Attach scanned images to Eclipse records to decrease paper filing and secure documents to their related Eclipse records. Keep track of all types of forms:
Invoices
Credit applications
Product photos
Signature captures
Pick tickets, and more
Display the Eclipse record to which you want to attach an image.
From the Windows Start > Programs > Eclipse menu, select Document Indexer to start the Eclipse Document Indexer.
In the SelectProfiles box, select the desired document profile. A profile is required to let the system know how to index and store the image being processed. See Creating Custom Indexing Profiles for more information.
See Using Indexer Button Bar for information about adding profiles.
Select the document or documents you want to attach to the open Eclipse record.
Click the Attach button to attach the image to the Eclipse record.
The Eclipse Attachment Indexing screen displays.
From the Eclipse Attachment Indexing screen, do one of the following:
Use the Index hot key to index the file, removing the file from your computer to the storage location.
Use the Index W/O Delete hot key to index the file, copying the file to the storage location and keeping the original on your computer.
The next time Eclipse displays that record, the record has an Image Indicator (*i*), usually in the top right corner. This indicator lets everyone know the image is attached.
Press Esc to exit the Eclipse screen.
Note: Use the File > Save As option to create a copy of the entire attached image and save it to your computer.
On the Indexer dialog box, select File > Exit to exit.
See Also: