Once within the Virtual Case Management system go to the section you want to attach a document to, i.e. an operative, client, subject…etc. You will notice in the middle of the page a button called “Attachments”, click there and continue to the next window. Within the attachments window to the left, you can attach a file and to the right you can scan in a document. See the diagram below and notice the link, “Download Scanning Utility”.

Click the “Download Scanning Utility” and allow the utility to run; the utility downloads very quickly and runs in the background.

Once complete make sure your scanner is plugged in and confirmed to be working, then enter in a file name and click scan. Virtual Case Management will open a secondary window asking to confirm which scanner (twain device) you want to use. Confirm which device, and then the 3rd party software which came packaged with your scanner or (twain device) will auto launch. Follow along with your 3rd party scanning (twain device) software to scan in your document.

PLEASE ALLOW A FEW MINUTES WHEN SCANNING IN MANY DOCUMENTS.

Your scanned in document will appear below towards the middle of the page in, “Attached Files”.