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How Do I Install the ScanSnap Integration on my Mac?

Objective:

  • To install the Fujitsu ScanSnap integration to a Mac computer

Environment:

  • OSX Mac Desktop
  • Clio Web App

Additional Information:

  • For information on which Scanners integrate with Clio click here.
  • Scansnap has two different programs meant for scanning:
    • ScanSnap Manager
    • ScanSnap Home
  • For more information on how to scan, please see the Fujitsu website for manuals on the different models they offer by clicking here.
  • Clio's ScanSnap integration behaves more like a device driver than an application. As such, it is not installed in the same way that other programs are installed. 

Procedure:

Download Clio's Scansnap Driver

  1. Click herehttps://itunes.apple.com/ca/app/clio-uploader/id554319160
  2. Click View in Mac App Store
  3. Click Open App Store
  4. Click Get (you may need to log into your Apple account)

For ScanSnap Home

  1. Open ScanSnap Home
  2. In the top Mac bar, click Scansnap Home
  3. Click Preferences

    SS2.png

  4. Click the Application tab
  5. Click Add or Remove
  6. Click Add

    SS4.png

  7. Click Browse
  8. Click Applications on the left side-bar
  9. Click Clio Uploader
  10. Click Open
  11. Under "Display Name" type in Clio

    SS5.png

  12. Click OK
  13. Click Exit
  14. Click the red dot on the top-left of the Application popup
  15. Put the paper you wish to scan in the scanner according to the instructions
  16. Press the scanner button to start a scan
  17. Right-click the new scan
  18. Select Send to
  19. Click Clio

    SS9.png

  20. Log into Clio using your Clio credentials and select the correct Region
  21. Add a Description, Reference (which is the Matter Number) and select the appropriate Category
  22. Click the Upload button
  23. Click Close on the confirmation popup

For ScanSnap Manager

  1. Open Scansnap Manager
  2. Click Settings
  3. If the Quick Menu is selected, de-select it
  4. Under the Profile dropdown click Add Profile
  5. Name your profile (i.e. Scan to Clio), and click OK
  6. Select the Application tab
  7. Click Add or Remove
  8. Click Browse
  9. From the Applications folder, highlight Clio Uploader and click Choose
  10. Name the application (i.e. Clio Uploader)
  11. Click OK to return to the "Add/Remove" window
  12. Click Close
  13. In the ScanSnap Manager, under the Application tab, select Clio Uploader from the dropdown
  14. Click Apply
  15. Left-click the ScanSnap Manager icon and Scan to Clio
  16. Put the paper you wish to scan in the scanner according to the instructions
  17. Press the scanner button to start a scan
  18. When the scan is complete a popup will appear that you must log in with your Clio credentials and select the correct region
  19. Add a Description, Reference (which is the Matter Number) and select the appropriate Category
  20. Click the Upload button
  21. Click Close on the confirmation popup

 

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