Jump to: Search Criteria

Jump to: Selecting Images

Jump to: Using the Document

Jump to: Using the Thumbnails

Jump to: Using the Toolbar

When logged into SCView and looking at the Search tab, each user's view will be slightly different depending on their permissions.



Search Criteria

Located at the top left will be the primary search fields. Selecting a document type (1) will update the fields that are available to search by. Many searches are based off of a "starts with" criteria, which means if you are searching for Captain America, you would not be able to search for America in the name box and locate this record. Special changes need to be made to a document to widen the search criteria.



Selecting Images

After searching, the documents that match your results will show up in rows on the lower left side of the screen. Double clicking the row you want to view will show the actual document images on the right side of the screen. You will also see thumbnails of all pages within the document. In order to view a different large-sized page image, select a new thumbnail. They will highlight in orange when selected. You can add/remove multiple thumbnails by press CTRL+Left-Click for each additional thumbnail you would like to add to your selection. You can add a range of thumbnails by highlighting the first thumbnail of your range, moving your mouse to the last thumbnail to be selected, then pressing SHIFT+Left-click.



Using the Document

After locating the correct document(s), there are many functions available for use.

Right-clicking on the document will bring up all of the available functions for a document.

Edit - Editing will allow the indexes to be updated.

Delete - will delete the document along with all images inside of the document. Delete is based on assigned privileges.

View - will bring up the document thumbnails so they can be selected on the right side. This is the same thing as double clicking the row.

Merge Documents - allows two of the same document type to have all of their images placed into a single document. This selection will open a dialog box to choose the primary document to keep. The remaining document folders will be removed and all images will be relocated into the selected primary document. Any indexing not on the primary document will be lost.

Email - Sends all images within a document via email to the selected recipient. This will open a secondary dialog box to fill in the necessary information.

Quick Print - creates a printable PDF of all images within a document. This can either be downloaded or opened.

Batch Print - creates a printable PDF of all images within all documents selected. This can either be downloaded or opened. Only available with multiple documents selected.

Notifications - used to see the notifications that were created for this document. Not useful to regular users

Send to Workflow - if the document type is not a "meta" type (not financial packet or similar), will send all pages of the document to a workflow queue

Save Results - allows the items in the lower left grid to be exported. This does not export the images, only the grid data

Document History - shows the lifespan of the document from creation to current state. Financial packet and requisitions are separate, so if you are looking for the approvals for a PO, you will need to look at the requisition not the PO.

Properties - available to Admins only. Shows additional status information of documents.



Using the Thumbnails

Right-clicking on a thumbnail will bring up all of the available options for the selected thumbnail(s).

Send to Workflow - sends the page to workflow. Similar to the document send to workflow except on a page level

Print/Email - Same as above, except on a page-by-page basis

Cut/Copy/Paste/Delete - pages can be moved within the document or can be moved to another document. This is for use within the Search tab only (will not paste to your local desktop).

Select All - selects all thumbnails

Select None - Deselects all thumbnails

Page Group History - shows the individual history of the selected page(s) rather than all pages within the document



Using the Toolbar

Across the toolbar:

New document - creates a new "folder" for the images you will be adding. This is something that should only be used when necessary, do not create a new document if you are using SCScan to add images. You can also create a new document by dragging the image over the lower left corner grid area and then choosing the document type you wish to create a new record of.

Append to existing - this is the "go-to" option. Once a document is selected in the lower left corner, you can choose this option to add additional pages to the document. You can also drag/drop an image into the lower left corner with a document selected to append. A dialog will pop up, simply choose the append option at the top.

Scan - webscan - only available to select clients



Redaction - The black box annotation will create a redaction. Left-click on the redaction, move your mouse onto the large image where you would like the redaction, then left-click and drag to create the box. You can drag the annotation around if you were not in the correct location or resize it.

Highlight - The yellow box annotation will highlight an area. Left-click on the highlight, move your mouse onto the large image where you would like the highlight, then left-click and drag to create the box. You can drag the annotation around if you were not in the correct location or resize it. 

Textbox - The textbox annotation will create a text box of any size. Left-click on the textbox, move your mouse onto the large image where you would like the textbox, then left-click and drag to create the box. You can drag the annotation around if you were not in the correct location or resize it. When you are done typing, make sure to click outside the box so that the changes are saved. If you would like to change font properties, right-click the annotation and choose properties. This will give access to font size, color, etc.. There is also a drop down arrow next to the text box that allows us to add predefined annotations to the document including Void, Approved, Denied, etc..

Pen - The pen annotation allows you to leave a note with your own handwriting. Left click the pen icon, then hold left click on the large image to create your handwritten note.

Stamp - Used for signatures only. Generally reserved for Treasurer's use. Places a pre-set image on the document.

Flame - Burns the Stamp into the image permanently. All other annotations can be removed except the stamp if it is burned into the image.

Delete - This will delete the selected page(s)

Application History - Provides a history of feature updates for the site. Can be used to find out what the newest features and enhancements to the site are.


There are a number of image manipulation buttons as well. They are self-explanatory and will not be covered.