To access the optional scanning module of Amsoft, highlight the desired client from the main client browse box, and click on the 'Scan' button at the bottom right hand side of the screen that has a big eye on it. This takes you to a browse/viewing area for the selected client. All scanned images for this client will be listed and viewed from this screen.
To scan a new image for this client, click on the 'Insert' button located under the browse box. A browse box with image descriptions will be displayed. To insert a description, click on 'Insert' and enter the description of the image to be scanned (this will identify the image on the browse box for easy retrieval) click 'Ok', then click on 'Select' to select the description. The update screen will automatically display the client, account # , date and description. The very first time you use the scanning module, you will need to set the path. To do this, click on the 'Path' button with a flashlight on it. Select the folder on your hard drive where you will be storing the images (you will want to back this folder up on a regular basis). Next, click on the button that says 'Set Path As Default' - YOU ONLY NEED TO DO THIS ONCE. Then Click on 'Ok'.
You will now see the item you just entered highlighted in the browse box. This item is ready to have a(n) image(s) scanned. To scan an image for this item, click on the 'Scan' button located on the bottom right of the screen. This will activate your scanner's scanning software.
Select the scanning option from your scanning software to start the scan. Once the scan is completed, if it is not automatically closed, close your scanning software. You are now back at the listing of images for the selected client, and the image you scanned will be displayed as a thumbnail at the bottom of the screen, and larger to the right of the screen. To scan a second image under the same item, simply click on the 'Scan' button and follow the same procedures as before. To start a new item, click on insert and select the description and click on 'Ok'. With the new item highlighted, click on the 'Scan' button and follow the same procedures as before.
To View an image on the whole screen, highlight the desired image, and click on the 'View' button located at the bottom right of the screen. To print an image, hilight the desired image an click on the 'Print Image' button located under the image description browse box. To print a listing of images for the selected client, click on the 'Print Listing' button, also located under the image description browse box.