Subscriptions from the Manage DashboardSubscriptions from the Manage Dashboard

While many users can set up Alert Subscriptions for themselves, those with the PART | Alert Subscription Maintenance role may establish Alert Subscriptions for other users or for specific roles

Establishing Document AlertsEstablishing Document Alerts

The only setup required for Document Alerts is the configuration of Alert types through the Alert Types too. You can edit default Alert types, create additional Alert types to be

Batch Processing OverviewBatch Processing Overview

The Spitfire Processing Management System (sfPMS) allows you to scan files into its Catalog. It also allows you to upload any number of files (often PDFs). When you need to

Installation of Batch Processing ToolsInstallation of Batch Processing Tools

Batch Upload Tool The Batch Upload Tool may have been installed during implementation, but if not, do the following: In a web browser, enter the URL for your site followed by

Predefined Routes for File BatchesPredefined Routes for File Batches

For AP Scanned Documents You should set up a predefined route for the File Batch Doc Type. This automated route will set up, by name or more often by role

Prep Work for Batch ScanningPrep Work for Batch Scanning

As you open your invoices and other paperwork, place them in two piles. –  one-page invoices/papers –  all other invoices/paperwork that are two pages or more

Using the Image StaplerUsing the Image Stapler

The Image Stapler starts with the TIF file that was created when you fed multi-page invoices/papers into the batch scanner. You use the Image Stapler to separate the one TIF

Batch Upload ToolBatch Upload Tool

Once you have all your scanned images/invoices as TIF files or image-based PDF files, you use the Batch Upload Tool to process these files and load the information into sfPMS.

Creating a File BatchCreating a File Batch

If the files (invoices, etc.) you want to process through the Batch Viewer are already in electronic form, you need not use the Batch Upload Tool. You can create the

Batch ViewerBatch Viewer

The Batch Viewer displays your scanned TIF images as well as any valid files attached to the File Batch document. It also connects to Microsoft Dynamics SL Accounts Payable Voucher