Objective

You want to scan a document and file it to ELO.

Requirements

• A scanner needs to be connected to the computer.
• You will need a document, such as a letter or invoice, that you want to scan and file to ELO.
• You must know where you want to store the document in ELO.

Please note: If you are using the 64-bit version of ELO, you will need to use the ELOscanTool for scanning. You will find this setting under Ribbon > User menu {your name] > Configuration > Technical presets > General > Use as scan method > ELOscanTool TWAIN (Windows).

Step by step

1. Switch to the Intray work area.

2. Place the document in the scanner.

3. Click the Scan document button on the File tab to start the scan process.

Optional: A dialog box may appear. Make the desired settings and click Scan.

The scan is performed.

The scanned document opens in the viewer pane.

Join pages

If you scan a document with multiple pages, all pages are shown separately in the Intray. Use the Join pages function to merge pages into a document. You will find this function under Ribbon > File.

Information: This function is only available for TIFF and PDF documents.

Information: Annotations on the files are applied to the resulting document.

1. Hold down the CTRL key and select the pages you want to join.

2. Click Join pages.

The individual pages are merged into one document.

Information: Use the Split pages function to separate a multi-page document into individual pages.

File document

Follow these steps to file the scanned document to ELO.

1. Select the scanned document in the Intray work area.

2. Click File to ELO.

The File to ELO dialog box opens.

3. Select the folder that you want to file the scanned document to.

4. Click OK.

The Metadata for new document dialog box opens.

5. Select a metadata form in the Available forms column.

6. Enter a short name.

Optional: Enter additional metadata.

Information: The more precise the information is that you enter for a document, the easier it is to find the document later on.

7. Click OK once you have entered all metadata.

Result

You have filed the document to ELO.