Getting Started

In this article learn HOW TO: 

  • Scan new documents
  • Scan to existing documents
  • Adding additional page(s)
  • View and Delete documents

Scanning Documents from Customer page

Scan New Document(s) from the Edit Document Icon

 Documents can be scanned individually from the Customer page.

  1. From customer page select the Edit Document icon to the right of the document name
  2. Make any necessary changes to the Document such as the title, Date, status or add a Comment
  3. Select the Scan icon to launch accuimg and scan the document using the configured desktop scanner
  4. Make any necessary changes to each selected document such as
    • Adding Additional pages, deleting or rotating pages etc. using the top menu bar
    • Change and view the document, customer and/or account information with the Document Details Tab
  5. Select each box next to the scanned document or choose 'Select All' the select the Save icon, once image is saved the Save icon will gray out
    • The Remove (Discard) function will remove all images just scanned and will gray out page
    • Note: Same with the deleting a document. Select each box next to the scanned document, choose Delete icon, then select the Save icon
  6. Select Close or the X in the upper right hand corner of the accuimg window when you are finished with the document

 

 Scan New Document(s) from the Edit Document Tab

If a new document needs to be added on the customer page

  1. From customer page select the Edit Document Tab icon to the left of the document name
  2. Make any necessary changes to the Document such as the title, Date, status or add a Comment
  3. Select the Scan New Document
  4. Make any necessary changes to each selected document such as adding, deleting or rotating pages etc. using the top menu bar or using the Document Detail Tab
  5. Select each box next to the scanned document or choose 'Select All' the select the Save icon, once image is saved the Save icon will gray out
    • The Remove (Discard) function will remove all images just scanned and will gray out page
    • Note: Same with the deleting a document. Select each box next to the scanned document, choose Delete icon, then select the Save icon
  6. Select Close or the X in the upper right hand corner of the accuimg window when you are finished with the document

 

How to add additional page(s)

Adding pages to an existing document from the customer page

  1. From customers page select the Edit icon from an existing document
  2. Select Scan
  3. Select Scan Additional page(s) icon, this will give you a drop down menu. You have the option of scanning additional pages at the Start of the document / Before a current page / After a current page / End of document (if the document is before or after a current page, the page must be selected and highlighted in the thumbnail column)
  4. Select Scan
  5. Select the Box next to the document title or select Save All
  6. Select the Save icon  

Scan Document directly from accuimg Desktop application

Scan from the Open option in accuimg

Browse your PC for a document you want to import into AccuAccount with or without having AccuAccount open.

  1. Launch accuimg from the Desktop icon or from AccuAccount
  2. Select Open
  3. Select Browse, browse your PC for the document and double click on the document you wish to import. this places the document in accuimg
  4. Click on the document title in accuimg, this will open the document for viewing and editing
  5. Select the Document Details Tab, select from All the drop down menus from each category
    • Document > Select Document Type from drop down menu either Credit document or Account document > continue to select from drop down fields
    • Customer > Type in customer number and Click on the account you wish to import document to. Once account number is selected the rest of the fields will auto populate
    • Account > Select from the drop down menus from each category. Some fields will auto populate
      • NOTE: You can view the customer in AccuAccount at this time by clicking the View Customer link.
  6. Select the Document Tab
  7. Click the Box by the document or Click Select All
  8. Select the Save icon
TIP:

If required fields are not properly selected in the Document Detail tab, the option to save will not be available, and will show a RED exclamation mark. 

 

 Scan from the Scan option in accuimg

 Scan document(s) without opening AccuAccount. (You will need the customer number)

  1. Launch accuimg from the Desktop icon
  2. Select Scan
  3. Type in the Customer Number
  4. Select Scan Type, Barcode Scan or Scan to Document Tab.
    • Based on the Scan Type you may have one or more to the following drop down menu choices:
      • Document Type: Credit or Account
      • Account: Select Account or Collateral number
      • Document Tab: Select where the document should reside
  5. Select Scan, scanner will launch
  6. Click the Box by the document or Click Select All after all changes have been made
  7. Select the Save icon 
Note:

Additional Borrowers and Non Primary collateral will not display in the drop down list. 

 

How to edit and/or add additional pages from the Open menu in accuimg

Open from AccuAccount will let you select from the current Customers loans, application, deposit or trust existing document from a drop down menu. With or without AccuAccount being open. Once an account is selected you then can choose the document

  1. Launch accuimg from Customer page or from accuimg desktop icon
  2. Select Open from the left hand menu
  3. Under 'Open from AccuAccount' Select Customer by typing in Customer number 
  4. Select the Account from the drop down menu
  5. Select the Arrow next to the Document folder fro the drop down menu
  6. Click on the Box next to the document (to view prior to opening click the name of the document, to the right it will display the first page of the document. This is View only)
  7. Click on the blue folder Open Documents
  8. Click on the name of the document you wish to view, edit or scan additional pages to
  9. Click the Box by the document or Click Select All after all changes have been made
  10. Select the Save icon 

View Documents

  1. From customers page in AccuAccount
  2. Click the Refresh icon to Refresh the screen and view the document on the customers page. The document indicator will change from a red square to a green dot
  3. Click the icon directly to the right of the green dot to open the image (Icon will indicate the format of the document ie. Adobe, TIF, Word)

Delete Documents

Deleting pages(s) to a newly scanned document or from an existing document from the customer page

  1. Select the Document(s) to be deleted from the thumbnail column in accuimg
  2. Select the Delete page(s) icon
  3. Select the Box next to the document title or select Save All
  4. Select the Save icon
Warning:

You can not delete a scanned document in it entirety, one page will always remain until either you scan Additional pages or replacement pages are scanned prior to deleting.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.