Scanning
Contents
Scanning is easy, just follow these steps.
Step 1: View The Client
Navigate to the client's View Screen for whom you want to scan.
Step 2: Click On The Scanner Icon 
The Scanner Icon is on the Advisors Assistant Sidebar Menu. You can also use Alt-Shift-S to scan. Starting the scanning process will take you to the Scan Screen which is explained in detail in the Help associated with that screen.
Step 3: Load The Scanner
Put the paper into the scanner. (Don't laugh, it's easy to forget!)
Step 4: Click on the New Scan Icon 
This will load the scanner's native interface if you've chosen that option in the setup, or it will just begin scanning.
Perform the scan.
Step 5: Click Save and Exit 
This will allow you to choose a category of the scan and also to enter a description. This description is like a file name. It will describe the document when you see it on the View Client With Files Screen.
Step 6: Choose the Category and Set Description
The Category and Descriptions are shown on the View Client with Files Screens.
Category
The category is a drop down list. This list is maintained inside of Advisors Assistant. You can not edit it from Imaging Assistant.
Category is important because it will allow you to sort your document list, grouping all documents of the same category together, by just clicking on the Category Title at the top of the document list on the View Client With Files Screen.
Description
The description is like the name of the file. It is an important field because actual file names are generated by the computer.
See Also
Scanning From Remote Locations