Process Customer Documents
Available when Digidocs AR integration is implemented. Imports image files from the specified directory which can then be associated with customer accounts. A default document type can be set based on what is defined in Digidocs.
Access |
Grant permission to User Profiles in Access User Profiles > select a User Profile > Security > Accounts Receivable > Documents > Process Customer Documents. |
Select the drop down list in Default Document Type.
Click Import From to select the location the images are saved.
Using OK will import the file.