![Page 1: Document Imaging and A/P Routing Presented by Brian Cancian](https://reader034.vdocuments.site/reader034/viewer/2022051103/5a4d1b507f8b9ab0599a784d/html5/thumbnails/1.jpg)
Document Imaging and A/P Routing
Presented by Brian Cancian
![Page 2: Document Imaging and A/P Routing Presented by Brian Cancian](https://reader034.vdocuments.site/reader034/viewer/2022051103/5a4d1b507f8b9ab0599a784d/html5/thumbnails/2.jpg)
WelcomeIf you are applying for CPE credit, please be sure to sign in and sign out.
Please write legibly!
Additionally, fill out the survey for a chance to win a free pass to the 2017 User Conference!
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Today’s Session
1 Where can you attach electronic images?
How do you attach files to records?
How do you route records for approval?
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Where Can You Attach Images?
• A/P Invoices• Vendors• Customers• Field Logs• Job Areas• Meeting Agendas• Misc. Docs• Punch Lists• RFCs• RFIs
• RFPs• Submittals• Transmittals• Equipment• Job Cost Change Orders• Jobs• Employees• PO/Subs• PO Change Orders
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How To Attach An Image
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How to Manually Route
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Automatic Routing
• Only A/P invoices can be routed.
• You must establish routing rules in the Routing Rules Control File.
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Routing RulesYou can create multiple rules