How to configure self service scanning

Configure an access role

Access roles for the scan station are set as a default role in my council services. This means you do not need to create a custom access role to configure the access for the scan station.

This role can be assigned by going onto the User account and assigning the scan station role to that account

Document types

The next step is to configure document types depending on what type of documents you would like the customer to upload.

The administrator can navigate to Administration -> Data -> Document types. 

Complete the following steps

1. Click the Add button to create a new document type.

2. Add the name, code, and description.

3. Select the relevant options.

4. If visual identification required – This setting is specific to self-service scanning and only works on the mobile app.

It controls whether the document needs to be visually seen. This means that the advisor or agent visibly checks the physical paper copy and then confirms they have seen it, before allowing the document to be submitted.

If enabled YES for a document type, this setting will prompt the customer to seek a human verification before submitting the documentation.

5. Save the document type.