Stapling: Allows for the grouping of images into a bundle. RVI offers automatic and manual stapling of documents.

  1. Automatic Stapling
    The bundling process occurs at scan-upload time or during batch-indexing. This option displays a list of the images that are stapled to the primary document. (Stapling is setup by your system administrator.)

If the primary document is stapled to another image:

  • The system will display ‘S’ next to the record.
  • The button will be available.
  • Click the Stapling button to see a list of the documents that are stapled to the primary document. Double click the record to view the stapled documents.
  1. Manual Stapling The bundling process is triggered by the user adding a primary document and supporting documents from any available system code to the Staple Grid then selecting the Finalize button from the Staple Grid.

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Manual Staple

Repeat the step above using any available system code. Documents added to the Staple Grid after the primary document will be considered supporting documents. Supporting documents will automatically display when the Primary document is viewed.

When you are ready to finalize the staple process, select Display Options, Display Staple Grid. Select to complete the staple process.


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