| LeasePak 5.3a Reference Guide | Print Version| Help| Search| DocSuite | Document Top |  |
| Application Setup: Document List [U0815] | |||
| Add Change Fields Delete Use Application Setup | |||
| LeasePak 5.3a Reference Guide | Print Version| Help| Search| DocSuite | Document Top | |
| Application Setup: Document List [U0815] | |||
| Add Change Fields Delete Use Application Setup | |||
Describes the Application Tracking [U08] setup update for adding, changing, or deleting application document lists.
This is part of the optional LeasePak module
Application Tracking. For
information on individual Application functions, refer to
Application Tracking [U08].
Use Document List to define one or more sets of application documents to use with the Application Tracking menu item Documents and Tasks. You can use Documents and Tasks to track documentation created by Document Generation or by other means outside of LeasePak. For an application, a document list may contain items such as a Master Lease, Schedule, and Delivery and Acceptance. You can create as many document lists as needed with up to 50 documents each. For each document you can specify the location of a Microsoft Word template formatted for use with Document Generation or specify 'Manual' for processes outside of LeasePak. You can also optionally specify if the document must be received prior to transferring the application to a particular status.
Edit document lists when users are not in
Application Tracking or other parts of Application Setup.
From the main LeasePak menu select Updates, Tracking Setup, Application Setup [U08], Document List [U0815].
Document lists are portfolio-specific.
Portfolio
to select from the
list.
Click OK to continue or Cancel to exit the update.
LeasePak provides no predefined document lists. To add a document list, click Add. To instead return to the portfolio selection screen, click Done.
Document List Code
Default Document List and select from the list. You can make changes to the
defaulted information on the next screen.
Click OK to proceed or Cancel to return to the window of document lists without making any changes. Proceed to Application Document List Fields below for descriptions of the setup fields.
From the main LeasePak menu select Updates, Tracking Setup, Application Setup [U08], Document List [U0815].
Document lists are portfolio-specific.
Portfolio to select from the
list.
Click OK to continue or Cancel to exit the update.
Click to highlight the document list you wish to change, then click Change. To instead return to the portfolio selection screen, click Done. Proceed to Application Document List Fields below for descriptions of the setup fields.
Document List CodeWhen using Change (after you have added a document list), you can only change the description and setup fields associated with the code. To change the 4-character code, you must delete the document list and add a new one with a new code.
Document List Description
Document Name
Required Status to select the target status (if any). Define statuses
using Status [U0811].
Doc Template
to select the corresponding template for each document. Alternatively, you can select 'Manual' or leave set to the unspecified '(None)'
to indicate a documentation process outside of LeasePak. If you select 'Manual', LeasePak updates the Date Created field in
Documents and Tasks (Setup option).
Click Save to add or change the document list or Cancel to return to the window of document lists without making any changes. Once you are finished editing document lists, from the window of document lists click Done to return to the portfolio selection screen, then Cancel to exit the update. Any changes immediately become available for use with the Application Tracking menu item Documents and Tasks (use Refresh Codes to update the LeasePak client code set). For more information, see the section Using Application Document Lists below.
From the main LeasePak menu select Updates, Tracking Setup, Application Setup [U08], Document List [U0815].
Document lists are portfolio-specific.
Portfolio to select from the
list.
Click OK to continue or Cancel to exit the update.
Click to highlight the document list you wish to delete, then click Change. To instead return to the portfolio selection screen, click Done.
LeasePak will prompt for confirmation.
Click Yes to delete the document lists or No to return to the window of document lists without making any changes.
Once you are finished editing document lists, from the window of document lists click Done to return to the portfolio selection screen, then Cancel to exit the update.
Following are the Application Setup updates, Application Tracking menu items, and other LeasePak functions related to application document lists.
LeasePak 5.3a Documentation Suite
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2006 by McCue Systems Incorporated. All rights reserved.
The information contained in this document is the property of McCue Systems, Inc. Use of the information contained herein is restricted. Conditions of use are subject to change without notice. McCue Systems, Inc. assumes no liability for any inaccuracy that may appear in this document; the contents of this document do not constitute a promise or warranty. The software described in this document is furnished under license and may be used or copied only in accordance with the terms of said license. Unauthorized use, alteration, or reproduction of this document without the written consent of McCue Systems, Inc. is prohibited.