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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

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 Cover-sheet

Enables: Auto-indexing

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.