Assigning E-Document Templates and Sending Methods to Subsidiaries

Assign e-document templates to subsidiaries:

1. Go to Setup > E–Documents > E–Document Templates.
2. Click Edit next to the e–document template for assignment.
3. On the Subsidiary field, select the subsidiary.
4. Click Save.

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.