SmartScan

With the SmartScan feature, ARIE can file your documents to where they need to go automatically without having to use an outside “hot folder” such as Dropbox.

Once a document is placed in the SmartScan box, ARIE will use your distribution rules to file each document based on the content within the first page. You can use this screen to have ARIE file documents using any Native, Single or Multiple distribution rule.

1. To begin, go to Filing > SmartScan in the Menu.
2. Before dragging documents to the box, be sure to check either the Native, Single or Multiple box at the top of the screen to determine the type of distribution rule ARIE is to use for the document(s).
3. After you have chosen the correct rule type, drag the document(s) into the SmartScan box for ARIE to begin processing.
4. Set the Status to SmartScan In Queue to view the document(s) ARIE will be processing.
5. Set the Status to SmartScan Processed to view the document(s) ARIE has finished processing.
6. Set the Status to SmartScan Failed to view the document(s) that ARIE could not file successfully based on the active distribution rules.
7. Set the Status to SmartScan Processing to view the document(s) ARIE is currently processing.
8. Set the Status to SmartScan Moved to view the existing document(s) in PinPoint that users moved to SmartScan to be re-processed.
9. Additionally, users can filter their SmartScan Search by Date Range, Rule Type and Document Name.
10. Click the Clear button any time to clear the list of uploads.

Move SmartScan Failed Documents to PinPoint

1. Set the status to SmartScan Failed, then click search.
2. Select the document(s) you would like to “Move to PinPoint” manually, then click on the Fx action button.
3. From the Fx action menu, click the icon to the left of Change Status.
4. Select “Move to PinPoint”, then choose the Cabinet, Folder, Sub-Divider and Doc Type/Doc Type Tab for the selected document(s).
5. When finished, click Submit and the document(s) will be moved to PinPoint.

Reprocess a SmartScan Failed Document

1. Set the status to SmartScan Failed, then click search.
2. Select the document(s) you would like to have ARIE reprocess, then click on the Fx action button.
3. From the Fx action menu, click the icon to the left of Change Status.
4. Select “SmartScan In Queue”, then click Save and the document(s) will be moved back to SmartScan In Queue.