User Manual (pdf format)
Contents
1. Index Templates Included User Security Included Single User Print2Us Included Initial File Room 75 per month Monthly Fees We E 500 pages month amp cumulate storage included e HIPPA File Room 80 per month e Additional File Rooms 25 per month Plus Storage Fees e Additional HIPPA File Rooms 30 month Plus storage Fees e Additional pages at 4 5 cents r pa Processing Fees cs pag per pag e HIPPA Additional Pages 5 cents page Stand alone Print2Us 295 Options Personal Trainer 60 hr In House Training 495 e Stand A Lone Inhouse Mirror 595 Additional Scan Stations software 295 station Includes Single User Print2Us e Stand A Lone Print2Us User Software 295 station For Corporate Bulk Terminal Pricing larger than 5 stations please call our home office for special pricing To download a trial version of Scan2Us Print2Us or Scan2Us Remote Viewer go to Scan2Us com Downloads Fill out the short order form no credit card information is required We only ask for the information we need to set up your account and File room security Anytime during your trial period you may purchase the license and activate your software registration Storage and usage fees are billed monthly Upgrades Legally registered users of Scan2Us have the right for free upgrades to any newer minor version for example from 1 0 to any 1 x version Or have the right for free upgrades to a2. eue ia on un Library Glossary EUREN ee eee ee eet se ae HP Training SP H accu TC E Eo ee ee beers alise imet Aclvancecd Viewer Festtlle S r a r aae a aaa a araa aa aaraa E Ea raa Aa aAA AEE pense aa aaa raa aa A Ea Oe a OKE EEEE EEEn TE Welcome to Scan2Us SCAN ug EE E Connecting your Business to your Business Documents Version 2 1 4 Copyright O 2007 2009 Scan2Us LLC All rights reserved Remote Scanner The Scan2Us Remote Scanner is a standalone software package that enables the user to scan documents label it for future reference and upload it to the Web based Remote Filing Cabinet This process requires a PC workstation with a standard scanning device internet access and the Scan2Us Remote Scanning software A complete Remote Scanning training video is available at the following internet location Scan2Us Remote Scanning Training Once you have installed the software updated the FTP information and uploaded your computer ID User information and Pass Code you can begin scanning Activating the Scan2Us Remote Scanning Software File room Fakte Canosa G dn Dome amp Late Dit Foda New S argin Wital V ACME WIDGETS gt 1 From your desktop select the CFCRe mote Scan exe icon
3. Cunoesen lades flos amp Lx 8 5 Neve Ovi warrant fei Urmas V ACME WIDGETS 3 s Owe Notice the File Structure Naming Conventions used on the Scanner Window File Room Folder Sub Folder Name ae Computer Filing Cabinet Web Access Windows Internet Explorer PN yvy T E htpssiieecure scan2us net F e Edt Wew Favorites Tool Help ACME WIDGETS ACME WIDGETS amp Customers Dade Recycling Gades Box amp Lids Gen Admin Payrol Human Resources Vendors That translates in the Viewer as follows 1 File Room The root of the file structure Shown here as Acme Widgets 2 Folder Here we have four main folders Customers Gen Admin Payroll Human Resources and Vendors 3 Sub folder Within the folders are sub folders In this example under the folder labeled Customers we have Arrow Printing Dade Recycling and Glades Box amp Lids 4 Name Within the Sub folder Customers are the documents in this example there are three single documents Page 1 Page 2 and Page 3 Note You can create sub folders under a previous sub folder but it is highly discouraged This feature is permitted because there may be some limited situations when that type of file structure is needed For most applications you need only three levels of file structure above the actual document If you need additional help is the area please visit support scan2us com and we will do ou
4. Software Installtion Training Scan2Us Scanner Training Print2Us Training Index Training Scan2Us Viewer Trainina To download a standalone copy of Print to us go to Scan2Us com downloads select Print2Us download Follow the directions to load the software onto your system A complete Print2Us training video is available at the following internet location Print2Us Training Video Using Print2Us Software Print to fie peers ft gg Per ample 1 38 42 tows N OOMAM d L A ETES AX ini Cdi From any document editor Word Word Perfect Excel Adobe Acrobat any editor with a print function Create New Document or Open an existing Document in your editor 2 Select File Print 3 Scroll down under Printer Name to Print 2 CFC bw for black and white or Print 2 CFC color for color Note Do not use color setting above 125t DPI See Scan Screen Control 4 Select Ok Note If you make Print2Us your default printer any document from any editor can be uploaded to your Remote Filing System by just clicking on the Print Icon from the Editor s menu bar 5 The Solomon Institute Security Logo appears click OK It checks your system ID and opens your Remote Filing Cabinet Uploading software Activating your Print2Us Driver One Time Only E Print 2 le name pOu edits cet up pg ave an type PEG Image l ex L A Sample Lene 1 Select File Preferences from th
