Document Configuration
Document Configuration switches digitally signed documents on for a screen: a line naming a screen and a Document Template makes the document panel appear on that screen.
What it is for
One record per client. A line is the switch: there is no other tick. One screen may have several lines (a supply agreement and a non-disclosure agreement on the vendor) but not the same template twice. Each line names the screen’s fields that hold the party’s number and name (for example customerno and customerstxt on Customer), which label the document.
The screen is not on any menu.
Every field in plain words
General
| Field | What it means | What to put |
|---|---|---|
| Client | The client the rules belong to. | Required. |
| Client Name | Its name. | Optional. |
Documents
Documents.
| Column | What it means | What to put |
|---|---|---|
| Legal Entity | A company, if the rule is for one company only. | Optional. Pick from the Company list. |
| Screen | The screen. Required. | Required. Pick from the list. |
| Screens | Opens the list of screens. | Optional. |
| Transaction Name | Its name. | Optional. |
| Template No | The document template. Required; must exist and be active. | Required. Pick from the list. |
| Block Until Signed | Block the record until the document is signed. | Optional. |
| Mandatory | The document is required. | Optional. |
| Allow SKU Level Discounts | Allow item-level discounts in the document. | Optional. |
| Party No Field | The screen’s field holding the party’s number. Required. | Optional. |
| Party Name Field | The screen’s field holding the party’s name. Required. | Optional. |
| Active | The rule is active. | Optional. |
How to configure it
Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.
What it is connected to
If something looks wrong
- “Documents - Line ID: … - Document Template "…" does not exist or is not active.”
- “A configuration with no document rows switches nothing on. Add at least one screen.”
- “… - Screen (Object Controller No) cannot be empty - it is what the document engine is being switched on for.”
- “… - Document Template cannot be empty - without it, a mandatory document has no inputs to seed.”
- “… - this screen and template pair is already configured on another line.”
- “… - Party No Field and Party Name Field are required - e.g. customerno / customerstxt for ARCL, vendorno / vendorstxt for APVL.”
- “OTP Max Attempts must be at least 1.” (and the same for OTP Validity, Signing Link Validity and Receipt Validity). Save checks these four values, but they are not on this screen; if one of these messages appears, ask support to set them.