In Document Management, Tips & Tricks, Videos, Worldox

When linked with a ScanSnap scanner, Worldox, a leading Document Management system for law firms, allows you to scan documents of any kind directly into Worldox with the press of a single button. This eliminates your need to scan to your desktop, open the document, and do a Worldox Save. This can save you a lot of time.

Here’s a quick, 4-minute video on how to integrate your ScanSnap scanner with Worldox.

Once set-up, saving a scanned document is easy:

  1. Load your paper into the ScanSnap
  2. Press the scan button
  3. The document is then scanned and OCR’d automatically
  4. Select a profile in Worldox; fill out profile fields and name the document
  5. Save the document
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