Tutorial - Scan & Import Documents Using Captiva

Summary

Follow these steps to import documents using Captiva.

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Overview

Xtender is an imaging and storage system used by administrative staff to capture, organize and retrieve paper and computer-generated documents at ECU.

Captiva is a cloud toolkit that enables document scanners to import directly into Xtender through a web browser. Captiva is available for download through the ECU Download Center.

Step 1

Log in to Xtender and select the appropriate application.

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Step 2

Select New Batch and give the batch a name. Double check you’re scanning into the correct application. Add a description, if desired. Click Continue.

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Step 3

Click the scanner icon in the toolbar to make sure you’ve given Captiva access to the device.

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Step 4

Click Allow in the pop-up window to grant access to the device.

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Step 5

Select the appropriate driver. Most areas of campus utilize Cannon scanners. It is recommended you select the ISIS driver.

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Step 6.

Place the document into the scanner and click the scan button in the toolbar. It is to the left of the button you selected to configure the scanner. A pop-up window indicates scan operation is running.

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Step 7

The batch has been scanned into Xtender. To manage the batch and index a document navigate back to the application landing page and select Manage Batches.

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Step 8

Find the batch you just created and select the blue drop-down arrow beside its name. Select Index.

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Step 9

Enter the desired parameters for each index field and click Save. Your batch is now saved in Xtender.

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Details

Details

Article ID: 67270
Created
Sun 6/30/19 1:23 PM
Modified
Fri 4/12/24 10:25 AM
Service Owner
Xtender