How to Set Up External Parties Document Type

✔ Available on all subscriptions

Instruction Guide

  • Step 1: Navigate to “System Administration” and select “External Parties Setup”.
  • Step 2: Choose “Document Type” and click “+Add New”.
  • Step 3: Enter the document type name and click Submit.

If the System Administration Module  is not visible in the menu, it means you do not have the required permissions.

Please contact your company’s System Administrator to request access

Walkthrough Guide

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