Create a document list definition

Create a document list definition to later associate document list items to. For example, create a Contact onboarding document list definition.

始める前に

Role required: sn_doc_processor.admin

手順

1. Navigate to Document Processor > Administration > Document list definitions.
2. In the list, click the document list that you want to define a document list item for.
3. In the Document List Item Definitions related list, click New.
4. On the form, fill in the fields.

   表 : 1. Document List Item Definitions form fields

   Field	Description
   Name	Name of the document list definition.
   Active	Option to activate this document list definition.
   Description	Description of the document list definition.

5. Select Submit.

次のタスク

Create document list item definitions for a document list definition