2024:Scan Viewer (UI Element): Difference between revisions
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==== Selecting and configuring a scanner ==== | ==== Selecting and configuring a scanner ==== | ||
If the '''''Scan Viewer''''' is not set up with a default '''Scanner Profile''', | If the '''''Scan Viewer''''' is not set up with a default '''Scanner Profile''', users will be able to choose and configure a scan device from the '''''Scan Viewer'''''. | ||
:*<li class="fyi-bullet"> This is the default '''''Scan Viewer''''' configuration. | :*<li class="fyi-bullet"> This is the default '''''Scan Viewer''''' configuration. | ||
:*<li class="fyi-bullet"> For Grooper designers wanting more info on how to set up a '''''Scan Viewer''''' in this way, [[#Basic setup|see below]]. | :*<li class="fyi-bullet"> For Grooper designers wanting more info on how to set up a '''''Scan Viewer''''' in this way, [[#Basic setup|see below]]. | ||
Revision as of 12:34, 2 July 2024
Scan documents into Batches from one or more scanning workstations using the Scan Viewer.
About
The Scan Viewer allows Grooper users to scan documents using a scanner connected to a workstation. The Scan Viewer can be executed in a Batch Process in a Review step. In order to operate the Scan Viewer the Grooper Desktop application must be installed and running on the scan user's workstation.
In this article, we will instruct you how to:
- Install Grooper Desktop
- Use the Scan Viewer, including:
- How to select and configure a scanner from the Scan Viewer
- How to save scan settings to a Scanner Profile from the Scan Viewer
- How to select a saved Scanner Profile from the Scan Viewer
- Set up the Scan Viewer, including:
- How to allow users to save Scanner Profiles
- How to allow users to select previously saved Scanner Profiles
- How to define a default Scanner Profile to prevent users from configuring scanner settings from the Scan Viewer
Installing Grooper Desktop
Grooper Desktop is a lightweight application required to scan paper documents into Grooper. Furthermore:
- Grooper Desktop runs in the background and must be on in order to scan.
- Grooper Desktop must be installed on any desktop computer connected to a document scanner used for scanning.
- Once installed, users will use the Review activity's "Scan Viewer" to scan documents into Grooper.
- Grooper Desktop "listens" for users operating the Scan Viewer, drives the scanner, and sends all images coming from the scanner to the Grooper Repository via web calls.
beta:Install and Setup To install Grooper Desktop:
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Installation should only take a few minutes. Press the "Finish" button when prompted to exit the installer. |
Using the Scan Viewer
Managing device selection
Before you can start scanning, Grooper needs to know what scanner is hooked up and what settings you intend to use to scan. Depending on how the Scan Viewer is configured, you may do things in one of the following ways:
- If the Scan Viewer has a default Scanner Profile, the user will not need to configure anything. The Scan Viewer will use the device and settings defined in the Scanner Profile.
- If no default Scanner Profile is set, the user can select and configure the scanner from the Scan Viewer.
- If a "Scanner Profiles Folder" is defined, the user can select from one of a list of Scanner Profiles in that folder.
- If allowed to do so, users may optionally edit existing Scanner Profiles or save scanner settings to a new Scanner Profile.
Selecting and configuring a scanner
If the Scan Viewer is not set up with a default Scanner Profile, users will be able to choose and configure a scan device from the Scan Viewer.
- This is the default Scan Viewer configuration.
- For Grooper designers wanting more info on how to set up a Scan Viewer in this way, see below.
Selecting a saved Scanner Profile
If the Scan Viewer is configured with a "Scanner Profiles Folder", users will be able to select from a list of preconfigured Scanner Profiles. This allows users to select a pre-saved scanner configuration instead of manually configuring the settings.
- For Grooper designers wanting more info on how to set up a Scan Viewer in this way, see below.
Saving scan settings to a Scanner Profile
If the Scan Viewer is configured to allow users to do so, users may save scanner settings to a new Scanner Profile. This is how Scanner Profiles get created in Grooper. Scanner Profiles are a convenient way of saving scanner settings for future use.
- For Grooper designers wanting more info on how to set up a Scan Viewer in this way, see below.