Getting Started

In this article learn HOW TO: 

  • Scan new documents
  • Scan to existing documents
  • Adding additional page(s)
  • Batch Scan
  • 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  

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), or Batch Scan without opening AccuAccount. (You will need the customer number)

  1. Launch accuimg from the Desktop icon or from AccuAccount
  2. Select Scan
  3. Type in the Customer Number
  4. Select Scan Type, Barcode Scan or Scan to Document Tab.
    • Document Type: Credit or Account
    • Account: Select Account or Collateral number
    • Document Tab: Select where the document should reside
    • Based on the Scan Type you may have one or more to the following drop down menu choices:
  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. 

 

Scan from the Document option in accuimg (A single document)

  1. Launch accuimg from the Desktop icon
  2. Select Scan from the menu
  3. Select Document
  4. Define the Customer Number 
  5. Choose the Document Type from drop down list and select Credit or Account. If Account is selected, select the Account or Collateral number from the drop down list.  
  6. Choose the Document Tab from the drop down list where the document should reside
  7. Select Scan, scanner will launch. Customer and Document Details will Auto Populate according to the Customer you selected. However a the document can be changed by Selecting the Document Details Tab and selecting from the drop down menus from each category,  Document Type, Customer and Account.
  8. Click the Box by the document or Click Select All after all changes have been made
  9. Select the Save icon 
Note:

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

Scan from the Barcodes Option in accuimg (Barcode separated documents)

For more information on Barcode scanning click the following link: Scanning with Barcodes

 

Scan from the Batch Scan Option in accuimg - Mixed Destination

  1. Launch accuimg from the Desktop icon
  2. Select Scan from the menu
  3. Select Batch Scan, Click on Mixed Destination, then select the Scan icon and scanner will launch. A new document called 'Batch' is added to the Documents list
  4. From the document list Select a 'Batch'.  This will display thumbnail images. New documents batch can be created in one of two ways
    1. Select one or multiple document thumbnail images then Select the Create Document Icon from the tool bar. This will prompt you to Create a new document and enter a name (This will also show in the Document Details tab as the Title), once labeled Select SaveNote: This is just to save as a new batch, within accuimg.
    2. Select one or multiple documents thumbnail images and Drag and Drop them to the white area under the Document list. This will prompt you to Create a new document and enter a name (This will also show in the Document Details tab as the Title), once labeled Select Save. Continue to Drag and Drop to as many new document batches you like. Once saved the pages added to the new document are removed from the 'Batch' document.  Note: This is just to save as a new batch, within accuimg.
  5. Once a new document is created, click on the Newly created Document Title from the document list. This will open the document for viewing and editing. (The following steps will need to be done for every newly created batch)
  6. Select the Document Details Tab, select from all the drop down menus from each category
    • Document Type: Select from the drop down menu either Credit or Account document, continue to define Tab, Title, etc.
    • Customer: Type in customer number and click on the account you wish to import documents to. Once the account number is selected the rest of the fields will auto populate
    • Account: Select from the drop down the Account number. Once selected the rest of the fields will auto populate

      Note

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

  7. Select the Document Tab
  8. Click the Box next to the document name and Select the Save Icon or Click the Save All Icon

An empty 'Batch' can be Removed simply by marking the box next to the empty Batch and Select Remove(Discard)

TIP

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

 

Scan from the Batch Scan Option in accuimg - Common Destination

  1. Launch accuimg from the Desktop icon
  2. Select Scan from the menu
  3. Select Batch Scan, Click on Common Destination 
  4. Define the Customer Number
  5. Choose the Document Type from drop down list and select Credit or Account. If Account is selected, select the Account or Collateral number from the drop down list.  
  6. Select the Scan icon and scanner will launch. A new document called 'Batch' is added to the Documents list
  7. From the document list Select a 'Batch'.  This will display thumbnail images. New documents batch can be created in one of two ways
    1. Select one or multiple document thumbnail images then Select the Create Document Icon from the tool bar. This will prompt you to Create a new document and enter a name (This will also show in the Document Details tab as the Title), once labeled Select Save. Note: This is just to save as a new batch, within accuimg.
    2. Select one or multiple documents thumbnail images and Drag and Drop them to the white area under the Document list. This will prompt you to Create a new document and enter a name (This will also show in the Document Details tab as the Title), once labeled Select Save. Continue to Drag and Drop to as many new document batches you like. Once saved the pages added to the new document are removed from the 'Batch' document.  Note: This is just to save as a new batch, within accuimg.
  8. Once a new document is created, click on the Newly created Document Title from the document list. This will open the document for viewing and editing. 

    Note

    Document Detail will Auto Populate according to the Customer you selected when Common destination is selected. However a the document can be changed by Selecting the Document Details Tab and selecting from the drop down menus from each category,  Document Type, Customer and Account. See Mixed Batch Scan Step 6 for more information.

  9. Click the Box next to the document name and Select the Save Icon or Click the Save All Icon

An empty 'Batch' can be Removed simply by marking the box next to the empty Batch and Select Remove(Discard)

TIP

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

Add and/or Edit additional pages

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

  1. Launch accuimg from the 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 from 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 

 

How to add additional page(s) to an existing document from the customer page

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  

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

Article is closed for comments.