Assigning E-Document Templates and Sending Methods to Subsidiaries
To assign e-document templates and sending methods to subsidiaries, perform the following steps:
To assign e-document templates to subsidiaries:
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Go to Setup > E-Documents > E-Document Templates.
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Click Edit next to the e-document template for assignment.
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On the Subsidiary field, select the subsidiary.
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Click Save.
To assign e-document sending methods to subsidiaries:
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Go to Setup > E-Documents > E-Document Sending Methods.
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Click Edit next to the e-document sending method for assignment.
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On the Subsidiary field, select the subsidiary.
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Check the Sending Method for Certification box to enable this sending method for certification.
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Click Save.