All documents in BankPoint are required to have an associated document type. Using the BankPoint settings screens, you can tailor the set of Document Types which are available to your users to meet your particular needs.
A Document Space is an area of BankPoint which supports document storage. Examples Document Spaces include: Loans, Deposits, Bank, and Customer.
While a BankPoint instance will have a single global list of document types, you can configure which Document Spaces those types should be available in.
Covered in this article:
Accessing Documents Settings Screens
To configure document types, click on Tools, then BankPoint Settings to go to the Settings area of BankPoint.
Note that you may see a different set of options displayed than the below screenshot depending on the modules used by your bank and the permissions assigned to your account.
If you do not see the BankPoint Settings, option, visit How To: Grant Security Settings Permissions to a User or contact your BankPoint Administrator.
Click on the Documents pill on the Settings screen to access the Documents configuration screens.
Configuring Document Types
From the Document Settings Screen, select Document Types on the left side. This is the list of all available document types in the system.
To add a new document type, click the Actions > Edit button on the right hand side of the screen. Then click on Add Item link to add a row for the new Document Type.
Populate the fields to create a new Document Type as follows:
Name: The new Document Type name i.e. "Deposit Legal"
Reviewable Document: Select this box if the document type needs to be reviewed/approved. Additional workflow and processing steps are available for working with documents which need to be approved.
Remove: Click the remove icon to delete a document type that was entered by mistake or is no longer desired. If a document type has been used in the system, you will not be able to delete it.
Edit the information for any of the existing Document Types to change their configuration.
Click Save at the bottom of the screen to save the changes.
Configuring Document Spaces
Document types are associated with a Document Space based on which are of the BankPoint application the document is being saved.
Using the settings screens, you can control which document types can be used in a particular Document Space.
From the Document Settings Screen, select Document Spaces on the left side. It shows a drop-down with all the existing Document Spaces and the Document Types associated with them.
Select a Document Space from the drop-down and click on the Edit button on the right side of the screen to configure the document types associated with the selected Document Space.
Make any changes to the document types for the select Document Space and click the Save button at the bottom of the screen to save the changes.
Note that if you remove a document type from a Document Space, any existing documents will continue to have the same document type and will still be accessible from BankPoint. Removing a document type from a Document Space simply prevents new documents from being added into that space with the removed document type.