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November 16, 2007
Volume 3 Issue 11
In this issue:
Custom PDF Documents |
Batch Scanning vs. Batch Filing
 From the Editor
Butterball Turkey or HoneyBaked Ham? I know, it's difficult. Can you believe the holidays are already here? I guess I need to get started on my wish list...
Speaking of wishes, we've had quite a number of requests for unique PDF forms recently so we're going to review the article on creating your own PDF forms. Also in this issue, a look at the differences between batch scanning and batch filing.
If you have a question or topic you would like
explained, a story to share, or just a quick useful tip, we'd love to
hear from you. Please send your responses to tina@agencyadvantage.com.
Tina Stewart
Editor
Custom PDF Documents
The Agency Advantage currently only supplies ACORD PDF
documents for use in the program. However, any PDF document
can be modified for use in the program. If you use a form enough, you may
want to consider creating a custom PDF form.
PDF Forms used in The Agency Advantage are saved in
X:\aa\forms, where X is your server drive letter. Any PDF document in this folder will appear in your ACORD
form list. To create your own form, you will need a version of Adobe Acrobat that allows you to create forms. Adobe Acrobat 8.0 Professional
is the latest version, although we have had great success with Adobe Acrobat 5.0.
Please Note: Your version of Acrobat must support form creation, Adobe Acrobat 8.0 Standard does not contain this feature.
Using Acrobat, you can now create (draw) fields on the PDF form.
Please be sure to name the fields according to our
master list, this will ensure data transfers correctly to the form. After creating your fields, you can now save your form into the
forms folder.
Login to The Agency Advantage, open a Customer's Folder, and add a form. You should now be able to fill, print, save, and email your new form.
See our website article.
Batch Scanning vs. Batch Filing
Batch Scanning is a feature in AA that
allows you to scan multiple documents - up to 50 - and then assign those
images to your customers in a few quick and easy steps. Batch Scanning
requires the use of a TWAIN compatible scanner. You can see our list of
recommended scanners
here. After you assign customers to the images, you will post them to
the customer folders.
If you do not have Batch Scanning on
your computer, you can download it from our
website.
Batch Filing is a useful feature for those without a TWAIN compatible scanner or those
using an online version of the program.
Begin by scanning your images into a
directory using the software that came with your scanner. You can now open up the Batch Filing program and use the `Open Folder` button to locate your image directory. From this point it operates in the
same fashion as the Batch Scanning program, select a customer for each image and post the batch when finished.
For more information about Batch Filing
read the
support article on our website.
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