Scan is a dematerialization solution.
It allows all documents to be scanned and centralized in order to share them in complete security with your accounting firm without separating from the originals.
No risk of losing documents
Secure sending
Access to all documents at any time through Documents application
What Scan contains?
Drop-down menu for selecting your folder.
Configuration access button.
Knobs for adjusting the brightness and contrast of scans.
Scan and Send buttons.
Online Help Access Button
Documents awaiting filing.
Bunk for documents intended for Documents application, which don't require accounting treatment.
Bunks for accounting documents.
Tree structure of the documents of the selected bunk. Each document is presented page by page.
Document overview
Fields to leave a comment before sending
Rotate buttons for the selected page or document
Contrast adjustment button for imported PDF/TIFF documents
Document preview zoom adjustment bar
Trash
First steps
After you have connected to the application:
Select the folder you want to work on, to do so, click on the “Choose a folder” drop-down menu.
This menu allows you to quickly find your folder, via a search field, either by name or number.
Once the folder is selected, the main view is as follows:
Select bunk to transmit documents and click on “Scan”
-OR-
Drag and drop the desired documents to the bunk of your choice.
Check the correct presentation of the documents and click on “Send”
The documents have gone to your accounting firm.
A confirmation of receipt is waiting for you in your mailbox.