Capturing and Uploading Client Images via Webcam

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Overview

Client images can be uploaded to store in their Client File for identification purposes. This document explains how to use your webcam to capture and upload client images.

Prerequisites

  • Webcam with accompanying software
  • Access to RezExpert Client Editor

Steps

Webcam Software

  • Install the software provided with your webcam. This can usually be downloaded from a URL link or web address.
  • Follow the installation instructions provided by the webcam software.

Capture Image

  • Open the Webcam Software application interface.
  • Capture the image of the client/pet/boat, etc.
  • The image will be saved in a folder on your computer or in your My Pictures folder, depending on your selection or the program default.

Uploading the Image

  • Within RezExpert, scroll down and expand the Client Editor panel.
  • Search for the client by clicking Search and entering the client's details.
  • On the right, click the Images button to upload the image.
  • Click Upload within the Image Manager box.
  • Click Upload a file and select the image from the Webcam folder location.

Troubleshooting

For additional help, click here to print the Help Document.