How to scan Mail (reception)

1. On the taskbar/start menu, next to the clock, you will find an “S”.
2. Right click on it
3. Select either Simplex or Duplex scanning. (Simplex for single side, duplex for
double sided documents)
4. Once the document finishes scanning, select finish. (With large scans, you have
the option to “continue” scanning)
5. A menu window will appear.
6. Select “Scan to Folder”
7. In section one, rename the document to the pertaining matter number.
8. In Section 2, select the folder/directory where to place the scanned item. (The
default folder for case related material is the first trial team member).
9. Click OK
10. Once the item is successfully scanned, you will need to import the document to
Client Profiles.
11. Log on to CP
12. Search for the matter number (open yellow folder icon)
13. Verify Matter name with document
14. Click “Display” or hit enter on keyboard
15. Click documents (left hand column)
16. Click import documents (closed yellow folder icon, top left)
17. Browse for the appropriate folder where document was scanned into (i.e. DJH)
18. At bottom of browse window, verify that “file type” is set to .pdf
19. For ONE DOCUMENT perform the following steps
20. Select the document
21. Click “OPEN”
22. Click “IMPORT”
23. CP should communicate a message that the document has been imported
successfully.
24. For MULTIPLE DOCUMENTS perform the following steps
25. Select the multiple docs to be imported
26. Click OPEN
27. At the bottom, select COPY ALL TYPES
28. UNCHECK the “Re:” box
29. Click the COPY ALL TYPES box
30. CP Should communicate that document information has been copied
31. Click OK
32. Click import now
33. CP should communicate that “X” documents were successfully imported.

You have successfully scanned and imported the mail documents.