The module must already have been enabled. If not, please view the FAQ section on how to get setup by clicking here.
The Document Types available for indexing is based on having "Create" permission for that Document Type.
1. Go to Tools-> Indexing
2. Click "Import"
3. For the Batch Name box, we recommend entering the date and your initials. Description is not required. This is similar to description on SCScan. Then either drag and drop or click the Select button to choose files. Then click submit.
It will say Documents have been queued for import. Refresh the page, and the batch that was just uploaded should now appear.
Note: If you wish to email documents to create a batch, use the email address you were provided when you were setup or contact support@scview.com. It will create a batch off of the email and add it to the indexing page and you will be ready to index.
4. Repeat Steps #2 and #3 as needed until all items are uploaded to be indexed. Place a checkmark next to the batches you wish to index and click "Index Selected".
5. Select the Department Name and Document Type that you are indexing for and index. Click Next to move to the next document to index.
If indexing invoices or invoices approved, you will also have lower line items to index just as you do for SCScan.
6. If you need to delete a document out of the batch that was uploaded. User can click on the delete button and a confirmation prompt will populate. Click "yes" and this page will be removed from the batch. User will then be able to continue to index the rest of the batch.
7. Once there are no more documents to index, click the Close button.
8. Then check any batches that you are ready to upload and click Submit Selected.
9. User will see an additional pop up labeled 'submission mode'. This will give the user the ability to do the following:
As New Document - ability to create the pages as a new document.
NOTE: Please do NOT use when creating invoices for Purchase Orders. This will cause the invoice information to be disconnected from the documents already in the Financial Packet which are necessary to submit to USAS.
Append To Existing - ability add the document pages at the end of the existing document, if indexes match.
Prepend To Existing - ability to add document pages to the beginning of a document, if indexes match.
Once the mode has been selected, clicking submit will allow the documents to submit to their appropriate placements.
10. Delete Selected - allow the user to be able to delete a batch or multiple at a time. This does allow you to delete items that have been indexed previously. If you choose to delete a confirm deletion pop up will display.
Note: A user must of delete permissions under the unindexed document type.
