Auto Dealers Scanning and Searching Sales Deals Training Reference Guide
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The purpose of this section is to scan your paper Sales Deals documents into etfile. There are two methods for scanning Sales Deal Documents in the Workflow Console. One method is to scan paper Sales Deals directly into your Inbox in etfile and then file the Sales Deal manually with the associated Auto/Mate Data linked to the file for searching in the future. The other method is to use a Barcode Coversheet on top of the Sales Deals you scan into etfile. The Barcode will contain data from Automate related to the Stock or Deal number and then route the scanned document to the correct Cabinet. Both methods are described below.
