HomeTraining Manuals- Symphony Suite :: Symphony Profiler - AdministratorUsing Symphony Profiler WorkstationCreate Cover Sheets

4.2. Create Cover Sheets

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:

  • Right-click on the Symphony Profiler Workstation icon in the system tray and choose "Create Covers"

       

Tip:  IF you have Symphony Profiler Workstation installed, you can also right-click on the Symphony icon in the system tray by your close and choose "Create Cover Sheets"

  • Enter the number of cover sheets you'd like to create (cover sheets can be reused)
  • Click "OK"
  • A PDF file containing the cover sheets will display in your web browser
  • Print this PDF

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.

This page was: Helpful | Not Helpful

© 2022 Trumpet, Inc., All Rights Reserved