From Paper to Cloud: Using ScanSet for Seamless Digitization

7 Time-Saving ScanSet Features You Need to Know

ScanSet is designed to make document digitization faster and less error-prone. Here are seven features that save time and improve workflow efficiency, with practical tips for using each one.

1. Batch Scanning

ScanSet lets you scan multiple pages or documents in a single session and automatically groups them by document type or destination.

• Tip: Pre-sort documents into stacks (invoices, contracts, receipts) to reduce post-scan sorting time.

2. Automatic OCR and Text Extraction

Scanned images are converted into searchable text instantly, enabling quick keyword searches and copy-paste without manual transcription.

• Tip: Use OCR for receipts and contracts to enable fast lookup and automated data extraction.

3. Intelligent File Naming

ScanSet can generate filenames based on extracted metadata (dates, invoice numbers, client names), removing the need for manual renaming.

• Tip: Configure naming templates that match your accounting or filing conventions.

4. Auto-Crop and Image Enhancement

The app detects page edges, removes background noise, and straightens skewed scans automatically for consistent, readable files.

• Tip: Enable “auto-enhance” for older or low-contrast documents to improve OCR accuracy.

5. Multi-Destination Export

Send scanned files directly to multiple destinations—cloud storage, email, or an integrated DMS—without extra steps.

• Tip: Set up export presets (e.g., PDF to Google Drive, OCR text to email) to automate distribution.

6. Template-Based Workflows

Create templates for recurring document types so ScanSet applies the correct processing steps (OCR, naming, destination) automatically.

• Tip: Build templates for monthly reports or client onboarding packets to reduce repetitive configuration.

7. Duplicate Detection and Versioning

ScanSet flags duplicate scans and manages versions to prevent clutter and confusion in your archives.

• Tip: Review flagged duplicates in batches and configure rules for automatic deduplication where safe.

Quick Setup Checklist

• Create folders/stacks for common document types.
• Enable OCR and auto-enhance.
• Set up naming templates and export presets.
• Build templates for recurring workflows.
• Turn on duplicate detection.

Implementing these ScanSet features can cut scanning time substantially and streamline document management across teams.