Documents
Once the request has integrated with evergreen finance and created the pending matter, a document tab will be displayed on the request. This will allow documents to be uploaded to evergreen and stored on the project/matter or client in evergreen.
In evergreen the document types need to be set up to match the tasks that require documents to be uploaded. Setting these up allow documents to be uploaded in evergreen to be displayed on the related tasks. This also works the other way in that documents uploaded to empower onboard on the task will also be displayed in evergreen.
In evergreen a document will be accessible on the client or project/matter (depending on which request type has been selected when creating the request) by using the paper clip icon.
The document type for the document needs to match the one defined on the task. An example is displayed below:
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