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Incoming Document Scanning Add-on for NAV 2015

Incoming Document Scanning Add-on for NAV 2015

MVP_FullColor_ForScreenA new feature in NAV 2013 R2 allows companies to store links to incoming documents and reference them in Purchase Invoices and Journal Lines.  There is a video in the How Do I series on Managing Incoming Documents in Microsoft Dynamics NAV 2013 R2.

Here is a video

I added a functionality to scan and store the files within NAV 2013 R2 and have now updated that solution to NAV 2015.  Using the Hardware Hub and the Hardware Hub Twain Client to easily scan documents and store them in NAV.  You will need to put the Hardware Hub Proxy Add-in to the NAV 2015 Server Add-in folder.

So, how does it work ?

First step is to download and install the Hardware Hub Twain Client on the computer with a twain compatible scanner and the Hardware Hub Proxy Add-in to the Server Add-in folder.  Double click the icon in the notification area to get the program windows in foreground.  Next step is to install the objects into your NAV 2015 database.

Then go to Incoming Document in the Windows Client.  After an incoming document entry has been created the New Attachment button will be enabled.NewIncomingDocumentEntry

Click New Attachment button.  The first time you open this page you will need to set up the scanner connection.

ScanningSetup

You need to compare the Hardware Hub Path and the Hardware Hub Scanner GUID to the Twain Client window.  It should be enough to copy the GUID from NAV to the Twain Client.

TwainClient

Minimize the Twain Client and go to the ACTIONS menu to select scanner.  You can test the Hardware Hub connection with the About action.

SelectScanner

These settings will be saved with the page data personalization for the current user.

If you select to “Show Settings” the settings dialog will sometimes appear behind the NAV Windows Client – just to let you know.

You can also browse for an existing file in the File Name drill down arrow and that file will be uploaded into NAV.  When you close this window the URL to the Incoming Document Store will be added to the Incoming Document.  You can add multiple files to a single Incoming Document and the URL will open all of them.

This solution will work on a cloud based NAV and also via remote desktop.  Scan will work with the Web Client but the link created in the Incoming Document will open the Windows Client.

Only the latest scanned document is stored at the Hardware Hub.  Click here to purchase the Hardware Hub to install a secure hub on your internal network.

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