5. or select Start Programs CFCRe mote Scan exe 2 Select File Preferences from the Menu bar Alternatively select the Preferences Icon CFC License Manager Comunications Registration About Login Demo Password Pott 21 FIPSever fipscan2usne S S S S 3 Select the Communications Tab and enter e Login User Name e Password FTP Port No 21 FTP Address ftp scan2us net CFC License Manager Comunications Registration About Account Demo Login Demo Password Web Server https secure scanZus net w ebServices Activate Activation Ke Aivat 5C6542E B5676DF2E 93E 3C4EE 14233523 5 Now select the Registration Tab and enter e Account Name e User Name e User Password e Web server address httpsi secure scan2us net WebServices 6 Click the Activate button Note If all the information has been correctly entered your Activation Key number will be downloaded into your software and automatically displayed 7 Click SAVE Your Scan2Us and Print2Us software is activated CFC License Manager a 8 This window displays the current version of Scan2Us software Print2Us Driver Print2Us Standalone Sample IndexTemplates See sample pop ups below 2 Business gt Software Downloads Medical Scan2Us Remote Scanner Retail Print2Us Remote Scanner qur Scan2Us Remote Viewer Marketing amp Training Videos FREETRIAL 3
6. 1 1925 Markup Agendas E NOVEMBER 16 1925 11 16 1925 Minutes T E NOVEMBER 16 1925 11 16 1925 E NOVEMBER 2 1925 11 02 1925 B NOVEMBER 21 1925 11 21 1925 E NOVEMBER 23 1925 11 23 1925 3 NOVEMBER 30 1925 11 30 1925 1930 Council Minutes B Luo see a eee OCTOBER 19 1925 10 19 1925 OCTOBER 2 1925 10 02 1925 1932 Council Minutes actorer 21 1025 10 21 1925 See also File Room Security Document Name Enter the name of the Document Usea name which is the most specific description of the document Fiwedot Zoomin Zoom Ou Fa wh Ciockwen Counter C More See Notice how the document name appears within your Remote Filing Cabinet The file folder or file drawer contains the Sub folder or folders in the file drawer It is the primary identification of the document and is totally searchable Open Edit LCross Ag Text Help 29 Lo XU 1925 Coundi Minutes Items C Folders O Document Name DATE File Room DECEMBER 1 1925 12 01 1925 CITY OF HIALEAH v E DECEMBER 14 1925 12 14 1925 El DECEMBER 21 1925 12 21 1925 CITY OF HIALEAH a cass bite gessi DECEMBER 31 1925 12 31 1925 H Minutes NOVEMBER 16 1925 11 16 1925 UM El NOVEMBER 16 1925 11 16 1925 apres es PEAN eae E NOVEMBER 21 1925 11 21 1925 cansa e adios E NOVEMBER 23 1925 11 23 1925 nbn E NOVEMBER 30 1925 11 30 1925 1930 Council Minutes E NovEMEER 9 1925 11 09 1925
7. 1931 Council Minutes El ocrosen 19 1925 10 19 1925 c EU El octoser 2 1925 10 02 1925 Fl octorer 21 1995 10 21 9285 Folder Drawer The Remote Scanner This is the name of your File Cabinet Drawer within your File Room if you have a single File Room If you have multiple File Rooms then think of this as the File Cabinet It might be labeled Invoices Payroll Account Payables Sales etc Once you become familiar with the file structure of your filing cabinet you will have no trouble placing documents in the proper folders DATE REFERENCE YEAR BUDGET PHONE oom bn Zoom Ove Fi Wet Courter Cochin More Page Se Remote Viewer Within the Remote Viewer the information you place in Parent in the Scanner shows up here in the Viewer Search Open Edit Cross Aj Text Help 29 Lo Items Go Qoz Council Minutes C Folders C Documents Document Name DATE File Room 3 DECEMBER 1 1925 12 01 1925 CITY OF HIALEAH ve DECEMBER 14 1925 12 14 1925 El DECEMBER 21 1925 12 21 1925 E CITY OF HIALEAH zu 3 DECEMBER 28 1925 12 28 1925 i DECEMBER 31 1925 12 31 1925 i tee gems NOVEMBER 16 1925 11 16 1925 El NOVEMBER 16 1925 11 16 1925 a mes 1926 Council Minutes dr RES El NOVEMBER 21 1925 11 21 1925 SRE NOVEMBER 23 1925 11 23 1925 uaina E NOVEMBER 30 1925 11 30 1925 d E NOVEMBER 9 1925 11 09 1925 EL EE El ocroser 19 1925 10 19 192
