How to select document types for document tasks

In order to send a document task to your suppliers, you need to have the document types that you request selected in advance and after that, you can send document tasks to the suppliers that your company is connected to.

Selecting the document types to work with is explained in the given steps:

• To start with selecting document types, you need to land on the page where you can view the list of document types you or users from your company account already selected. You can navigate to this page by taking different paths:

Through configuration

Particularly while setting up your company account on ecratum, selecting document types that you would like to work with through going to Configuration could be quite useful. To do so:

• Click on the Configuration sidebar entry.
• Then, click on the Document Types located under the Documents section.

Through the view to create a document task

Besides navigating from the Configuration, you can also select document types on the view that you create a document task.

• Hover on the Add New Task button on any page you visit in ecratum App.
• Click on Document Task out of the listed options.

• You are now landed in the view to create a document task. You need to click on the Add document type button which is located on the right corner of the page.

 Either you choose to select document types through the Configuration or the view to create a document task, you will be landed on the same page which you can view the list of already selected document types by you or other users from your company account and a button to go to the page where you can select new document types.

• In order to go to the page that you can view the list of all document types provided by ecratum and to select the ones you would like to work with, click on the Select Document Types button.

• On this page, click on the drop-down menu to list all the available document types provided by ecratum for you.

• Select the document types you would like to work with from the list. You can select multiple document types as well as select a single one.
• To finish your selection, press the Update button and the document types you chose will be shown on the list that displays the selected document types.

You can now start to send document tasks to the suppliers with whom you collaborate on ecratum!

Read more:

• How to work with document tasks