Load PDFs by Barcode (QR template)

Load PDFs by Barcode (QR template)

Summary: Split multi-document scans by QR cover pages and auto-attach to orders with dispatch options.

Quick answer

Use QR cover pages per document; the loader splits and uploads, optionally dispatching selected attachment types.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Insert a QR cover page before each document in your scan batch.
    media/load-pdfs-by-barcode-01.png

    [Insert screenshot for Step 1]

  2. Open **Load PDF Attachments by Barcode** and set the input folder and **Attachment Type**.
    media/load-pdfs-by-barcode-02.png

    [Insert screenshot for Step 2]

  3. Enable **Attach to Dispatch** if those documents should be sent automatically on dispatch; run the load.
    media/load-pdfs-by-barcode-03.png

    [Insert screenshot for Step 3]

Confirm it worked

Documents appear as separate attachments on their corresponding orders, with types and dispatch flags set.

Troubleshooting

If splitting fails, verify QR templates and that the first page is a proper cover; confirm the import folder.

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