Preparing to Scan

Install your scanner according to manufacturer's instructions.

Make certain that Windows can detect the scanner and that all drivers and necessary software have been installed. Consult product documentation for the scanner or visit the manufacturer's website for instructions and to locate up-to-date drivers.

Evaluate the project / work order

Gather project specifications and any other instructions.

Evaluate materials to be scanned.

Are the documents single-sided or double-sided? What is the paper size? Color? How will tabs, post-it notes, folder covers, etc., be handled?

Consider page and document breaks

Will you use physical or logical (unitization) breaks?

Physical breaking identifies new documents and pages based on a physical boundary, such as rubber band, staple, paper clip, or binder clip.

Logical (unitization) examines the document itself to determine the start and end of each document.

Will you use document break sheets (slip sheets) or “prep” as you go? Slip sheets may be inserted at the start of each folder, document, and attachment. Once scanned, LAW will recognize the slip sheet and create the appropriate document boundary. By choosing the prep-as-you-go method, the document boundary is removed. The document is scanned using hotkeys or functions on the keyboard. The document is reassembled accordingly.

Consider attachments

Will attachments (parent/children groups) be created? If yes, how will they be created? Are they determined by the smallest physical break?

Determine coding scheme

What will the numbering scheme be?

Will fields be coded at scan time or after scan time? Typically, the fields coded at scan time will be those where the value is the same for multiple records such as a Box or Folder.

Configure scanning options in CloudNine™ LAW

Select a scanner.

Configure scanning options.

Turbo Import databases have all scanning functionality disabled.  When creating a database, choose ED Loader enabled databases for scanning.