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Quantum VS Help: Document Scanning |
You may edit the document number and/or page number of a document if they have been detected incorrectly. This may happen if the print quality is poor or part of the original document is damaged or obscured.
To edit a document's details:
1. Ensure the Scan Documents tab is open. From the Toolbar - Main Menu select Tools > Scan Documents.
Scanned documents are listed in the Documents area of the Scan Documents tab.
2. Click the Edit link to the right of the document in the Documents list:
Note: You may select the document for viewing in the right-hand section of the Scan Documents tab - see Viewing A Document.
3. The Edit Document window displays. For example:
Manually edit the following as appropriate:
Document Number: If this has been recognised incorrectly, manually edit the document number in this field.
Note: The full Document Number used in detection is made up of numbers representing the Sale type, Branch ID, Picking/Despatch Note number and sequence number, and page number.
Page: If the scanned document forms part of a multi-page document and the page details have been recognised incorrectly, manually edit them here.
Note: The Sale Type, Branch ID and Sales Order fields are read-only and show the relevant data detected from the document.
4. When you have finished, click OK.
5. Ideally, any Invalid or Unexpected documents will have been dealt with and you will now have a list of Valid documents. You may now archive the listed documents. See Bulk Document Scanning: Archiving Documents.
Note, however, that Users are allowed to archive an Invalid document. Rather than editing a document's details to match it with an existing document before archiving, you may prefer to archive Invalid documents and, at a later date, search for Invalid archived documents - see Searching For Archived Documents - and edit their details so that they now match a document on the system.
Alternative options at this point include (a) closing the Scan Documents tab without continuing; all non-archived documents will remain in the list when you log back on or re-open the Scan Documents tab; or (b) deleting all documents from the list and starting again.
You may optionally view scanned documents, change their order, or delete them (e.g. if the documents are incorrect, damaged or illegible). See Viewing, Reordering And Deleting Documents.