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In some situations, certain documents need to be printed from Docupace and re-uploaded into the system using your office scanner. For example, when your forms require Wet Signatures from you and your clients, you will need to get them sent back to the corresponding Work Item in Docupace. For more information on re-uploading these signed forms, refer to the Scanning Barcoded Forms – User Guide V 1.0.
A barcode is a method of displaying information in a way that a system can easily read. The simplest barcodes are made up of a series of parallel vertical bars and spaces. Some barcodes may be on pre-configured forms (customized) or may be generated directly from within the Docupace system. The use of barcodes (which were printed out as part of your forms packet) ensures that the documentation is placed back into the correct location (in this case existing Work Item).
Keep the documentation in order; with the barcodes on top of the document it is representing. This guide provides information on the different types of coversheets provided by Docupace.
- Request Type Coversheet
- Document Type Coversheet
- Barcoded Documents
- Document Separator Coversheet
- Document ID Barcode Coversheet
Each type enables one or more of these features:
- workflow routing
- auto-indexing
- updating specific records
- splitting documents into different batches.
Request Type Cover-sheet
Request Type Cover-sheet
Enables: Workflow Routing
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When you place this on top of document(s), it will drive some initial routing behavior – by sending the work item to the appropriate workflow queue. |
Document Type Cover-sheet
Enables: Auto-indexing
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If the document does not have a barcode, this coversheet generates auto-indexing of the document type classification, thereby even eliminating the need for a Request Type Coversheet. |
Document Type Cover-sheet
Barcoded Document
Barcoded Document
Enables: Auto –Indexing and Workflow Routing
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Many documents do (or will) have barcodes “in-built”, i.e within their pages. This eliminates the need for the Document Type Coversheet. |
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Depending on the document, this may also drive some routing behavior – thus eliminating the need for a Request Type Coversheet. |
Document Separator Cover-sheet
Enables: Splitting documents within a batch.
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This cover-sheet does not support auto-indexing. |
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It is primarily used with network-multi-function scanners. |
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DocuScan users can split using the software itself, thereby eliminating the need of placing separator sheets. |
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The separator cover-sheets can be found under the Administration tab. |
Document Separator Cover-sheet
Document ID Barcode Cover-sheet
Enables: Updating a specific image or record.
Document ID Barcode Cover-sheet
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This cover-sheet is unique to a specific record in the system. |
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It is often used to update NIGOs. |
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As it is document-specific, these cover-sheets cannot be re-used. Hence, it is recommended that they be created sparingly to avoid paper waste. |