Filing a Document into PaperMaster Live

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Filing a Document into PaperMaster Live

There are several ways of filing documents into PaperMaster Live, including scanning, downloading from the Web, importing, and filing from any Windows application (including fax software, word processors and e-mail). We’ll go over the scanning method in this tutorial. For details on the other ways of filing into PaperMaster Live, see the Reference section of this manual.

PaperMaster Live allows you to put papers into your filing cabinet using any TWAIN or ISIS compliant scanner.

1.Choose any paper (for example, the registration card) that you would like to file in your DocuMagix filing cabinet.

2.Open the folder where you’d like to file the scanned document.

3.Scan in the registration card by placing it in your scanner, and choosing New Document>Scan from the File menu. This activates the scanner, and brings the scanned image of the registration card into the document viewer.

4.If this is the first time you’re scanning a document, the Select Source dialog box for your scanner will pop up. Select the scanner you’re using from the list, and click “OK”.

Steps for scanning may vary by scanner and driver used. Refer to your scanner documentation for detailed instructions.

Starting a scan from a folder window, files the document into that folder automatically. Starting a scan in the cabinet window files the document in the Inbox. Drag and drop to file the document in another drawer.

5.Name the document by typing “Registration Card” into the Name field of the Document Viewer. The name is displayed in the title bar. If you don’t choose a name, PaperMaster Live will assign a default name consisting of the date and time the document was filed.

Tutorial Start-Quick Live