Linking an Input Form to a Document Type

You may want to add a document input form to a certain document type if required to record payments for that category.

1. Select Documents, then select UDI Settings from the menu bar.
   

2. The UDI Settings window is displayed. Select the required document type from the left-hand panel, select the Input Forms tab, then select ADD NEW, then double-select to select the required input form from the Select an input form dialog.
   
   

3. The input form is listed in the Title panel and automatically selected. From the Purchase Payment panel, select the user groups you want to have access to the input form for that document type, then select SAVE.
   

4. An Update complete message is displayed. Select OK to close the message and return to the previous window.