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Mitratech Success Center

Business Fields - Documents

Business Rule fields for CMO Documents.

The following table details the Documents fields as well as their functionality and impact on users.

Each of these settings can be found by following this path in CMO:

  1. Log in as an Admin.
  2. From the home screen, click Admin.
  3. Click Business Rules from the side bar menu. 
  4. Click your company name.
  5. You will automatically land on the Business Rules Settings page. 
  6. From here, click the Fields tab in the top left corner of the page.
  7. Navigate to the Documents section of the page. 

The table below describes setting options for the Documents section on the Business Rules - Fields page. 

Field  Description
Show Expiry Date When checked, the Expiry Date column will appear on the Documents register.
Org Unit Mandatory When checked, Org Units becomes a *required field on the New Document screen.
Manual Document Version When checked, users can manually change the Version Number the Version Field. This is located in the document record.
Network Document Path Prefix Users can manually set the Document Path Prefix. 
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