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The Pending Documents screen is where the files from a watched folder gets uploaded to.

  1. On the user's menu panel, click the Document Management menu
  2. Open Pending Documents screen
  3. Select the document, Record No. and Folder
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  4. If the folder is associated with Document Type, required fields should also be filled.
  5. Click the Save button once done. The document will be attached to the selected transaction under the DMS tab.

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