TOLIA Imaging QuickScanThis is the third article in the TOLIA Document Imaging for TMWSuite series.  To recap, in article 1 of this series I discussed the TOLIA Image Viewer which is used for quick document retrieval and viewing in addition to some upload capabilities.

In article 2 I discussed the TOLIA Batch Entry program used to upload and tag scanned images in a batch mode. 

In this article, we’ll focus on the last of the methods for inputting documents into the imaging system, which is with a tool called TOLIA QuickScan.

Purpose

The previously discussed methods for getting images into the TOLIA Imaging database are great if the image is already in electronic format or if the images are to be loaded in a batch method.  After going live with the TOLIA Image Viewer and the TOLIA Batch Entry we discovered that there are times where another method for image input was needed, one which allowed an operator to quickly get a physical piece of paper tagged and scanned into the system.

Process

Such times would normally arise when in the invoicing or settlements modules within TMW and you had a couple of documents for a particular order you may be working on. 

Rather than having to go through the workflow of doing the Batch Entry method, we wanted a method that allowed a person looking at an order in either invoicing or settlements to be able to simply “one click” scan a document into that order so to speak.

The QuickScan does just that.  While you are looking at an order on the screen, you can click the menu option to launch the QuickScan that pops a small window that asks you select the document type. You then click to start and simply feed your documents in.  They are automatically loaded into the database accordingly for that order and checked in.

This is great when you are invoicing or settling a couple trips at a time or when you’ve already completed your batch process and you find that you need to load up a couple more documents into the system that were omitted previously.

The next articles will focus on the data retrieval from TOLIA from a customers perspective and also in our Invoicing add on module that ties directly into the imaging system and provides a bunch of other bells and whistles, stay tuned…

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