Scanning Documents into Folders Using the SmartVault Inbox and Fujitsu ScanSnap Scanners
You can scan documents directly into secure folder in the SmartVault portal using the SmartVault Inbox and a Fujitsu ScanSnap scanner.
To scan a document into a folder using the SmartVault Inbox and a Fujitsu ScanSnap scanner:
2. Create SmartVault ScanSnap profiles for your Fujitsu ScanSnap scanner.
4. In the system tray, click the ScanSnap icon and verify that there is a check mark in front of the SmartVault Inbox profile. The following image shows how ScanSnap profiles display in the system tray when you click the ScanSnap icon in the system tray after configuring a SmartVault Inbox profile for a ScanSnap scanner.
If there is not a check box in front of the SmartVault Inbox profile, click the SmartVault Inbox profile to select it.
5. Verify that you are signed in to your SmartVault account by completing the following steps:
a. On the Start menu, click Start > Programs > SmartVault > SmartVault Launchpad.
b. If the Sign in to your SmartVault account link displays, you are not signed in to your SmartVault account. Click Sign in to your SmartVault account, type the email address and password for your SmartVault account, and then click Sign In.
Once you sign in, the Sign in to your SmartVault account link no longer displays.
c. If the Sign in to your SmartVault account link does not display, you are already signed in to your SmartVault account.
6. On the SmartVault Launchpad, click SmartVault Inbox.
7. Select the All Folders tab.
8. Click the Browse button, then browse to and select the vault or folder where you want to save the document. When the appropriate vault or folder is selected, click Select.
9. Insert your document into the Fujitsu ScanSnap scanner, and then press the Scan button on the scanner.
The Fujitsu ScanSnap scanner scans the document, then displays a default name and description for the document under Attachment Properties at the bottom of the Inbox Folders tab.
10. In the Name field, type a name for the document.
11. In the Description field, type a description for the document.
12. Click Attach. SmartVault uploads the document into the selected folder.
13. If you want to view the document you just scanned into the SmartVault Inbox, complete the following steps:
a. Select the document you want to view, and then click Open. SmartVault displays the selected document.
b. When you have finished reviewing the document, close the document and then click Close to close the document list window.
