Define Attachment Documents (XML)
An Attachment Document is a PDF document that is external from the normal eSign document system. This could be a scanned driver’s license, passport, a written set of instructions, or any other document in PDF format.
Predefined PDF documents from selected vendors may also be added as attachments.
Refer to the User Guide for information on adding and using Attachment Documents while processing document sets.
Before they can be used with document sets, attachment document categories must be set up.
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Click Define Attachment. |
A new row appears at the top of the list.
The following information can be modified for an attachment document:
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Document Name: For attachment documents, the document name becomes a type or category and is not an actual name. You can scan a passport and save it as any name. When the document is added into the document set, this Document Name and a file name will be required information. Stop: The Attachment Type field used for defining attachment documents cannot include a .PDF extension.
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Description: A description of the document. “Attachment” will automatically be prefixed to the description when Update is clicked. | ||
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Dictionary: Select a dictionary from the drop-down. | ||
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Archive Document: When selected, the document will automatically be archived when processed as part of a document set. When not selected, the document will not automatically be archived. This setting can be overridden when processing the document set. [Default: Checked] | ||
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Attachment: The Attachment check box is automatically checked. | ||
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Vendor: Where applicable, the name of the Vendor supplying this type of attachment. Current vendors are:
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Click Update to save the information.
The Attachment Document is added to the document list.