First steps

Start the program PROXESS Scan Client from the PROXESS program group and log in if necessary.

The main window of the PROXESS Scan Client will open.

Before the first scan, you have to create a new profile or import an existing profile.

Highlight the created profile and select the new job command or select the profile with a double click. The scan editing window will open.

You are automatically at the first processing step, “Import“.

Scan your documents or acquire scanned files from a folder.

Now switch to the second processing step, “Document management”.

Here you can make corrections for the document binding and index documents via the “Fields” tab on the right side.

Now go to the “Transfer” processing step.

Depending on the settings applied in the scan profile, you can transfer the scanned documents to the archive here or transfer them to the downstream document processing with PROXESS Xtract, or you can release the current scan job for a time-controlled transfer to the archive.

Now your documents are archived in PROXESS and can be edited further with PROXESS Xtract.