Post on 13-Dec-2018
transcript
LASERFICHE Workflow Guide – P-Card Workflow
OPEN LASERFICHE CLIENT
OR
1. CLICK ON THE TAMUK REPOSITORY
THEN 2. CLICK OPEN
1.
2.
DRILL DOWN INTO THE STRUCTURE TO FIND
THE LASERFICHE WORKFLOW FOLDERS UNDER
UNIVERSITY COMMON FOLDERS
SELECT THE APPROPRIATE FOLDER 1. WORK FLOW P-CARD
1.
2.
THEN 2. CLICK ON THE SCAN
ICON IN THE TOOLBAR
YOU MAY GET A POP-UP; IF SO 1. SELECT
STANDARD MODE AND 2. CLICK OKAY
1.
2.
1. NAME THE DOCUMENT
2. SELECT THE P_CARD_WF_TEMP TEMPLATE
FROM THE DROP DOWN LIST
1.
2.
FILL IN ALL REQUIRED FIELDS
(DENOTED BY THE RED DOTS)
Required
Fields
REQUIRED FIELDS:
♦CARD HOLDER LAST NAME
♦CARD HOLDER FIRST NAME
♦ LAST 4 DIGITS OF CARD
♦ BILLING CYCLE – MONTH
YEAR (MONTH AND YEAR THE
BILLING CYCLE CLOSED)
♦FISCAL YEAR
♦ DOC CREATOR NAME
(PERSON CREATING DOCUMENT
WHOM WE CAN CONTACT WITH
QUESTIONS)
♦ DOC CREATOR PHONE
♦ DOC CREATOR EMAIL
♦ TODAY’S DATE (TIP: HIT
SPACEBAR TO AUTOFILL)
1. CLICK START SCANNING AND AS THE IMAGES
APPEAR 2. DO QUALITY CONTROL TO ENSURE
ALL IMAGES ARE CLEAR AND READABLE
1.
2.
1. CLICK STORE OR THE 2. STORE ICON
1.
2.
1. VERIFY ALL ZEROS; IF NOT THERE IS AN
ERROR
1.
A CONFIRMATION EMAIL WILL BE SENT TO
THE EMAIL ADDRESS PROVIDED