Batch Scanning

Preparing Documents for Batch Scanning

1. Download and Print Separator Sheets:
   • Use our Branded Version
   • Download the Word Version and customize to your liking. Don't remove the bar code!
2. Prepare Your Documents:
   • Insert a separator sheet between each document you wish to segment into its own file. You will obviously need to make the resulting stack of paper "friendly" for your scanner. This includes removing staples, paper clips, and the like.
   • Scan the entire stack of paper, i.e., all documents separated by bar code sheets. Yes, all at once. This is your "batch scan document".
3. Upload the Scanned PDF:
   • In FluentCase, from a general context, i.e., not inside a Matter, drag-and-drop the scan to the upload icon in the left-hand navigation panel.
4. Manage Your Uploaded Files:
   • Open "Unsorted Documents". Select your uploaded batch scan document.
   • Click the pink Document Processing button () and choose Process Batch Scan. The window will indicate the status as the document is processed. Larger documents will take a couple of minutes, so there's no need to leave the status window open.
   • Process Batch Scan splits the PDF into separate documents at each separator sheet; it does not split every page into its own file. It is available only for unsorted PDFs (not yet attached to a matter) with at least 3 pages.
   • Newly split files will appear in Unsorted Documents as they are processed. Rename, review, and organize (link to matters) as you see fit. This can be done simultaneously, while the original document is still processing.
   • If something seems "stalled", refresh your browser window as a sanity check. Occasionally the process fails to split files as expected. When this occurs, the status will eventually update with additional information.