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Kofax

Scan to Excel Spreadsheet

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Question / Problem: 

How to use the Kofax VRS Desktop Productivity Microsoft Excel Add-In to scan into a Microsoft Excel Spreadsheet.

Answer / Solution: 

The Kofax VRS Desktop Productivity Microsoft Excel Add-In allows the user to scan a document and insert each page as an image into an Excel spreadsheet from within the Microsoft Excel application.

The Kofax VRS Desktop Productivity Microsoft Excel Add-In only adds the Kofax VRS menu to the installation of the Excel application on the PC where VRS is also installed.  The Kofax VRS menu is not available when using the Excel web application.

To configure scan settings and scan a document into an Excel Spreadsheet:

  1. Load the document into the scanner
     
  2. Create or Open a spreadsheet in Microsoft Excel
     
  3. Select the Kofax VRS menu
     
  4. Select one of the three Profiles:  Color OnlyColor or Black & White, or Black & White Only 
     
  5. Click Scan with Preview
     
  6. Desktop Productivity will automatically start scanning all the pages in the scanner.
     
  7. Use the settings in the Scan Settings tab to configure Color Mode, Resolution, Feeder, Sides, and Paper size
    ScanSettingsTab.png
     
  8. In the Home tab, click Image Quality Settings to configure the VRS features
     
  9. To rescan using the new Scan Settings, delete the existing image(s) and click Scan One to scan one page, or ScanAllto scan all the pages in the scanner's feeder
     
  10. To make changes to the VRS settings for a scanned image, select the image and click Image Quality Settings
     
  11. Images can be manually deleted by selecting the image(s) and clicking Delete
     
  12. Images can be reordered by dragging and dropping them.
     
  13. When scanning and modifications are complete, click Save
     
  14. Each page will be inserted into the spreadsheet as a separate image.

 

To scan a document into an Excel Spreadsheet using previously configured scan settings:

  1. Load the document into the scanner
     
  2. Create or Open a spreadsheet in Microsoft Excel
     
  3. Select the Kofax VRS menu
     
  4. Select one of the three Profiles:  Color OnlyColor or Black & White, or Black & White Only 
     
  5. Select Fast Scan
     
  6. Each scanned page will be inserted into the spreadsheet as a separate image.

 

Applies to:  

Product Version
VRS 5.2

 

 

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