For information on setting up snapshot requirements, click here.
Snapshots are copies of indexed documents made before or after new changes are saved. They are used to keep a "revision" history of a document. Document types can be configured by Administrators; snapshots are Manual, Prompted or Automatic.
•If the Administrator selected Manual (this is the Sage Intacct Paperless system default), the Processor must manually click the Take Snapshot icon, 
, displaying in the Viewer to take a snapshot of the document currently being viewed.
•If the Administrator selected Prompt, the Processor will be prompted each time an alerted document is saved. The user must respond with either Yes or No.
•If the Administrator selected Automatic, no intervention is required. Sage Intacct Paperless will systematically take a snapshot every time an altered document is saved.
Manual Snapshots
If the document type snapshot option is set to Manual, the Processor determines when to take a snapshot.
If snapshots are not set up to be taken automatically, and if the Processor is either prompted by coding to take a snapshot or determines that a snapshot should be taken, access the Viewer and click the Take Snapshot icon, , to take a picture of a document.
1.From My Paperless, click Retrieve.
2.From the Retrieve navigation bar, click Queues.
3.With the document visible in the Viewer page, click the Snapshots icon, .
The Take Snapshot dialog box displays:
To include a note concerning the snapshot or the reason for it, enter the note in the text box.
Note: A note is optional.
4.After entering your optional notes, click 
.
A confirmation notification will display.
5.View the snapshot in the sidebar, in the Document Snapshots section.
Click here for details.
Important: For a snapshot after the document was revised, save the changes to the document first.
Prompted Snapshots
If the document type snapshot option is set to Prompt, every time a save is made of the document, a prompt displays.
The user must reply Yes (taking a snapshot) or No (not taking a snapshot).
Automatic Snapshots
If the document types are set up with the snapshot option set to “Automatic”, a snapshot of the file is taken before every change is saved. No prompts generate to the user.