The Binder Definition>Related Documents provides you with the ability to add related documents from an Application and map the document to the Binder using a key field.
For example, a related document might be a packing slip referring to an invoice you want to include in the binder. The packing slip is a reference document, but it’s not part of the process.
The Related documents feature facilitates the organization of non-critical documents and keeps them readily available for user reference during a process. Thus, this feature helps organize a business’s paper trails, reduce inefficiency and ultimately simplifies the workplace.
The following table describes the elements of the Binder Definition>Related Documents tab.
|
Element |
Binder Definition>Related Documents Tab Description |
|
Application |
Selects the Application to which this Binder is related using a drop-down list, as shown below.
|
|
Key Mapping |
Selects the defined Key Field to which this Binder is related. |
|
Key Mapping Ellipsis |
Displays the Expression builder tool to define the Key Mapping Field. |
|
Add button |
Adds the selected items as a Related Document to this Binder. |
|
Remove button |
Removes the item selected in the listing pane from this Binder. |
|
Arrow UP button |
Moves the selected item in the listing pane UP within the listing. |
|
Arrow DOWN button |
Moves the selected item in the listing pane DOWN within the listing. |
|
OK button |
Ends the configuration, applies all changes and returns to previous screen. |
|
Cancel button |
Cancels the configuration, discards any unsaved changes and returns to previous screen. |
|
Apply button |
Applies unsaved changes, remains at this screen to continue configuration. |
