STEP 2: Create Document Tab Profile

  1. Click Menu, Maintenance from One Look.
  1. Select Maintain Document Tab Profiles.
    This option allows you to maintain the document tab profiles and descriptions. These values are where you group document types into a tab.
  1. Click Add Document Tab to create a new record or double-click an existing record to maintain those values.
  1. Create the Document Tab Profile by filling in the desired values then click Submit.

    The maximum length of the Document Tab field is 2.

The new Document Tab Profile will be added to the list.

Add Document Types to a Document Tab Profile:

  1. Right-mouse click a Document Tab Profile.
  1. Select Maintain Tab Documents.

    A list of all Document Types are displayed.
  1. Check the box next to the Document Types you want to associate with the Document Tab Profile then click Submit.


Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.

Post your comment on this topic.

Post Comment