Store and organize your attached documents by creating a storage ID for commonly attached file types, and define storage directories for different types of documents.
Custom indexing profiles define document storage paths. You create the profile for the documents, and the system indexes the documents using the information on the profile.
You can test the directory locations that you have set up for storing different types of documents, and also test the accessibility of a document profile's file location.
Designating user IDs and passwords for network paths limit access to documents through your server. This ensures that the proper individuals have access to documents such as personnel records and vendor price sheets.
Make documents available from the Internet World Wide Web by defining a Web-enabled path for access those documents. This makes documents available to customers.
Schedule copies of images to be sent to other locations at convenient times by defining index profiles that use multiple Storage IDs. This can save storage space by maintaining a central repository for documents.
Use the Imaging Invoice Exception Report to determine which records have images attached. For example, if you want to see which documents have been attached to invoices on a particular day.
Manage images by performing the following tasks:
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