Installation guide

To create a new Checkpoint identifier:
1. On the main Bates/Endorsement screen, press Checkpoint.
2. In the Checkpoints field, enter a Checkpoint identifier.
3. Press Open.
Note:
Make sure that you select the Checkpoint identifier that you want to use before you scan the first document.
To continue numbering using an existing sequence:
1. On the main Bates/Endorsement screen, press Checkpoint.
2. In the Checkpoints list, select a Checkpoint.
3. Press the folder icon to return to the main Bates/Endorsement screen.
Note:
Since the software can only save a limited number of Checkpoints, make sure that you delete Checkpoints when you
are finished using them.
To delete a Checkpoint:
1. On the main Bates/Endorsement screen, press Checkpoint.
2. In the Checkpoints list, select the Checkpoint that you want to delete.
3. Press the red X (Delete).
4. Press Cancel to close the dialog box and return to the main Bates/Endorsement screen.
10.4- Activating the service for connector profiles
After enabling the service on the system and creating endorsement formats, you can activate the service for
one or more connector profiles.
To activate the service for a connector profile:
1. On the Configure Connectors pane, select the connector name.
2. Select the connector profile that you want to modify.
3. In the Settings pane, under Services, enable Bates/Endorsement.
4. Click the Save current profile button. The system saves your settings as part of the connector
profile.
5. Repeat for any additional Connectors.
Note:
Bates/Endorsement works as follows for other services that you select: