Use this dialog to set preferences for scanning an image, including choosing the destination of scanned pages, adding descriptions for scanned pages, changing the orientation of scanned pages, and choosing a scanner. See Scanning documents for more information on scanning.
To open this dialog, choose Image > Scan.
Retrieving data from scanned documents with the FileCabinet CS Source Document module
From this field, select the type of scanner (TWAIN or WIA) that you will use to scan documents into FileCabinet CS. Then, click the Select button to select the default scanner.
Note: If you are using FileCabinet CS in a Virtual Office CS or SaaS environment, you must use a TWAIN-compliant scanner.
Click this button to open the Scan Options dialog, where you can set options to reduce the image size when saved to disk, to optimize the reduced image for color or black and white pages, and to invert color for scanned pages.
If you want to add scanned images to an image group contained in the current drawer, enter the image group name in this field, or choose an image group from the drop-down list. To create a new image group, enter a name for the new image group in this field.
Mark this checkbox to include the image group in the transfer source-document processing. This checkbox is only enabled if your firm is licensed for source-document processing features.
Select this option to append the images to the existing image group that was selected or entered in the Image Group field.
Notes
This option is available only when multiple drawers are selected in the Drawer ID field.
If there is not an image group in the selected drawers that match the text entered in the Image Group field, FileCabinet CS will create a new image group.
Select this option to create a new image group in the selected drawers, even if there is an image group with the same name in one of the selected drawers.
Notes
This option is only available when multiple drawers are selected in the Drawer ID field.
If there is an image group in the selected drawers that matches the text entered in the Image Group field, FileCabinet CS will create a new image group (named Copy 2). FileCabinet CS will not overwrite the existing image group.
Mark the checkbox for each folder that should contain a copy of the scanned image.
Note: Folders used in the current drawer appear at the top of the folder list, followed by a separator line, and then followed by the list of remaining folders (those not in use in the current drawer).
By choosing from the items in this field, you can apply the description you entered to the following:
Keywords for searching: FileCabinet CS uses this description when you perform searches.
Keywords and all pages text annotation: FileCabinet CS includes the description in searches and adds the description as a text annotation on all pages of a multiple-page scanned image.
Keywords and first page text annotation: FileCabinet CS includes the description in searches and adds the description as a text annotation on the first page only of a multiple-page scanned image.
Note: When you enter text in the Keywords for searching and annotation pane, FileCabinet CS selects Keywords for searching in the applied to field.
Click the button to sort images in ascending order. Click the button to sort images in the order of the default naming buttons. Click the button to sort images in the order of the document types on the Setup > System Configuration > source (OCR) tab.
Use these buttons to move the selected image up or down in the Image names list.
Notes
If the selected image is the first page of an image subgroup, the Scroll buttons move the entire subgroup up or down.
If the selected image is the last page of an image subgroup, the down scroll button moves the entire subgroup down and the up scroll button moves the last page up within the image subgroup.
The name of the image that you selected in the Image names list appears in this field. To change the name of the selected image, update the text in this field or enter a new name. You can also change image names using the default naming buttons beneath this field.
Click this button to undo any changes you made in the Image name or Page name field. This button is enabled only when you have entered a name other than the default name.
Use these buttons to change the name of the selected image to "W2," "1099," "K1," "Income Statement," "Balance Sheet," or "IRS."
Tip: You can add, edit, or delete default naming buttons by choosing Setup > System Configuration, and clicking the Image Names tab.
Note: If the number of default naming buttons exceeds the available space in this dialog, a More button appears. Click the more button to access additional buttons that do not appear in the dialog.
When this checkbox is marked, a large preview window opens for each page you click in the Image group contents pane. You can close the large preview window by clicking the Close button in the lower-left corner of the preview window. Unmark this checkbox to disable the large preview feature.
Displays the image that you selected in the image names list. You can use the Zoom Area feature to view magnified areas of the selected image.
When you position the cursor over the Image preview pane in the Image Groups or Copy dialogs, the cursor becomes a magnifying glass and a magnified image area appears. You can move the zoom area vertically and horizontally with the mouse to view magnified segments of the selected image. This is useful for viewing small text in a scanned document.
Notes
To increase or decrease the size of the zoom area, move the cursor to the left edge of the Image preview pane until the up and down arrow buttons appear and click the up or down arrow buttons.
To increase the magnification in the zoom area, click the button. Click the button to decrease the magnification.