v7 FreeBalance Help

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

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By default, you will be in Search Mode.

1. Find the Required Document List you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Required Document List, leave all fields blank.
• Click Find
• Select the Required Document List you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
4. Click OK to confirm and delete the Required Document List.
5. A window will be displayed confirming the Required Document List has been deleted                                                                                                                                                                            
    

To Verify that the Required Document List has been Deleted:

1. Click on the Search icon
2. Enter the Required Document List information
3. Click on the Find icon
4. The window will appear