enfr

Multi-page documents

Updated: 2017-06-26

Scan multi-page and double-sided (duplex) documents

doxcycle-double-sidedAs along as your scanner supports scanning double-sided documents (duplex), DoxCycle does too. It can treat any double-sided documents as multi-page.

Place the document in the scanner, the click Multi-page or other on the Home tab select one of the double-sided options to tell DoxCycle to capture the data on both sides of the paper.

If you just have a single-sided multi-page document, choose one of the single-sided options.

If all of your documents (slips and everything else) are always printed double-sided, you can tell DoxCycle to scan every document as double-sided. This means whatever document type you select (slips, donation receipts, etc.), DoxCycle will consider it double-sided. To change this option:

  1. If you have a file open, go to File menu, then click Options. To open this dialog box from the Start screen, click Options in the green bar on the left side of the window.
  2. On the left side of the screen, click on  Scanner.
  3. Check the Enable Duplexing scanning option.

If you are using a Fujisu ScanSnap scanner, you will need to modify the settings in the ScanSnap Manager to allow duplexing.

Group pages together after scanning or importing

If you've scanned a multi-page document and DoxCycle has categorized it, you can group and reorder the pages within the index:

  1. Hold down the Ctrl key and click each page of the document in the index.
  2. Right-click and click Group pages together

Right click to group pages together


Working with grouped pages

Once pages are grouped into a document, you can:

  1. Edit the document type for the container and have it cascade to all pages.
  2. Click on the pages link to show and hide all pages in the document.
  3. Click on a page to jump to that page.
  4. Drag and drop the pages to reorder them.
  5. Add and edit description/issuer for each page (click once, pause, then click again).

If you change the document type for an individual page (for example from Business Expense to Donations), it is separated from the grouped document and moved to the appropriate category. However, you can have different issuer/descriptions for individual pages.

multi-page-documents

classification-assistant-group

Group pages in the Classification Assistant

If DoxCycle can't recognize a document type or taxpayer, it will bring up the Classification Assistant to help you quickly assign these details to unclassified pages. Learn more in the Unclassified documents help topic.

You can also use the Classification Assistant to quickly group pages together:

  1. Specify the document type, issuer and taxpayer it belongs to.
  2. On the left, select all the pages of the multi-page document (press Alt+A to select all the pages).
  3. Check the option to Combine the selected pages into a single document.
  4. Click OK to save the changes.