Specifying an Action for Correcting Meta Information Automatically

Corrections made on items in the meta information of a content data record created from a business card or receipt can be applied automatically to the same items in the meta information for other content data records.

Windows

  1. Display the Main Window of ScanSnap Home.

    For details, refer to To Display the Main Window.

  2. Select [Settings] in the menu [Preferences] to display the preferences window.
  3. To apply the corrections to the meta data for other content data records automatically just after you made corrections in the meta information for a content data record, select the [Automatically correct business card information and receipt information for other content data records] checkbox in the [Accessibility] tab.

    With the checkbox selected, if you manually make corrections in the meta information for a content data record created from a business card or receipt, the corrections in the meta information will be applied to the meta information for other content data records automatically.

    For example, when multiple content data records created from business cards of the same company or receipts of the same vendor are managed in ScanSnap Home, making corrections in the meta information for a single content data record applies the corrections to the meta information for all content data records.

    When making corrections in the meta information for a content data record created from a document that you scan, the corrections are not only applied to the content data records created from documents that you scanned in the past two weeks but also applied to content data records created from documents that you will scan from now on.

    The items in meta information which can be corrected are as follows:

    • For business cards

      Company, address, URL, e-mail address after @

    • For receipts

      Vendor

  4. Click the [OK] button to close the preferences window.

You have now completed the setting to specify whether to apply the corrections to the items in the meta information for other content data records when making corrections in the meta information for a content data record created from a business card or receipt.

Mac OS

  1. Display the Main Window of ScanSnap Home.

    Click the [ScanSnap Home] icon ScanSnap Home Icon in the application list that appears when you click Launchpad in the Dock.

  2. Select [ScanSnap Home] on the menu bar [Preferences] to display the preferences window.
  3. To apply the corrections to the meta data for other content data records automatically just after you made corrections in the meta information for a content data record, select the [Automatically correct business card information and receipt information for other content data records] checkbox in the [Accessibility] tab.

    With the checkbox selected, if you manually make corrections in the meta information for a content data record created from a business card or receipt, the corrections in the meta information will be applied to the meta information for other content data records automatically.

    For example, when multiple content data records created from business cards of the same company or receipts of the same vendor are managed in ScanSnap Home, making corrections in the meta information for a single content data record applies the corrections to the meta information for all content data records.

    When making corrections in the meta information for a content data record created from a document that you scan, the corrections are not only applied to the content data records created from documents that you scanned in the past two weeks but also applied to content data records created from documents that you will scan from now on.

    The items in meta information which can be corrected are as follows:

    • For business cards

      Company, address, URL, e-mail address after @

    • For receipts

      Vendor

  4. Click Close at the upper left of the window to close the preferences window.

You have now completed the setting to specify whether to apply the corrections to the items in the meta information for other content data records when making corrections in the meta information for a content data record created from a business card or receipt.