Import Files as a Batch

NextGen® Document Management Help,

Acquire Documents and Images from Files

Before you begin To ensure that you do not file any duplicate documents with similar items, configure duplicate alert messages in File Maintenance. You can acquire and file documents and images from a file in the network location or the local computer. Open NextGen® Document Management. On the toolbar, select Scan & File to open the Batch Information window. Enter a description for the batch of documents or images you are about to acquire. You can leave the default description as QuickScan if you prefer. To assign the acquired batch to a user, select the user name from the Secured to User list. You can secure the batch to up to 5000 users. When you secure a batch to a user, no other user with the same level of security privileges can access the batch. Any person with a higher security setting (such as an administrator) can still access a secured batch. To automatically save the image batch after image acquisition, select the Auto Save Batch After Acquisition checkbox. On the toolbar, s

NextGen® Document Management Help,

Import Directory Contents in a Batch

You can import an unlimited number of files as a batch from a directory. You can import the files with the following formats: .jpg .tif .png .bmp .pdf Open NextGen® Document Management. On the toolbar, select Batches. In Image Batches, select the open menu button, and then select New. In Batch Information, enter a description for the batch of documents or images. On the toolbar, select Scan & File to open the Batch Information window. Figure 1. Batch information screen Enter a description for the batch of documents or images you are about to acquire. You can leave the default description as QuickScan if you prefer. To assign the acquired batch to a user, select the user name from the Secured to User list. You can secure the batch to up to 5000 users. When you secure a batch to a user, no other user with the same level of security privileges can access the batch. Any person with a higher security setting (such as an administrator) can still access a secured batch. To automatically save

NextGen® Document Management Help,

Append Documents After Acquiring Documents and Images from a Scanner

Before you begin Set your scanner color settings to 200 dpi and to black and white. After you scan a document as part of the Scan & File process or as a batch, you can append the document. Appending a document involves adding more pages to the document you have just scanned. You can append documents both before and after you post them. In the scanner, place the document or image you want to scan. Open NextGen® Document Management. On the toolbar, select Scan & File to open the Batch Information window. Enter a description for the batch of documents or images you are about to acquire. You can leave the default description as QuickScan if you prefer. To assign the acquired batch to a user, select the user name from the Secured to User list. You can secure the batch to up to 5000 users. When you secure a batch to a user, no other user with the same level of security privileges can access the batch. Any person with a higher security setting (such as an administrator) can still access a sec

NextGen® Document Management Help,

Scan Documents and Images in Batch

Before you begin Set your scanner color settings to 200 dpi and to black and white. You can scan a document as part of a batch or the Scan & File process. Then, you can append, or add more pages to, the document you just scanned. You can append documents both before and after you post them. Place a document or image you want to scan into your scanner. Open NextGen® Document Management. On the toolbar, select Batches. In Image Batches, select the open menu button, and then select New. In Batch Information, enter a description for the batch of documents or images. On the toolbar, select Batches. In Image Batches, select the open menu button, and then select New. In Batch Information, enter a description for the batch of documents or images. In Acquire Profile, select Scanner, and then select Acquire. You can also select Scan Template in Acquire Profile, and then select the scanning template that you want to use from the Scan Template list. The TWAIN Driver interface opens. Set the scanni

NextGen® Document Management Help,

Acquire All Documents and Images from a Directory

You can acquire the entire contents of a directory which is on the network or a local system. Open NextGen Document Management. On the toolbar, select Scan & File to open the Batch Information window. Figure 1. Batch information screen Enter a description for the batch of documents or images you are about to acquire. You can leave the default description as QuickScan if you prefer. To assign the acquired batch to a user, select the user name from the Secured to User list. You can secure the batch to up to 5000 users. When you secure a batch to a user, no other user with the same level of security privileges can access the batch. Any person with a higher security setting (such as an administrator) can still access a secured batch. To automatically save the image batch after image acquisition, select the Auto Save Batch After Acquisition checkbox. In Acquire Profile, select Directory Import. Select Acquire. In Browse for Folder, select the directory that contains the files you want to im

NextGen® Document Management Help,

Post Batches

After you have acquired and filed batches, you can post them either as an individual batch or multiple batches. You can also post a batch that contains document pages that are not filed. For example, if a batch contains a single document with three pages, and only two of its pages are filed, you can still post the batch with only the filed pages. Posting a batch locks the documents in it so that only the persons assigned the Re-Filing Operation right can edit the way they are filed. Open NextGen® Document Management. On the toolbar, select Batches.The Image Batches window opens. Optional: To restrict the batches that display in the window to those that are assigned only to you, select the Show Batches Secured To Me checkbox. To view batch details for the batches that are listed in the window, activate the Show Batch Details option.You can see the number of pages in a batch and whether all or part of the batch is filed. Select the checkboxes of the batches that you want to post, right-c

Import Files as a Batch

Recommendations

Acquire Documents and Images from Files

Import Directory Contents in a Batch

Append Documents After Acquiring Documents and Images from a Scanner

Scan Documents and Images in Batch

Acquire All Documents and Images from a Directory

Post Batches

Import Files as a Batch

Acquire Documents and Images from Files

Import Directory Contents in a Batch

Append Documents After Acquiring Documents and Images from a Scanner

Scan Documents and Images in Batch

Acquire All Documents and Images from a Directory

Post Batches