Contents of the Manage Digital Document Links Screen
Use the fields and options to configure the Manage Digital Document Links screen.
Contents
Field | Description |
---|---|
Application | Enter, or click to select, the application ID that you want to link to a document type. The application name displays in the adjacent field. |
Result Set | Enter, or click to select, the ID of the Costpoint application result set (screen) that contains the entity for approval. The available result sets depend on your selection in the Application field. The result set name displays in the adjacent field. |
Document Type | Enter, or click to select, the ID of the document type that you want to link to the selected application. The document name displays in the adjacent field. |
- Related Topics:
- Digital Document Object Links Subtask
Use the Digital Document Object Links subtask to link fields of the digital document type to Costpoint applications and result sets. - Digital Document Field Updates Subtask
Use the Digital Document Field Updates subtask to define the fields that will update when a record is signed or unsigned in an application.
Parent Topic: Manage Digital Document Links