Home → Training Manual Archives-Worldox GX4::Rehearsal Workshop → Symphony Profiler Usage → Symphony Profiler Usage
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:
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"
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.
IMPORTANT: The exact detail of this process is actually important to avoid problems caused by users scanning a cover sheet without ever having filled in an index card. Please emphasize to the user that they should NOT pick up the cover sheet until after they type the reservation ID into the Reservation ID dialog.
Now that you have cover sheets available to you, it's time to create a reservation:
NOTE: If you type in an invalid reservation ID, Symphony Profiler will prompt you that the ID is not valid.
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You have now successfully created a Worldox filing reservation!
If you are doing a lot of back scanning you can optional use a handheld barcode scanner (like this one: Â Barcode Scanner) to input the Reservation IDs.Â
Here are the steps you'll follow:
Note: this works great when your scanning mass quantities of documents. If you're only creating a few reservations at a time, it may be more efficient for you to type in the Reservation IDs.
To fulfill your reservations, simply scan all of the documents (including the cover sheets) as one bulk scan operation. Save to one of the Symphony Profiler monitored folders. This can be done in a single scan operation, and there is no need to name the file in any particular manner.
Note:  If you re-scan a document within one hour of its original scan, and an additional reservation has not been made for that Reservation ID in that time, Symphony Profiler Processor will create a new version of the original document and re-fulfill the reservation. This allows you an hour to re-scan a document if the scanner misfeeds, etc.
You can check the status of any reservations that *you* have made using the "Favorite Files" button in Worldox. Use the "Just These" button next to the Symphony Profiler filter option, and it will show you both unfulfilled and recently fulfilled reservations. It follows the same rules as the other Worldox favorite matters, which means you should see about 30 days worth of history.
Note: This is workstation-specific, so it will only show reservations for that user.
To check on a reservation made by a different user, you'll need to refer to the Symphony Profiler Processor. See Checking on Reservation Fulfillment for more details.
Another way of checking is to use the Show History menu from the Symphony Profiler icon in your system tray. Note that this method is an older feature that is no longer supported by our development team.
Tip: If you have Symphony Profiler Workstation installed, you can also right click on the Symphony Icon in the system tray by your clock and choose "Show History"
Note: Both of those methods are workstation-specific, so it will only show reservations for that user
To check on a reservation made by a different user, you'll need to refer to the Symphony Profiler Processor. See Checking on Reservation Fulfillment for more details.