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Edit or Delete a Scanned Item

Version 14.19

Overview

This page will instruct you on how to edit or delete a scanned document.

Edit a Scanned Document

  1. Open the document that needs to be changed.
  2. Click the Edit button.
  3. Make the necessary edits to the document.
  • Use the editing controls located below the page to rotate or resize the document.  
  • Make edits to the Item Type, Category, or Notes fields in the document details panel where necessary.
  1. Click the Save button to save.

Delete a Page from a Scanned Document

  1. Open the document that contains the page that should be deleted.
  2. Click the Edit button.
  3. Select the page from the thumbnail panel.
  4. Right-click on the page and select Delete Page. 
  5. Click the Save button to save the change. 

Delete an Entire Scanned Document

  1. Open the document that contains the record to be deleted.
  2. Click the Edit button.
  3. Click the Delete button.
  4. Click Yes in the warning box to confirm that you would like to delete the entire record.
  5. Enter a reason for the change in the Audit Trail window.
  6. Click the OK button.
Version 14.10

Overview

This page will instruct you on how to edit or delete a scanned document.

Edit a Scanned Document

  1. Open the document that needs to be changed.
  2. Click the Edit button.
  3. Make the necessary edits to the document.
  • Use the editing controls located below the page to rotate or resize the document.  
  • Make edits to the Item Type, Category, or Notes fields in the document details panel where necessary.
  1. Click the Save button to save.

Delete a Page from a Scanned Document

  1. Open the document that contains the page that should be deleted.
  2. Click the Edit button.
  3. Select the page from the thumbnail panel.
  4. Right-click on the page and select Delete Page. 
  5. Click the Save button to save the change. 

Delete an Entire Scanned Document

  1. Open the document that contains the record to be deleted.
  2. Click the Edit button.
  3. Click the Delete button.
  4. Click Yes in the warning box to confirm that you would like to delete the entire record.
  5. Enter a reason for the change in the Audit Trail window.
  6. Click the OK button.