Image and Document Manager. Pontem Software. User s Guide Version /01/2013. Pontem Fund Accounting Software Suite

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1 Pontem Software Image and Document Manager Pontem Fund Accounting Software Suite User s Guide Version /01/ Dexter Road, Eaton Rapids, MI support@pontem.com

2 Thank you for choosing Pontem Software and our Fund Accounting Software Suite. As more offices go paperless, there s been increasing interest in providing a way to store electronic copies of important documents and images directly within our software products. We re proud to announce the addition of an Image and Document Management feature to our Pontem Accounts Payable and Payroll modules allowing you to associate an unlimited number of images or documents to a voucher, vendor, or employee for quick reference. Items can be attached by browsing and/or scanning while entering a new record or when editing a record later. This document will explain the features available and how to utilize this new upgrade to your Pontem Software. Copyright 2013 Pontem Fund Accounting Imaging User s Guide Page 2

3 Edit Adjust Preferences Images To configure the system for the Image/Document management feature contained in Pontem s Accounts Payable (AP) and Payroll (PR) modules, navigate to the Adjust Preferences window and click on the Images folder. Copyright 2013 Pontem Fund Accounting Imaging User s Guide Page 3

4 Images and Document File Storage Options Copy and Rename to Network Share This option copies selected documents or images from a local drive (i.e. employee.pdf) and saves them in the designated location. The software will rename the file with the next document number available in the folder. Move to Network Share This option moves the selected file from the original location and copies it to the designated location without changing/renaming the original file name. Leave at Original Path This option leaves the file where it was originally located. Paths Common Image Path Click the Browse button to select the default location on the computer/network to store images and documents associated with AP or PR. *If you have multiple databases, log into each database to configure the correct path for a separate image folder for each database. Secured Image Path Click the Browse button to select the location on the computer/network to store images and documents associated with AP or PR. These images are secured by the permissions granted to the Pontem user s assigned group. Check with your tech support department to take steps to secure the storage folder. *If you have multiple databases, make sure to set a different path or include a separate folder for each database. Test Connection Click the Test Connection button to validate a legitimate path. If the path is correct a Connection Successful message will appear. An error message will appear if the folder listed in the image paths is not accessible. Use the Browse button to select a new location to save the files. Transfer to Network This tool moves all.jpg or.bmp files already associated with a record from the local computer to the locations listed in the Paths area for Common or Secured images accordingly. Copyright 2013 Pontem Fund Accounting Imaging User s Guide Page 4

5 Images/Documents View The Images/Documents view can be found in the Accounts Payable, Manage Vouchers and, Manage Vendors views, and in the Manage Employees Primary Task in Payroll. Attaching Files Files can be added when new records are added or later in Edit Mode. On the View tab, click the Images/Documents link to display the Images workspace. Click the Edit button, if not adding a new record, to add a file or image. On the Images toolbar, click on Open from file icon A Windows Open file window will launch. Select a file you wish to associate with this record and click Open. The file will now appear in the Title & Caption grid on the Voucher, Vendor or Employee Record Images/Documents View. Attached.jpg images will be visible at the bottom of the screen. Enter a description for the image in the Caption column (i.e., Employee Photo, Driver License, etc.). Select the Secure checkbox to limit ability to view the file based on Pontem permissions. If you have additional images or files to associate with the record, repeat until you have all files in the program, then click the Save button. Copyright 2013 Pontem Fund Accounting Imaging User s Guide Page 5

Attaching Images from a Scanner On the View tab, click the Images/Documents link to display the Images workspace. On the Images toolbar, click on Acquire Image from Scanner icon.

6 Attaching Images from a Scanner On the View tab, click the Images/Documents link to display the Images workspace. On the Images toolbar, click on Acquire Image from Scanner icon. Scanner Options will appear where you can select the correct scanner, and either choose to show the scanning software interface, or the Pontem scanning dialog to walk you through the scanning process. NOTE: We recommend selecting Show scanning dialog as modal. The scanner will now step through the scanning process, and screens will vary depending on your scanner and which option you select. Once the image is finished scanning, a portion of the image will now be visible at the bottom of the screen, and the list will include the image title. If you want to enter a caption for this image you may do so at this time. Repeat until you have all images in the program, then click the Save button. Technical Support If you require assistance in setting up or using your Pontem Fund Accounting Suite software please don t hesitate to contact a member of our Support Team. Our goal is to help you get the most out of your Pontem Software investment. We would be happy to help. Pontem Help Desk Call toll-free Submit an online support request at: support@pontem.com Copyright 2013 Pontem Fund Accounting Imaging User s Guide Page 6

16.4.3 Lab: Data Backup and Recovery in Windows XP

16.4.3 Lab: Data Backup and Recovery in Windows XP Introduction Print and complete this lab. In this lab, you will back up data. You will also perform a recovery of the data. Recommended Equipment The