E-doc Template. Use below for reference, or download Word version (via linked doc, or Confluence menu- export to Word or Excel).
OLE-FS_Transactional_e-doc_UI_template.docx (Word format)
Document Overview
Insert fields or reference, or system-generated tags.
Indicate rules for required "document description"- manual staff entry or system-generated naming convention on "save".
Functional tab
Insert fields.
Indicate lookups.
Indicate drop-downs.
Functional tab
Insert fields.
Indicate lookups.
Indicate drop-downs.
Functional tab
Insert fields.
Indicate lookups.
Indicate drop-downs.
View Related Documents
(system-generated. Need to indicate FK linkages)
Notes and Attachments
(system-generated. Allows document-level notes and attachments.)
Ad Hoc Recipients
(allows staff to perform ad-hoc routings of edoc, in addition to, but not in place of workflow rules).
Route Log
(system-generated. Full audit trail. Record of document routing per workflow rules.)