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Notes produced by Vision include a barcode, this application automatically reads the barcode as it’s being scanned uploads the files for storage in Vision Distribution (PODs) and Warehousing (POCs).

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Table of Contents

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minLevel

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Scan

Network Scanned

Manually Index

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maxLevel7

Scanned note retrieval

Application

Scanned note

Distribution

Available from the delivery screen.

Warehousing

Available in the ‘Attachment Manager’ in the order screen.

CIS website

Customers can recall these from either Distribution or Warehousing themselves.

EDI API

Customers can recall these electronically via their own system using the Vision EDI API: 2490. POD

Settings

License

Upon opening the application for the first time, the user will be informed that the application is unlicensed and that they need to request a license. The user is taken to the settings tab where the license can be ‘Requested’ on the right side.

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Setting

Notes

Scanner

Select your scanner.

Colour

Colour would result in larger files therefore Greyscale or even Black & White is recommended.

Resolution

300 is the default & recommended option.

The higher the value the larger the scanned file and more space it will occupy on your system.

Paper Size

A4 is the default, change if needed.

Bit Depth

Relates to the number of colours stored in the scan, the more colours the larger the file. Recommended to leave at the default value.

XScaling

 

YScaling

 The size of the document for example 0.5 will half the size. Horizontal (width) of the scan.

YScaling

The size of the document for example 0.5 will half the size. Vertical (height) of the scan.

Image Type

JPG is the default, not recommended to change this.

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Other Options

Setting

Notes

ADF Enabled

 

ADF Loaded

 

Automatic Document Feeder - it will use the feeder instead of the flatbed

Scan

The options configured in the ‘Settings’ tab are displayed.

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Preview will connect to the configured local scanner and display the scan on the right side, it isn’t saved.

Scan and Save Index will start the scanner, if the ADF is enabled and loaded each of the pages will be scanned, otherwise a single page will be scanned. As the documents are scanned it attempts to find the barcode, scans are moved to the ‘Save’ tabthe ‘Manually Index’ or ‘Awaiting Upload’ tab.

After scanning, you might see a warning message at the top right, this will show the number of documents that is in each tab awaiting for action.

Network Scanned

It’s recommended to use the software directly connected to the scanner and use the ‘Scan’ tab mentioned above. However a network scanner can be used instead, in this case, the documents scanned & saved by the network scanner can be seen in this tab. The directory is configured in the ‘Settings’ tab.

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Scans are moved to the ‘Awaiting Upload’ tab when they have their barcode found / manually enteredif the barcode is found. If the barcode cannot be found the document will be moved to Manually Index.

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Manually Index

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Scanned images where a barcode could not be found are displayed.

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Documents awaiting upload are displayed, double click to view, these can be selected and:

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