How to create an incoming document record by taking a photo
- On the app bar, choose the Create Incoming Document from Camera tile, and then go to step 4.
- Alternatively, on the app bar, choose the options button, choose Incoming Documents , and then choose All .
- On the Incoming Documents page, choose the ellipsis button, and then choose Create 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. A new incoming document record is created, with the image attached.