Configuring a transmittal form type
Prerequisite
- Access to the Configuration > Transmittal form > Transmittal form type (DC048).
Introduction
A document transmittal form type gathers all the configurations necessary for proper creation and functioning of document transmittal forms in the system.
It allows for defining general information, attributes, security rules, in addition to object data — metadata that will be displayed as columns in the Details > Object tab of the document transmittal form data screen —, and the specific controls that will be applied while the form is used.
To this end, the first step to use document transmittal forms is to configure their type correctly, following the desired control method for each situation.
This article will show how to perform this configuration in a practical and efficient manner.
Configuring a document transmittal form type
Watch the video below to learn how to configure a transmittal form type:
- For further details on the Attribute tab, refer to the What is an attribute? article.
- For further details on how to use the Identification mask field, refer to the What is an identification mask? article.
- Click here to learn how to configure the Type security tab.
Conclusion
Now that the document transmittal form type has been configured, the next step is to issue a document transmittal form.