AttachToo - Subtype Configuration

As you decide what Sub types to create, these things are very important to consider. 

Subtypes can be used to protect and organize based on requirements. 

Examples include. 

Voucher subtypes

1. Bill of Lading 

2. Vendor Invoice

Name Address subtypes

1. General Attachments

2. Credit Applications 

3. Tax Exempt documents

4. W9 

5. Employee performance

Commodity Contract

1. Printed Contracts

2. Signed Contracts

Step-by-step guide to configuring AT2 subtypes:

1. From the AGRIS main window Navigate to  Customize>AttachToo Document Types
   

2. You will find the list 
   
   

   Open

   

3. You can now add a new sub type..

   1.  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. 

   2. By selecting Default Y or N you can determine if this is the automatic default type when attaching documents.
      
      

      Open

      

4. This type is now configured for you to select from while doing transaction entry.

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