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Working with Documents > Scanning and Uploading Documents > Scanning Documents into Folders Using the SmartVault Inbox and TWAIN-Compliant Scanners
    
Scanning Documents into Folders Using the SmartVault Inbox and TWAIN-Compliant Scanners
You can use TWAIN-compliant scanners attached to your local computer or on a network to quickly scan and upload documents into folders in your SmartVault portal using the SmartVault Inbox.
Because most TWAIN-compliant scanners are plug-and-play, typically all you need to do is connect the TWAIN-compliant scanner to your computer or the network, select the scanner from the drop-down list in the SmartVault Inbox, and then scan. Typically no additional configuration is required. For more information about connecting your TWAIN-compliance computer to your computer or the network, see your scanner documentation. For more information about the types of TWAIN-compliant scanners SmartVault supports, see “Supported Scanners” .
 
To scan and upload documents using a TWAIN-compliant scanner:
1. Install the SmartVault Desktop software on your local computer. For more information, see “Understanding and Installing the SmartVault Desktop Software” .
2. Verify that your TWAIN-compliant scanner is turned on and connected to your local computer.
3. If you want to create full-text searchable PDFs when scanning, ensure you enable Optical Character Recognition (OCR) capabilities for your TWAIN-compliant scanner. For more information, see “Understanding and Creating Full-Text Searchable Documents” .
4. 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.
5. On the SmartVault Launchpad, click SmartVault Inbox.
6. Select the All Folders tab.
7. Click Browse.
8. Browse to and select the vault or folder you want to upload your document to, and then click Select.
9. Click Add.
10. Under Scanner, select your TWAIN-compliant scanner from the drop-down list.
11. Insert your document into your scanner.
12. On the SmartVault Inbox Attach Documents dialog box, click Scan.
SmartVault scans the document into the SmartVault Inbox.
13. In the Name field, specify a name for the document.
14. In the Description field, specify a description for the document.
15. Click Accept.