., for use in a 3-ring binder), the holes often show as a black and white contrast. The Hole Punch Removal option fills in those contrast differences so that the "holes" essentially disappear. Show me...

 

Transfer Control

This tab allows you to schedule the time and frequency when documents submitted through ScanDox are actually transferred into the DocuPhase repository.

Element	Description
Continued	Enable this option if you want file transfers to occur whenever a live connection to DocuPhase is established.   NOTE When Continuous mode is enabled, the ‘Allow Transfer’ option is unavailable.
Scheduled	When this option is selected you can do either or both of the following: Designate specific days and times for transfers from ScanDox to DocuPhase to take place. Tell me more... Use the Allow Transfer options, as described below.
Allow Transfers	Once you select the Scheduled option, you can then set transfers to occur at night and/or on the weekends (i.e., outside common business hours. These settings can be made in addition to (or instead of) specific days and times (as described above).
Schedule
Clear All	Use this button to "erase" any/all settings that may have been made in the schedule area.   WARNING!!!! Use this button carefully; once you clear the schedule, it cannot be undone. You will have to recreate the schedule.
Schedule	When you click on a day and time, use this button to set that time within the schedule. Tell me more...
Time & Date Area	Click to select a time and day for transfers to occur. Tell me more...

Drag and Drop

These settings apply to the Document contents when dragging and dropping documents from ScanDox to the desktop (or network). For any Document that's had Annotations added from within ScanDox, besides the Document's content, you can choose to include/maintain All Annotations, All Annotations without (except) Redactions, none of the Annotations, or Redactions only.

You can designate the format (i.e., TIFF, PDF, or JPG) in which you want the copy of the document (or pages) saved; as well as whether you want the copied saved in black and white (rather than color).

Finally, you can drag and drop an entire or part of a document document, a single page, or a series of non-sequential pages. Tell me more...

 

*Not supported in ScanDox Lite.

---

A compound document is one long document that is made up of two or more smaller documents. This is a common element when scanning documents. While this can appear to be an issue, you can use a variety of the features available in Hot Folders to simplify the process.

 

---

A default ‘Submit’ button already exists in ScanDox to allow you to complete the ScanDox capture processing of a document and indexing into the DocuPhase repository. However, you can change the indexing and status settings of the default Submit button for specific Profile configurations.

 

In addition, you can create Submit buttons that offer the ability to submit documents by either single or multiple steps by using different combinations of Submit button attributes as described below:

Attribute	Use it to...
Label	give the button a clear and concise label, making it easiy to identify the behavior of the button.
Submit Type	This setting determines how documents are submitted to the Repository. IMPORTANT! Fields that appear after this setting depend on, and correspond to, the setting selected here.
To DocuPhase vs To Folder	route documents based on the selection of the Object Status designated in subsequent fields (as described below). vs place the item(s) in the Tray into a designated folder used for processing and submission into DocuPhase.

Creating a Submit to DocuPhase Button

If you have selected this Submit Type (as described above), the following options and settings appear as described below:

Attribute	Use it when you want the button to...
Options	These options determine the basic function of the button. You can use both or only one.
Submit All Documents when Clicked	trigger a standard Batch submission of all documents in the Tray.
Default Submit Button	function as the default Submit button
Status	These options determine how the status of a Batch of documents is applied.
Assign(ed) Status	Select the System Status under which you want documents/files submitted to DocuPhase.
Override Current Document Status	may only need to be checked when an item already has an Object-Status Code setting such as when ScanDox is being used to re-work previously submitted items.
Default Indexes	These options determine whether or not default values are applied to documents as they are submitted.
(DocuPhase Indexes)	establish a default value for any indexes for the current item in this ScanDox Profileenter any default values into the index fields for this profile to streamline indexing when some index values are the most common entry to save selection or keyboard input. Note: As each item in the batch is being indexed, any overrides to default index values entered only apply to that specific item within the batch.
Index Validation	This setting determines system behavior regarding Auto-Complete Validation, if any.
Enforce Auto-Complete Validation	force you to use a value that already exists within the external database. WARNING!!! When this option is selected, you cannot enter a value that can't be validated against the database.
Display Warning for Auto-Complete Validation	let you know if it's too early to perform validation (i.e., because not enough informaton has been entered to identify corresponding auto-complete information).
Ignore Auto-Complete Validation	disable any auto-complete validation for documents submitted with this button.

