Select Documents Dialog Box


Use this dialog box to place document types that you use frequently in your Prepare Documents object in the Workspace. You can then click the document links to create new documents directly from the Workspace.

Click Select next to each type of document that you want to add to the object, and click Save. The modules will appear in the object.

Note: If you do not have access to a module, the item will not appear in the list.

How to access this dialog box:

From the Prepare Documents object in the Workspace, click Customize .



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Last Published Wednesday, June 17, 2015