v7 FreeBalance Help

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

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By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Required Document List , leave all fields blank.
2. Click on the Find icon .  The list of Required Document List meeting the retrieval criteria  will appear.
3. Click on the Required Document List  you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm.