•Give the Document a descriptive name. Note that the document may be required on several related objects
•It is a good habit to insert a clear description of the need and use of the document
•Example/Downloadable Document:
If a template is available, add the link to the document to the required document details. Otherwise, leave this field blank
•Mandatory:
Check this box for mandatory documents. If not checked, the document is not required for the approval.
•Select the related object Type:
This will set when the document will be required. E.g. if a document is set to Tariff and the end-user selects another tariff in the same Zone, they will not need to send in the document.
oNone
oType
oZone
oTariff
•Select the related object itself.
The drop-down will list all the object of the type selected before.
