In-Tray
In-Tray - In-Tray Memos
This article is part of the In-Tray section. Find all related articles here: In-Tray You can use In-Tray Memos to manage follow-up actions and ensure greater visibility for your users. To add an In-Tray memo: Navigate to one of the following tabs: ...
In-Tray - In-Tray Statuses, SLA's & Management Information
This article is part of the In-Tray section. Find all related articles here: In-Tray As your documents and invoices are processed through the In-Tray, their status will change depending on the actions you take. Statuses are used in the main In-Tray ...
In-Tray - Adding and Managing Files in the In-Tray
This article is part of the In-Tray section. Find all related articles here: In-Tray To access the In-Tray: Select Tools from the top menu bar, then select In-Tray. This will open the Scanned Documents In-Tray window. Here you will find invoices and ...
In-Tray - Linking and Posting in the In-Tray
This article is part of the In-Tray section. Find all related articles here: In-Tray Once you have added a document to the In-Tray, you are ready to link it to the relevant record. Linking Files Follow the steps in In-Tray - Adding and Managing Files ...
In-Tray - Introduction and Set-Up
This article is part of the In-Tray section. Find all related articles here: In-Tray Introduction In-Tray is a document management system which allows you to streamline the document flow throughout your office and electronically file documents and ...
In-Tray - In-Tray Outlook Add-In
This article is part of the In-Tray section. Find all related articles here: In-Tray Setting up the In-Tray Outlook Add-In If you have the In-Tray module, the In-Tray Outlook Add-In can be installed on each user's machine from the RPM_Distributions ...
In-Tray - Reinstating the In-Tray Outlook Add-In
This article is part of the In-Tray section. Find all related articles here: In-Tray If you notice the Outlook Add-In is missing from the menu bar, Outlook may have disabled it. Reinstating an Inactive Add-In If you haven't used the Add-In for a ...
In-Tray - In-Tray Exchange Service and Outlook In-Tray Integration
This article is part of the In-Tray section. Find all related articles here: In-Tray This article covers what the In-Tray Exchange Service does, and how it interacts with the Outlook In-Tray Add-in. The service runs on a Windows server, and is set up ...