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Attach Documentation Permission
Use the Attach Documentation permission to specify whether users can attach documentation to accounts. For more information, see Attach a Document to an Account.
Location
In the Navigation pane, click Applications > Liquid Latitude > Account Data > Documentation > Attach Documentation.
Scope
This permission is available for the following scopes:
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System
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Role
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User
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Branch
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Business Class
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Client Group
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Client
Policy
The policy allows your organization to specify which document categories are available to users when attaching documents to accounts. Enable the permission for a scope and then specify the codes.
Permitted Categories: If you select a documentation category, it's available when users attach documents to accounts. For information about creating documentation categories, see Documentation Categories.
Select None: Clears all selected items in the list.
Select All: Selects all items in the list.
Tip: To select multiple sequential categories, press and hold the Shift key and then click the first and last sequential category. To select multiple non-sequential categories, press and hold the Ctrl key and then click each individual category.
Related Topics
Search for a Permission or System Code