EditPurpose
To upload documents from a computer or scanner into the SalesdeskSuite database.
EditLocations Used
Documents
EditOverview
There are two ways to make a document available for entry into the SalesdeskSuite electronic filing system.
1. Scan a document using a Scan Module, from either a local or remote site.
2. Upload a document on a computer using the SalesdeskSuite application.
To upload files on your computer to store in the SalesdeskSuite database, make the menu selection
Documents⇒Upload from the main menu bar.
 Upload Documents |
1.
Document Group – Select a document group that this document applies to. For more information on what a document group is, refer to the section “Control Panel: Setup Document Groups”.
2.
Document – Type the name, including the file path on your computer, of the document that you wish to upload into SalesdeskSuite. If you do not know the file name, click on the
Browse button and the file selection windo will appear.
 Upload Document - Select a file |
You can browse the files on your compouter, select a file by clicking on it, and then click on the
Open button.
4.
UPLOAD Button - Click on the
UPLOAD button to upload the file you specified into the SalesdeskSuite database. Once uploaded, it will appear on the Pending Process List when you process the document. Refer to the section
“Documents: Process Documents” for more information on this topic.