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Specify if documents are PO or GE documents when they are scanned

This functionality is provided in connection with the ScanInfo component.

Configure PO/GE selection in the ScanInfo component

Do the following to allow Scan operators to be able to select if documents are PO or GE documents when they are scanned.

  1. In Manager, click Settings > ScanInfo configuration.
  2. Click Add and select PO/GE selection from the list.
  3. In the Selected scan dialog parts dialog, click PO/GE selection and then click Edit.
  4. Specify the default action for what is displayed in the PO/GE selection section of the Additional information dialog by selecting one of the following options:

    • Do not save last selection - the box is empty when the dialog opens.
    • Remember last selection during session - the most recently selected receiver is the default receiver during the current Scan session. However, the next time you start the Scan module, no receiver is selected initially.
    • Remember last selection beween sessions - the most recently selected receiver is the default receiver, even if Scan is restarted.
  5. Click OK to save the configuration.

Select if documents are PO/GE documents when scan job is run

When you start the scan job, select the desired option under PO/GE selection in the Additional information dialog

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