The Connected Desktop application makes it easy to scan documents directly into SmartVault. This guide walks you through scanning, editing, and storing documents in a seamless, one-step process.

How To Scan Documents in Connected Desktop

1. Select a Destination Folder
   • Navigate to the client vault where you want to store your document.
   • Right-click on the folder and select Scan.
     
   • Alternative: Select the folder and click the Scan button on the Document View toolbar.
2. Set Up Your Scanner
   • In the Scan Document window, select your scanner from the drop-down list.
   • Click the Scan button to begin.
     
3. Complete the Scanning Process
   • Follow your scanner's specific prompts to scan the document.
   • Your scanned page will appear in the Scan Document window.
4. Edit Your Scan (Optional)
   • Use the editing tools to modify your document as needed.
   • For complete editing options, see Editing PDFs in Connected Desktop.
5. Name and Describe Your Document
   • Enter a descriptive filename in the Name field.
   • Add an optional description to make future searches easier.
6. Add More Pages (Optional)
   • Continue scanning additional pages by repeating steps 2 and 3.
   • New scans will be added to the end of your document.
   • Rearrange pages by dragging and dropping them into the desired order.
7. Enhance Your Document (Optional)
   • Drag and drop existing files into the Scan Document window to combine them.
   • Use the editing tools to make additional adjustments.
8. Save Your Document
   • Click Save.
   • When finished, your document will be saved to the location you selected.

Tips for Effective Scanning

• Ensure your scanner is properly connected and powered on before beginning.
• Clean your scanner's glass surface for better scan quality.
• Organize your papers before scanning multiple pages.
• Use descriptive filenames that will help you find documents later.