To set up document scanning into TradePeg the first step is to download and install Scan to Cloud.
The next step is to set up API access for Scan to Cloud to connect to TradePeg
To do this go to Settings>Team, Users, Sales Rep & Roles
In the API Access section select New Access
Fill in the required fields
Display Name: Easily identify API Access
User Name: Choose a username
Password: Choose a password
Leave the other fields as the default settings
Click Save once you have created the API profile with the details you require.
To set up Cloud to Scan fill in the required fields
Endpoint: This is your TragePeg address (https://demo.tradepeg.net)
Username: Use the username for the API access you created earlier
Password: Use the password for the API access you created earlier
Click Save once you have entered the required fields.
There are two ways to scan documents to Tradepeg:
Direct Scan
First is the Scan button - you will need a scanner accessible from the computer to use this method with TWAIN drivers (if you are unsure if you have TWAIN drivers or this method fails, skip to the second method below)
The scan button will connect to the default scanner for the computer and will initiate a scan on the scanner - any documents scanned will then be searched for barcodes and assigned to any document the barcode relates to.
You will see a confirmation once the scan has been performed
If a barcode is not recognised on the scanned document you will be able to manually enter the barcode number.
The scanned document can then be found in the attachments for the document it relates to. You can then select the document and quickly share via email with the 'Email Selected' button.
Folder Scan
The second method for scanning document is with Folder Scan
You will need to install Ghostscript if not already on the computer to use this feature - https://www.ghostscript.com/download/gsdnld.html
A folder scan is used when you have a PDF (single or multiple PDF's) saved already and want to upload it to TradePeg. Folder Scan will search a folder for PDF files and scan through them for barcodes and upload them to the relevant document. Be aware that once the Folder Scan checks a PDF it then DELETES the file from the Folder Scan folder in order that the same file is not rescanned again and uploaded to TradePed. Therefore you should only scan a folder that contains duplicates of the PDF's you would like to add to the system NOT the originals as they will be deleted once the folder scan has been perform!
To perform a Folder Scan click the Folder Scan button and browse to the folder you want to scan (BE AWARE PDF's WILL BE DELETED FROM THIS FOLDER ONCE THE SCAN IS PERFORMED!)
Click OK and the Scan will go through the PDF's in the folder
You will see a confirmation once the scan has been performed
The scanned document can then be found in the attachments for the document it relates to. You can then select the document and quickly share via email with the 'Email Selected' button.
Create Barcode for Non TradePeg Document
To print a barcode for a document that does not already have a barcode within TradePeg (documents that are not PO,SO, RCT, SQ, SPK, SHP etc. which all have barcodes generated for them - eg a contract that you want to upload to a customers details or a supplier bill) go to the area you would like to upload the document to.
In this example I want to upload a document to this customer.
To create a barcode that will upload a document to be attached to this contact click the QR code generator button 
You will get a confirmation that the barcode has been sent to the print queue
The barcode will print out to be stuck to the document you want to upload - you can now scan the document with Scan to Cloud which will recognise the barcode printed and upload the document to the required contact.
The QR generator button is available across the system to generate a barcode that can be used for any section.
For more information on print queues read the article below
https://support.tradepeg.com/article/37-porduct-label-printing