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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>System Security
- Select the user to update
- You will now be able to select the AttachToo Security Levels have been enabled for each user
- Once open you can enable each user to the correct level of access No access, View only or Add.
- Once you have configured access correctly. Save and exit security in the traditional way.
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