You can scan and attach files to workflow and then view the scanned image directly from the workflow record. 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 action. You can scan and attach multiple documents.
Note that IQ also provides the ability to mass-upload previously scanned files and attach them to new or existing Workflow records without performing the scanning within IQ. Please contact your IT Consultant to set up the Upload Attachments feature.
To scan and attach document to a workflow record:
Add a new workflow record or locate an existing one.
Select the Scan action on the General or Attachments panel in the Workflow record. This action lets you scan any file you want to attach to the workflow, for example correspondence you've received, documentation, photos, and so forth.
IQ displays the Scan File to Workflow dialog where you may enter an optional file name and note. The file name may not contain any special characters except for a space or underscore between words (i.e. Privacy_Release or Privacy Release). If you choose to leave the Optional Base File Name and Optional Note fields blank, IQ will use the default file name (i.e. 1287498161020.tif) and default note "Attach File".
Click the Continue button to go to 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 return to the Workflow 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 return to the Workflow 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. Click the link in the Notes column to add or change notes about the attachment.
Save and close the Workflow record.
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.