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1. Prepare documents for scanning.
   
   
2. Place documents in a multi-function printer or desktop scanner.
   
   
3. Login to DocFinity.
   
   
4. Select Workspaces > Scanning
   
   
   
5. A new panel will open with the scanning menu. On the bottom left of the profile page, select Scanning Settings Settings. This will open the first scanner settings page.
   
   
   
6. The scanner connected to the computer should appear by default. Select the desired paper source: ADF (auto-feeder) or Flatbed, then check off display under Scanner interface and select Next
   
   
7. Select the desired Scan Profile from the drop-down menu. Category and Document Type are not required but can be configured if you know how the documents are to be indexed.
   
   
   
8. Select Scan
   
   Scanned documents will appear in the Document Viewer panel. If multi-page is selected in the Scan Profile, the document will be scanned as one file with multiple pages (this would be used to index multiple pages for one student). If single page is selected in the Scan Profile, each page will create a separate file (this would be used if multiple copies of the same document need to be indexed for different students). Since display was selected under Scanner interface, a second scanning settings window will appear. This page is used to change or modify basic or advanced settings on the scanner connected to the computer. Modifying any of these settings will overwrite the previous scan setup (for multi, single page, duplex, simplex, etc.) - Scan Profiles. This window will always default to the settings shown below and rest each time even if the settings have been modified.Image Removed
   
9. Select Scan

Indexing

1. Reopen the DocFinity tab in the browser and select Workspaces > Indexing.
   
   
2. The Batches panel will display the Progress column which will list the batches as incomplete. The documents will move to required status after they are indexed and committed.
   
   
   
3. Double click on a batch to index it.
   
   
4. Documents can also be edited in this view, or opened in the computer's native PDF reader.
   
   
   
5. Select the desired Category and Document Type. Enter the Student ID to associate with the indexed document. The other user information will populate automatically.
   
   
   
6. Select Save to apply the metadata to the document. 
   
   
   
7. The process of the Checked Out Batch will then change to all required. 
   
   
   
8. The batch can then be committed and the document will be indexed and removed from the batch list.
   

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1. Open DocFinity in the browser and select Workspaces > Indexing.
   
   
2. Select the Upload option in the Batches panel menu.
   
   
   
3. Use the Browse button to find and select the documents, or the documents can be dragged and dropped into the Upload Files window that appears. Ensure the file is dropped over the words Drop files here to upload otherwise it may not upload successfully.
   
   
   
4. Once the files have been added, select the Upload button to upload them to DocFinity.
   
   
   
5. When the filename turns green and the checkmark appears, the file has been uploaded successfully.
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6. Files uploaded in this way will only appear in your batch of My Uploads. This document can only be indexed by the user who uploaded it. No other users will be able to see these documents in the Batches panel.
   
   
7. The documents will then be indexed just as they are in other batches.

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