There are two primary methods of bringing documents into KnowlegeLake, scanning and uploading. Either process will move documents into the repository, but there are some differences in process for each.
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Either on the first load of the Scan App or after the software requires an update, you will be prompted to download the KnowledgeLake Desktop Client to use the Scan App. |
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Scan App vs. Upload App comparison
Scan App | Upload App |
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Ability to scan (paper) and import digital documents | Ability to upload digital documents |
All documents will be converted to a pdf file type | Documents will retain their file type (e.g. .docx, xlsx, etc.) |
Allows users to enter and save partial metadata, complete the batch and return later to the Index app to complete indexing. | Requires users to complete indexing in full before it's saved to the SharePoint repository. |
Scan App requires the local installation of the KnowledgeLake Desktop Client. If you do not have access to install this client, please reach out to your administrator by emailing techsupport@uconn.edu. |
Scanning
Select the Scan app from the KnowledgeLake menu:
Select a scan profile.
This will create a new batch: Note the batch number in the Batch Panel for later reference.
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