Scanning in TSM

Description: Documents can be scanned and linked to a job in TSM using one button, rather than having to scan the document and link it to the job separately.

Setup:

TSM will use the default scanner installed on your PC. The scanner must have a 32 bit TWAIN drive to be compatible with TSM. You must specify a folder for the scanned documents to be saved in. This should be a folder all users have access to. For example, you could create a new sub-folder within the TSM directory named ‘Scans’. To specify the folder in TSM, go to Utilities > Setup > Setup > General > Page 2.

Select a folder to save scanned documents in, for the option ‘Default scanner document directory’. Click ‘Save’. Once this has been done, you are ready to use the scanning feature in TSM.

How to Scan in TSM:

Place the item you’d like to scan on the scanner, as you would when scanning a document regularly. In TSM, in the Documents tab of the job you’d like to link the scanned document to, click the ‘Scan’ button.

The document will be scanned and TSM will automatically add the document to the ‘Documents’ tab, where it can be viewed by selecting the document in the list and clicking the ‘Launch’ button. The scanned file will be saved in the folder specified in the Setup.