Application Tab - Materials Settings
  • 27 Nov 2023
  • 1 minute read
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Application Tab - Materials Settings

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Article Summary

Materials (Insert Material)

Setting

Description

Record

Associate the material with either a specific application or the folio. Selecting folio means that the item will fulfill checklist items for any application associated with the record. Selecting an application will allow the material to only fulfill checklist items related to that application.

Material

Select the appropriate, previously created, material type.

Memo

This optional section will be displayed after the material name in the description.

Source

Choose whether to upload a digital PDF / document or scan the material directly.

Scanner Preset

Select the size and configuration for the office scanner being used.

Upload Document

Select the material to be uploaded from a computer or network location.


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