You can scan a document into the IQ Documents module. In order to scan documents, you must have a scanner connected to your workstation. You must also have scanning enabled in your user Preferences in order to see the Scan option.
To scan a document into IQ:
Click the Documents module tab.
Select the Add Document action.
Click the Scan radio button located above the File Name field.
Type a name for the scanned document in the Document Name field.
Click in the Directory field and select a folder to place the document in a folder. The folder that appears in this field is the one set as the default in your user Preferences.
Click the Add button. IQ displays the IQ Scanning and Image File Upload dialog with the following options:
Select the Scan and View button if you want to view the images before attaching them. When you select Scan and View, the scanning dialog remains open with the scanned image displayed in the Image Viewer iframe. Click the Scan More button to scan additional pages. Click the Upload button to close the scanning dialog and go to the Document record page.
Select the Scan and Upload button if you want to immediately attach the files after scanning. When you select Scan and Upload, IQ automatically closes the scanning dialog and opens the Document record page.
IQ assigns a numeric name to the scanned file. To view the file, click the file name in the Attachments panel. IQ opens the file in a separate window.
Complete the fields on the Document record page, as needed.
Select the Save and Close action to save the new document.
Note: Optical Character Recognition (OCR) for the scanned image is performed on the IQ web server at an interval set in your IQ Scheduler. Once OCR'd, you can use a text search to find scanned images based on keywords.