LASERFICHE Workflow Guide – P-Card Workflow

OPEN LASERFICHE CLIENT

OR

1. CLICK ON THE TAMUK REPOSITORY

THEN 2. CLICK OPEN

1.

2.

DRILL DOWN INTO THE STRUCTURE TO FIND

THE LASERFICHE WORKFLOW FOLDERS UNDER

UNIVERSITY COMMON FOLDERS

SELECT THE APPROPRIATE FOLDER 1. WORK FLOW P-CARD

1.

2.

THEN 2. CLICK ON THE SCAN

ICON IN THE TOOLBAR

YOU MAY GET A POP-UP; IF SO 1. SELECT

STANDARD MODE AND 2. CLICK OKAY

1.

2.

1. NAME THE DOCUMENT

2. SELECT THE P_CARD_WF_TEMP TEMPLATE

FROM THE DROP DOWN LIST

1.

2.

FILL IN ALL REQUIRED FIELDS

(DENOTED BY THE RED DOTS)

Required

Fields

REQUIRED FIELDS:

♦CARD HOLDER LAST NAME

♦CARD HOLDER FIRST NAME

♦ LAST 4 DIGITS OF CARD

♦ BILLING CYCLE – MONTH

YEAR (MONTH AND YEAR THE

BILLING CYCLE CLOSED)

♦FISCAL YEAR

♦ DOC CREATOR NAME

(PERSON CREATING DOCUMENT

WHOM WE CAN CONTACT WITH

QUESTIONS)

♦ DOC CREATOR PHONE

♦ DOC CREATOR EMAIL

♦ TODAY’S DATE (TIP: HIT

SPACEBAR TO AUTOFILL)

1. CLICK START SCANNING AND AS THE IMAGES

APPEAR 2. DO QUALITY CONTROL TO ENSURE

ALL IMAGES ARE CLEAR AND READABLE

1.

2.

1. CLICK STORE OR THE 2. STORE ICON

1.

2.

1. VERIFY ALL ZEROS; IF NOT THERE IS AN

ERROR

1.

A CONFIRMATION EMAIL WILL BE SENT TO

THE EMAIL ADDRESS PROVIDED