Insert Page


Click this video to see it in action!

To add entire documents to your report from a scanner, PDF file, image, or Windows clipboard:

  1. In TOTAL's Forms PowerView, click the drop-down arrow beside Insert in the top toolbar.
  2. From the menu, choose to insert a Page from clipboard, Page from image, Page from PDF, or Page from scanner.
  3. In the screen that appears, choose the Type of Form to use with your document.

  4. Type a Title for your form into the provided box.
  5. If you're adding a document from another existing file on your computer, click Browse to navigate to the file you want to add to your report.  When you find the file, click it and then click Open to select it.
  6. When finished, click OK to add the document to your report.

  NOTE:

When you add a scanned document to your report, TOTAL launches your computer's scanning software.  Since every scanning program is different, you should consult your scanner's documentation if you have difficulties scanning your document.  Generally you should look for and click a Scan, Retrieve, OK, or Save button to scan the document.