Attaching scanned documents using the Add Attachment window

Depending on the attachment settings your Sage 100 Contractor administrator set for the type of record you're working with, you may be able to scan a document and attach it directly to a record using the Add Attachment window.

Note: Not all scanners work with this feature. There is some variability depending on your scanner hardware and configuration (including the driver and the connection to the scanner).

Before you start

  • Make sure your scanner is turned on and connected to your computer.

  • Make sure that the document you want to scan is loaded in the document feeder or on the flatbed.

To scan a document using Add Attachment:

  1. Open a Sage 100 Contractor window that accepts attachments, such as the 4-2 Payable Invoices/Credits window, and then select an invoice.

  2. Click Edit > Attachments.

  3. On the Attachments for Job# window, click Add.

  4. On the Add Attachment window, select I want to scan a document.

  5. Enter a description of the document you're going to scan.

  6. Click [Scan].

  7. In the Select Device window, select the scanning device to use to scan the document, and then click OK to begin scanning.

  8. When the scan is finished, the scanned document appears in the grid in the Attachments window,

    Note: The scanned document is stored with your company files.