Workflow Guide P-Card Workflow - tamuk. ?· Workflow Guide – P-Card Workflow . OPEN LASERFICHE CLIENT…

Download Workflow Guide P-Card Workflow - tamuk. ?· Workflow Guide – P-Card Workflow . OPEN LASERFICHE CLIENT…

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<p>LASERFICHE Workflow Guide P-Card Workflow </p> <p>OPEN LASERFICHE CLIENT </p> <p>OR </p> <p>1. CLICK ON THE TAMUK REPOSITORY </p> <p>THEN 2. CLICK OPEN </p> <p>1. </p> <p>2. </p> <p>DRILL DOWN INTO THE STRUCTURE TO FIND </p> <p>THE LASERFICHE WORKFLOW FOLDERS UNDER </p> <p>UNIVERSITY COMMON FOLDERS </p> <p>SELECT THE APPROPRIATE FOLDER 1. WORK FLOW P-CARD </p> <p>1. </p> <p>2. </p> <p>THEN 2. CLICK ON THE SCAN </p> <p>ICON IN THE TOOLBAR </p> <p>YOU MAY GET A POP-UP; IF SO 1. SELECT </p> <p>STANDARD MODE AND 2. CLICK OKAY </p> <p>1. </p> <p>2. </p> <p>1. NAME THE DOCUMENT </p> <p>2. SELECT THE P_CARD_WF_TEMP TEMPLATE </p> <p>FROM THE DROP DOWN LIST </p> <p>1. </p> <p>2. </p> <p>FILL IN ALL REQUIRED FIELDS </p> <p>(DENOTED BY THE RED DOTS) </p> <p>Required </p> <p>Fields </p> <p>REQUIRED FIELDS: </p> <p>CARD HOLDER LAST NAME </p> <p>CARD HOLDER FIRST NAME </p> <p> LAST 4 DIGITS OF CARD </p> <p> BILLING CYCLE MONTH </p> <p>YEAR (MONTH AND YEAR THE </p> <p>BILLING CYCLE CLOSED) </p> <p>FISCAL YEAR </p> <p> DOC CREATOR NAME </p> <p>(PERSON CREATING DOCUMENT </p> <p>WHOM WE CAN CONTACT WITH </p> <p>QUESTIONS) </p> <p> DOC CREATOR PHONE </p> <p> DOC CREATOR EMAIL </p> <p> TODAYS DATE (TIP: HIT </p> <p>SPACEBAR TO AUTOFILL) </p> <p>1. CLICK START SCANNING AND AS THE IMAGES </p> <p>APPEAR 2. DO QUALITY CONTROL TO ENSURE </p> <p>ALL IMAGES ARE CLEAR AND READABLE </p> <p>1. </p> <p>2. </p> <p>1. CLICK STORE OR THE 2. STORE ICON </p> <p>1. </p> <p>2. </p> <p>1. VERIFY ALL ZEROS; IF NOT THERE IS AN </p> <p>ERROR </p> <p>1. </p> <p>A CONFIRMATION EMAIL WILL BE SENT TO </p> <p>THE EMAIL ADDRESS PROVIDED </p>

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