Profile Your Incoming Document

1. Select Scan$>$Incoming Mail from the menu, or press the 'Incoming' button from the toolbar to display the "Incoming Mail Card" screen (see figure 4.2).

   Figure 4.2: Incoming Document

   

2. Press the 'New Card' button to enter data about the document you are going to create. DocPoint auto-completes most of the fields in order to save you time. The following items highlighted in yellow are mandatory:

   Letter Date

   Received On

   Subject

   Sender

   Folder

   Classification

   Save In

3. It is optional to enter the following document characteristics:

   Keywords

   Copy

   Notes

   Distribution List

4. After profiling the document, follow the instructions in the next section to learn how to scan or attach an incoming document.