Importing Expired Documents (Document Requisitions)

1. Log on to Instanta, On the Document Management drop down click on Requisitions to see Document Requisition Listings.

2. Click “New” to load the New Requisition form.

3. Enter Relevant information (Vendor,Expected payment date, Status).

4. Click to Expand the Items Card.

5. Click “Import Items” to load the import Documents Page.

6.Select the file and then click “Upload” to load details on the file.

7. Click “Submit” to load the items onto the requisition.

8. Click “Done” to save and update changes to Document Requisition.

Note: A new document requisition created email notification is sent to the finance team.