ECP-FASTscan - Scan/Upload Documents

First American Title Insurance Company, and the operating divisions thereof, make no express or implied warranty respecting the information presented and assume no responsibility for errors or omissions. First

American, the eagle logo, First American Title, AgentNet, FAST, First American Eagle Academy, StreamLine, StreamLine ASP, TARA. and Title Express are registered trademarks or trademarks of First American

Financial Corporation and/or its affiliates. This document is for informational purposes only and is not and may not be construed as legal advice. No person or entity may rely upon anything contained herein

when making legal and/or other determinations regarding its practices, and such person or entity should consult with an attorney prior to embarking upon any specific course of action.

Job Aid: ECP – FASTscan – Scan/Upload Documents | 1/15/2020 ©2020 First American Financial Corporation and/or its affiliates. All rights reserved. � NYSE: FAF 1

ECP-FASTscan - Scan/Upload Documents The ECP-FASTscan software is accessible from your local desktop computer or may be set up on a centrally

located copier in your location use for scanning documents into your FAST file.

Installation ................................................................................................................................................................... 1

Step 1: Set Settings .................................................................................................................................................. 1

Step 2: Set Document Default ................................................................................................................................ 2

Scanning Process ......................................................................................................................................................... 2

Step 1: Scan or Upload Your Document Package .................................................................................................... 2

Manual/Button Method ...................................................................................................................................... 2

Scan ...................................................................................................................................................................... 3

Upload ................................................................................................................................................................. 3

Barcode Method .................................................................................................................................................. 5

Step 2: Staple and Publish Documents ................................................................................................................... 6

Publish to FAST .................................................................................................................................................... 7

Export to USB (encrypted) ................................................................................................................................... 8

Export to CD (encrypted) ..................................................................................................................................... 9

Email (Secured) .................................................................................................................................................. 10

Print ................................................................................................................................................................... 12

Scan to Multiple Files using Barcode Sheets ............................................................................................................. 12

Fix Document Stuck in Uploader ............................................................................................................................... 13

Installation Request installation of ECP-FASTscan from Service First

Step 1: Set Settings

1. After installation, locate and access on your desktop

2. From the menu, select Settings

3. Select Change Home Office

4. Select your FAST Region from the list

5. Select the FAST Office

6. Click Select






NOTE: The select FAST Region and Office displays in the header of the window.

NOTE: Recommended scan settings would include scan as Black and White, DPI setting of no less than 200,

and page size set to Auto-Detection.

Step 2: Set Document Default Your location determines whether you will use the Manual/Button or Barcode Method for scanning and saving

your documents. These steps are done only as part of the initial setup:

1. From the menu, select Settings

2. Select Document Naming Method

3. Select Manual (button) or Barcode

4. Continue to follow the steps in the Manual/Button or Barcode sections of this documentation based on your

method

Scanning Process Step 1: Scan or Upload Your Document Package

Manual/Button Method

1. Gather the documents to scan for upload into your FAST file

2. With ECP-FASTscan open, click

3. Click

4. Complete Open File selections:

A. Select FAST Region from the list (if you have access to multiple regions)

B. Enter the file number in File#

C. Click OK

5. Verify the correct file information displays on FAST File Info Summary window, if so, click

NOTE: This step is not necessary if the file was previously accessed.






6. Perform Scan or Upload steps shown below:

Scan

A. Place all document pages in scanner

B. For Image Source, select your scanner from the list

C. Click

D. Scan your documents. The scanning wizard steps are not captured in these instructions, as there are a

variety of scanners available across the company that may be used.

E. Proceed to step 7

Upload

A. For Image Source, select Scanned File

B. Click Get Scan Job

C. Click to navigate to stored location document package

D. Select file to upload

E. Click Process

F. Proceed to step 7

7. With the scan or upload complete, confirm the scanned pages display accurately in the Loose Pages window

on the left of the selected page.

8. To add page(s) above the highlighted page on the ECP-FASTscan window, click Insert

9. To add page(s) to the end of the documents list, click Append






10. To delete a document:

A. Click to select a document

B. Click

C. Click

NOTE: Use the CTRL key while selecting multiple documents to delete.

11. If the documents need to be removed at this point, click

12. In the ECP-FASTscan window, select to highlight blue the 1st document line in the document list

13. Click

14. The Document Name Selector window opens, which features include:

A. Tabs – various categories for standard documents

B. Buttons –programmed with FAST standard names and button names vary based your location

15. Select the Tab, then Button based on page that displays in the view window

16. The FAST Doc Name displays in the ECP-FASTscan window for that page, and the 2nd document is

automatically highlighted

17. Click to undo a document name, if named incorrectly

18. If the 2nd document is an additional page to the document, click in the Document Name

Selector window

19. If the 2nd document is a new document that requires a FAST Doc Name, repeat step 15

20. Continue naming document pages until all have been managed

21. Click

22. Proceed to the Staple and Publish Documents section






Barcode Method

1. Gather the documents to scan and upload into your FAST file

2. With ECP-FASTscan open, click

3. In the File Info window, enter the file number in File#

4. Press keyboard Tab key

5. Verify the correct file information displays on FAST File Info Summary window, if so, click

NOTE: This step is not necessary if the file was previously accessed.

6. Click

7. Select a Set Name, applicable to your transaction, from the list

NOTE: Set Names vary based on the office setup.

8. Click the checkmark to remove all sheets that you do not want to print

9. Click

10. Click

11. Place each printed Barcode sheet on top of the document(s) it is naming before scanning






12. Click

13. For Image Source, select your scanner from the list

14. Click

15. Scan your documents. The scanning wizard steps are not captured in these instructions, as there are a variety

of scanners available across that may be used.

