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Subtypes can be used to protect and organize based on requirements.
Examples include.
Voucher subtypes
- Bill of Lading
- Vendor Invoice
Name Address subtypes
- General Attachments
- Credit Applications
- Tax Exempt documents
- W9
- Employee performance
Commodity Contract
- Printed Contracts
- Signed Contracts
Step-by-step guide to configuring AT2 subtypes:
- From the AGRIS main window Navigate to Customize>AttachToo Document Types
- You will find the list
- You can now add a new sub type..
- In the example below we are setting up "bank statements" as a subtype to securely attach these types of documents with a different security level as a deposit slip.
- By selecting Default Y or N you can determine if this is the automatic default type when attaching documents.
- This type is now configured for you to select from while doing transaction entry.
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