Configuring E-document templates and sending methods

E-document templates are the templates or the format that we use for sending the data, the templates will be in JSON format.

To assign e-document templates and sending methods to subsidiaries

1Go to Setup > E–Documents > E–Document Templates.

2Edit the created or existing template that we need to change the subsidiary context

3On the Subsidiary field, select the subsidiary

4Click Save

To assign e-document sending methods to subsidiaries:

1. Go to Setup > E–Documents > E–Document Sending Methods.
2. Click Edit next to the e–document sending method for assignment.
3. On the Subsidiary field, select the subsidiary.
4. Check the Sending Method for Certification box to enable this sending method for certification.
5. Click Save.