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How to: Create Incoming Document Records by Taking a Photo

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Note

The following procedure only applies to the Microsoft Dynamics NAV Tablet client and Microsoft Dynamics NAV Phone client. For more information, see How to: Implement the Camera Option in the Developer and IT Pro Help. In addition, it only applies to profiles that have access to the Incoming Documents windows, such as the Small Business – Tablet profile.

To record an external document in Microsoft Dynamics NAV, you must first create or complete an incoming document record. By using the camera on tablets and phones, you can perform the following tasks for incoming documents:

  • In the Incoming Documents window, use the Create from Camera button to create a new incoming document record for a document by taking a photo. The image file is automatically attached.

  • In the Incoming Document window, use the Attach Image from Camera button to attach the image file to an existing incoming document record by taking a photo.

  • Use the camera to take a photo of a document, save it, and then add it to an incoming document later. For more information, see How to: Create Incoming Document Records.

To create an incoming document record by taking a photo

  1. On the app bar, choose the Create Incoming Document from Camera tile, and then go to step 4.

  2. Alternatively, on the app bar, choose the options button, choose Incoming Documents, and then choose All.

  3. In the Incoming Documents window, choose the ellipsis button, and then choose Create from Camera. The camera on the tablet or phone is activated.

  4. Take a photo of a document, such as a purchase receipt, that you want to process as an incoming document, and then choose the OK button.

A new incoming document record is created, with the image attached. You can now proceed to create document records in Microsoft Dynamics NAV, manually or automatically. You can also connect the new incoming document record to existing posted or non-posted document so that the source file is easy to access within Microsoft Dynamics NAV. For more information, see Use Incoming Documents.

To attach an image to an incoming document record by taking a photo

  1. On the app bar, choose the options button, choose Incoming Documents, and then choose All.

  2. Open the card for an existing incoming document record.

  3. In the Incoming Document window, choose the ellipsis button, and then choose Attach image from Camera. The camera on the tablet or phone is activated.

  4. Take a photo of a document, such as a purchase receipt, that you want to process as an incoming document, and then choose the OK button.

The image is attached to the incoming document record.

See Also

Tasks

How to: Create Incoming Document Records
How to: Use OCR to Turn PDF and Image Files into Electronic Documents
How to: View Incoming Document Records from Documents and Entries

Concepts

Incoming Documents
Business Functionality

Other Resources

Incoming Document
Incoming Documents
How to: Implement the Camera Option