8. 5 El ocroser 2 1925 10 02 1925 1932 Council Minutes fal OCTORFR 21 1925 10 21 1925 Sub Folder Folder In the Remote Scanner You will place your documents which may be a single page or multiple pages within the Cabinet Drawer or File Folder You might label the Sub Folder with the name of an Employee to be placed in the Payroll Drawer or a Vendor placed in your Payables Drawer or a Customer placed in your Sales Drawer iting Cabinet Remote Scanning Zoom Dui Fa weit Courtes Cocker M we Page fae In the Remote Viewer And in the Viewer this would be the document within a sub folder Si CJ Open Edit Cross Text Help 9 Lo Co 125 coundi Minutes Items CI Folders Documents DATE File Room DECEMBER 1 1925 12 01 1925 CITY OF HIALEAH g H oecemeer 14 1925 12 14 1925 3 DECEMBER 21 1925 12 21 1925 E DECEMBER 28 1925 12 28 1925 E DECEMBER 31 1925 12 31 1925 ul NOVEMBER 16 1925 11 16 1925 EMBER 16 1925 11 16 1925 me 1925 Council Minutes R 2 1925 11 02 1925 1926 Council Minutes TI BOND NOVEMBER 21 1925 11 21 1925 NOVEMBER 23 1925 11 23 1925 immi NOVEMBER 30 1925 11 30 1925 Reg E NOVEMBER 9 1925 11 09 1925 nn OCTOBER 19 1925 10 19 1925 VUE DEN DATI El 2 1925 10 02 1925 fil 21 1995 10 21 1925 File Naming and Structure Fie room acut wepol rs F
9. Scan2Us Help Copyright 2006 2009 Scan2Us LLC Table of Contents use mM General Information Scanner By amp EL a ee ee Se e Dur ee Lo Due ti pe DEP RD ao an d an a Print2Us Driver OV EI WIG PR Re Scanmaus Viewer Over Vi W eee nece Ubx pepe ERE DEKO bx td ce a End User License Agreement NUT UNE HOW tO SE NE Em oc aA LET Fo lder DraWe TENTI TT DOTT SUD FOIE ONG Sl EOD Fle Naming and SUCR mem c Options TaD a S A de Scan Scanner Dependent Print2Us How to Getting Started c Remote Viewer How to Create the Viewer Desktop TCA ee em he C SAR den eee de ten ne H Viewing a DOCUIMIGINE vase T Managing the
10. ake changes as necessary You can have as many as 10 Index Field Labels You choose the label names You can use one Index for Filing Cabinets You do not have to use every index label for every type of scan Depending on what you are scanning you can use only those index labels that fit those documents Some universal index fields like Date and Subject may apply across a variety of documents place them at the top of your Index list You can change index label anytime before you press the Save button before or after each scan as long as you do it before you press Save Note If you want to change the index labels after the document is saved or uploaded you can make that change with your Scan2Us Viewer if you have security permissions for that feature You can choose to clear these fields after each scan or keep them populated using the Options Tab Clear Reference Fields functions Thumbnail Each time you scan a document it appears in the thumbnail viewer window as a thumbnail If you need to move a page within a document or view a single page within a document you can access it thru the thumbnail window You can also View the page s order within the document Append or add additional page s into the document Move page s within the document If you would like to change the order of the pages withing the document you can Delete page s within the document This is helpful when you have chosen the Duplex Function under Op
11. e menu bar Select the Communications Tab 2 Enter the User Name and Password The FTP Port No should be 21 and the FTP address should be ftp scan2us net E Print 2 CFC Pola Sane domm Web Server hops recu tear reve Acksshon Key 4 Next select the Registration Tab 5 Enter you Account Name User Name and Password The web server entry should be https secure scan2us net WebService s 6 Click on the Activate Key Note If all the information has been correctly entered your Activation Key number will be downloaded into your software and automatically displayed 7 Click SAVE to save the changed options The Scan2Us software is activated You are now ready to upload documents to your Remote Filing Cabinet Scan2Us Remote Viewer The Scan2Us Remote Viewer allows users to access files and documents from your Remote Filing Cabinet Each time the Viewer is opened security is checked The viewer may be left running idle but it will be available to anyone who has access to your PC work station The Remote Filing Cabinet can be accessed by multiple Scan2Us Viewers each with individual security parameters If you have not placed the Scan2Us Viewer Icon on your Desk top please go to Create a Scan2Us Viewer Icon from the Scan2Us Remote Viewer How from the Helps Menu Gaining Access to your Remote Viewer 1 From the desktop click on the Scan2Us Remote Site icon 2 The following screen will be disp
