How to attach an image to an incoming document record by taking a photo
- On the app bar, choose the options button, choose Incoming Documents , and then choose All .
- Open the card for an existing incoming document record.
- On the Incoming Document page, choose the ellipsis button, and then choose Attach Image from Camera . The camera on the tablet or phone is activated.
- Take a photo of a document, such as a purchase receipt, that you want to process as an incoming document, and then choose the OK button. The image is attached to the incoming document record.