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:

System
Role
User
Branch
Business Class
Client Group
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.

Attach Documentation Permission

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