v7 FreeBalance Help

This entity is a catalogue of documents that are necessary for certain processes. Needs UI to create,update catalogue entries. To CREATE a Required Document List, follow the steps below:

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By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Required Document List information.  Fields with an asterisk  are mandatory fields.
3. Enter the ID and Name, click on the Active, and select the Language, as required.

• ID: Unique identification code of the Required Document List
• Active: Active Status - if checked, Required Document List is available
• Name: Name of the individual
• Language: Language used

4. Enter Description.   

• Description: Provide a short description of the Required Document List.

5.   Click on the Save icon  at the bottom of the Required Document List to save your new Required Document List  information.  A window will appear to confirm.