Creating Shortcuts for Canon P-215II or Canon P-208II Scanners

Overview

If you need to use both the SmartVault Inbox and the Connected Desktop or the QuickBooks Toolbar concurrently, or if you use each for large scanning jobs, you can create shortcuts for the two separate configuration options for output to SmartVault.

Creating a Shortcut for the SmartVault Inbox

  1. Open the CaptureOnTouch software.
  2. Click on the most common document type you use for your scanning jobs.
  3. Click on the SmartVault shortcut and click Save to Shortcut.
  4. Rename the new shortcut SmartVault Inbox.
  5. Click the pencil icon to edit the shortcut.
  6. Click on the tab labeled Output 1.
  7. Click Detail Settings.
  8. Select the option labeled Send scanned PDF files to the SmartVault Inbox window and click OK.
  9. Click Close.

You can use this shortcut when scanning to send documents to the SmartVault Inbox. If the Inbox is not open, using this shortcut should automatically open the Inbox.

Creating a Shortcut for the QuickBooks Toolbar and Connected Desktop 

  1. Open the CaptureOnTouch software.
  2. Click on the most common document type you use for your scanning jobs.
  3. Click on the SmartVault shortcut and click Save to Shortcut.
  4. Rename the new shortcut SmartVault Connected Desktop/QuickBooks Toolbar or another title you prefer.
  5. By default, the correct output for this shortcut should be selected automatically. However, you can verify by following the steps to access the Detail Settings when creating a shortcut for the Inbox.

      Note

    The correct output setting is the option labeled Send scanned PDF files to the active SmartVault window.

    Use this shortcut when scanning to send documents to the Connected Desktop or the QuickBooks Toolbar. 

      Note

    Since these two share an output setting, you should not have both the Connected Desktop scan window and the QuickBooks Toolbar open at the same time.

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