Setting up Scan Jobs in Paige

Setting up Scan Jobs in Paige

Notes
Product: Paige
Industry: All
Best For: Scan Job Manager, Administrator, Solutions Engineer
Summary: This article provides guidance in setting up and updating Scan Jobs in Paige.

A Scan Job serves as a structured workflow that allows Paige to intelligently identify, separate, and categorize individual documents within a larger batch.

After signing up on Paige, you will be guided through creating your first Scan Job. You can also add new Scan Jobs or update existing Scan Jobs at any time as needed.

Setting Up a Scan Job

Step 1 - Set the Scan Job Name

In the Scan Job Setup menu, enter Scan Job Name. Select Next to proceed.


Step 2 - Set the Capture Method

The default document capture method is Manual Scanning.
Enable Email Capture to allow documents to be sent or captured as email attachments.
Enable Auto Rotation to automatically detect and correct the page orientation during processing.


Step 3 - Set the Separation Method

Enable your preferred document separation method by choosing from the following options:
  1. Barcode Separation: Utilize Paige barcode sheets or your existing barcodes to automatically detect the beginning of documents.  
  2. AI Identification: Leverage Paige’s built-in AI guidance to intelligently identify document start and stop points. You can customize AI guidance in the Scan Job Settings for enhanced accuracy.  
  3. Single Page: Ideal for scenarios where all documents consist of a single page each.  
  4. Manual Separation Only: Opt for manual marking of document boundaries post-scanning, without using automated separation techniques.
Select Next.



Step 4 - Add Document Types And Fields

Add at least 1 (one) Document Type.
Select Add from the Preconfigured Library to browse and select Document Types from the curated library of standard templates.



Select Add Custom Type. In the Add Document Type menu, specify the Document Type Name and define its Fields as needed.

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Tip: Hover over ⓘ to learn more about Document Type and Fields.



After adding Document Types, select Next.


Step 5 - Add Users

Select Add Users. New users or existing users can be added to the Scan Job as a Scan Job Manager, Scanner Operator or Data Entry Specialist. 



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Tip: Hover over ⓘ to learn more about Users and Roles.



After setting up the scan job, you can begin processing your documents. 

Adding New Scan Job

From the top-left corner of the webpage, click the Active Scan Job. 

From the drop-down menu, select another Scan Job to work on or add  a new scan job.



Updating a Scan Job

Select the Settings (white gear) icon to show the Scan Job Settings.


From the sidebar, select the Scan Job to update.



From the scan job panel, select an option to update the desired settings:
  1. General: Configure or rename the Scan Job.
  2. Capture: Update available Capture Methods.
  3. Separation: Modify Separation Methods.
  4. Document Types: Add new document types or update existing ones.
  5. Export: Configure and update Export settings.
  6. Users: Add or modify Scan Job users.
 

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