How to Image Documents

Modified on Mon, 3 Nov at 12:57 PM

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From the Documents Page

Select documents you wish to image** 

**Some document types will not image, or will not image well 

Graphical user interface, text, application, email

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Select Tools à Imaging 

Graphical user interface, application

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Image Type à PDF à Next 

Graphical user interface, application, email

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Optional and automatic decline  

Under optional you have the option to select documents that are not automatically included, spreadsheets, PDFs etc.  Spreadsheets are a format that can be imaged, however they usually have high page counts, and do not render images that are easy to navigate.  These documents are better to be downloaded in their native format.   

To include optional documents select check box beside the optional inclusion you wish to include.  

Graphical user interface, text, application

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Finish 

Text

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**Administrators can view imaging jobs properties


From the Mange Documents Page, select Imaging Automatic


Imaging settings can be customized from the settings option under the  Imaging - Automated page

To access settings, select the settings option in the top righthand corner


It is our recommendation to have PDFs as the default type


Details for all automatic imaging jobs can be found on the main Imaging - Automated page































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