Documents that become drafts

Platform, Automation, Document Intake watches a drive folder or a mailbox and turns each document into a draft supplier invoice or a draft sales order, with the document attached. Nothing is posted.

Intake reads each new file's words, finds the supplier or customer it names among yours, its number, its dates and its total, and makes a DRAFT through the screen's own save, as the automation service account. The file is attached to the draft. From there it is like any draft somebody typed: a person checks it, matches it and posts it.

• A drive folder is checked every few minutes (Check every); Check now checks it at once. Each file is taken in once.
• A mailbox is handed its messages by your mail gateway; Hand in a file takes in a file you have, the same way.
• A document that names no supplier or customer you hold, or more than one, or has no total, is kept in the Intake Log for a person, with what was read.
• Every intake is in the audit trail as intake.

1. Connect the drive under Platform, Drives & Files, if it is not connected.
2. Open Platform, Automation, Document Intake, and choose New.
3. Choose the Kind (a folder on a drive, or a mailbox), what it Makes, and the drive and folder.
4. Save. Check now takes in what is there.