Types of Barcodes
In some situations, 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 barcodes used by the Docupace system:
Work Item Coversheet
Barcoded Documents
Work Item Separator
Document Coversheet
Document Separator
Each type enables one or more of these features:
workflow routing
auto-indexing
updating document images
splitting scanned pages into different batches.
Work Item Coversheet
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.
Barcoded Document
Barcoded Document
Enables: Auto-indexing and workflow routing
Tip: Many documents have built-in barcodes within their pages. These barcodes allow the system to recognize the forms and auto-index them to the corresponding Request Type.
Note: Depending on the document, this may also drive some workflow routing behavior.
Work Item Separator
Enables: Splitting documents within a batch
Note: If you are scanning multiple Work Items, this separator will indicate to the system that a new batch of Work Item documents has started. It is primarily used with network multi-function scanners.
Attention: This coversheet does not support auto-indexing.
Note: To print separator coversheets, go to the Administration > Barcodes section.
Tip: DocuScan users can split WIs using the software, eliminating the need to place separator sheets.
Document Coversheet
Enables: Document image updates
Note: This coversheet will allow the system to find the corresponding document in the database and update the document image with a new version, e.g., an image with the client’s wet signature.
Note: It will not perform any auto-indexing.
Note: It is often used to update NIGOs or to re-upload wet-signed documents.
Note: This coversheet is unique to a specific record in the system. Thus, this coversheet cannot be reused
Document Separator
Enables: Splitting documents within a batch
Note: If you are scanning multiple documents, this separator will indicate to the system that a new batch of document pages has started. It is primarily used with network multi-function scanners.
Attention: This coversheet does not support auto-indexing.
Tip: DocuScan users can split documents using the software, eliminating the need to place separator sheets.
Note: To print separator coversheets, go to the Administration > Barcodes section.