Cloud Connection:
If you connect to Suburban via an RDP/cloud connection you can **only** add documents by clicking on the DocStore icon on your desktop. The DocStore button in customer inquiry is for lookup only.
Local Connection:
If you connect to Suburban via a local connection you may enter the document by going through Customer Inquiry and clicking on the DocStore button at the bottom of the window.
Add Button:
Import Button: This button allows you to import documents from your local computer into DocStore. When you click on the button it will open your documents folder. You can add folders, documents, TXT, PDF, and Picture files. To import more than one press the control button and highlight all the documents that you want.
Scan Button: This button allows you to scan a document into DocStore
Choose the scanner that you want from the drop-down list. ***The scanner must be Twain compatible**. If you are unsure, call Suburban.
You will get a screen similar to the one below. Choose the paper source, type of document, then scan.
A preview window will appear for the document you scanned. You can choose to rescan, send it straight to DocStore, or view how it will be saved before sending it DocStore.
Saving Document:
Import Folder:
This will import all files in a specific directory. The search key for each file will be its name, minus the extension. The search key will be assigned to every category you highlight. Click Add Files in the bottom right corner. This is similar to the import button above.