16. With the scan or upload complete, confirm the scanned pages display accurately in the Loose Pages window

on the left of the selected page.

A. Barcode sheet name displays in black

B. FAST Doc Name given based on Barcode sheet

C. All pages of the scan that are given the FAST Doc Name shown for item B

NOTES:

• If the documents need to be removed at this point, click

• If Barcode sheets are not be included in the upload, checkmark

• Use Insert and Append buttons to scan or add missing pages to the package.

o Insert – Adds page(s) above the highlighted page on the ECP-FASTscan window

o Append – Adds page(s) to the end of the documents list

17. Proceed to the Staple and Publish Documents section

Step 2: Staple and Publish Documents When all documents have been named, they must be stapled. The Stapling process creates multi-page

documents with their assigned names and prepares them for distribution to FAST, Encrypted USB or Printing.

1. To Staple, select an option when stapling is complete list:

• Publish – Publishing screen loads after documents are stapled, documents are not uploaded to FAST






• Upload Docs; Reset Screen – Documents are automatically uploaded to FAST, after stapling the current

file closes in ECP and Scan/View screen is reset to accept another scan

• Upload Docs; Keep File Open – Documents are automatically uploaded to FAST, after stapling the current

file stays open in ECP

• Do Nothing; Keep File Open – Documents are staple only

• Reset – current file is closed in ECP and a new file number could be entered

2. Click

3. Click tab

4. With package selected, click

5. From the Publish/Distribute Document Copies window, choose a publishing method

Publish to FAST

Export to USB (encrypted)

Export CD (encrypted)

Email (Secured)

Print

Publish to FAST

1. Select FAST as a Select Party

2. In the Documents to be uploaded to FAST window, checkmark documents to upload

3. Click

NOTES:

• The ECP-FASTscan Uploader window and airplane icon on taskbar display temporarily as the documents

are uploading to FAST. Do not close either of these until the upload is complete. They close

automatically.

• The published to FAST documents display in the Document Repository






Export to USB (encrypted)

1. Select the Party from Select Party list

2. Place a checkmark for Manual Doc Selection to identify individual documents

3. In the Documents to be distributed to… window, checkmark all documents to include

4. Insert an Encrypted USB drive into computer

5. Click

6. Choose Zip File Name Options and rename, if needed

NOTE: A Password is generated.

7. If a new password is needed, click

8. Click

9. Click

NOTE: The Password page will contain the password needed for customer to access documents from USB

drive. If multiple passwords are issued, the footer at the bottom of the page will match the name of the

Zipfile provided to the customer. This assists in identifying which party received which password. The

Password page displays in Document Repository of the file.

10. Click to provide directly to customer, if needed

11. Click to email password securely to customer, if needed






12. Click

13. Click OK

14. Remove USB from computer

15. If finished, click

Export to CD (encrypted)

1. Select the Party from the Select Party list

2. Place a checkmark for Manual Doc Selection to choose individual documents


4. Insert a blank CD into computer burner drive

5. Checkmark Start CD Wizard

6. Click CD

7. Choose Zip File Name Options and rename, if needed






NOTE: A Password is generated.

8. If a new password is needed, click

9. Click

10. Manage all steps presented with the CD Wizard

11. When finished, click

NOTE: The password page will contain the password needed for customer to access documents from USB

drive. If multiple passwords are issued, the footer at the bottom of the page will match the name of the

Zipfile provided to the customer. This assists in identifying which party received which password. The

Password page displays in Document Repository of the file.

12. Click to provide directly to customer, if needed

13. Click to email password securely to customer, if needed

14. Click

15. Click

16. Remove CD from computer


Email (Secured)









4. Each selected document will be a separate attachment in the email. To merge all documents in to one

attachment, checkmark Merge into 1 doc

5. Click

6. Choose Attachment Filename Options, if needed

7. Click

8. Emails are sent using the Secure Email process:

A. FA-Secure is automatically generated on the Subject Line of the email

B. Make adjustments to email body, as necessary

C. Enter the recipient email address

D. Click Send

9. Add a File Note to the file that states which documents were emailed to the customer because emails sent

from ECP are not captured in FAST.







Print




4. Click


Scan to Multiple Files using Barcode Sheets Scanning the same documents to multiple files can be accomplished if your location uses Barcode sheets. To

scan to multiple files:

1. From within ECP-FASTscan, click

2. Click either the Add Many Files or Add One File button

NOTE: All file numbers entered using the Add Many Files button will have a complete set Barcode Separator

sheets with the individual files numbers on them.

3. Click

4. Select a Set Name, from the list

NOTE: Set Names vary based on the office setup.

5. Click to checkmark sheets to be printed






6. Click

7. Click

8. Select the Barcode Sheets to be printed

NOTE: When the Delete Document Types after Print is left unchecked, the list of Barcode sheets will remain

for the next file(s) to be scanned.

9. Click Print Separator Sheets to print selected sheets

10. Click

11. Proceed to the Barcode section to complete the remaining steps

Fix Document Stuck in Uploader If the uploader presents an error or keeps attempting to upload repeatedly, there most likely is a document

stuck.

To delete a stuck document in the uploader:

1. Locate and access on your desktop

2. Double-click the C: Drive

3. Double-click the Users folder

4. Double-click Public folder

5. Double-click _ecp-fastscan folder

6. Double-click _uploader folder

7. Double-click on the appropriate folder. The file name is a range of the file numbers that are found within the

range. (e.g. File Number 1648521 would be located in 1648000 folder)

NOTE: Multiple folders can be selected using CTRL key while selecting the folders.

8. Right-click and select Delete

ECP-FASTscan - Scan/Upload Documents

Documents

Transcript of ECP-FASTscan - Scan/Upload Documents