Mastering GoScan allows organizations to eliminate manual indexing by automating document routing directly into platforms like Microsoft SharePoint or cloud directories. To achieve maximum document filing speed, users must shift away from standard “scan-and-save” methods and tap into GoScan’s core automation tools, such as automated workflows, batch barcode routing, and OCR-driven metadata capture. 1. Leverage One-Touch “Big Green Button” Workflows
The absolute fastest way to file is to pre-program GoScan’s interface so users only have to interact with its signature “Big Green Button”.
Profile Pre-Configuration: Have your IT team pre-configure profile details (e.g., file formats, target FTP locations, and directory destinations) behind single buttons.
Zero-Click Routing: Users simply drop papers into any TWAIN-compliant physical scanner and press the large green capture button to process and file the entire batch automatically. 2. Implement Batch Separation via Barcodes
Instead of scanning files one by one, stack different document sets into the feeder together.
Automatic Document Classification: Drop barcode separator sheets between unique documents or multi-page contracts.
Instant Splitting: GoScan reads the barcodes on the fly, instantly splitting a massive, continuous scan into smaller, distinctly filed records without human intervention. 3. Master Coversheets for Automated Naming
Avoid manually typing out file names after documents hit your PC.
Dynamic Indexing fields: Use the GoScan coversheet generator to define static or dynamic fields for naming rules.
Zone Identification: By matching your document types to pre-designed coversheets, GoScan automatically extracts names, dates, or ID numbers directly from specified zones on the paper to map out destination folders. 4. Optimize OCR for Database Auto-Population
To eliminate data entry bottlenecks completely, integrate GoScan with your existing business databases. Step-by-Step Guide – GoScan
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