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.

Create Reservations by Typing Reservation ID (most common)

Now that you have cover sheets available to you, it's time to create a reservation:

• Ensure that Worldox is running
• Ensure that you have a stack of cover sheets available. Place them on one side of your keyboard
• Place the stack of documents for which you wish to create reservations on the other side of the keyboard
• Double click on the Symphony Profiler Icon in Worldox (or double click on the Symphony Profiler icon in your system tray)
• The Worldox – Create Reservation window will open
•  Complete the Worldox profile for the first document and click "OK"
• The Symphony Profiler Reservation ID window will open
• Type in the Reservation ID from the first sheet in your stack of cover sheets

NOTE: If you type in an invalid reservation ID, Symphony Profiler will prompt you that the ID is not valid.

 

• Place the cover sheet on top of the document immediately and set the package to the side

• Once you have entered the Reservation you will be given three options:

• Another Similar (Alt+S) – This option will open the Worldox – Create Reservation window with the information from your last save pre-filled. You can change any information necessary and select "OK"
• Another (Alt+A) – This option will open the Worldox – Create Reservation window which you can then fill in
• OK (Alt+O) – Select this option if you are finished creating reservations

You have now successfully created a Worldox filing reservation!

Create Reservations with Handheld Barcode Scanner

If you are doing a lot of back scanning you can optional use a handheld barcode scanner (like this one:  Barcode Scanner) to input the Reservation IDs. 

Here are the steps you'll follow:

• Ensure that Worldox is running
• Ensure that you have a stack of cover sheets available. Place them on one side of your keyboard
• Place the stack of documents for which you wish to create reservations on the other side of the keyboard
• Double click on the Symphony Profiler Icon in Worldox (or double click on the Symphony Profiler icon in your system tray)
• The Worldox – Create Reservation window will open
•  Complete the Worldox profile for the first document and click "OK"
• The Symphony Profiler Reservation ID window will open
• Scan the barcode on the cover sheet with the handheld barcode scanner
• Place the cover sheet on top of the document immediately and set the package to the side
• Lather, rinse, repeat until you're finished with your stack of documents.

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.