Import eDocs

You can import eDocs:

• Using a script that can schedule imports.
• By clicking the Refresh button on an eDocs workflow desktop panel.

The details entered on the Module Control form determine how much pre-processing is done on your eDoc. Based on the directory the eDoc is saved into, eDocs can assign the eDoc type and company.

If you are using a third party file scraper, you can match the eDoc to a supplier or customer and, optionally, a purchase order this requires an alert rule to pre-process the document.

You can use Approval and Alert rules to assign the eDoc to a specific person on import.

• Schedule Import Script
• Module Control
• Alert Rule