DOCUMENT NAMES¶

This guide provides a step-by-step approach to creating, viewing, searching, and managing document names within the system.

Prerequisites¶

The user should be logged in with valid credentials.

Required Permissions¶

• Can See User Setup Left Menu
• Can See Document Names Left Menu

Accessing "Document Name" Form¶

Step 1: Access the Interface¶

1. Click on "User Setup"
2. Click on "Document Names"
3. Click on the "Create" button

A form will open:

Step 2: Configure Document¶

• Document Name: Provide a name for the document in the text field.

Step 3: Finalize¶

• ✅ Create: Submit the form and create the document
• ❌ Cancel: Discard changes and clear the form

⚠️ Note: Once created, the Document Name will appear in User Management → User Mapping → Document Names section.

View or Search Document Name¶

• Search any Document Name: Use the search bar to locate a specific document name.
• View Created Document: All created document names are listed in the viewing window.

Manage Document Name: Actions¶

1. Delete¶

• Click the Delete Icon to delete the document name.

2. Edit¶

• Click the Edit Icon to enable editing mode. Make the necessary changes and save them to update the document name.

Document View & Upload Process¶

1. Enable Document View in Workflow¶

1. Navigate to Workflow Design → Stages
2. Click the Edit icon
3. Toggle Show User Document to ON
4. Select desired document(s)
5. Click Save

2. View Document in Customer Profile¶

1. Go to Alchemy
2. Select Call log Tab View or Call log Stage View
3. Choose Process and Stage
4. Click the Eye Icon

3. Upload Documents in User Setup¶

1. Navigate to User Setup → User Management
2. Click User Mapping for the relevant user
3. Click User Documents
4. Select Document Name from dropdown
5. System auto-captures date
6. Click Choose File to upload
7. Click Save

4. Preview Uploaded Documents¶

1. Open any profile
2. Click on User Documents
3. Select document from dropdown
4. Click Preview to view