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Incoming Documents is used to process documents such as vouchers.
Prerequisites
- You must have a Custom Model created for the document you plan to process in the Incoming Documents screen.
How to Process Documents in Incoming Documents
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- From 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
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- Files button.
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- Select the
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- 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.
- Select the documents you want to process and click Process button.
- After clicking the Process button, the progress message will display the progress.
- After the documents finish processing, the Processed Results screen will be displayed.
- To open a created voucher, just click the Record No. hyperlink. It will redirect the user to Voucher screen.
Overview
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