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How to create an incoming document record by taking a photo


  1. On the app bar, choose the Create Incoming Document from Camera tile, and then go to step 4.
  2. Alternatively, on the app bar, choose the options button, choose Incoming Documents , and then choose All .
  3. On the Incoming Documents page, choose the ellipsis button, and then choose Create from Camera . The camera on the tablet or phone is activated.
  4. 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.

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