Documents Quick Access
This App provides quick access to the documents (WMF Forms) associated with an account through the online print page. The menu item “Documents” is added to the Accounts and Credit Card tabs within the Relationship Profile. When an account is selected and the menu item is clicked on, it will take you to the online print page. The account you selected will be the active account in the online print page and all documents associated with that account will appear in the selection box.
- To use this DNAapp, a user must have access to both the Relationship Profile and Online Print Form Screens.
- Licensing and setup for using DNA WMF and/or PDF Forms through the Online Print Form.
- DNA 4.7.2 or higher.