Creating a Barcode for Scanning

The 'Barcode' button allows quick access to the Barcode integration from anywhere within a case. See Setting Up Barcode Scanning for details about setting up the Barcode integration. Using Barcodes allows you to scan multiple documents simultaneously and have each document attach to the appropriate case with the appropriate properties. Simply create and print the barcode and place it on top of the document to be scanned. Repeat this process for each document to be scanned and place each document (with the Barcode page on the top of each one) on top of each other. The entire pile of documents can then be scanned together (up to the page limits of your scanner).

Using the Barcode Icon

1. Click the 'Barcode' button.

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2. Choose the appropriate document category and subcategory, date, direction, and delivery method. The direction for the document will automatically be selected as incoming.

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      3. Add a document description (optional but highly recommended).

      4. Choose the appropriate party from whom the document was received and to whom it was sent, by default the "To" field will be selected as your law firm.

      5. Click the 'Generate' or 'Generate in a new window' button in the lower left corner of the screen.

      6. A Barcode Cover Sheet, similar to the following will be generated.

      7. Click the "Print" icon to print the Barcode Cover Sheet.

      8. Place the printed Barcode Cover Sheet on top of the document you want to scan.

      9. Repeat steps 1 through 8 for any additional documents you want to scan. Place the second, third, fourth, etc. set of documents on top of each other.

      10. Place the document(s) with the generated Barcode Sheet(s) on top of each document in the document feeder of your scanner and scan the document(s). If you are scanning more than one document, they can be scanned all at once without the need to separate them individually. (The Barcode sheet for each document will act as a separator).

      11. SmartAdvocate® will automatically separate the individual documents (if you had scanned more than one document at a time) and route them to their appropriate file, place them in the correct folder, under the correct document type and sub-type, and give them the correct name.

      12. The scanned document(s) will be listed in the Document section of the respective file(s), with an Origin of 'Scanned'.