Configure Document Creation Method


  • Document Creation Mode

Automatic Mode can be used where the user prefers a simple system to attach digital documents to transactions

Manual Mode is used for larger organizations where each digital document is indexed and tracked with in the system.


  • Digital Files

This appears when Automatic mode is selected.

Yes – This will activate an option in Masters menu – Digital Files, and every digital document created will have to be filed in one these digital files.

No – All documents get filed in a default digital file.


  •  Document update at the time of transaction

This appears when Automatic mode is selected.

Yes – When automatic mode for document creation is used, every uploaded file gets documented and a default name is given. The name and index of document can be updated at the time of entering a transaction.

No – Documents will have to be created / updated separately.

 

84 thoughts on “Configure Document Creation Method

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