|
|
|
Document Types
When the OPV_<version number> OPERA Vacation Ownership System license code is active, select Setup>Configuration>Ownership>Codes>Document Types to set up document types for the property. Document types may be linked to PDF or Word file attachments on the owner contracts. Attachments are available to Condo Management for a quick reference keeping the contract terms completely paperless.
The Document Type screen displays the following information.
Template. Available when the OPP_MHOT Multi-property add-on license code is active, select this radio button to see all of the document type templates that exist.
Property. Available when the OPP_MHOT Multi-property add-on license code is active, select this radio button to see what document types are setup for the property.
Property. Displays the name of the property.
Show Inactive. Displays all of the document types that have been marked as inactive.
Code. The document type code.
Description. A description of the document type code.
Seq. The sequence in which the document code will be displayed in a list of values.
Search. Only available when the Template radio button is selected. Highlight a document type in the grid and select this button to display a list of all the properties that have this type of document associated with it.
All. Only available when the Template radio button is selected. Select to choose all of the document types to copy to property.
None. Only available when the Template radio button is selected. Select to deselect all of the document types that are marked with an X.
Move Up. Moves the highlighted document type up in the sequence. The button becomes inactive when the first record is selected.
Move Down. Moves the highlighted document type down in the sequence. The button becomes inactive when the last record is selected.
Copy. Only available when the Template radio button is selected. Select to copy the document types, marked with an X, from the template to the property.
New. Only available when the Template radio button is selected. Select to create a new document type.
Edit. Select to edit the highlighted document type.
Delete. Select to delete the highlighted document type.
Close. Closes out of the document type configuration.
Provide the following information in the Document Type screen and select the OK button.
Code. Enter the document type code to be used. When creating a new document type, this field will be editable, but can't be edited when editing a document type.
Description. Description for the document type code.
Display Sequence. Enter the sequence number in which the document type will be displayed in a list of values.
Inactive. Select the check box to inactivate the document type. When inactivated, the type will not be displayed, unless specified.
See Also
