Best Practices - Barcode Scanning

Using barcode cover pages can be a highly effective method to scan in large amount of documents for a singly entity (employee, client, student, etc.), but it must be assembled properly to be eliminate errors.

Always reference your Barcode Scanning Log after every (or every few) barcode packets you scan into the system. This log can be found under Tools and then View Reports from there. If your barcode packet is not put together perfectly, then no documents in the scanned packet will be registered in the system. This log will show you what the error was and which page it occurred on allowing you to isolate the issue easily.
The most common barcode scanning errors are:
  • Your packet did not contain a data page at the beginning which specifies which employee, client or entity the documents belong to - this usually occurs when you meant to scan something to Batch Processing instead.
  • If your packet has two Document Type barcode pages next to each other in the packet. Do not include document type barcodes in any barcode packet if you do not have documents that specifically reference them included.
    • For instance, if Jane Smith does not have any Payroll documents included in the barcode packet you plan to scan, then you would not include any Payroll document type barcodes in the scan.
  • Your packet didn't have an End Page barcode in it. This usually occurs if your scanning device does a double-pull of paper. You can usually re-scan in the packet and it will likely process.
  • Please note that if you ever see an error occur in the Barcode Scanning Log and you've confirmed that you assembled the packet correctly - it might be time to generate new barcodes out of DynaFile under Tools and then Barcode Generation. Paper quality depletes over time and ink flakes off so it is not uncommon to have the need to generate new barcodes and print them out from time to time.
If you plan to print out your Document Type and End Page barcodes on colored paper - we recommend light, light yellow as the color that consistently works. If you should decide to use different colors, you will likely need to heavily test if those barcode packets process in the system - typically scanners will read in that colored paper a one big blacked-out page.
Never, ever make copies of printed barcodes you've generated from DynaFile. The resolution of copied barcodes will not be sufficient to scan and process in DynaFile. Always generate all barcodes from DynaFile under Tools and then Barcode Generation.
When you print out your barcodes, please do a spot-check and confirm that they look crisp and clean - sometimes inkjet printers cause the ink to bleed thus making the barcodes useless.