Transcript Dreaming of a Paperless Office

Dreaming of a Paperless Office
Presenter – Karoline Lapko
Account Manager
Dreaming of a Paperless
Office
 Email Your Documents
 J-mail Set up Parameters
System Administration>Setup>Parameters for J-Mail
Dreaming of a Paperless
Office
 Using J-mail to email key documents
Dreaming of a Paperless
Office
 Electronic Archiving
 Archive Bank Rec
Dreaming of a Paperless
Office
 Archive Audit Trails
Dreaming of a Paperless
Office

Reconstruct Lost Audit Trail
Dreaming of a Paperless
Office

Direct Deposit – AP and PR
Dreaming of a Paperless
Office
 Intro to Digio Jonas
Dreaming of a Paperless
Office
 Columns Sort, Menu & Right Click Option
Dreaming of a Paperless
Office
 Check in Check Out
 Link Documents
Dreaming of a Paperless
Office
 Adding Documents
1. Click add documents from Digio
2. Scan in documents
3. Integration with MS Office
4. Jonas Integration
5. Right click a document and add to Digio
Dreaming of a Paperless
Office
 Create views to easily find key documents
Dreaming of a Paperless
Office
 Searching for Documents
Dreaming of a Paperless
Office
 Set up Digio Categorization
Dreaming of a Paperless
Office
 System Restrictions
Dreaming of a Paperless
Office
 User Set up
Dreaming of a Paperless
Office
 Magic Search