Link request types to document type

This part of the guide explains how to link a request type to a document type.

Step 1 - Go to the page List of Document Types/Request Type

1. Go to the Administration module;
2. Choose the Base Tables option;
3. Select the Taxpayer Info option;
4. Click the Document Types/Request Type menu. This action opens the List of Document Types/Request Type page (509:15320);

Step 2 - Link a request type to a document type

5. Click the Create button. This action opens the Link request Type to Document Type popup window;
6. Fill out the required fields (identified with a red star *). For example, Request Type, Document Type, etc.;
7. Click the Save button. This action links the request type to the document type and updates the List of Document Types/Request Type page (509:15320).