Scanning Documents in KnowledgeTree Explorer

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KnowledgeTree Tools > Working with KnowledgeTree Tools > Using KnowledgeTree Desktop Imaging > Scanning Documents in KnowledgeTree Explorer

This procedure scans one or more pages from your imaging device (scanner) directly into KnowledgeTree, from KnowledgeTree Explorer.

 

 

Pre-requisites

•KnowledgeTree Commercial Edition on-premise installed, or a subscription to the KnowledgeTreeLive service
•KnowledgeTree Tools installed
•Valid connection to KnowledgeTree Explorer
•Your user profile added and enabled in the system
•External Twain-compliant imaging device (scanner), connected to your computer

 

 

Perform the following steps:

1.Log in to KnowledgeTree Explorer.

 

2.Are you using ...

 

•a flatbed scanner? Place the first page face down on the flatbed. Go to step 3.

Note: You can only scan one page at a time when using a flatbed.

 

•a scanner with an Automatic Document Feeder (ADF)? Place all pages, in the correct order, into the tray attached to the scanner. Go to step 3.

Note: If your scanner has flatbed and ADF functionality and you're scanning from the

ADF, please note that some scanners with this dual input functionality are unable to

scan successfully from the ADF while there are pages still lying on the flatbed. This is a

hardware issue related to your imaging device that can be corrected by removing the

pages from the flatbed when scanning from the ADF. The problem occurs when pages

on the flatbed obscure the scanner light, and prevent light from reaching the ADF

feeder aperture.

 

3.Click the Tools menu; then, select Scan Documents into this location to open KnowledgeTree Desktop Imaging.

 

4.Click Launch Scan Wizard to open your scanner's user interface.

Note: The KnowledgeTree Desktop Imaging tool's scan function applies the options you

define in your scanner's native GUI.  

Scan document

 

5.Define scan options on the page; then, perform the scan.

Note: The scanner interface that displays is specific to your external device. Refer to your scanner documentation for more information about defining scan options on this interface.

 

6.When the page/s have scanned, KnowledgeTree Desktop Imaging's Scanner Wizard opens Review Pages, where you can view all the pages you scanned for this document.

 

7.Do you need to scan more pages before uploading the document?

 

•Yes. View the pages already scanned to decide on the location of the next scanned page/s - use the View Previous Page / View Next Page buttons to 'page' through the current order of scanned pages; then, click Insert Pages Before Here / Insert Pages After Here to scan the new page/s to the correct location in the queue. Go to step 5.

 

•No. Go to step 5.

 

8.Click Continue to open the Metadata page of the Document Scanner Wizard.

 

9.Enter the title of the document in the Document Title field; then, select a File Type - pdf or TIFF.

 

10.Click Continue to submit the file to the repository.

 

11.The Document Properties dialog box opens. Define metadata for the document on the tabbed pages of this dialog box.

 

10.Select the destination folder location; then, click OK.

A system message confirms that the document has been checked in to

KnowledgeTree.

Note: All scanned documents are added to the repository, where they are available for

download, check out, email, etc. (depending on the permissions set for different users).

 

 

© 2008, 2009 KnowledgeTree Inc. - Document Management Software
This work is licensed under a Creative Commons Attribution 3.0 License.
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