Scanning Paper Documents Into Anima
To Scan Documents into Anima, you'll first need to set up your Anima Scan Folder.
We recommend creating a folder on your shared drive (unique to the practice, will contain a letter + a colon). One drive works as well. We recommend calling this something simple such as Anima Scanning.
Once created, you'll simply log into Anima and:
Click Settings
Click Organisation Settings
Navigate to Documents
Navigate to Ingestion from Local Folder and click "Select a Folder"
Navigate to the shared drive or local folder you select that folder.
Click Save Changes once Added
If you use Docman or SystmOne you'll need to download a desktop scanner application. We recommend Windows Scan as its easy to set up and free. You can download it on the microsoft store, or download it here:
Windows Scan Download: https://apps.microsoft.com/detail/9wzdncrfj3pv?hl=en-US&gl=US
Then, you can save the documents (we recommend the PDF file type) into the folder you've set up
Note: You do not need to delete the documents you upload to the local folder. They are uploaded automatically and instantly to Anima.
However, you may want to do a monthly audit e.g. every month, remove documents that are 28 days or older.
Please make sure that if you are using a shared folder, multiple individuals sync the folder using the method above. This will show as multiple rows with the same folder name but with different people 'Added by'. This is helpful in case the person who uploaded the folder is out of office, and will ensure the folder continues to sync in Anima.
Set up a Folder to Scan Documents Into
We recommend creating a folder on your shared drive (unique to the practice, will contain a letter + a colon). One drive works as well. We recommend calling this something simple such as Anima Scanning.
Linking to your Folder on Anima
Once created, you'll simply log into Anima and:
Click Settings
Click Organisation Settings
Navigate to Documents
Navigate to Ingestion from Local Folder and click "Select a Folder"
Navigate to the shared drive or local folder you select that folder.
Click Save Changes once Added
Configuring your scanner.
If you use Docman or SystmOne you'll need to download a desktop scanner application. We recommend Windows Scan as its easy to set up and free. You can download it on the microsoft store, or download it here:
Windows Scan Download: https://apps.microsoft.com/detail/9wzdncrfj3pv?hl=en-US&gl=US
Then, you can save the documents (we recommend the PDF file type) into the folder you've set up
Note: You do not need to delete the documents you upload to the local folder. They are uploaded automatically and instantly to Anima.
However, you may want to do a monthly audit e.g. every month, remove documents that are 28 days or older.
Please make sure that if you are using a shared folder, multiple individuals sync the folder using the method above. This will show as multiple rows with the same folder name but with different people 'Added by'. This is helpful in case the person who uploaded the folder is out of office, and will ensure the folder continues to sync in Anima.
Updated on: 20/10/2024
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