Ambir PS467 User Manual download pdf (Page 10)

Omniprise CRM System | Steps to Add a Note

Notepad | Version 1.0

Attached Files

If a device with scanner capabilities is attached to the computer, a user may access that scanner

through the Omniprise ERP System and attach a file to an entry within Omniprise. The "Scan"

button will only appear if a scanner is attached to the computer.

To add a scanned file in the "Attached Files" field, click the "Scan" button and the OmniScan

window will open.

Clicking the "Image Mode" button will scan the item as an image, which save the

file as a .png. Users can only attach one image in a file at a time when scanned in "Image Mode".

Clicking the "PDF Mode" button will scan the item as a PDF, which saves the file

as a .pdf. Users can save multiple scanned items as "pages" in a single file when the item is scanned

in "PDF Mode".

Click the "Cancel" button to cancel scanning the item.

After the item has finished scanning the "OmniScan Image" window will open with the scanned item

displayed.

In the "OmniScan Image" window, the user can edit the scan as necessary before saving the item or

uploading the item into Omniprise.

1 2 ... 5 6 7 8 9 10 11 12 13 14

No comments

Ambir PS467 User Manual Page 10