In this short tutorial, we'll look at a few different ways you can open scanEZ.

Before you begin:

Opening a selection of multiple documents requires installation of the scanEZ Extension database.

Download the scanEZ extension database here.

Instructions

Open scanEZ on a database selected in your Notes client's Workspace

On your Notes client Workspace, click your chosen database

Step 1 On your Notes client's Workspace area, click your chosen database (or have it open).

Step 2 Click the scanEZ icon in the Ytria toolbar.

Your database is now loaded in scanEZ

Step 3 Your selected database is now loaded in scanEZ.

Open scanEZ on a single document from within a Notes database

While working in a database, select the document you want to analyze

Step 1 Select your document.

Step 2 Click the scanEZ icon in the Ytria toolbar.

The database is loaded in scanEZ and the selected document is placed in a My Selection folder

Step 3 The database is now loaded in scanEZ and the document you has been placed in a virtual My Selection folder.

Open scanEZ on selection of multiple documents from within a Notes database

Requires scanEZ Extension Database

While working in a database, you can load multiple documents into scanEZ

Step 1 With a database opened, select your documents.

Step 2 Choose the option 'Actions > Open selected document(s) in scanEZ…' from the main menu in your Notes client.

Choose the displayed title to better identify your documents

Step 3 Choose the type of title information you prefer for the design tree (on the left of the scanEZ interface).

For this example, we'll choose the 'Default Title' option.

Step 4 Click 'OK'.

The database will be loaded in scanEZ and your selected documents will be shown in a virtual 'My Selection' folder

Step 5 The database will be loaded in scanEZ and your selected documents will be shown in a virtual 'My Selection' folder.

Change databases once scanEZ is already open

Change your database from within scanEZ

Step 1 Choose the 'Database > Open Database…' option from the top menu, or use Ctrl + O.

Choose your database and click 'OK'

Step 2 Choose your desired server.

Step 3 Select a database.

Step 4 Click 'OK'.