Scanning Documents

In the client file, click on the Forms tab at the top. The Documents and Scans screen will display.

• Click on Acquire Scan to scan a document in PDF format.
• Click on Acquire Document to scan a document in Word or Excel format.
• After a document is acquired, it is displayed in the grid.
• A document can be viewed by double clicking on it in the grid. The Document Viewer will display.
• Exiting the Document Viewer will display the Document Status box. Choose Audited, Completed, or Reviewed by Supervisor from the drop down menu, and click Save.
• If you wish to delete a document, click on it on the grid, and then click on Delete Selected.