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  2. Documentation
  3. Administration Manual
  4. Setting up EBA DMS for us...
  5. Supporting Document
  6. Create and edit

Create and edit

You create and edit a supporting document in the Administration > Document Settings menu under the supporting document section.

You create the supporting document on the document type that must be defined in the system.

By clicking on the “add” button, an input window appears in which you select the document type and its direction

If you select the“General for document type” option for the direction, this means that the supporting document applies to the selected document type, regardless of its direction.

If there are several companies in the EBA DMS system, you must also select a company.

Figure 1: Adding a supporting document

Once you have specified the document type and the direction for which you want to create a supporting document, you can start creating the supporting document.

Edit the supporting document by double-clicking on it or by clicking on the Details button.

Figure 2: Editing a supporting document

In the supporting document creation dialog, click on the + button to add the fields of the supporting document.

The left part of the input window lists the fields in the supporting document, the right side describes the properties of each field and the values of the properties.

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