12. ields will be cleared Document Name If you select this feature after each scan and save the document name entry will be cleared for your next scan Barcode Update Cross Reference fields Withe optional Barcode2Us software you can use bar codes either on cover sheets or embedded in the documents to route your scanned pages into the proper folders with the proper name and index information Folder Name Works with the above Barcode2us software to create folder names using bar codes Fields Index The Fields index Tab contains the labels entries you will use as search criteria It is important to use them wisely Failing to remember how you labeled a document can be minimized if you have a plan before you start Remember when you have thousands of documents your searches allow you to drill down to find the document Think of your index labels as a way to categorize and group documents Note Bar codes can be used to insert information into Field blanks Note Google searches through millions of documents using similar indexes Your efforts will be improved if you plan your indexes and make sure everyone enters documents using indexes properly Note You can change Document Labels after they have been uploaded into your Remote Hiling System So do not get frustrated if you decide to make changes as you familiarize yourself with the system If you need to change the index later as your indexing skills improves you can go back and m
13. layed 3 Enter your Account ID Name User Name and Password 4 Select Logon gt Computer Filing Cabinet Web Access Windows Internet Explorer bre Ed r3 https secure scanzus net 4 X B File Edit View Favorites Tools Help Snagit 3 od Computer Filing Cabinet Web Access m mah ip Page i Tools Bee WS Account ID User ID Password 8 to 12 characters 5 The Scan2Us viewer will be displayed Computer Filing Cabinet Web Access Windows Internet Explorer ME C X le https secure scanZus net Y 8 v X Google o ali File Edit View Favorites Tools Help t BSnaglt d 48 Computer Fiing Cabinet Web Access 3 n x dh E Page 3 Tools Search 4 4S Help Logout End User License Agreement for Scan2Us Scan2Us is a try before you buy software product This means 1 All copyrights to Scan2Us are exclusively owned by Scan2Us LLC 2 Anyone registered may use this software during an evaluation period of 30 days If you wish to continue to use Scan2Us after this period you must register 3 There are 2 basic types of licenses issued for Scan2Us these are a A single computer USAGE license The user purchases ONE license to USE Scan2Us on ONE computer b AMultiple USAGE license The user purchases a number of USAGE licenses for use by the purchaser the p
14. ny newer major version for example from 1 x to 2 x 3 x 4 x and so on if the period is one year since your order date has not yet elapsed or if the period is one year since your last paid major version upgrade has not yet elapsed In other cases you have the right to receive a 50 discount from our current retail price for an upgrade to any newer major version of Scan2Us For more information about recent releases please visit our Web site at Scan2Us downloads File Room The File Room can also be thought of as the File Cabinet It is the container of all your documents in your Remote Filing System You can have more than one File Room Cabinet Each File Room Cabinet has an independent Security System z Woo Each File Room can contain n number of File Drawers and Folders Each Folder can contain n number of Documents If you have a Single File Room system that File Room will displayed automatically If you have multiple File Rooms Scroll down to the selected File Room Notice how the File Room Name appears within your Remote Filing Cabinet file folder It is the first identification of the document and is totally searchable ent W Open Edit S Cross AG Text Help 29 Lo 6 Gy 1925 Council Minutes Items DATE 1 1925 12 01 1925 ue si amp 14 1925 12 14 1925 21 1925 12 21 1925 CITY OF HIALEAH 28 1925 12 28 1925 55 Annual Budget DECEMBER 31 1925 12 3
15. r best to help you Options Tab The Options Tab contains a variety of utility features which differ from scanner to scanner The features described here are available with the Fujitsu line of scanners There are four Option categories containing Scanner specific features Scaling Save As Reset after Save Barcode Sese To Giay Save or Singe Document Indeidusi Documents Barcode Documerts Scaling Normal We do not use any features in this category Scale to Gray The system is set to default for these features We suggest that you keep the default settings Save As Single Document This is the default setting and places multiple pages within a single document label with the document name Individual Documents You can scan multiple pages within a document and the system will automatically give each page the document name and the page number Barcode Documents Using our optional Bar Code Software Barcode2Us you can create a cover sheet for your document which has the name and indexing information and when you place that cover page on top of your documents and into the scanner the software will automatically label the documents and place them in the proper folders Reset after Save Cross Reference Fields There will be occasions when you want to reset the cross reference fields after each document is scanned If you choose this feature when you complete the scan and press save the cross reference f
