HomeGuides :: Symphony ProfilerEnd User GuideCreating Cover Sheets - Cloud

2.3. Creating Cover Sheets - Cloud

Before you can begin making reservations, you'll need to create some cover sheets.

Cover sheets are used to associate your document with a completed Worldox index card.

Here's how:

  • Select the Symphony Imaging menu in Worldox and choose "Create Covers"
  • In the Cover Sheet request window you will be presented with two options: 
    1) to be emailed a link for generating cover sheets
    2) copy and paste the URL for generating cover sheets to your clipboard.

Option 1 - Email

  1. If you would like to be emailed, select "Email instructions for generating cover sheets to:" and enter your email address in the corresponding field
  2. You will receive an email that looks like this:


    Select the "Click to Generate Cover Sheets" link
  3. Input the number of cover sheets you wish to create and select "Create Cover Sheets"

  4. A PDF file containing the cover sheets will open
  5. Print the PDF

NOTE:  You may also wish to bookmark this page for future use to skip the email step.

Option 2 - Web Browser Directly

  1. If you would like to copy and past the URL directly into your web browser, select the "Copy the cover sheet creation address to the clipboard so I can paste it into my web browser" radio button
  2. In your web browser's address window, select Ctrl+V to paste the creation address
  3. Input the number of cover sheets you wish to create and select "Create Cover Sheets"
  4. A PDF file containing the cover sheets will open
  5. Print the PDF

NOTE:  You may also wish to bookmark this page for future use to skip Copy and Paste step.

NOTE: We encourage you to print the cover sheets on pastel yellow paper so that it's easy to reuse them (do not print them on dark shades of paper). These cover sheets are not user-specific, so any other user in the firm can also make reservations with these cover sheets.

TIP: For regular use, print enough for the user to use between scanning sessions. It's also really simple for the user to create new covers when they need them, but that may involve a walk to the printer, so it's best to do it in batches.

 

 

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