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Scan Documents into Tradepoint

Jan/3/2010

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Scanning in a Document – this option is part of the Create a Document option highlighted in the image below.

Steps to Scan in a Document are:


1. Choose the option to Create a Document.
2. Choose the option to Scan or Capture a Document.
3. Tradepoint will look for the active scanning device attached or networked to the computer being used.
4. Follow the prompts to scan or capture the document as an image or PDF. (This option will vary depending on the scanning device being used.)
5. Enable security access on the right for internal and external availability through the web.
6. Save the Document.
7. The document will appear within the contact, task, etc. where it was originally chosen.




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