Difference between revisions of "Automated Attachment Import (NA75)"
(Created page with "==Overview== Category:Name/Address") |
|||
| Line 1: | Line 1: | ||
| − | == | + | =='''<span style="color:blue;">Using the Automated Attachment Import (NA75UPD)</span>'''== |
| + | |||
| + | |||
| + | Automated Attachment Import is a utility that allows you to automatically attach a group of files to master-account records, name/address records, or gift records/miscellaneous receipts/event receipts. While designed primarily as a method of importing scanned images such as forms or signed documents, it can be used to import any type of document that can be attached to a memo. | ||
| + | |||
| + | This utility uses the names of the imported files to attach them to the appropriate master accounts, name/address, or gift/receipt records in the form of a memo. It can only import files from a single folder (on a drive accessible to your Citrix session) and of a single type at one time. For example, for one session you can import master account record attachments, and in the next session import gift records/miscellaneous receipts/event receipts. | ||
| + | |||
| + | |||
| + | * From the DDI Connect main menu, double-click Name/Address | ||
| + | |||
| + | * Double-click Utilities | ||
| + | |||
| + | * Double-click 75 Automated Attachment Import. You will see this screen: | ||
| + | |||
| + | |||
| + | |||
| + | |||
| + | |||
[[Category:Name/Address]] | [[Category:Name/Address]] | ||
Revision as of 18:19, 17 October 2011
Using the Automated Attachment Import (NA75UPD)
Automated Attachment Import is a utility that allows you to automatically attach a group of files to master-account records, name/address records, or gift records/miscellaneous receipts/event receipts. While designed primarily as a method of importing scanned images such as forms or signed documents, it can be used to import any type of document that can be attached to a memo.
This utility uses the names of the imported files to attach them to the appropriate master accounts, name/address, or gift/receipt records in the form of a memo. It can only import files from a single folder (on a drive accessible to your Citrix session) and of a single type at one time. For example, for one session you can import master account record attachments, and in the next session import gift records/miscellaneous receipts/event receipts.
- From the DDI Connect main menu, double-click Name/Address
- Double-click Utilities
- Double-click 75 Automated Attachment Import. You will see this screen:
