QuickScan Pro Help Sheet

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• Click on Start - All Programs
• Click on EMC Captiva
• Select QuickScan

Scan/Create Electronic Batches

• Click on New Batch  or Ctrl B
• In the Profile area, select the profile appropriate to the document pages being scanned
• In the Batch area, select New
• Click on Scan
• In the Number of Sheets area, select one of the following:
• All in Stack-Scans and inserts all pages in the paper feeder
• Sheet Count-Specify the number of pages to scan and insert from the paper feeder
• Simplex-single side
• Duplex-double side
• In the Next Page area, select Front of Sheet 1
• Select Continue
• Compare the page count to the count on top
• Click on Continue to add pages
• Click Stop if you are scanning is complete 

Name a Batch

• Batch Name window appears. Each batch must be named to proceed. The naming schema is specified in Departmental Quality Assurance Standard.
• Place curser at beginning of the batch name
• Press the Tab key on your keyboard
• Type the batch name
• Close the Index Window by pressing the X

Insert Pages into Batches

• In the Thumbnails pane, select a page. The inserted page will insert after the selected page. To insert a page at the beginning of the batch, select the first page.
• On the toolbar select Scan
• Select Insert
• In the Profile area, select the Scan profile used to scan the batch
• In the Insert area, select the insertion point by selecting:
  • At beginning-insert page(s) at the beginning of the entire batch
  • After page-insert page(s) at the specific point
• In the Number of Sheets area, select one of the following:
  • All in Stack-scans and inserts all pages in the paper feeder
  • Sheet Count-Specify the number of pages to scan and insert from the paper feeder
• In the Sides area, select one of the following:
  • Simplex-singe side
  • Duplex-double side
• Click Insert
• Continue to insert pages of click Cancel to finish inserting pages

Replace a Page Within a Batch

• In the thumbnails pane, select the image to replace. The image will be outlined when selected.
• On the toolbar select Scan
• Select Rescan Page-this field will contain the image number selected
• In Profile field, select the Scan profile used to scan the batch
• Click the Rescan button to rescan and replace the page

Delete Documents Within a Batch

• In the Thumbnails pane, select the page(s) to be deleted
• On the toolbar, select Edit
• Select Clear Page (Delete)
• Click Yes to delete document(s), images, and/or annotations from batch

Delete an Entire Batch

• On the toolbar, select Edit
• Select Delete Document (Ctrl+Delete)
• Click Yes to delete entire batch (documents, images, and/or annotations in the entire batch) from QuickScan Pro
• Documents will have to be rescanned to index

Reordering Pages

Two options to correctly order pages:

Option 1: Highlight the page, drag, drop

• Select the page to be moved
• Drag and drop the page into the correct order in the batch
• Click Yes to move the page
• The page will appear in the corrected order

Option 2: Highlight the page and cut, paste

• Select the page to be moved
• On the toolbar select Edit
• Select Cut Page (Ctrl+X)
• Place cursor on page the moved page will appear after
• On toolbar select Edit
• Select Paste Page (Ctrl+V)
• The page will appear in order selected

Rotate Pages

• Select the page to rotate
• There are two rotation icons on the toolbar:
  • Rotate counter clockwise
  • Rotate clockwise
• On the toolbar, select Edit
• Select Replace Page w/New Orientation

Annotate Images

Annotations performed in QuickScan Pro should only be used to identify information not readable on the document. Any other annotation(s) should be performed in Document Manager.

• To view the annotation toolbar: select View, Toolbars, Annotation Toolbar.
• Select Annotation from toolbar (ie: Text Box)
• Highlight the area to annotate and type in message
• Change font by clicking within the text box, select Annotation Properties (click "T" dropdown)
• To undo/adjust annotation select Edit on toolbar, select Undo-Adjust Annotation (Ctrl+Z)
• All annotations must be merged in order to save to the document(s). Click Edit on toolbar, select Merge Annotations to Image

Export a Batch to Document Manager

• On the toolbar, select File
• Select Export (F6_
• In the Export Window, highlight the Profile to export
• Click Export
• When complete, the Scan Window will display
• Click OK
• When exported, the Scan Window will display
• Close the batch

Close a Batch

• On toolbar, select File
• Select Close
• Click Yes to close the batch
• A blank Scan window will display
• Either scan a new batch or Exit

Exit

• On the toolbar, select File
• Select Exit (Ctrl+Q)