Adding/Editing a Document

New documents can be scanned or loaded from your computer file system into the document library. Existing ones can be modified and replaced. To add or edit a document, follow these steps:

1.   Click the Add button to create a new document image record or select the record to be edited.

2.   At the bottom of the screen, with the new record selected, select a ‘Category’ and enter or update the document name in the ‘Document’ text box.

3.   Click the View… button to load the document image. An image editor (Fig. 31) will open. Use the Scan button to get an image from your document scanner or the open file button () to load a graphic file from your computer file system.

4.   Click the Save button in the lower right of image editor dialog.

5.   Click Save and Close in the main application toolbar when you are finished with the Documents screen.