Only administrators can create or modify File Categories !
Incorporating documents into the transfer to child parcels process requires proper configuration at the category level. This guide provides a clear, step-by-step process for administrators to enable the "Transfer Documents to Child" setting.
Step 1: Open your domain settings
Step 2: Go to Customization
Step 3: Select Files Categories
Step 4: Identify and click on the pencil next to the category you wish to modify (e.g., “Shipping Document”).
Step 5: In the category configuration screen, find the checkbox labeled "Transfer to Child".
Step 6: Check this box to activate the documents' child transfer capability for the selected category.
Step 7: Click the Save button to confirm your configuration adjustments.
Enabling the "Transfer to child" setting at the category level ensures that your documents are prepared for secure export to the child parcels. Proper configuration of this setting is essential for maintaining data integrity and compliance throughout the split process.