The Document Group configuration allows you to define groups of documents that can be collected at different points in a work flow.
Note: If a "required" document type is included in a document group, those documents must be attached to a business transaction in order for the work flow detail to process.
Click New Document Group to create a document group. Click Edit to edit a document group.
FIELD |
DESCRIPTION |
Name |
Enter the name of the document group. |
Description |
Enter a detailed description for the document group. |
Business Transaction Type |
Select the business transaction type for the document group. |
Work Flow Detail |
Select the work flow detail in which document validations should occur. |
Document Types |
Select document types for the selected business transaction type to be included in the document group. |