16. sing this software 7 You may not use copy emulate clone lease sell modify decompile disassemble otherwise reverse engineer or transfer the licensed program or any subset of the licensed program except as provided for in this agreement Any such unauthorized use will result in immediate and automatic termination of this license and may result in criminal and or civil prosecution 8 There are NO additional license fees except for options that are purchased by the user Legally registered users may use their copies of Scan2Us to manage documents in any supported format and to distribute those documents free of any additional royalties related to Scan2Us 9 Installing and using Scan2Us signifies acceptance of these terms and conditions of the license 10 If you do not agree with terms of this license you must remove the files of the product from your storage devices and cease to use it All rights not expressly granted here are reserved by the copyright holder How To Order Three ways to do business with Scan2Us LLC e Download a fully functional copy of Scan2Us online directly from our web site Scan2Us com e From and authorized Scan2Us dealer e Call our offices in Miami Florida at 1 305 267 4888 ext 2 The latest pricing information is available on our Web site Initial Start Up Costs Remote Scanning Software 495 Unlimited Viewer Stations software Training Videos Included E Support Included User Blog Included
17. tions Scanner Settings In this case you might find that only half of your documents have information on the backs of the pages and those appears as blank pages in the thumbnail window You can delete those documents before saving and uploading them Computer F iling Cabinet Remote Scanning KH 4 P Pinview Scan _ More Pae C Swe Shortcut Definitions e Viewing Pages Click on any thumbnail to display it in the viewing window on the left side of the page e Appending Pages After selecting the More Pages at the bottom of the screen scan additional pages and you can append them into the document and move them into the correct order e Moving Pages Left click and drag over the thumbnail document it turns black Left click and hold the cursor on the thumbnail and drag it to the new position Release and you will be asked if you want to make that move e Deleting Pages Left click and drag over the thumbnail document it turns black Press the delete key You will be asked if you want to delete the page or pages
18. urchaser s employees or accredited agents on the same number of computers Once registered the user is granted a non exclusive license to use Scan2Us on as many computers as defined by the licensing terms above according to the number of licenses purchased for any legal purpose The registered Scan2Us software may not be rented or leased but may be permanently transferred in it s entirety if the person receiving it agrees to the terms of this license If the software is an update the transfer must include the update and all previous versions 4 The license key received after registration of Scan2Us may not be distributed If your license key is found to be published anywhere your license for using Scan2Us will be terminated 5 The Scan2Us unregistered copy may be freely distributed with exceptions noted below provided the distribution package is not modified a No person or company may charge a fee for the distribution of Scan2Us without written permission from the copyright holder b The Scan2Us unregistered copy may not be bundled or distributed with any other package without written permission of the copyright holder c Hacks crack keys or key generators may not be included on the same distribution 6 Scan2Us is distributed AS IS No warranty of any kind is expressed or implied You use this software at your own risk The developer will not be liable for data loss damages loss of profits or any other kind of loss while using or misu
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