To use this feature Outbank and Docutain have tobe installed on the same device.
Download the iOS Docutain App: https://apps.apple.com/de/app/docutain-scan-pdf-ocr-qr/id1416707024
Download the Android Docutain App: https://play.google.com/store/apps/details?id=com.infosoft.docutain
And this is how it works:
Link a transaction / contract with an existing document from Docutain:
- Select the transaction / contract in Outbank you want to link with a document from Docutain.
- Click on 'Connect Document' in the transaction or contract details. Docutain will be opened.
- Login in Docutain and select the document you want to link.
- Outbank opens again after you selected the document. After the Login in Outbank the transaction / contract details with the link to Docutain will be opened.
The document does not yet exist in Docutain?
- If the document does not exist in Docutain please scan the document and save it in Docutain.
- Then select the document you want to link with a transaction or contract in Outbank and tap on the three dots in the upper right corner. Select 'Link sales / contracts (Outbank)'. Outbank opens automatically.
- Login in Outbank and choose if you want to link the document with a transaction or a contract.
- Search for the transaction / contract and tap on 'Connect' in the upper right corner.
To open a document from Outbank, just search or the transaction or contract and open the transaction / contract details. Then tap on 'Open in Docutain'.
If you want to delete a link in Outbank just swipe left over the Docutain cell in the transaction / contract details and select 'Delete'.
This feature is available from version 2.41.0 for iOS and Android. Docutain is currently not available for macOS.