How to Create a New Document Format

How to Create a New Document Format

1.

Go to Portal > Portal Maintenance > Document Formats.
The Document Format Maintenance screen opens.

2.

Click .
The Document Format screen opens.

3.

In the Name field, key in a descriptive name for the document format. The name must be unique for the country to which the document format will be assigned.

4.

In the Country field, select the country to which the new document format will be assigned.

5.

In the Type field, select the type of document format you want to create. For example, to create a document format for invoices, select
Invoice.

6.

If you selected Invoice, Credit Note or Supplementary Document at step 5, select the type of invoice or credit note to which the document format is to apply from the list of options in the Format Type field.
Skip this step if you are creating a document format for payslips.

7.

Click .
The new document format is created and is displayed on the screen.

8.

Edit the document format if necessary. For more information, see Editing a Document Format.

9.

When you are ready to save the document format, click .
A confirmation message is displayed to indicate that the document format has been saved.