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Adding Documents
WebDOCK currently offers four different ways to add documents to your storage space. You may click on the following upload methods to learn more about each:

  • WebSCAN
  • Upload Page
  • Email
  • Fax


  • Since WebSCAN is the most powerful and widely used method of the four, we will focus on it during this walk-through. WebSCAN is a full featured document imaging application that you install on your windows based PC or laptop. It can be used to scan and import paper documents as well as process electronic documents already on your hard drive or server. In this walk-through we will focus on scanning a paper document and pushing it up to the WebDOCK server.

    Scanning
    Once you have placed your document in the scanner, you will then click on the Scan Document button within the WebSCAN application. After a short time your document will be visible and you will select a folder to place the document into. Once selected, the proper index fields will be displayed for that folder. Index fields are a way for you to store key pieces of information about a document, and then search for that piece of information at a later time. Index fields usually store important information like dates, names, check numbers, social security numbers, etc. Once you have all of the information filled out, you click on Save All Pages, then you process the next document.

    Uploading
    When you are ready to upload the batch of documents that you have processed, simply click on the Upload to WebDOCK button. You will be asked to connect to the Internet and then all the scanned documents and index information is securely transferred up to the server for processing. If the upload process is interrupted for any reason, all information will be re-sent on the next upload until it is done successfully.




    Adding documents to your storage space couldn't be easier. WebSCAN can be used with any TWAIN compliant scanner and can scan documents with or without an automatic document feeder. If you need help in deciding what kind of scanner is right for you, contact our support staff. We will be glad to help.


    Next: Viewing Documents


     
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