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Scan a Document to an Account
Use the Documentation panel to scan a paper document and attach it to an account. If the document is in electronic format, see Attach a Document to an Account.
To scan a document to an account
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With an account displayed in the Work Form, do one of the following:
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Click the View Scanned Images or Documents icon.
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From the Info menu, click Documentation.
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At the top of the Panels section, click the name of the currently displayed panel (for example, Phones, Notes) and then click Documentation.
The Documentation panel appears.
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In the Documentation toolbar, click Scan. The Scan Documentation dialog box appears.
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In the Category list box, you can leave it blank, click an existing category to associate to the document, or type a new category.
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In the Name box, type a name to assign to the document.
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To change the scan resolution, in the Resolution box, type a value or use the arrows to increase or decrease the value.
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To change the scan quality, in the Quality list box, click a value.
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If the document has two sides and you want to scan both sides, select the Scan both sides of the document check box.
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Click Scan. The document is scanned to an image file and displayed in the Scan Documentation dialog box.
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Click Attach. The scanned document is attached to the account.