Acquisition Tab

Below mentioned Groups are available under Acquisition tab:

 

ü Document Type
ü Acquisition Methods
ü Submit to Workflow
ü Templates
ü Finish

 

Description of all the groups is mentioned below:

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 

1. Document Type:

 

Setting Default Document Type: You can select the appropriate Document Type from the Choose Type drop-down list and click Set Selected Document Type as Default to set the selected Document Type as the default.

 

8. Document Type

 

OR

 

You can also set the default Document Type from the Options tab by selecting the appropriate Document Type from the Default Document Type drop-down list.

 

9. Set Defaults

 

2. Acquisition Methods:

 

You can set the Default Acquisition Method from the Acquisition tab by clicking Default Acquisition and selecting the appropriate option from the list displayed.

 

Note:

Please take a note that you will not be able to view Default Acquisition drop-down list from Google Chrome (any supported Operating System) and Microsoft Edge browser in Windows 10.

 

10. Default Acquisition

 

After selecting an option from the list, the following message will appear. Click OK and the selected option will be set as the Default Acquisition Method.

 

11.Sucess window

 

Note:

Default Acquisition method will not work the way it should work for browsers like, Google Chrome, Mozilla Firefox and Safari even if set from other browser.

 

Resetting the Default Document Type and Acquisition Method:

 

After setting the Default Document Type from the drop-down list, you can also reset it by selecting BLANK as highlighted from the Default Document Type drop-down list.

 

12. Reseting Def doc type

 

After setting the Default Acquisition Method from the drop-down list, you can also reset it by selecting None as highlighted from the Default Acquisition Method drop-down list.

 

10. Default Acquisition

 

3. Submit to Workflow:

 

Submit to Workflow option allows you to submit the document to the selected Workflow or Workflow Queue. Based on the Workflow Type, you will be able to view Workflow and Workflow Queue option.

 

Note:

You will not be able to view Submit To Workflow group if no Workflow/Queue exists for the selected Transaction Type. Please take a note that, you will not be allowed to submit the document to Workflow Queue, if you do not have Submit to Queue Rights. Refer Queue Security section for more details.

 

14. Submit to Workflow

 

4. Templates:

 

Apply Template: This option is used to apply Global/Local Templates that are created for that Document profile. When you click Apply Template button, list of the templates created will appear and you can choose from it as per your requirement.

 

Note:

Apply Template button will not be enabled if now templates exists. You can go to Options tab and create a new template for your future use.

 

5. Finish:

 

· Save and Exit: This option will allow you to save the current document and exit the window.

 

· Save and New: This option will allow you to save the current document and continue adding new document to the same Transaction Type.

 

· Reset: This option will allow you to reset the settings.

 

· Exit: This option will allow you to exit the window.