Item

Upload

Use Upload to add documents to the queue for further processing.

Item

View

Clicking View, allows you to view the selected document in its native application.

Item

Check Out

Locks the item in the queue so other users can't work on it. You can only check out 1 item at a time.

To check out multiple items, select each in turn and select Check Out.

Item

Process

If the Document Queue is enabled for AP Automation then clicking Process will open the Document Preview window, otherwise it will open the Select Action page to select one of the following options:

Create new blanket order

Create new credit memo

Create new invoice

Create new order

Create new quote

Create new return order

Link to existing blanket order  

Link to existing credit memo

Link to existing invoice

Link to existing order

Link to existing posted credit memo  

Link to existing posted invoice  

Link to existing posted receipt  

Link to existing posted return shipment  

Link to existing quote  

Link to existing return order

These "link to" options bind the document to a previously created record.

Item

Check In

Unlocks the selected item from the queue that is checked out. If the item is locked by another user, you will be presented with a warning message. This is because unlocking and viewing items can prevent the other user from processing and deleting the item from the queue successfully.

Item

Delete

Clicking Delete, will delete the selected document from the Zetadocs Document Queue. This will also remove the document from SharePoint Online.

Item

View Original

Clicking View Original allows you to view the selected document in its original format.

This option is only relevant for documents that have been converted from their original format by the Zetadocs Server. The Zetadocs Server is not applicable to the AP Automation feature.

Item

Process Original

Clicking Process Original allows you to save the selected document in its original format to SharePoint Online.

This option is only relevant for documents that have been converted from their original format by the Zetadocs Server

Queue

Upload Files

This option opens the SharePoint Online folder associated with the Document Queue so that you upload multiple files for processing.

Queue

Process All Linked Items

This option allows you to automatically archive all items in the queue which are linked to an existing item. For example. if you have scanned a batch of documents with barcodes which link them to other existing documents, this option allows you to archive them all at once

Queue

Refresh

If you upload documents to the SharePoint Online folder associated with this Document Queue while having the queue open, you need to click refresh in order to see that document in the Zetadocs Document Queue.

Queue

Activity Log

Opens the Zetadocs Activity Log.