Automatic document capture and tagging through workflows

Some documents are automatically captured in Document Management when you generate them in SyteLine. Key metadata is stored with the document in Document Management, which allows for automatic categorization and retrieval of the document based on its metadata. For example, a purchase order PDF file is tagged with theSyteLine vendor number and purchase order number for easy access.

Automatic document capture and metadata tagging is currently available for these documents, which are generated in SyteLine through predefined document workflows:


Form where document is generated	Document type in Document Management
A/R Invoice Credit Debit Memo Report	CS_SalesInvoice
Change Order Report	CS_PurchaseOrder
Consolidated Invoicing	CS_SalesInvoice
Order Invoicing/Credit Memo	CS_SalesInvoice
Post Project Invoice Milestones	CS_SalesInvoice
Purchase Order Report	CS_PurchaseOrder
Reprint Project Invoices Report	CS_SalesInvoice
Service Order Invoicing	CS_ServiceInvoice
Vendor documents that you supply manually	CS_Vendor
Customer documents that you supply manually	For example: the customer order's original customer PO can be manually imported to Document Management by uploading the document on the Related Information context app when the CO record is selected on the Customer Orders form.
Original customer PO supplied manually	CS_PurchaseOrder
Item documents that you supply manually	Documents related to an item can be manually imported to Document Management by uploading the document on the Related Information context app when the item record is selected on the Items form.

If one of these documents cannot be stored in Document Management, the user who generated the document receives an email with the document file attached. You can then manually upload the document through the Related Information context app and manually associate the appropriate document type and attributes with the file.