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eDoc Other


The generic eDoc Other document does not have any form of processing in eDocs. You must setup Alert and Approval rules that are triggered using the user-defined eDoc type and status.

The buttons that are enabled depend on the setup of the status codes and the status of the document:

  • Process - Click this button to run Alert and Approval rules for this document type and status.
  • Assign - Click this button to assign the document to a user or team, to change the status, or to add a note.
  • Generate - Click this button to run any post-processing alert rule.