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inDocs: Overview
Release Notes
January 2024
Fixes
Technical Changes
Prerequisites
Server and Application Specifications
Label & Forms
Scanner
File Format and File Structure
inDocs Scan Multibranch Support
inDocs OCR Multicompany Support
Using inDocs Server
inDocs Admin Functions
ERP Addresses
Worker Services
Users
Email Accounts
Email Filters
Email Reports
Scheduled Tasks
Logs
inScan Quick Start
Using the inScan Module
Navigating The Scan List
Processing Failures
Reprocess Scans
Edit Scanned Document
inScan Compatibility and Configurations
Barcodes
Intact iQ Standard Document Types
Creating Your Own Document Types
inAP Quick Start
Using the inAP Module
inAP Templates
Creating New Templates
Importing and Exporting Templates
Creating, Editing and Mapping Templates
Advanced Template Field Controls
Best Practices
Scanning Documents for inAP
Suggested Fields
Default Document Types
Formatting Issues
inAP Documents
Document List
Managing Documents in inAP
Viewing Documents in inAP
inDocs Intact iQ Module
BlueEDI and Version Differences
BlueEDI with Rest API
BlueEDI with inAP
BlueEDI with Integration Services
Using BlueEDI
Company Settings
Navigating BlueEDI in Intact iQ
EDI Purchase Invoice Overview
Matching Rules
Purchase Invoice Register
Purchase Invoice Register Workflow Statuses
Purchase Delivery Note Matching
Further Line Matching
Overhead/Document/Line Matching
Tolerances
Creation of the Reconciliation
Create Reconciliation with “Line Match”
Manual Matching with values from EDI
Automatic Reprocessing
Exceptions
Relationships: EDI Purchase Invoice
EDI Purchase Credit Notes Overview
Relationships: Purchase Credit Notes
EDI Sales Orders Overview
Customer Search/Creation
Delivery Contact Search/Creation
Branch Searching
User Searching
Delivery Agent Searching
Line Processing
Alternate Reference
Creation of the Sales Order
Deposit Creation
Relationships: EDI Sales Orders
Manual Creation
EDI Property Mapping
Extra Properties
Error Handling & Troubleshooting Guidance
inScan Troubleshooting
inAP Troubleshooting
Error Handling
Frequently Asked Questions
Intact Staff Only
inDocs Installation & Upgrades
Installation Checklist
SQL Configuration
Installing the application
Initial Configuration
Intact iQ Configuration
Windows Configuration
inDocs Configuration
Upgrading inDocs
Scoping for Sales, PMO & CSO
inDocs Sales Prerequisites
inDocs PMO/CSO Prerequisites and preparation
inDocs time Matrix
inDocs
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Updated on 30/11/2023
NiallBreen98
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