Imaging Enhancements

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Imaging EnhancementsA new Documents screen can be used to: •Store and retrieve any type of document, spreadsheet or image •Associate the file with an account or jurisdiction. •Depending on a user's security settings, documents can be deleted or hidden from view.

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Imaging Enhancements - EntitlementsThese entitlements are part of the Manage Document Imaging task. ACT_DOCUMENTS – Access the Documents screen.DOCUMENT_ADD - Add a document. Without this entitlement, the Add Document tab is hidden.DOCUMENT_COMMENTS_UPDATE - Change the comments attached to a document.DOCUMENT_DELETE - Delete a document.DOCUMENT_VIEW_ALL - View restricted documents.

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Imaging Enhancements – V2 Security• Users having any V2 security job can view

this screen. • Changes can be made with these ACT-

created jobs: Accounting, Attorney, CAD Save Calc Ag Rollback, CAD Owner Address Changes, CAD Wizard, Cashier1, CashierNo2, Client Admin, Head Cashier, Refund Manager, User Administration.  

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Select Products, then Documents

Imaging Enhancements

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The Documents screen shows what is already stored. •Search by account number, owner ID, year, or tax unit•Highlight a row to see the comments for that file•Authorized users can delete documents

Imaging Enhancements - View

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• To view a document, click the asterisk (*) on that rowImaging Enhancements - View

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Add Document screen:•Select ID Type, Year and Document Type. •Click Add Multiple Accounts to attach the same file to multiple accounts. •To attach the file, use the Browse button, then click Upload Document.

Imaging Enhancements - Add

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Imaging Enhancements – Add to Jurisdiction

Add Document screen:•You can also get to the Add Document screen by clicking the Jurisdiction Documents button from the Tax Unit Maintenane screen.•TNT documents, resolutions and other jurisdiction documents may be saved and retrieved by tax unit.

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Imaging Enhancements – Add to Jurisdiction

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Imaging Enhancements – Add to Jurisdiction

To attach a file to more than one account, •Click Add Multiple Accounts. •Enter account numbers or,•Import from the trigger table by request sequence number. •Click OK.

Imaging Enhancements – Multi-Accounts

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Once the Upload Document button is clicked and the document is loaded, the message shown below will appear to confirm the upload was successful.

Imaging Enhancements

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Imaging Enhancements

Now that the pieces all fit, our presentation has ended.

Thank you for attending.

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