The Document Configuration screen is used to select a default folder to save any reports printed from within an i21 screen. For example, when a user emails or prints a contract, the PDF can be automatically saved under a specific folder for that contract.

 

  1. On the user's menu panel, click the Document Management menu
  2. Open the Document Configuration

  3. Select the Screen Name, Report Name and Source Folder 

  4. Click the Save or Done button


    ColumnDescription
    Screen NameThis drop down will display a list of the screens that can be selected from i21.
    Report NameThis drop down will display a list of reports based on the screen selected.
    Source FolderWhen clicking the Source Folder column it will open the Document Configuration Source screen where you can select the default folder to use.
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