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Incoming Documents is used to process documents such as vouchers.
Pre-requisites:
Prerequisites
- You must have a Custom Model created for the document you plan to process in the Incoming Documents screen.
- Setup the IDP Default Settings
- Create a Folder Path and add documents to the Form Training Tool - Form Training Documents
- Train Documents in the Form Training Tool - Custom Models
How to Process Documents in Incoming Documents
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- From
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- the IDP module, click Incoming Documents.
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- The Incoming Documents screen will appear.
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- To upload documents click the Add Documents button.
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- The Add Documents screen will appear.
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- Click the Select Files button.
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- Select the documents you want to use and click the Upload button to start uploading.
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- The Uploaded documents will now be added to the Incoming Documents grid.
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- Select the documents you want to process and click Process button.
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- After clicking the Process button, the progress message will display the progress.
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- After the documents finish processing, the Processed Results screen will be displayed.
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- To open a created voucher, just click the Record No. hyperlink. It will redirect the user to Voucher screen.
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