Scan and Import into NextStep

About

If you have a TWAIN-compliant scanner, you can scan directly into NextStep. If the scanner you use is not TWAIN-compliant, you can scan to a folder on your workstation and manually import it into NextStep. A Form must contain a Document Upload field type in order for you to have the buttons available to upload and scan as described below.

Scan into NSS

  1. Navigate to a Form in NSS where you can scan to.
  2. Click the Scan/Change Document button.

Note: If Dynamic Web Twain is not installed, click the Download button and follow the instructions to install. You need to click the Scan/Change Document button again to access the Upload/Change Scanned Document window.

If the window below is displayed, click click here to connect again

  1. Click the Scan Documents button.

  1. In the Select Source window, select the scanner and click the Select button. 
  2. Click the Upload to Record button.
  3. Click the Update button.

Manually Upload Document

  1. Navigate to a Form in NSS where you can upload to.
  2. Click the Upload/Change Document button.

  1. Click the Browse... button.

  1. Locate the file you want to import, and click the Open button.
  2. Click Upload.

  1. Click the Update button to store the document.

Note: You can click the View Proposed Document button to preview before storing the upload. If you want to remove the document, click the Delete File button.