Actions (for Mac OS Users)
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Using the Quick Menu
1.
Load a document in the ScanSnap.
For details about how to load documents, refer to
"How to Load Documents" (page 32)
.
2.
Press the [Scan] button on the ScanSnap to start a scan.
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The Quick Menu appears when the scanning is completed.
3.
Change the settings for [Scan to Salesforce Chatter] (If you do not want
to change any settings, go to step
1. Click [Settings] under the [Scan to Salesforce Chatter] icon.
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The [Scan to Salesforce Chatter - Options] window appears.
2. Change the settings.
For details about the [Scan to Salesforce Chatter - Options] window, refer to the
ScanSnap Manager Help.
3. Click the [OK] button to close the [Scan to Salesforce Chatter - Options] window.
To use the Quick Menu, you need to select the [Use Quick Menu] checkbox in the ScanSnap
setup window.
For details about how to perform scanning by using the Quick Menu, refer to
If the computer is shared with other users, do not set your information in [User
Name], [Password] and [Security Token]. Otherwise, other users will be able to log
into Salesforce automatically.
It is recommended to set only [User Name] and [Security Token] in this window, and
type in the password every time.