Create a Contact

After reviewing the OCR results and making any necessary updates, the Scan Item record can be processed as a Contact. When a scan item record is processed as a Contact, a new contact record is created with the information from the scan item record, and the Processed field on the scan item record is marked with a checkmark. Once a scan item record is processed as a contact or lead, it cannot be processed again unless the Processed field is updated to remove the checkmark.

The Scanning Queue follows your organization’s duplicate rules to ensure data integrity. 

By default, only the standard scan item fields are mapped to the Contact object. Any custom fields added to the Scan Item object will require corresponding fields on the Contact object and must be mapped using Scan Contact Mapping. Data from fields that are not mapped will not be transferred to the new Contact record.