Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
Multiple pages can be scanned either individually or by using an automatic feed device when you select the Scan multiple pages into a single file option.
- In Engagement CS, choose File > New > Document, and select the Scan Image option on the Insert Engagement Document - Type page of the Create Workpaper wizard.
- Click Next to open Scan Images dialog and select the Scan multiple pages into a single file option.
- Click Next to enter the document name, reference number, staff member assigned (current staff member is default), and roll forward treatment (Exclude is default) for the single scanned file in the New Engagement Document - Properties dialog.
- Click Next to open the scanner software and select the scanner settings appropriate for the image.
- Initiate the scanning process in the scanner software.
- When the last page has been scanned, close the scanner software dialog.
- When prompted to add another page to the file, click Yes to scan more documents, or click No to complete the scanning session.
Multiple pages can be scanned either individually or by using an automatic feed device when you select the Scan multiple pages into separate files option.
- In Engagement CS, choose File > New > Document, and select the Scan Image option on the Insert Engagement Document - Type page of the Create Workpaper wizard.
- Click Next to open Scan Images dialog and select the Scan multiple pages into separate files option.
- Click Next to open the scanner software and select the scanner settings appropriate for the image.
- Initiate the scanning process in the scanner software.
- Enter the document name, reference number, staff member assigned (current staff member is default), and roll forward treatment (Exclude is default) for the first separate file in the New Engagement Document - Properties dialog.
Note: You are required to assign a unique document name and reference number in the New Engagement Document - Properties dialog for each separate page that is scanned. This dialog opens each time you scan a separate page.
- When you have assigned the appropriate name and reference information for the document, click the Next button in the New Engagement Document - Properties dialog to feed the next document through the scanner, either automatically in case of auto-feed scanners, or manually for those without auto-feed capability.
- When the last document is scanned, close the scanner software dialog.
- When prompted, click Yes to continue to scan more documents or No to complete the scanning session.