Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Solutions Overview

• 1.1 Imaging Solution Overview
  • 1.1.1 Imaging Scenario 1: Processing Invoices
    • 1.1.1.1 Keying Entries From Images
  • 1.1.2 Imaging Scenario 2: Capturing Employee Supporting Documents
  • 1.1.3 Imaging Scenario 3: Viewing Supporting Employee Documents
• 1.2 Managed Attachments Overview
  • 1.2.1 Attachments Scenario 1: Capturing Employee Identity Documents
  • 1.2.2 Attachments Scenario 2: Viewing and Editing Employee Identity Documents

2 Using the Imaging Solution

• 2.1 Imaging Solution Procedures
  • 2.1.1 Starting the Imaging Solution in Oracle E-Business Suite
  • 2.1.2 Starting the Imaging Solution in Oracle PeopleSoft
  • 2.1.3 Viewing and Selecting Tasks
  • 2.1.4 Automatically Selecting Tasks
  • 2.1.5 Releasing Tasks
  • 2.1.6 Customizing the Task List Display
    • 2.1.6.1 Hiding or Displaying Columns
    • 2.1.6.2 Reordering and Resizing Columns
    • 2.1.6.3 Detaching the Display
  • 2.1.7 Viewing Document Images
  • 2.1.8 Customizing the Task Viewer Display
  • 2.1.9 Selecting Users or Groups
  • 2.1.10 Selecting Items
  • 2.1.11 Viewing and Entering Comments
• 2.2 Imaging Solution Screens
  • 2.2.1 Task List Screen
  • 2.2.2 Task Viewer Screen
  • 2.2.3 Select User/Group Screen
  • 2.2.4 Select Item Screen

3 Using the Managed Attachments Solution

• 3.1 Managed Attachments Procedures
  • 3.1.1 Displaying Managed Attachments in Oracle E-Business Suite
  • 3.1.2 Displaying Managed Attachments in Oracle PeopleSoft
  • 3.1.3 Viewing Attached Documents
  • 3.1.4 Viewing Documents in AutoVue
  • 3.1.5 Configuring Fields For Display
  • 3.1.6 Viewing a Document's Information
  • 3.1.7 Checking In and Attaching a Document
  • 3.1.8 Checking Out Documents and Undoing Check-outs
  • 3.1.9 Scanning Using Oracle Distributed Document Capture
  • 3.1.10 Attaching From the Content Server Repository
  • 3.1.11 Detaching a Document
  • 3.1.12 Opening or Saving a Document
  • 3.1.13 Editing a Document in Its Native Application
  • 3.1.14 Updating a Document's Metadata
  • 3.1.15 Working With Document Revisions
  • 3.1.16 Deleting a Document on Content Server
  • 3.1.17 Searching for Documents on the Content Server Repository
• 3.2 Managed Attachments Screens
  • 3.2.1 Managed Attachments Screen
  • 3.2.2 Content Check-In Form
  • 3.2.3 Configure Fields for Display Screen
  • 3.2.4 Content Information Screen
  • 3.2.5 Info Update Form
  • 3.2.6 Scan Document Screen
  • 3.2.7 Expanded Search Form
  • 3.2.8 Search Results Screen

Index