Scanning workpapers into AdvanceFlow

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You can scan workpapers directly into an engagement from within AdvanceFlow using a Windows Image Acquisition (WIA) supported scanner.

  1. In the Workpapers tab, click the folder to which you will add the workpaper.
  2. Click the Add Workpaper Add workpaper button button in the ribbon.
  3. Load the workpapers into your scanner.

    Note: AdvanceFlow does not support duplex scanning.

  4. Select Scan from the Source drop-down list, and click Next.
  5. In the Add Workpaper dialog, choose the applicable scanning options and click the Scan button.

    Note: We recommend a scanning resolution of 300 DPI.

  6. The preview window shows your scanned pages. Verify that each page was properly scanned and click Next.  

    Notes

    • You can use the preview window toolbar to rotate or delete pages.
    • If a page was incorrectly scanned, you can delete it and rescan without closing the Add Workpaper dialog.
  7. Click OK. The scanned workpaper appears in the Workpapers workspace. 

Related topic: Adding workpapers in AdvanceFlow

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