Connecting a Desktop Scanner
Continia Document Capture supports the scanning of documents using a desktop scanner plugged directly into an end user’s PC. Once a connection has been established, Document Capture can communicate with the scanner and initiate scanning directly from Microsoft Dynamics 365 Business Central.
With desktop scanners, scanning can only be performed from the PCs that have the scanner plugged in, which is why it’s not the first choice for most companies. Instead, they typically either receive documents via email or scan them using a network scanner. However, your organization is free to use all of these methods in combination – opting for a desktop scanner doesn’t prevent you from importing documents via email or network scanners as well.
Before you can start using a desktop scanner, you must ensure that both the scanner and the user PC meet the minimum requirements. For more information, check out the local scanner requirements for Business Central online or for Business Central on-premises, depending on what version you use.
When you’ve plugged your scanner into a user PC, you can connect it by following these steps:
- Install the required software. To get access to this software, please reach out to your dedicated Continia partner.
- Run the software provided to you by your partner. In the setup guide, select the installer that matches the version of Microsoft Dynamics NAV/Business Central you're using, and select Install.
- In Business Central, choose the icon, enter Document Capture Setup, and then choose the related link.
- On the General FastTab, enable the use of your attached scanner by toggling the Enable Local Scanner switch.
- To verify that the scanner has been enabled, choose the icon in the upper-right corner, enter Scanning & OCR, and then choose the related link. In the Scanning & OCR window that opens, your scanner should now appear in the Scanner box.
- In the action bar, select Scan to scan a document.
Note that certain driver requirements apply. For more information, see the online requirements here and the on-premises requirements here. Please refer to your scanner manufacturer's website to download the driver links that are required for your scanner.
If you're accessing Business Central via Microsoft Edge, you'll need to allow Edge to communicate with local HTTP services. Otherwise the Scanning & OCR window will display the message “Document Capture scanning service not running” instead of the name of your scanner, thereby effectively making you unable to scan. In order to allow Edge to communicate with the Document Capture Scanning Service, open a command prompt with administrative privileges and enter the following command:
CheckNetIsolation LoopbackExempt -a -n=Microsoft.MicrosoftEdge_8wekyb3d8bbwe
Your scanner should now appear in the Scanning & OCR window, in the Scanner box, and you should be able to scan documents.