To Document Manager

The Mail:To Document Manager tool allows for the scanning of documents into the Document Manager.

Enter any information about the Work Product (cases, property, etc.) to link to in the text box, and press tab (or click on the Find button)

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The Work Product (cases, property, etc.) found are displayed.  You can repeat the information/tab sequence until you see the Work Product item on the list.  Click on the item to select it.

Press on the Scanner button to start the scanning process.  The system will ask you for a name to be used for the document.

 

Special Commands

Icon Tool Tip Meaning
Scan Scans the mail
Find Finds the entries with the given keys