To learn more about this capability, click the Launch video button.
You can create customized barcodes that include user-defined routing instructions on where to attach associated files in the system. After printing the barcode sheet, place it with the desired documents. When you scan or import them (depending on the way you access Applied Epic), the system will attach the documents to the location you selected when you created the barcode. In addition to the barcode itself, the printout will include the selections made during barcode creation for reference. Once printed, barcodes can be saved and reused indefinitely.
Although you can print barcodes as needed, your ability to scan or import depends on the way you access Applied Epic:
Access the Print Barcode screen:
From the Home screen, the Accounts area, or the General Ledger area:
Click Print > Barcode on the options bar.
Click File > Print > Barcode on the menubar.
From the Account Locate screen:
Click Print > Barcode on the options bar.
Click File > Print > Barcode on the menubar.
Press [Ctrl + P] on your keyboard.
The Print Barcode window displays. Choose an account Type in the dropdown menu.
Enter the account Code.
If you
do not know the account code, click the lookup
button 
to locate the correct
account. In the Available Accounts
window that displays, enter at least one letter of the lookup code and then click Locate or press [Enter].
Click to highlight the correct account.
Click Finish or press [Enter] to choose the highlighted account.
Click Cancel to return to the Print Barcode window without choosing an account.
In the Attach To dropdown menu, select the type of item to which to attach the document(s) and/or image(s) you intend to scan. The options vary depending on the account type that was chosen.
If you choose Account, the account code displays in the field to the right.
If you
choose something other than Account,
click the lookup
button to choose a specific
item to which to attach the documents or images. Select the Include closed checkbox if applicable.
Click to highlight the specific item
in the list.
Click Finish or press [Enter] to choose the highlighted item.
Click Cancel to return to the Print Barcode window without choosing an item.
Enter a Description of the document(s) and/or image(s) to be scanned.
In the Detail section, optionally select a Folder and Subfolder(s) where the scanned items should reside. The Folder field is required for documents designated Client accessible. For instructions on creating, editing, and deleting these folders, see Attachment Folder Configuration.
The Received date defaults to the system date but can be changed if necessary.
In the Tracking section, enter a number in the Notify me if barcode is not scanned within ___ days field if applicable.
In the Security section, specify the Access level for the attachments.
Optionally enter Comments.
If the Client Access frame is enabled in System Settings, you can determine whether and for how long this attachment is accessible by clients through Applied CSR24 Self Service Portal. Select the Client accessible checkbox and select a date from the Expire on calendar dropdown if applicable. If the attachmentâs availability should not expire, leave the Expire on field blank.
Click Finish or press [Enter] to open the Print screen. Print the barcode as you would any other document.
Click Cancel or press [Esc] to exit the workflow without printing a barcode.
Use the printed barcode(s) to scan or import documents:
If Applied Epic is installed locally on your computer, you can use the Batch Scan workflow.
If you access Applied Epic through a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge, you can use the Import Scans workflow.
