Scanning documents in IBM Case Manager

In this sample workflow, you scan a document in IBM Case Manager by selecting the Add Document from Scanner option. This feature is available when you configure IBM Datacap and IBM Case Manager for transactional capture.

To scan a document in IBM Case Manager:

1. Log in to Case Manager Client.
2. Double-click a case to open it.
3. On the Document tab, click the Add button and select Add Document from Scanner.
4. Select your scanner from the drop-down list. If you do not have a scanner, or if you want to import images instead, select Import from Directory.
5. Load the document in the scanner, click Scan > Append, and wait until the pages are scanned.
6. Images are scanned into the thumbnail strip. Double-click the first image to view a full page.
7. Select a document class from the drop-down list and fill in the document properties. If you configured transactional capture for automatic data capture, click Capture to populate properties of the document class. If SSO is not enabled, you are prompted to log in to the Datacap repository. You can specify whether to capture data from the current page or from all pages. Only matched field values are populated in the document properties.
8. Click Add to save the document in the case folder.