Scan documents

Before you begin

  • Dynamic Web TWAIN plugin is required to scan documents into Onvio. The first time you scan a document, Onvio will require you to install the plugin by clicking the Download link in the Scan and Upload page. If you already have the plugin and it's not the required version, you'll be prompted to download and install the upgraded version.
  • We recommend that you scan images in black and white at 400 DPI. If you choose color or grayscale options for documents that you scan at 400 DPI and above, file sizes will be larger (up to 1MB per page).
  • Onvio stores scanned documents in the Documents area or Workapers binder as PDF files.
  • If you're unable to scan documents, verify that your scanner is turned on and connected to your computer.
  • In the Documents area, the scanning option is available only from within folders in My Documents, Firm Documents, and from within client folders in Client Documents. Client contacts with appropriate permissions can scan documents into shared folders.

Follow these steps to scan documents into Onvio using a TWAIN or WIA-supported scanner:

  1. Select New, then Scan.
  2. In the Document information section, enter a name in the File name field.
  3. Select a configuration option:
    • Configure scanner settings
    • Use default scanner settings
    • Use custom scanner settings
  4. Select Start scan.
  5. On the Preview page, select Scan more if you want to scan additional pages.
    1. Select the location where you want to add the pages in the scanned document.
    2. Select options for Scanner settings.
    3. Select Start scan.
  6. When you have scanned all pages, select Finish & upload to complete the scan.

In a Microsoft Windows environment, you can perform the following actions from the Scan and Upload page.

  • Select the Use Your Scan Driver Settings option to open your default scanner settings dialog when you click the Scan button.
  • Use the Preview pane to view the scanned document and perform the following actions.
      • Click the rotate buttons to change the orientation of pages in the document.

    Note: Click the page in the preview pane before you rotate the image.

    • Click the Shift Left and/or Shift Right buttons to move objects to the right or left in the preview pane of the Scan and Upload panel.
    • Select your view preferences (1X1, 2X2, 3X3, and so forth) from the View mode drop-down list.