1. Scan Profiler Considerations
Understanding the Scan Profiler
Scan Profiler is an additional function associated with CCH Document Management. A typical scenario for using Scan Profiler: Paper documents which are required by an individual staff member are first scanned via a MFD to a network folder identified as associated to the staff member by name or code as used in CCH Central. A service is configured to monitor the scan folders and route the pdf documents to CCH Document Management in the pending library, the document is flagged via a task to the staff member for their attention in their scan profiler homepage.
Scan Profiler requirements
- The functionality and configuration of your business Multifunctional Device (MFD), can this be configured to scan directly to a folder structure on your network? A suitable network folder location is one which can communicate with the MFD and the Scan Profiler Service.
- MFD set up, you may need to contact your scanner IT support if you need to reconfigure your scanner.
- Each staff member using central requires a homepage view which allows them to manage their scan profiler documents.
- The Scan Profiler Service needs to be installed, this is often done by the CCH technical consultants or can be self installed via the Central Suite Installer (CSI).
This then needs to be configured, please see the user guide, Installing and Configuring the Scan Profiler Service.
As with any process utilising CCH Document Management your own company document policies need to be considered, i.e appropriate details when profiling documents? retention policy around hard copies? do documents in CCH Document Management need to be passed onto other users for further attention?