Releasing a Document Format

The status of all new document formats defaults to Pending so that the document formats cannot be used until they have been correctly set up and checked. Once a document format is ready to be used, its status must be changed manually to Released.

Until a document format is released, it cannot be assigned to an invoice format group (for invoices/credit notes only) and cannot be applied to pay companies or payees (for payslips only).

The status of a document format can be changed back to Pending after it has been released so long as the document format has not been used by a record in the system. Once the document format has been used by a record, its status cannot be changed.

To release a document format, follow the procedure below.

1.	Go to Maintenance > Document Designer Section > Document Formats. The Document Format screen opens.
2.	Apply the Search criterion required to find the document format you wish to edit, and click Search. Search results display.
3.	Click the view action next to the document format you wish to edit. The Edit Document Format screen displays.
4.	Click on the Document Settings action located at the top of the screen. The Document Settings pop up displays.
5.	In the Status field on the Component List and Property Grid panel, select Released.
6.	Click Save. The status of the document format layout changes to Released, the document format is saved and a confirmation message opens.