Using the QAction Scan Application

Not all users have access to this software. This software works with QAction to complete the scanning process.

1. On your desktop, locate and double-click the QAction Scan icon.
   • 
   • The QAction Scan Login window appears.
     
2. Enter your User Name and Password, and click Login.
   • The QAction Scan Documents screen appears.
     
3. Review the various options on the screen:
   • Bar Code Separation Sheets – If the documents are using a barcode cover sheet for auto-indexing, select this option for scanning.
     • Batch Scan and Index – If the documents are using a batch cover sheet for document separation, select this option for scanning.
       • Organization – Enter your default location.
       • Submitted by – Ensure it defaults to your name as the person scanning.
       • Classification – Enter the department (classification) the documents are being scan to. For example, Risk Finance or Claims.
       • Date Received – If known, enter the date the documents were received. This field defaults to the current date.
       • Back File Batch – If selected, the batch scans as a “Back File” batch and QAction workflow tasks are not created. If it is not selected and the selected classification is connected to a workflow, any workflow initiating documents creates a workflow task.
     • Document Break Method – This section determines how document separation occurs for the batch being scanned. The following are the available options:
       • Single Document, No Separators – If scanning a single document for a classification, select this option.
       • Pages Per Document – If scanning documents with a fixed number of pages, select this option.
       • Variable Pages – If using batch cover sheets to scan, select this option.
     • Remember My Settings – If selected, the scan application remembers the currently selected scan settings. The next time you log in to the scan application, the remembered settings automatically populate.
     • Batch Cover Sheet button – This option is normally used if scanning a single document at a time. Index information for the selected classification is created and a barcode cover sheet is printed to automatically index the document when it is scanned.
     • Document Separator button – Click to print a Patch 2 cover sheet.
     • Scan button – Click to scan documents with the selected classification.
     • Exit button – Click to exit the scan application.
4. Select the correct options, and click Scan.
   • The QAction Quality Assurance screen appears.
     
5. Review the various information about the document batch on the screen:
   • Batch Number – The number that was created to identify the batch you scanned.
   • Organization – The organization that was chosen on the QAction Scan Documents screen.
   • Submitted by – The person that was chosen at the QAction Scan Documents screen.
   • Date Received – The date that was chosen at the QAction Scan Documents screen. This value defaults to the current date.
   • Documents – The number of documents that were scanned.
   • Pages – The total number of pages for the batch.
6. Review the various options you can select:
   • Previous Page (Page UP)/Next Page (Page Down) – Click to move between pages in the viewer for the current document. Keyboard shortcuts are available.
   • Previous Doc (Ctrl + Page Up)/Next Doc (Ctrl + Page Down) – Click to move between the documents in the viewer. Keyboard shortcuts are available.
   • Merge With Previous Doc – Click this button to merge multiple documents together.
   • Split Doc at Current Page – Click this button to split one document into two documents.
   • Delete Doc – Click to delete a document from the batch.
   • Delete Page – Click to delete a page from a document.
   • Accept Batch – Click to approve the batch and moves it onto batch processing. After this is selected, the QAction Scan Documents screen closes.
   • Reject Batch – Click to reject an entire batch. A confirmation screen appears confirming that you want to reject the batch and delete it.

7. In the viewer pane, click the Zoom In () or Zoom Out () buttons to zoom in or out on the current page.

8. In the viewer pane, click the Adjust () button to return the viewer to the default viewer.

9. In the viewer pane, click the Rotate () buttons to rotate the page currently in the viewer.

10. After splitting, merging, or deleting pages in the batch, click Accept Batch.
    • The scanning operation is completed in the QAction Scan application, return to the QAction web browser to complete the indexing.