Scanning Reports

When submitting or modifying an agenda item, you can use Laserfiche Agenda Manager Scanning to scan a document and add it as an attachment. Documents will be scanned as PDF files.

Note: This option will only be available if the scanning utility is installed on the user's machine.

Note: You must disable User Access Control (UAC) in order to install and use the scanning component on Windows Vista and Windows Server 2008. More info.

To scan a report

1. When you are ready to scan a document as an attachment to the item you are currently submitting or modifying, expand the Attachments section of the Submit Item page.
2. Click Scan to load the Laserfiche Agenda Manager Scanning wizard.

3. On the opening screen, click Next to continue.

4. Do one of the following:

   • If the Scanner Selection and Setup step appears, see Step 5 through Step 13 below.

   • If the Scanner Control Page step appears, see Step 9 through Step 13 below.

5. Complete the Scanner Selection and Setup step and click Next.

6. Complete the Image Enhancement step and click Next.

7. Complete the Optical Character Recognition (OCR) step and click Next.

8. On the Settings Summary step, review your choices and click Next.

   Tip: To prevent the scanning utility's setup process from opening the next time you scan a document, click Do not show setup pages again.

9. On the Scanner Control Page step, click Scan.

   Tip: After the initial batch of pages has been scanned, you can choose to scan additional pages or documents. Under the Scanning Options section, select where to insert the new pages and click Scan to continue scanning.

10. When scanning is complete, click Next.

11. On the Image Review step, preview the pages of the scanned document by performing one or more of the following actions:

    • Select a page and click View to load the Image Preview window, which displays a larger preview of the selected page. This window also allows you to rotate the page.
    • Select a page and click Deleteto remove that page from the PDF.
    • The Zoom option allows you to select the desired thumbnail size displayed in the preview.

12. Click Finish to complete the scanning process and attach the PDF to the agenda item.