What is the application Scan?

Modified on Wed, 28 Sep 2022 at 04:11 PM

Scan is a dematerialization solution.

It allows all documents to be scanned and centralized in order to share them in complete security with your accounting firm without separating from the originals.

  • No risk of losing documents
  • Secure sending
  • Access to all documents at any time through Documents application


What Scan contains?

  1. Drop-down menu for selecting your folder.
  2. Configuration access button.
  3. Knobs for adjusting the brightness and contrast of scans.
  4. Scan and Send buttons.
  5. Online Help Access Button
  6. Documents awaiting filing.
  7. Bunk for documents intended for Documents application, which don't require accounting treatment.
  8. Bunks for accounting documents.
  9. Tree structure of the documents of the selected bunk. Each document is presented page by page.
  10. Document overview
  11. Fields to leave a comment before sending
  12. Rotate buttons for the selected page or document
  13. Contrast adjustment button for imported PDF/TIFF documents
  14. Document preview zoom adjustment bar
  15. Trash


First steps

After you have connected to the application:

  1. Select the folder you want to work on, to do so, click on the “Choose a folder” drop-down menu.
    This menu allows you to quickly find your folder, via a search field, either by name or number.

  1. Once the folder is selected, the main view is as follows:

Select bunk to transmit documents and click on “Scan”

Drag and drop the desired documents to the bunk of your choice.

  1. Check the correct presentation of the documents and click on “Send

  1. The documents have gone to your accounting firm.

A confirmation of receipt is waiting for you in your mailbox.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article