Creating a Submit to Folder Button

If you have selected this Submit Type (as described above), the following options and settings appear as described below:

Attribute	Use it when you want the button to...
Options	These options determine the basic function of the button. You can use both or only one.
Submit All Documents when Clicked	trigger a standard Batch submission of all documents in the Tray.
Default Submit Button	function as the default Submit button
Destinaton Folder	Name the folder in which submitted documents are held.
(Folder and Directory)	place documents for submission to DocuPhase.
Auto Generate Name	allow ScanDox to automatically create a system-generated name for each document/file that is placed into the Destination Folder.
Name from Index Values	allow ScanDox to create a name for the document based on selected index values from the Available Items list (e.g., Date, invoice Number, and Department: [Date][InvoiceNumber][Department].tif). TIP Once you select this value and add available items to the File Name Parts list, a sample File Name appears at the bottom of the New Submit button window. Show me...

---

The Fetch feature is set up under the DocuPhase Applications tab within ScanDox Profile configuration,and is used to retrieve documents from a DocuPhase application, based on Status.

 

When using the Thumbnail view, you can divide and combine TIFF or PDF documents with two to three easy clicks. When splitting a document, you select the first page of the new document, and that's where the document is split; for joining, you select the last and first page of the places in each document you want to joig. Tell me more...

 

In the Tools menu of the main ScanDox window:

1)   Select ScanDox Profiles to display the ScanDox Configuration window.

In the ScanDox Configuration window:

2)  Click to display the New Profile dialog.

In the New Profile dialog:

3)  Enter a name for the Profile, then click to close the window and return to the ScanDox Configuration window.

• The newly created name appears in the Profile field.

In the ScanDox Configuration window:

4)  Make settings under each tab, as needed. Tell me more...

When all settings are complete:

5)  Click to save the new Profile.

Show me...

---

In the Tools menu of the main ScanDox window:

1)   Select ScanDox Profiles to display the ScanDox Configuration window.

In the Profile field of the ScanDox Configuration window:

2)  Select the Profile you want to rename.

2)  Click to display the Rename Profile dialog.

In the Rename Profile dialog:

3)  Enter a name for the Profile, then click to close the window and return to the ScanDox Configuration window.

• The Profile appears in the Profile field under its new name.

In the ScanDox Configuration window:

4)  Make changes to the settings under each tab, as needed. Tell me more...

When all settings are complete:

5)  Click to save the new Profile.

Show me...

---

In the Tools menu of the main ScanDox window:

1)   Select ScanDox Profiles to display the ScanDox Configuration window.

In the Profile field of the ScanDox Configuration window:

2)  Select the Profile you want to delete.

3)  Click to display a confirmation prompt.

In the Confirmation prompt:

4)  Click to delete the selected Profile.

• The Profile no longer appears in the Profile drop down.

Show me...

---

As described above, you can designate Documents to be transferred from ScanDox to DocuPhase at a specific time, on a specific date, on weekends, and/or at night.

Under the Transfer Ctrl tab in ScanDox Configuration:

1)  Select ()the Scheduled option to make the Schedule area and options available for editing.

In the Schedule area:

2)  Click on a day/time, then click to confirm the selected time.

• The selected area turns green once it's confirmed.

Repeat for all times/days you want transfers to occur.

AND/OR

Under Allow Transfers:

3)  Enable Nightly (7pm-7am) to have transfers occur overnight.

• As soon as you choose this option, you'll see the hours in the Schedule area turn green to show that they are now scheduled.

AND/OR

Under Allow Transfers:

4)  Enable All Weekend to have transfers occur over the weekend.

• As soon as you choose this option, you'll see \Saturday and Sunday sections of the Schedule area turn green to show that they are now scheduled.

When all settings are complete:

5)  Click to save the settings and close the ScanDox Configuration dialog.

Show me...

---

In the Tray:

1)  Find the document you want to drag onto your desktop (or network).

2)  Click and drag the document to the location in which you want to store it.

