Before using NextGen® Document Management, you must complete the following actions that can be performed in any order:
- Connect a scanner or an image acquisition device to a computer with the TWAIN driver installed.
- Configure NextGen® Document Management security rights in System Administrator.
- Set up the archive location for all images and documents by doing one of the following:
- If you are licensed to use remote scanning, set up the Imaging Archive Location folder on your network.
- If you are not licensed to use remote scanning, set up the Network Share Location folder on your network.
Note: You must provide full access rights (read, modify, add, and delete) to users for these folders.
- Configure network impersonation.
- Create an organization structure for the documents and images.
You can set up document fields, document types, and view categories for the organization structure.
- If you are licensed to use remote scanning, then set up the following remote scanning functionality:
- Set up remote connections.
- Set up storage locations for the remote locations.
- Set up workgroups for the locations.
- Set up the remote scanning network service.
- Select the scanner.
After you configure NextGen® Document Management in File Maintenance or System Administrator, you must log off from NextGen® Document Management, and then log on again to make the changes available.
