Linking Documents

The Complete Process for Linking Documents

For scanning directly into Nexsyis VIA desktop USB scanner, please see this link: Link Directly from Scanner

To add frequently used scan folders to the Imaging window, see: Operator Imaging Path Setup

DOCUMENT FROM FILES ON DISK (YOUR PC)

Select the Files on Disk option to browse to files on your computer.

DOCUMENTS FROM UNPROCESSED (CENTRAL NETWORK)

Select the Unprocessed option

Use the left drop down to filter Document type (preset on your scanner) and use the right drop down to filter Location.

**This method is generally used by MSOs that may implement centralized processing**

A document will be “unlinked” if you closed out of a document mid-linking or if you unlinked a document from a record.

For example:

This document started in Unprocessed, but when attempting to link, a duplicate copy had already been linked.

When you “x” out of the document without linking, you will be prompted to specify a reason for not linking.

The document will now be located in Unlinked.

Select the document from the list so that you are viewing it in the right window.
Select the type by either clicking the AP Invoice or AR Payments buttons (these are the most common), or selecting an option from the drop-down menu.
A search screen will display for the type of document record you are linking to (ie., a Folder document will open the Folder search screen).
Locate the record and click the blue link icon on the bottom right of the button bar.