Overview

You can use the Canon CaptureOnTouch scanner to upload to the SmartVault Inbox, the SmartVault Toolbar, or the SmartVault Connected Desktop. You must first configure your Canon CaptureOnTouch scanner profiles.

With the Canon P-215II or P-208II scanners, no configuration is needed for SmartVault, and the profiles used to scan to SmartVault already exist in Canon software.

Refer to these articles for using the Canon P-215II or Canon P-208II scanners with SmartVault:

• Scanning Documents Using the SmartVault Connected Desktop and a Canon P-215II or Canon P-208II Scanner
• Scanning Documents Using the SmartVault QuickBooks Toolbar and a Canon P-215II or Canon P-208II Scanner
• Scanning Documents Using the SmartVault Inbox and a Canon P-215II or Canon P-208II Scanner

Supported Canon Scanner Models 

Supported models include Canon ImageFormula P-208, P-215, DR-C125, and DR-M160. 

Scanning to the SmartVault Inbox

1. Click on the CaptureOnTouch Manager in your system tray and select SmartVault Inbox.

   

2. Open the SmartVault Launchpad and sign in if prompted.
3. Click SmartVault Inbox.
4. Navigate to the folder to which you're uploading documents.
5. Click Add.

   

6. Leave the Upload Documents window open. Place a document in the feeder and press the Scan button on the scanner.
7. Depending on which SmartVault tools you currently have open, a window appears asking for the destination of your scan. Click Inbox.

   

8. The Upload Documents window now contains a preview of your scan, a file name, and a description of the scanned document.

   

9. Click Accept if the information is correct. Otherwise, correct the name and description information and then click Accept.

SmartVault uploads the scanned document.

Scanning to the SmartVault QuickBooks Toolbar 

1. Click the CaptureOnTouch Manager in your system tray and select SmartVault Toolbar.

   

2. Open your QuickBooks company that has an associated company file stored in SmartVault.
   

     Note

   Refer to this article to add a QuickBooks company file to SmartVault if you have not already done so.

3. Open the QuickBooks entry to scan to and click Attach (the paperclip icon).
4. Leave the Attach Documents window open. Place a document in the feeder and press the scan button on the scanner.

   

5. Depending on which SmartVault tools you currently have open, a window appears asking for the destination of your scan. Click Toolbar.

   

6. The Attach Documents window now contains a preview of your scan, a file name, and a description for the scanned document.

   

7. Click Accept if the information is correct. Otherwise, correct the name and description information and then click Accept.

SmartVault uploads and attaches the scanned document.