Specifying Format Instructions

Administrators provide instructions on how to use the format. These instructions can include text-based instructions, URLs, attached files, or links to files in document repositories. These instructions are merged with profile instructions and presented on the reconciliation.

To specify instructions:

1. From Home, click Application, then Configuration, and then Formats.

2. In New Format or Edit Format, select the Instructions tab.

3. In Instructions, enter instruction text.

To add a reference:

1. From Home, click Application, then Configuration, and then Formats.
2. Select a format, and select the Instructions tab

3. In the References section, click Add (+) .

4. In Type list, select a type:

   • Local File

     Click Browse to select and attach the file, enter a Name, and then click OK. The file size is specified in System Attributes.

   • URL

     Name the URL, and then enter it, for example: Oracle, http://www.oracle.com, and then click OK.

Tip:

To delete a reference, select it, and then click Delete.