Editing Imaging Menus and Document Names

Make sure you have Transaction Permission: Add/Change Document Menus

Open System / Setup / Documents / Documents & Imaging

At the bottom of the screen, click the New button.

Fill in the document details as shown below, selecting the Parent Menu Item you would like the Document Name to appear under and click Save:

CHECK BOX DESCRIPTIONS:

Inactive - Not currently active in your live database.
System -
Preserve Source Document -
Digital Signature Required - Customer signature required.
Visible to Customer On Web - the customer can keep and review these documents from their customer portal.
Includes Customer Personal Information - Document contains the customers' personal information.

You can re-order where the item shows in the Imaging screen list by using the "Up" and "Down" buttons on the left side of the screen.

The document name will now be available as an option in the Document Imaging menu under the Parent menu that you designated.