1 Introduction

ATIPXpress integrates with an industry-standard scanning solution, Dynamsoft Web TWAIN. This tool allows you to scan documents directly into the application for a convenient document upload experience.  

Once documents have been scanned into the application, you have options to manipulate the images for clarity (including color, grayscale, pixel selection, etc.) and corrections (including line straightening, rotation, cropping, etc.). The ability to scan physical documents into the application is made available in the system for Document Management, Collaboration Portal, Correspondence, and on the Request page.

NOTE: This is an add-on feature that requires additional licensing. Please reach out to Casepoint Customer Success for more information.

2 Setting Up the ATIPXpress Scanning Solution

2.1 Confirm License Count

The ATIPXpress scanning solution is an add-on feature that requires additional licensing. If you do not already have scan licenses, please reach out to Casepoint Customer Success for more information.

You can confirm your scan license count by navigating to Help > About ATIPXpress.

2.2 Enable the Scan Pages Feature

Once the Casepoint team has distributed your organization’s scan licenses, an Administrator will need to enable the Scan Pages feature for your organization’s environment. Navigate to Administration > Features and Licenses > Application Features. You can turn on/off the scanning tool using the Scan Pages checkbox.

Setting Up the ATIPXpress Scanning Solution

2.3 Give Users Scan Pages Access

The next step is to enable scanning permissions for individual users.  

1. Navigate to Administration > Organization Setup > Application Roles.

2. Locate the Scanning Users role in the list and click the link to open it.

3. The Scanning Users – Edit Role window opens. From here, you can click (A) Add Users to select the users you’d like to give a scanning license. The users you add will appear in the (B) list. When you’re finished adding users, click (C) Save.

Setting Up the ATIPXpress Scanning Solution

If you need to reallocate scanning licenses, you can simply add/remove users from this Role Assignment.  

3 Using the Scanning Tool

Once an Administrator has enabled the Scan Pages feature and configured user permissions, users can access the feature in the application.  

The scanning tool is available throughout the application, anywhere you would need to upload a document. Where scanning is enabled, you’ll notice a Scan files button as shown below.

3.1 Accessing the Scanning Tool

3.1.1 Scanning in Document Management

You can use the scanning tool to add pages to Document Management. Once you’ve opened a folder in Document Management, right click on the folder and select Add Pages. You’ll see the option to Scan files into the folder.

3.1.2 Scanning in a Request

The scanning feature is also available on the Request page. There are multiple locations where you can access the Scan files button, depending on your environment’s configuration. This includes the Description field, to scan and attach a Request Letter, the Fee Waiver Requested field, and certain custom fields.  

The scanned files will be upload to the field where you accessed the scanning tool from – if you click Scan files from the Description field, the files will automatically be added to the Description section.

3.1.3 Scanning in Correspondence

On the Correspondence tab of a Request, you can scan in correspondence files you have received. Navigate to the Receive Correspondence tab and you’ll see the Scan files button in the Drag and Drop zone.

3.1.4 Scanning in Collaboration Portal

Collaboration Portal users can also access the scanning tool. Click View/Add Attachments on a Request for Documents or Consultation task for the option to scan in a file to add as a task attachment.

3.2 First Use

The first time you access the scanning tool on your machine, you will need to download and install the Dynamic Web TWAIN service. Once you’ve clicked Scan files, the following prompt will appear.

Click Download. Once download is complete, open the file and follow the prompts to complete installation.

After the installation has finished, you can click Close and navigate back to the scanning window. Click the link (circled below) to verify installation.  

The screen will refresh, and you will be able to use the scanning tool on your machine.

3.3 Scanning Interface Overview

No matter where you access the scanning tool from, the interface and process will look the same. When you click Scan files, the scanning window appears as shown below.  

3.4 Scanning Documents

Once the documents are prepared for scanning, locate the Scan Documents panel.  

1. Select a source using the drop-down menu.

2. Configure the Pixel Type and Resolution as needed.

3. Click Scan to begin scanning.

As pages are added, they will appear in the left hand panel. Drag and drop pages in this panel to reorder them.

3.5 Modify Scanned Pages

If you need to make changes to the scanned pages, you can do so directly from the scanning tool.  

3.5.1 Scanned Page Toolbar  

On the scanning tool interface, the top toolbar offers various functionality for editing the scanned page(s).

3.5.2 Image Editor Toolbar

If you’d like to make more edits to the scanned page(s), click the Show image editor button from the Scanned Page Toolbar. A new window appears with the Image Editor toolbar.  

To learn more about a toolbar option, hover over the icon to see the tooltip.

When you finish editing the scanned page(s), be sure to click the Save icon to preserve your changes. Then, you can close the editor.

3.6 Create and Upload File(s)

Once you’re finished altering the pages, you can create a file output from the Save Documents section on the right side panel.

1. Provide a Document Name.

2. Select an output file type.

3. Choose a page option. By default, All Pages is selected. If you’d like to upload only the current page, select Current Page. Or, set a Page Range.

4. Click Create Document to upload the file. The file will be uploaded to the destination you accessed the scanning tool from.

5. Click Done. Click Yes on the confirmation window.

NOTE: Unsaved scanned pages are not saved in the system after you leave the scanning tool. However, all documents you’ve created will be saved.

The scanned documents will be added to the application area where you accessed the tool.

You can then continue the workflow as you would with any attachment.