Uploading Scanned Items directly to files
1. First locate the scanned folder on your device e.g. (C:) drive or (P:) drive
2. Select View then Preview pane (to ensure that you can see a preview of your scanned items)
Tip: Rename the documents as you would like them to appear in File activities when you bring them over to Thread
3. Select the middle box in the top right corner:
4. In Thread, open the file you wish to upload your scanned document(s) to:
5. Drag/drop the documents from your scanned folder directly into the file and Upload:
If you would like the uploaded scanned item to also show in Pending docs:
Once the documents are in the file activity, you can select them and click Edit in the top toolbar. A pop-up window will appear.
Change the status of the document(s) to Pending, by using the drop-down box and click Save.
The scanned item(s) will also now appear in Pending Docs located under File Management.
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