Sending Scans to the Salesforce Scanning Queue
Sending A Business Card Scan to the Scanning Queue
Requirements to send to the Salesforce Scanning Queue with OCR services:
- Vision-e Scan AppExchange Package is installed in your Salesforce Org
- You have the Vision-e Scan Permission Set
- The Mobile Scan Builder is configured to allow you to send to the Scanning Queue
- You have an in-app subscription or business plan for OCR services
After taking a picture of a business card, you can send the captured image to the Scanning Queue in Salesforce by tapping the "Save to Salesforce" button.
After the scan is sent to the Scanning Queue, a pop-up will appear to confirm that it was successfully submitted.
The entry will be added to the Scanning Queue.
Processing Cards in a Different Language
If processing a business card in a different language the language needs to be specified before sending the Scan to the Scanning Queue. The current language is displayed at the top right of the "Continue to OCR" screen. To change languages, tap the currently selected language.
The language select screen lets you change the language to the business card you're sending to the Scanning Queue. Tap the arrow to access the language picklist.
After selecting a language, tap the "Save" icon to confirm the change. Once a language is chosen, it will remain selected until changed.
The language has been changed, and the business card can be sent to the Scanning Queue.
