Side by Side Entry

PaperSave provide Side by Side Entry feature which allows you to directly associate the Workflow item from PaperSave to Financial Edge record.

 

Note: Side by Side Entry option appears in the Workflow item viewer only when the Workflow items are filtered by a step whose “CanAssociateInThisStep” property is defined as true.

 

Tip: You can click here to learn how to configure the settings for Side by Side Entry from the settings panel.

 

Follow the below steps to perform Side by Side entry:

1) Open Workflow Area from the Navigation menu in the PaperSave Application.

2) Now, select the Workflow from the Workflow Area and then select the Workflow step where “CanAssociateInThisStep” property is defined as true.

3) Now, click on the ID hyperlink or double click on the item to view in the Workflow item viewer. You can see the Start Side by Side Entry option in the top-level toolbar, as shown in the below screen.

 

 

4) Click on Start Side by Side Entry option and the "Action to execute..." prompt appears as shown below.

 

Note: Make sure Financial Edge is open while performing Side by Side Entry. If the Side by Side Entry operation is started, then the option's title will be changed to Stop Side by Side Entry. You can click on it once your document is successfully associated with the Financial Edge record.

 

 

5) Select the Workflow action from the drop-down list to define the Workflow event that will be raised after the workflow item successfully gets associated to the Financial Edge's record and click on Ok. You can check "Don't ask me again" to stop getting the prompt.

 

6) Now, go to an Financial Edge record for which the above selected Workflow is configured to perform Side by Side Entry (For example, Account Payable > Records > Invoices ). Select one Financial Edge record from Records list of Financial Edge and click on PaperSave - Add documents option.

 

Note: Using Side by Side Entry, you can add a document only to a single record.

 

 

7) Now, a dialog box appears on the screen to confirm adding the document using Side by Side Entry, as shown in the below screen.

 

 

8) Click on YES to associate document using Side by Side Entry, and NO to cancel this operation and add a new PaperSave document by other acquisition methods.

 

Note: If you click No to cancel the operation, you will be redirected to the PaperSave ‘File capture options panel’ where you can select your desired acquisition method and add a different document.

 

9) Once the item is successfully associated, the Workflow event is auto-raised for the added workflow item, if it was defined.

10) You can click on Stop Side by Side Entry and exit the item viewer or close the browser tab to stop the Side by Side Entry operation.