Workflow: Using Doc360 - Back-end Scanning

If your agency's documents are scanned in a batch after related business transactions have been completed in the management system, then your agency workflow utilizes back-end scanning.

This workflow typically entails a central scanner, as well as a specific job role - i.e., scanning technician - that includes the back-end scanning responsibilities for the entire agency.

 

You can create your own unique method of distributing documents to personnel. You can incorporate elements of on-demand, back-end, and front-end scanning workflows. If an individual CSR scans his or her own documents from a local workstation, he or she might find useful certain elements of the on-demand scanning method. If you regularly import groups of  scanned files at once, you may find elements of the front-end scanning workflow useful. When your agency creates business transactions for documents not yet scanned, you may consider portions of the back-end scanning workflow may work for you.

The following sections explain Doc360 Setup features and procedures that are most useful to back-end scanning.

Setting Up Doc360 for Back-end Scanning

Management System Workflow: Creating Document Placeholders

Scanning Technician Workflow: Match Pending Attachments