Assigning E-Document Templates and Sending Methods to Subsidiaries

To assign e-document templates and sending methods to subsidiaries, perform the following steps:

To assign e-document templates to subsidiaries:

  1. Go to Setup > E-Documents > E-Document Templates.

  2. Click Edit next to the e-document template you want to assign.

  3. In the Subsidiary field, select the subsidiary.

  4. Click Save.

To assign e-document sending methods to subsidiaries:

  1. Go to Setup > E-Documents > E-Document Sending Methods.

  2. Click Edit next to the e-document sending method you want to assign.

  3. In the Subsidiary field, select the subsidiary.

  4. Check the Sending Method for Certification box to enable this sending method for certification.

  5. Click Save.

Related Topics

General Notices