To Scan a File and Attach It to a Record

In MYOB Acumatica, you can scan a file and attach it to a record—that is, to an entity or a document created on a data entry form. This topic describes the process of scanning and attaching the file.
Tip: This functionality is available only if the DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form and at least one scanner has been configured in the DeviceHub application. For more information about configuring scanners in DeviceHub, see the topics of the Configuring Hardware Devices in DeviceHub chapter.

To Scan a File and Attach It to a Record

  1. Open the appropriate data entry form, and then select the record (that is, the entity or document) to which you want to attach the file.
  2. On the form title bar, click Files.
  3. In the Files dialog box, which opens, click Scan.
  4. In the Submit for Scanning dialog box, which opens, select a scanner in the Scanner box.

    The system fills in the boxes of the dialog box with the default settings of the scanner. You can change these settings, if needed.

  5. On the toolbar of the dialog box, click Scan to initiate the scanning of the document. When the system completes the scanning, the Submit for Scanning dialog box closes; the system returns you to the Files dialog box, where a row with the name of the file with the scanned document appears in the table.
  6. Click Upload. The system attaches the scanned document to the record.