Add Image

WINDOW OVERVIEW:

This window is accessed from the Detail Master Case window, Person Detail window or the Detail Organization window.  It allows users the ability to drag and drop emails and/or attachments or browse saved files to save the images in Document Imaging.

See Also:

Add Image to Document Imaging with File Director Access

Add Image to Document Imaging No File Director Access

Index Information Group Box:

These fields default to blank.  Fields are populated based on the Indexing Mode.

Name:  In Select mode, the user will select a Name from the drop down list.  In Copy mode, the user will use the Copy Index Information action in N-FOCUS to populate this field.

Index Type:  This defaults to Person or Organization after the name has been selected.

Index ID:  This defaults to the unique Person Number of the individual or Organization ID number.

Category:  A category should be selected from the drop down list. Categories displayed in the list are based on the users security.

Generate Alert:  Select Yes if an alert needs to be created. Select No if you do not want an alert to be created.

Area:  After a Person or Organization has been selected in the Name field, this field will automatically populate with N-FOCUS.

Indexing Mode Group Box:

Copy Radio Button:  ANDI staff can use either button.  In Copy mode, the Name and ID are populated by the Copy Index Information action in N-FOCUS.

Select Radio Button:  This button should be used by SSWs.

File Location Group Box:

Browse:  Select the Browse button to open the Browse for Folder dialog box. Once a folder is selected, the documents in that folder will populate in the Available Documents box.

Selected Documents Group Box:

Imaging Option: The Imaging Option defaults to the Standard radio button.  Click the Enhanced radio button if the preview image is difficult to read.  The enhanced option is used to clarify the image.

Received Date:  This field defaults to the current date for ANDI workers only.  It can be changed to a prior date. Other workers will need to select the received date.

Available Documents Group Box:

This box displays a list of document names from the folder selected in Browse. Select a document from the list to enable the Copy Document button.

: This button becomes enabled when a document is selected from the Available Document Group Box. Click this button will place a copy of the document in the Selected Documents Group Box.

: This button becomes enabled when a document is selected from the Selected Documents Group Box. Click this button to remove the document from the list of selected documents.

ACTION BUTTONS:

	Select this button to save the document.  It can then be viewed in Document Imaging in N-FOCUS.
	Select this button to close the window.  If documents are in the Selected Documents Group Box, they must be either saved or removed from the list.
	Select the Help button to view window specific Help information.

NFO9FS7H(104)

(07-2014)