New Database Wizard

 

To create new database in EZ-Scan go to File>New Database from the main menu. This will start the New Database Wizard to walk you through the creation of a new database.

Database location

 

You can choose a database  template when creating a new database. By default a 'Checks' database will be created, but you can  choose templates for a specific need from the dropdown. Some choices are:

Checks            Choose this if you will be scanning primarily checks

ACHExport     Choose this if you will be using the ACH export

Documents     Choose this if you will be scanning full page documents

Ivory                  Choose this if you will be importing data from an Ivory system

IvoryProVer2   Choose this if you will be importing data from an Ivory 2.0 system into EZ-Scan Pro

 

A custom template can be created for you if you have special needs. Contact PST if you do not see the template that you would like to use.

 

After choosing the template the the location for the new database click 'Next'

Image Storage Location

 

Now tell EZ-Scan where you would like to store your images.

 

You will have this choice in all editions of EZ-Scan except 'Lite'. With 'Lite' you can only store images in the database.

 

For all other editions of EZ-Scan you have 2 choices.

Images in database

Choose this option if you do not need long term storage. The database will hold approximately 150,000 to 175,000 images and data for those images. It is a convenient option if you only need to store your data and images for a short period of time. You can purge data and images using the 'Purge Data' feature under the 'Tools' menu.

Images in files

Choose this option to store the images in separate images files. This is the default setting in all but the Lite Edition of EZ-Scan.

Click the 'Browse' button to select the location that you would like to use. By default it will save the images in 'C:\EZ-Scan\Images\'.

 

Scanner Selection

 

Choose the scanner that you will be using from the list of available scanners in the dropdown list. If you are unsure of which device to choose, the Scanner Drivers page will give you more details.  If the scanner is already attached and the drivers have been installed, you can also click the 'Configure' button to set specific settings for your scanner.  See the Installing Hardware section of the help file for more information on installing your scanner

 

Required Fields

 

Here you can choose the fields that you would like to display in the 'Data Verification' program. Just check  the fields that you require.

Export Format

 

EZ-Scan comes with different export formats built in. You can choose the one to set as your default export here. The other export formats will still be available from the file menu if needed. The following export formats are available with EZ-Scan.

 

EZ-Scan can have custom exports created to fit your particular needs if the included exports don't meet your needs. Contact PST for details.

 

Finish

 

Just click 'Finish' to open the new database in EZ-Scan or click the 'Back' button to review your choices. You can click 'Finish' at any time during the New Database Wizard to open the new database in EZ-Scan.