2.2.10 Document Dtls tab

This topic provides the systematic instructions to maintain document details in the Unit Holder Maintenance Detail 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.

Refer the topic Maintain System Parameters for further information on maintenance of system parameters.

1. On Unit Holder Maintenance Detail screen, click Document Details tab.
   The Document Details are displayed.

   Figure 2-12 Unit Holder Maintenance Detail_Document Details Tab

   
   

   
   Description of "Figure 2-12 Unit Holder Maintenance Detail_Document Details Tab"

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

   Table 2-15 Document Details - Field Description

   Field	Description
   Document ID	Alphanumeric; 25 Characters; Mandatory You can either enter the document id in this field or choose the document id from the option list.
   Document Type	Alphanumeric; 4 Characters; Mandatory Specify the document type.