5.1.5 Document Details

This topic explains the Document Details button of the Transaction screen.

Document Management System (DMS) is used to scan and store documents like Account Opening form, Transaction form, Identity Proof etc. In this section, you can specify the document type for the unit holder. The document types can be maintained in the System Parameters Maintenance screen.

1. Click the Document Details button in the Transaction screen.
   The Document Details screen is displayed.

   Figure 5-5 Document Details

   
   

   
   Description of "Figure 5-5 Document Details"

   
   

   Note:

   The Document Details Section will be enabled only if your installation is integrated with DMS.

2. On Document Details screen, specify the fields.
   For more information on fields, refer the field description table.

   Table 5-7 Document Details

   Field	Description
   Document ID	Alphanumeric; 25 Characters; Mandatory Specify the document ID.
   Document Type	Alphanumeric; 4 Characters; Mandatory Specify the document type.
   Document Type Description	Alphanumeric; 60 Characters; Mandatory Specify the document type description.