1. Document Imaging and A/P Routing Presented by Brian Cancian

2. Welcome If you are applying for CPE credit, please be sure to sign in and sign out. Please write legibly! Additionally, fill out the survey for a chance to win a free pass to the 2017 User Conference!

3. Today’s Session 1 Where can you attach electronic images? How do you attach files to records? How do you route records for approval? 2 3

4. Where Can You Attach Images? A/P Invoices Vendors Customers Field Logs Job Areas Meeting Agendas Misc. Docs Punch Lists RFCs RFIs RFPs Submittals Transmittals Equipment Job Cost Change Orders Jobs Employees PO/Subs PO Change Orders

5. How To Attach An Image

6. How to Manually Route

7. Automatic Routing Only A/P invoices can be routed. You must establish routing rules in the Routing Rules Control File.

8. Routing Rules You can create multiple rules

9. Thanks for Attending www.foundationsoft.com btc@foundationsoft.com Document Imaging and A/P Routing