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Sage Paperless Construction Help

Select eCapture™ Vault and Document Types

Once you are successfully logged in, you are prompted to choose which vault and document types the app uses.

SageeCaptureCreditCardReceiptsinitiallogin-mh.PNG

  1. Use the Client dropdown to pick which Sage Paperless Construction server to connect to.

    Note

    Once selected, the selected client is the default until it is changed.

  2. In the Vault field, select the vault where the documents are to be submitted.

    Note

    Once selected, the selected vault is the default until it is changed.

  3. In the Document Type dropdown, select the type of document you are capturing and submitting.

    Note

    For example, a Credit Cart Receipt or Job Photo.

    Note

    Administrators can configure certain Document Types to be eligible for eCapture in Global Settings. See Document Types for more information. This is also where indexes and security groups are assigned for each particular document type.

  4. Click Begin.

    A page similar to the following displays:

    Note

    The page varies based on the document type selected. Different document types require you to enter different information. Additionally, you may be prompted to enter a queue to send the eCapture files to.

    SageeCaptureCreditCardReceiptsinitialpage-mh.PNG
Use eCapture™ to Submit a Photo

  1. Use the  Document Type dropdown to select the document type.

    Note

    This example shows the Job Photo document type.

  2. Click Begin.

    The following screen displays:

    JobPhotoSage.jpeg

  3. Use the lookups by clicking the Search search_icon.png icon to select information from a list, or type the information manually into the field.

    Note

    The Date Received field systematically populates with the current date.

  4. (Optional) Add a note in the Notes field.

  5. Click either Take Photo to access the device's camera or click Photo Gallery to attach an existing image.

  6. Click Submit.

Use OCR to Submit a Credit Card Receipt in eCapture™

eCapture uses OCR functionality for credit card receipts.

Clicking the eCaptureCreditCardReceiptsUsePhoto2-mh.PNG button means you can take a picture of a receipt eCapture systematically "reads" and enters the date, merchant/supplier and amount. This speeds up your credit card receipt entry process.

  1. Use the  Document Type dropdown to select Credit Card Receipt.

  2. Click Begin.

    A screen similar to the following displays with the Transaction Date field populated with the current date:

    SageeCaptureCreditCardReceiptsinitialpage-mh.PNG

  3. Click either Take Photo to access the device's camera.

    1. When the picture of the receipt displays, click Use Photo.

      SageeCaptureCreditCardReceiptsUsePhotopre-mh.PNG

    2. When the picture re-displays on the screen, click the Receipt eCaptureCreditCardReceiptsUsePhoto2-mh.PNG icon.

      Note

      eCapture reads the receipt and populates the applicable fields.

      SageeCaptureCreditCardReceiptsCreditCardReceiptswithcurrentTransactionDatefield1-mh.PNG

    3. (Optional) Click the Edit crop_icon.svg button to manipulate photo size or rotation. Click Done when you are finished making changes.

    4. (Optional) Click the Delete SageDeleteFileicon-mh.PNG button to delete the image and take or upload another one.

  4. Click Submit.

    A confirmation message displays letting you know that your credit card receipt was successfully submitted.

    eCaptureCreditCardReceiptsSubmitsuccessfuldialog-mh.PNG

  5. Click OK.

In this section:

The highest level of document and user organization, you can think of it as a file room to securely store and manage digitized documents.

A classification in Sage Paperless Construction that acts like a pre-printed file folder label to define where specific types of documents are stored and how they are indexed for organized retrieval.

Technology that extracts data from document images and uses it to input index values. OCR is commonly used for invoice processing to capture vendor details, invoice numbers, dates, totals and purchase orders. Line-level OCR can extract individual line items, including quantities and pricing, to automatically populate coding lines.