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.