Configurable Forms - Document Packages

Configurable Forms - Document Packages

Question: 

Where do the listed documents in the Document Package section come from in the configurable form? 




Answer: 

This list is populated from Packages created in Document Management.   

 

Contract or Account Explorer > Document Management > Generation tab 

  1. Any Package created in this module will appear in the list. 





  1. Administration > Document Management 


  1. Any document packages created in this module will appear in the list. 

 

  




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