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Importing and Scanning Documents to DocuWare

There are three different ways to add documents to Document trays in DocuWare.

  • Import documents
  • Scan documents
  • Print to DocuWare

Document trays Settings

If you have access to multiple Document trays, then we recommend taking a moment to check your settings before you attempt to add new documents to DocuWare.

     1. Click the caret next to your user profile.

     2. Click the Document trays tab in the top level tabs of the Settings dialogue.

a screenshot of the setting option

     3. Click the star icon to the right of your preferred default document trays.

a screenshot of the star icon

Importing Documents

     1. Start by opening your preferred document tray.

     2. Click the Import button.

a screenshot of the import button

     3. In the Windows Explorer dialogue, select the file(s) that you’d like to import, then click the                Open button.

a screenshot of the Windows Explorer option

     4. Alternatively, drag-and-drop the file from any local directly into the Document tray.

a screenshot of the import file drag and drop area

     5. You should see an indicator when the documents import.

a screenshot of the import status bar

Scanning Documents

Before scanning, the DocuWare Desktop Apps should be installed and properly configured.

     1. Start by opening your preferred document tray.

     2. Click the Scan button.

a screenshot of the scan button

You may receive a dialogue requesting access to your DocuWare Apps.

a screenshot of the dialogue requesting access to DocuWare Apps

In the DocuWare Desktop window, make sure that the Import Configuration field is set to Inbox.

This will ensure that the file will be uploaded to your Document tray.

Click the Open Scan Configuration link to open a menu of advanced scanning options.

For example, if you need to set duplex (double-sided) scanning.

a screenshot of the scan options

     3. In the Scanner field, make sure that your scanner device is selected.

a screenshot of the device selection drop down menu

This field will be empty by default the first time you use the DocuWare Desktop Application.

     4. Click the yellow Scan button on the right.

     5. View the scanned images in the Documents area at the bottom of the window.

a screenshot of the scan preview menu

     6. After confirming the scan image and import configuration, click the Upload button.

a screenshot of the upload button

     7. You should see a system notification when the scanned documents upload.

a screenshot of the system notification showing the scan is done

Printing to DocuWare

If the DocuWare Desktop App is installed and properly configured, you can print any file directly to DocuWare

     1. Start by opening the document you’d like to print to DocuWare.

     2. Open the Print dialogue

a screenshot of the print icon

  • Click File, then Print
  • Click the Printer shortcut in the toolbar/ribbon
  • Pres Ctrl + P on your keyboard.

     3. In the Print dialogue, click to open the dropdown menu of available Printers.

     4. Select DocuWare Printer

a screenshot of the printer selection drop down menu

     5. Click the Print button.

a screenshot of the print button

     6. You should see a system notification when the scanned documents upload.

a screenshot of the system notification that the print is complete

For additional support, visit http://uhd.edu/bbhelpform