 

TIP

You can drag and drop individual pages or an entire document using the methods described below:

• Complete document: click on the first page of the document, then hold Shift, then click on the last page of the document, and drag it onto the desktop/network. This procedure also works if you simply want to select only a section of sequential pages (e.g., pages 1-10 of a 50 page document.
• Single page: click and the page onto the desktop/network.
• Multiple non-squential pages: click on the one of the pages that you want to copy, then hold Ctrl, as you click on any other pages. As you click on the last page you want to copy, continue to press Ctrl and drag the selected pages onto the desktop/network. You can select sequential or non-sequential pages using this method.

Once you have dragged to a spot on your desktop:

3)  Double-click to place a copy of the document in that spot.

• Any previously set properties (e.g., file format, black & white, etc.) for the ScanDox profile being used are applied to the document as it is copied over to the new location.

 

 

Show me...

---

In the Tools menu of the main ScanDox window:

1)   Select ScanDox Profiles to display the ScanDox Configuration window.

In the ScanDox Configuration window:

2)  Click to display the Folders sub-tab.

In the Folders subtab:

3)  Click to display the New Hot Folder dialog.

4)  Enter a name for the new Hot Folder, then click to close the window display the Browse for Folder window.

In the Browse for Folder window:

5)  Find and select the local or network folder where you want documents for capture to be placed.

Once you have chosen the folder:

6)  Click to save the location for the new Hot Folder, and return to the Folder sub-tab window.

• The name of the newly created folder appears in the List of Hot Folders.

 

WARNING!!!

If the selected local/network folder is renamed or deleted, a prompt appears when you select the associated Hot Folder. The Hot Folder cannot be used until a matching folder is created and reassociated with it. You can click in the prompt to re-recreate an associated folder. Show me...

In the ScanDox Configuration window:

7)  Make settings under each tab, as needed. Tell me more...

When all settings are complete:

8)  Click to save the new Hot Folder.

Show me...

---

 

In the Tools menu of the main ScanDox window:

1)   Select ScanDox Profiles to display the ScanDox Configuration window.

In the ScanDox Configuration window:

2)  Click to display the Folders sub-tab.

In the List of Hot Folders under the Folders subtab:

3)  Select the Hot Folder you want to delete.

2)  Click to display a confirmation prompt.

In the Confirmation prompt:

3)  Click to delete the selected Hot Folder.

• The Hot Folder no longer appears in the Profile drop down.

Show me...

---

You can create submit buttons that perform in very specific ways to send documents to DocuPhase.

 

In the Tools menu of the main ScanDox window:

1)   Select ScanDox Profiles to display the ScanDox Configuration window.

In the ScanDox Configuration window:

2)  Make sure is selected.

In the Submit Buttons section under the Options tab:

3)  Click to display the New Submit Button window.

In the New Submit Button window:

4)  Enter a name/label and set the Options for the button you want to create.

5)  Select the Submit Type you want to assign to the new button (i.e., To DocuPhase or To Folder)

NOTE

The fields below the Submit Type correspond to the Submit Type selection. The default is the To DocuPhase setting; however, if you chose the To Folder setting, you'll notice that the fields below it change. Tell me more...

6)  Make settings as they apply to the selected Submit Type. Tell me more...

When all settings are complete:

7)  Click to save the button.

Show me...

---

You can edit submit buttons in order to change the way they function when sending documents to DocuPhase. You can also remove buttons that are no longer needed.

 

In the Tools menu of the main ScanDox window:

1)   Select ScanDox Profiles to display the ScanDox Configuration window.

In the ScanDox Configuration window:

2)  Make sure is selected.

In the Submit Buttons section under the Options tab:

3)  Select the button you want to edit or remove.

 

To Edit the Button

4)  Click to display the Edit a Submit Button window.

In the Edit a Submit Button window:

5)  Make changes to any of the settings, as needed. Tell me more...

NOTE

The fields below the Submit Type correspond to the Submit Type selection. Tell me more...

When all changes are complete:

6)  Click to save the button.

Show me...

OR

 

To Remove a Button

4)  Click to display a confirmation prompt.

In the Confirmation Prompt:

5)  Click toclose the prompt and delete the selected button.

Show me...