Approve Scanned Documents

Introduction

The Approved Scanned Document process is used to Approve the Documents uploaded thru the UPLOAD SCANNED DOCUMENTS process. A list of the debtor numbers that have documents to be approved is displayed.

Users can expand each debtor to display a list of each document to be uploaded.  Documents can be approved by clicking on the checkbox next to ALL FILES option, and all files will be checked.  Alternatively, the checkboxes can be used to select individual documents, or for a debtor to approve all documents for a specific debtor.

Once the process of approving is completed, click on the APPROVE button and the documents will upload to the accounts.  At this point, the document is now moved into the folder as indicated under the System Parameters "MAIN" tab and is viewable from the workcard.  Below is a sample of how the workcard document window appears.  Note that accounts that actually have documents on them now have an icon displaying on the account so users can easily identify which accounts have documents in file without opening the window.

Configuration

Approved Scanned Documents Navigation Menu

Approved Scanned Documents Navigation Window

Once the Approved Scanned Documents option is selected the following window is displayed

Document Approval Screen Window

Options are:

Delete -	Is used to remove any unneeded documents from the Approved Scanned Document List
Approve -	Once you have selected all Approved Scanned Documents. this is used to Start the Approved Document List to attach the Documents to the Workcard
Exit -	to Exit the process window or go back to Main Impact window
Output 1 -	Used with the System Parameters/ Path tab: Document Path 1, 2 and 3
Output 2 -	Used with the System Parameters/ Path tab: Document Path 1, 2 and 3
Output 3 -	Used with the System Parameters/ Path tab: Document Path 1, 2 and 3