Left click the drop-down caret next to the Applications button on the ImageNow toolbar.
Set KEES Unknown Case - KDHE as the default application plan. See Setting Default Application Plan for detailed steps.
Set Package Mode as the default Capture profile. See Setting Default Capture Profile for detailed steps.
Click the Capture button on the ImageNow toolbar to initiate the scanning process. The ImageNow Viewer - Package window and the Type Last Name Here dialog box display.
Enter the Last Name of the consumer associated to the document. If the consumer’s last name is not known, the user is to enter Unknown. Click the OK button.
The Enter Received Date dialog box displays. The date in the Enter Received Date dialog box defaults to the current date and can be manually changed if needed. Click the OK button.
On the ImageNow Viewer - Package window, the Document Keys auto-populates with Last Name and Received Date.
NOTE: The Last Name auto-populates based on the name entered in the Type Last Name Here dialog box. Received Date auto-populates based on the date entered in the Enter Received Date dialog box. The user can manually change the received date in the correct format (MM/DD/YYYY) on the Document Keys, if needed.
Enter the First Name of the consumer associated to the document. If the consumer’s first name is not known, the user is to enter Unknown.
NOTE: The SSN and Fax Number/Email Address fields should not be required fields. If ImageNow requires this information, enter N/A so the document can be captured.
Verify that the user can see all document types on the left side of the ImageNow Package Mode dialog box under Case – No Task.
NOTE: The displayed list may need to be minimized by clicking the minus sign to the left of KEES Applications then clicking the plus sign to the left of Case – No Task to expand the list.
Select the Document Type from the drop-down menu. See DCF Imaged Forms Desk Aid for guidance on Document Type selection.
Load all the consumer’s paper documents into the scanner. Click the Capture icon on the bottom of the ImageNow Viewer - Package window box. The scanner invokes and scans the document(s).
The scanned document(s) images directly into the document type selected and displays in the ImageNow Viewer window. Review the images of the documents for clarity.
If additional documents associated to the same case but belonging to a different document type were submitted, click the thumbnail image(s) to drag and drop all other documents to their appropriate Case – No Task document type(s) which automatically changes the Document Type on the Document Keys.
Enter any Notes as appropriate for each document type.
Verify the accuracy of the Document Keys for each document type.
Click the Submit icon on the bottom of the ImageNow Viewer - Package window. The ImageNow Viewer window closes.