Document Defaults Tab: Viewing A Branch's Default Document Contacts

The Document Defaults tab records, for the current Branch, default contact details for the available Branch document types.

For example, say the Document Defaults tab for the Branch 'Warrington' records the default contact for the Document Type 'IBT Request' as Jack Walker. Therefore, when an IBT Request is created for the Warrington branch it will automatically be emailed to Jack Walker.

Note: To set up default document contact details for a Branch see Setting Up A Branch's Default Document Contacts.

To view Document Defaults for a Branch:

1.      Find and open the Branch record for the required branch. See Finding Branch Records.

2.      Click the Document Defaults tab:

The Document Type column lists the available document types for a Branch record, while the Default Contact column lists the specified default contact for each Document Type.

Note: If a Default Contact has not yet been specified for any available Document Type, the Default Contact will be shown as 'No Default Specified'.

To define the Default Contact for one of the available document types: click the link for the appropriate document (e.g. IBT Request). For details see Setting Up A Branch's Default Document Contacts.

NEXT: Setting Up A Branch's Default Document Contacts