How to link document group in Template Scanning?

Table of Contents :

• How to link document group in Template Scanning?

1.

Login to your account using the username and password provided.
Note: These login details will be the same as the flydocs web platform.

2.

Select a Client from the Client dropdown and then select 'OK'.

3.

Select the tab Scan at Source at the top of the application.

4.

Select the sub tab for 'Template Scanning'.

5.

Select a particular center.

6.

Select a component type and component from the combo boxes provided.
Note: Selection of both fields are mandatory.

7.

The page will then update listing the Records Library for component selected.

8.

Select the 'View' icon at the right hand side of the page for a particular row. This will open a new window.

9.

From your PC, drag and drop the box/folder/document into the Box/ Folder Level window.
Note: Your box/folder MUST meet the fly-docs folder structure (Folder ->> Sub-Folder ->> files).

10.

Click on Manage Documents and Select "Link to Group" option from list.

11.

Select Document Group from List.

12.

Click on LINK button.

13.

It will update Status of Linked To column for that box/folder/document.