How to Scan a Document
Open the Facesheet on the client management form.
- Hover the cursor in the top right of the attachment box and click the upload arrow.
- Click the Scan Document button.
- In Document Scanner Box.
- Specify scanner mode.
- Specify the scanner being used.
- Specify feeder type.
- Specify duplex type.
- Specify if you would like the document to be converted to PDF.
- Specify if you would like to merge pages into a single PDF.
- Specify the description.
Note: The description will be the title of the document is OCSS.
