Add/Upload Documents to the Archive: Comparing the Scan Client, Uplink and Add Feature

When adding documents to Identifi, there are several options available, depending on the institution’s specific needs.

Scan Client

The Scan Client is a separate licensed program downloaded to the workstation PC.   It is used with a dedicated scanner and one license is required for each workstation.

Note:  For more information on using the Scan Client, see this article.

• Offers greatest flexibility, allowing the user to view the pages of the scan before saving for indexing.  A user is able to view, rotate, remove, or reorder pages prior to sending them to the Batches queue.
• Opportunity to give the batch a title, making it easier to find in the Batches queue.
• Reads barcodes, making it easy to separate documents in advance for faster indexing using barcoded separator sheets or to scan Desktop eSign barcoded documents (if wet signed).
• Ability to add both hard copies as well as electronically-stored documents, including bookmarked .pdfs, to the batch.
• Provides the ability to revise stored documents using the Rescan feature.

Uplink

Uplink is a service that allows a user to scan directly to network folders from a Multi-Function Printer/Copier.  The folders correspond to Applications in Identifi (Deposit, Loan, Customer, etc.), and Uplink sweeps those scanned documents into the Batches queue at regular intervals for indexing.

Note:  For more information on using Uplink, see this article.

• Offers scanning to multiple users without the expense of individual licensing.
• If an MFP is already in use, no scanning hardware needs to be purchased.
• Supports multiple MFPs.
• Reads barcodes, making it easy to separate documents in advance for faster indexing and identify which user scanned the batch.
• Ability to scan Desktop eSign barcoded documents (if wet signed).
• Ability to click and drag electronically-stored documents into the network folders directly to create batches for indexing.
• Ability to revise stored documents using the Rescan feature, when used in conjunction with the Scan Client.

Add Feature

The Add Feature can be used to bring in electronically-stored individual documents or email attachments.  

Note:  For more information on using Add, see this article.

• No special hardware, licensing or configurations necessary.
• Embedded within the Identifi menu. Anyone assigned Add permission can use the feature.
• Drag and drop documents into the Add window from a Windows Explorer folder or directly from an email.
• The system recognizes each document individually (excludes bookmarked .pdf files).
• Barcode breakdocs or cover sheets are noto needed.  
• Once documents are uploaded, the Indexing Interface opens automatically for indexing.  The user is able to exit the Indexing Interface for indexing at a later time, holding the documents in Batches queue.
• Ability to revise stored documents using the Upload feature.

Note: Each feature requires specific roles and/or permissions for User access.