Scanned Documents

Use the settings on this screen to set default values for various options relating to scanned or imported items. Scanned or imported items that are attached to an employee, group, or department can be accessed from the Unrouted Attachments area.

The File Type settings are only applicable to scanning in the desktop version of Applied Epic (where Epic is installed locally on a user’s computer). The File Type setting does not apply to users accessing Epic from a web browser, as Epic Browser does not allow users to scan documents directly within the system. Epic Browser users must scan documents outside of Epic and import them instead.

1. From the Home screen, do one of the following:
   
   • Click Configure on the navigation panel.
   • Click the down arrow next to Home on the menubar and select Configure.
   • Click Areas > Configure on the menubar.

   From any other area of the program, do one of the following:

   • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.
2. Click Attachment on the navigation panel or Areas > Attachment on the menubar.
3. Click Scanned Documents on the navigation panel.
4. Specify the file format for scanned documents by selecting the TIFF or PDF radio button in the File Type frame.
   If you change this setting, the change will take effect for each user the next time they log in after you make the change.
5. Unrouted attachments are saved until they are recycled or routed. By default, the system saves recycled items for 60 days before automatically deleting them, but you can change the setting to delete the recycled items more frequently if necessary. In the Recycled Items frame, enter the number of days after which recycled items should be deleted (between 0 and 60).
   By default, the system saves information about scanned items in Batch Scan History for 12 months, but you can change this setting if needed. In the Batch History frame, enter the number of months after which batch scan history should be deleted (between one and 120).