Document Imaging |
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Document Imaging Form
Document imaging simplifies capturing, managing, and sharing electronic content, boosting staff efficiency and productivity while cutting costs related to paper files.
Images can be added from: |
Adding Images Explained |
To add an image to a specific journal entry, click on the Add button in the Image column. |
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You can add images from the General tab as well as the Financial Info tab. |
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See the Doc.Img. button on the menu bar |
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Go to Company > Important Documents and select Add In the Doc/Images column. |
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Go to Invoice Lookup and select Add In the Doc/Images column. |
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Go to the Picture and Memo tab to add stock item images. |
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Select Doc. Image from the menu bar. |
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Select Doc. Image from the menu bar. |
The following form will open when you click the Images or Add button in any of the above mentioned forms
Managing Images and Documents in Smart-It
You can add an image using one of the following methods:
•File Button: Click the File button and browse to the image you want to add.
•Clipboard Button: Use the Clipboard button to insert an image copied to your clipboard.
•Scan Button: Scan an image directly from your printer or scanner.
•Drag & Drop: Drag a file into the Drag/Drop File Here section.
Unassociated documents are scanned files that have been added through the scan module under Company > Extra > Scan Documents.
For example, invoices that need to be paid can be scanned and later linked to journal entries. The person processing journals can then select the relevant document from the Unassociated Documents list.
Steps to Associate a Document:
1.Select the document from the dropdown list.
2.Preview the document.
3.Click Associate to link the document to a journal entry.
Right-Click Menu Options On the Document Imaging Form
•Optimize Scanned Document: If a document is too large, use this option to resize it. To resize multiple images at once, go to Company > Extra > Document Image Lookup.
•Move Up / Down / Top: Adjust the order of images. The first (top) image is displayed in Quotes, Item Lookup, and other relevant sections.
