ERP - Core

The list of documents available is set by the document type that you are attempting to attach to. If you want to amend this list, follow these steps:

Click System Control, click Integration, then click Integration Links.

Select the integration link for your database and click Edit Integration Link.

Select Searching, Scanning and Filing, find the document type you wish to change, then click Edit.

Select the Filing Defaults tab. In the Document Types section, select the checkbox for the document type you wish to add, then click OK.

1. Open the ADM Client.
2. Click System Control, click Integration, then click Integration Links.
3. Select the integration link for your database and click Edit Integration Link.
4. Select Searching, Scanning and Filing, find the document type you wish to change, then click Edit.
5. Select the Filing Defaults tab. In the Document Types section, select the checkbox for the document type you wish to add, then click OK.

Get additional document type options to file

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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