The following describes each of the coding methods available when capturing paper documents with QCards™.
Pre-Capture Coding
Use this method of capture when you wish to capture a paper document and provide the document properties for that document before scanning.
1. Select the QCard Capture Type.
2. Select the Pre-capture coding Coding Method.
3. Select a catalog and document type to add the document to.
4. Enter information about the document into the appropriate field text boxes. If any key icons are displayed next to a field, you may select the Perform key-field lookup link to perform a real-time field lookup. One or more of the fields will be updated.
5. Optional: You can make this a Fixed Page Count QCard™ by selecting the checkbox and providing a number of pgs per document.
6. Optional: You can allow field values for the documents to be obtained from an External Data Source when captured by selecting the Perform key-field lookup at capture time checkbox. The key field must be available on the QCard™.
7. Optional: You can include an End-of-Document QCard™ by selecting the checkbox.
8. Select the button to generate the QCard™.
9. Print the QCard™.
10.Place the QCard™ on top of the document to be scanned. Place the optional End-of-Document QCard™ at the end of the document.
11.Scan the documents using your scanning device.
Post-Capture Coding
Use this method of capture when you wish to capture a paper document and provide the document properties for that document after scanning. This QCard™ may be used as a Fixed Page Count QCard™ allowing you to scan multiple documents in with only one QCard™ as long as each document consists of the number of pages specified.
1. Select the QCard Capture Type.
2. Select the Post-capture coding Coding Method.
3. Optional: You can make this a Fixed Page Count QCard™ by selecting the checkbox and providing a number of pgs per document.
4. Optional: You can allow field values for the documents to be obtained from an External Data Source when captured by selecting the Perform key-field lookup at capture time checkbox. The key field must be available on the QCard™.
5. Optional: You can include an End-of-Document QCard™ by selecting the checkbox.
6. Select the button to generate the QCard™.
7. Print the QCard™.
8. Place the QCard™ on top of the [first] document to be scanned. Place the optional End-of-Document QCard™ at the end of the last document.
9. Scan the documents using your scanning device.
Versatile Coding
Use this method of capture when you wish to capture a paper document and provide the document properties for that document before scanning, after scanning, or at both times. This QCard™ may be used as a Fixed Page Count QCard™ allowing you to scan multiple documents in with only one QCard™ as long as each document consists of the number of pages specified.
1. Select the QCard Capture Type.
2. Select the Versatile coding Coding Method.
3. Select a catalog and document type to add the documents to.
4. Choose whether you want this document to be sent to your Personal Queue or the Shared Queue.
NOTE: The Personal Queue is visible to you only. The Shared Queue is visible to you and others with permission to add documents for the selected document type.
5. Enter information about the document into the appropriate field text boxes. If any key icons are displayed next to a field, you may select the Perform key-field lookup link to perform a real-time field lookup. One or more of the fields will be updated.
6. Optional: You can make this a Fixed Page Count QCard™ by selecting the checkbox and providing a number of pgs per document.
7. Optional: You can allow field values for the documents to be obtained from an External Data Source when captured by selecting the Perform key-field lookup at capture time checkbox. The key field must be available on the QCard™.
8. Optional: You can include an End-of-Document QCard™ by selecting the checkbox.
9. Select the button to generate the QCard™.
10.Print the QCard™.
11.Place the QCard™ on top of the [first] document to be scanned. Place the optional End-of-Document QCard™ at the end of the last document.
12.Scan the documents using your scanning device.
OCR Only
Use this method of capture when you wish to capture only the (typed) full-text of a document. This QCard™ may be used as a Fixed Page Count QCard™ allowing you to scan multiple documents in with only one QCard™ as long as each document consists of the number of pages specified.
1. Select the QCard Capture Type.
2. Select the OCR only Coding Method.
3. Select a catalog and document type to add the documents to.
4. Optional: You can make this a Fixed Page Count QCard™ by selecting the checkbox and providing a number of pgs per document.
5. Optional: You can allow field values for the documents to be obtained from an External Data Source when captured by selecting the Perform key-field lookup at capture time checkbox. The key field must be available on the QCard™.
6. Optional: You can include an End-of-Document QCard™ by selecting the checkbox.
7. Select the button to generate the QCard™.
8. Print the QCard™.
9. Place the QCard™ on top of the [first] document to be scanned. Place the optional End-of-Document QCard™ at the end of the last document.
10.Scan the documents using your scanning device.