Click on images to expand them.
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
must get them
back to the corresponding Work Item in Docupace. For more information on
scanning these signed forms, refer to the Scanning Barcoded Forms
section. To re-upload the forms, use the Attach button and the Direct File Uploader.
A barcode is a method of displaying information in a way that a system can easily read. The simplest barcodes
comprise 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.
Using 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, the existing Work Item).
Keep the documentation in order
, with the
barcode on top of the document it
represents. This guide provides information on the different types of coversheets provided by Docupace.
Work Item 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
Work Item Coversheet
Request Type Cover-sheetCoversheet
Enables: Workflow Routing
Note
: 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
Coversheet
Enables: Auto-indexing
| Info | |
|---|---|
Note | : 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 -indexing and Workflow Routing
| Tip | ||
|---|---|---|
| title | Tip | : Many documents do (or will) have barcodes “in-built”built,” i.e., within their pages. This eliminates the need for the Document Type Coversheet. |
| Info |
|---|
Note |
: Depending on the document, this may also drive some routing behavior – thus eliminating the need for a Request Type Coversheet. |
Document Separator
Coversheet
Enables: Splitting documents within a batch.
| Note | |
|---|---|
Attention | : This cover-sheet coversheet does not support auto-indexing. |
| Info | title |
Note
: It is primarily used with network-multi-function scanners.
| Tip | |
|---|---|
Tip | : DocuScan users can split using the software itself, thereby eliminating the need of placing to place separator sheets. |
| Info | |
Note
: The separator
coversheets can be found under the Administration tab.
Document Separator Coversheet
Document ID Barcode Cover-sheet
Document ID Barcode
Coversheet
Enables: Updating a specific image or record
Note
: This
coversheet is unique to a specific record in the system.
Note
: It is often used to update NIGOs.
Note
: As it is document-specific, these
coversheets cannot be re-used. Hence, it is recommended that they be created sparingly to avoid paper waste.