Scanning and Retrieving Saved Images

This Tutorial will show you how to:

· Scan in images

· How to retrieve an image saved in your computer into InsurancePro.

Click on Images/Scan Document.

To scan a document, select Scan a Document.

The Attach New Image box will appear. Enter your description or name of the image you are scanning into InsurancePro.

TIP: When you are entering a declaration page or application, anything that is effective date sensitive, be sure to include your effective date in the description. Once you have several of these items attached to your customer it will make it easier to find the specific document you would like to retrieve.

Click OK.

The Scan To:, Name: and File Type: will pre-fill with the correct information. You do not need to change anything in these fields.

Your Scanner: should appear in the dropdown, if not choose it from the dropdown list.

Select the Setup option.

Make sure you have placed your item on the scanner.

The Scan Manager will appear. Make sure you are scanning all items in Black and White. This reduces the time it takes to scan/retrieve a document and does not use up your storage space.

Select the Scan button. For further explanation please contact Support Dept. 1800-383-3482 Ext. 4.

Your document will appear in the Description list.

Select Scan Source allows you to pre-determine which scanner will be your default in the scanning process.

Highlight any document in the Description list and use Open in default viewer to access it.

Setup Scan Options allows you to adjust your display quality and file size. For further explanation please contact Support Dept. 1800-383-3482 Ext. 4.

Highlight your document and then click on the Open button to access it.

Highlight your document and click the Email button to send this item as an attachment to your client or carrier.

Highlight your document and click on the Delete button to remove it from the list.