Enabling document management

You can enable document management to display the Manage Documents button on the Online application portal.

To enable document management:

  1. Open the Document Management tab of the Form Settings window. See Form Settings window - Document Management tab.
    The Document Management tab of the Form Settings window is displayed.
  2. Select .
  3. Type comma-separated descriptions into the Descriptions (Comma Separated) field to define sections of the Document management window.
  4. Click .
  5. Open Synergetic.
  6. Select Module > System > Lookup Table Maintenance from the Main menu.
  7. Locate the luDocumentType lookup table. See luDocumentType lookup table.
  8. Populate the MaxFileSizeKB field of each record with a value large enough to support the file size of the uploads. For example, 10000 for 10 MB.