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How do I scan with Finmatics?

This article explains the options available to you when scanning with Finmatics and what is required.

Content

 

How do I install my scanner?

You can find instructions for setting up your scanner in the following article:

What resolution should my scanner have?

For optimal scan quality, the resolution should be a minimum of 300 dpi and a maximum of 400 dpi and scanned in grayscale or black and white.

How does the Scan function work in Finmatics?

In the To Do, Workflow, or Transfers screen, click on “Scan” in the top right.

Select Client and Process and open the Advanced Settings to define scan options.

Finmatics offers two different TWAIN interfaces to provide the best possible support for its customers. If the configured interface does not work optimally for you, you can contact our support at support@finmatics.com at any time.

In some ERP systems, documents are only accepted up to a maximum of 20 MB. Please ensure that the scanned documents are below this file size.

Scanning when using Google Chrome

If Finmatics is used via the Google Chrome browser, a notification will appear once you click on "Scan" in the Finmatics web interface.

Click on "Allow". Afterwards, the scan function can be used as usual.

If you have already clicked on "Block", you can allow the permission afterwards via the settings to the left of your URL. Alternatively, you can enable the permission via the site settings. Then reload Finmatics and repeat the scanning process.

What additional options do I have for submitting scanned documents to Finmatics?

The following options are available for submitting already scanned documents to Finmatics:

  • First, scan documents locally into a folder and then upload them to Finmatics using the upload function

  • Via the Scan to Mail function