Specifying an Action for Correcting Content Information Automatically

Corrections made on items in the content information of a content data record created from a business card or receipt can be applied automatically to the same items in the content information for other content data records.

Windows

Display the Main Window of ScanSnap Home.

For details, refer to To Display the Main Window.
Select [Settings] in the menu → [Preferences] to display the preferences window.
To apply the corrections to the content information for other content data records automatically just after you made corrections in the content information for a content data record, select the [Automatically correct business card information and receipt information for other content data records] checkbox in the [Accessibility] tab.
With the checkbox selected, if you manually make corrections in the content information for a content data record created from a business card or receipt, the corrections in the content information will be applied to the content information for other content data records automatically.

For example, when multiple content data records created from business cards of the same company or receipts of the same vendor are managed in ScanSnap Home, making corrections in the content information for a single content data record applies the corrections to the content information for all content data records.

When making corrections in the content information for a content data record created from a document that you scan, the corrections are not only applied to the content data records created from documents that you scanned in the past two weeks but also applied to content data records created from documents that you will scan from now on.

The items in content information which can be corrected are as follows:
- For business cards
  
  Company, address, URL, e-mail address after @
- For receipts
  
  Vendor
Click the [OK] button to close the preferences window.

You have now completed the setting to specify whether to apply the corrections to the items in the content information for other content data records when making corrections in the content information for a content data record created from a business card or receipt.

Mac OS

Display the Main Window of ScanSnap Home.

Click the [ScanSnap Home] icon in the application list that appears when you click Launchpad in the Dock.
Select [ScanSnap Home] on the menu bar → [Preferences] to display the preferences window.
To apply the corrections to the content information for other content data records automatically just after you made corrections in the content information for a content data record, select the [Automatically correct business card information and receipt information for other content data records] checkbox in the [Accessibility] tab.
With the checkbox selected, if you manually make corrections in the content information for a content data record created from a business card or receipt, the corrections in the content information will be applied to the content information for other content data records automatically.

For example, when multiple content data records created from business cards of the same company or receipts of the same vendor are managed in ScanSnap Home, making corrections in the content information for a single content data record applies the corrections to the content information for all content data records.

When making corrections in the content information for a content data record created from a document that you scan, the corrections are not only applied to the content data records created from documents that you scanned in the past two weeks but also applied to content data records created from documents that you will scan from now on.

The items in content information which can be corrected are as follows:
- For business cards
  
  Company, address, URL, e-mail address after @
- For receipts
  
  Vendor
Click at the top of the window to close the preferences window.

Specifying an Action for Correcting Content Information Automatically

See also