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LASERFICHE Workflow Guide – P-Card Workflow

Workflow Guide P-Card Workflow - tamuk.edutamuk.edu/ssgs/Forms/LFWFGuidePCard.pdf · Workflow Guide – P-Card Workflow . OPEN LASERFICHE CLIENT OR . 1. CLICK ON THE TAMUK REPOSITORY

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Page 1: Workflow Guide P-Card Workflow - tamuk.edutamuk.edu/ssgs/Forms/LFWFGuidePCard.pdf · Workflow Guide – P-Card Workflow . OPEN LASERFICHE CLIENT OR . 1. CLICK ON THE TAMUK REPOSITORY

LASERFICHE Workflow Guide – P-Card Workflow

Page 2: Workflow Guide P-Card Workflow - tamuk.edutamuk.edu/ssgs/Forms/LFWFGuidePCard.pdf · Workflow Guide – P-Card Workflow . OPEN LASERFICHE CLIENT OR . 1. CLICK ON THE TAMUK REPOSITORY

OPEN LASERFICHE CLIENT

OR

Page 3: Workflow Guide P-Card Workflow - tamuk.edutamuk.edu/ssgs/Forms/LFWFGuidePCard.pdf · Workflow Guide – P-Card Workflow . OPEN LASERFICHE CLIENT OR . 1. CLICK ON THE TAMUK REPOSITORY

1. CLICK ON THE TAMUK REPOSITORY

THEN 2. CLICK OPEN

1.

2.

Page 4: Workflow Guide P-Card Workflow - tamuk.edutamuk.edu/ssgs/Forms/LFWFGuidePCard.pdf · Workflow Guide – P-Card Workflow . OPEN LASERFICHE CLIENT OR . 1. CLICK ON THE TAMUK REPOSITORY

DRILL DOWN INTO THE STRUCTURE TO FIND

THE LASERFICHE WORKFLOW FOLDERS UNDER

UNIVERSITY COMMON FOLDERS

Page 5: Workflow Guide P-Card Workflow - tamuk.edutamuk.edu/ssgs/Forms/LFWFGuidePCard.pdf · Workflow Guide – P-Card Workflow . OPEN LASERFICHE CLIENT OR . 1. CLICK ON THE TAMUK REPOSITORY

SELECT THE APPROPRIATE FOLDER 1. WORK FLOW P-CARD

1.

2.

THEN 2. CLICK ON THE SCAN

ICON IN THE TOOLBAR

Page 6: Workflow Guide P-Card Workflow - tamuk.edutamuk.edu/ssgs/Forms/LFWFGuidePCard.pdf · Workflow Guide – P-Card Workflow . OPEN LASERFICHE CLIENT OR . 1. CLICK ON THE TAMUK REPOSITORY

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

STANDARD MODE AND 2. CLICK OKAY

1.

2.

Page 7: Workflow Guide P-Card Workflow - tamuk.edutamuk.edu/ssgs/Forms/LFWFGuidePCard.pdf · Workflow Guide – P-Card Workflow . OPEN LASERFICHE CLIENT OR . 1. CLICK ON THE TAMUK REPOSITORY

1. NAME THE DOCUMENT

2. SELECT THE P_CARD_WF_TEMP TEMPLATE

FROM THE DROP DOWN LIST

1.

2.

Page 8: Workflow Guide P-Card Workflow - tamuk.edutamuk.edu/ssgs/Forms/LFWFGuidePCard.pdf · Workflow Guide – P-Card Workflow . OPEN LASERFICHE CLIENT OR . 1. CLICK ON THE TAMUK REPOSITORY

FILL IN ALL REQUIRED FIELDS

(DENOTED BY THE RED DOTS)

Required

Fields

Page 9: Workflow Guide P-Card Workflow - tamuk.edutamuk.edu/ssgs/Forms/LFWFGuidePCard.pdf · Workflow Guide – P-Card Workflow . OPEN LASERFICHE CLIENT OR . 1. CLICK ON THE TAMUK REPOSITORY

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)

Page 10: Workflow Guide P-Card Workflow - tamuk.edutamuk.edu/ssgs/Forms/LFWFGuidePCard.pdf · Workflow Guide – P-Card Workflow . OPEN LASERFICHE CLIENT OR . 1. CLICK ON THE TAMUK REPOSITORY

1. CLICK START SCANNING AND AS THE IMAGES

APPEAR 2. DO QUALITY CONTROL TO ENSURE

ALL IMAGES ARE CLEAR AND READABLE

1.

2.

Page 11: Workflow Guide P-Card Workflow - tamuk.edutamuk.edu/ssgs/Forms/LFWFGuidePCard.pdf · Workflow Guide – P-Card Workflow . OPEN LASERFICHE CLIENT OR . 1. CLICK ON THE TAMUK REPOSITORY

1. CLICK STORE OR THE 2. STORE ICON

1.

2.

Page 12: Workflow Guide P-Card Workflow - tamuk.edutamuk.edu/ssgs/Forms/LFWFGuidePCard.pdf · Workflow Guide – P-Card Workflow . OPEN LASERFICHE CLIENT OR . 1. CLICK ON THE TAMUK REPOSITORY

1. VERIFY ALL ZEROS; IF NOT THERE IS AN

ERROR

1.

Page 13: Workflow Guide P-Card Workflow - tamuk.edutamuk.edu/ssgs/Forms/LFWFGuidePCard.pdf · Workflow Guide – P-Card Workflow . OPEN LASERFICHE CLIENT OR . 1. CLICK ON THE TAMUK REPOSITORY

A CONFIRMATION EMAIL WILL BE SENT TO

THE EMAIL ADDRESS PROVIDED