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Advice and answers from the Navigate Cloud Team
Documents Tab

Attachment Categories:

Category - Drop down of Attachment Categories that may be attached to the licence type which will be displayed on the applications.

 

Sub Type - Drop down of application sub-types that this attachment category will be applied to.

 

Mandatory - This checkbox determines whether an attachment of this category is mandatory for the licence application to be valid.

 

Publishable - When checked the attachments of this category are visible to external users.

 

Actions - This button when clicked will delete the category row.

 

 

 

Templates:

Templates - Type field which will filter down to the template record for configuration.

 

Sub Type - Drop down of application sub-types that this template will be applied to.

 

Email Template - This is a typing field for a licence type that may need to have an email template associated with if for future use.

 

Mandatory - This checkbox determines whether a template of this category is mandatory for the licence application to be valid.

 

Publishable - When checked the template generation is visible to external users.

 

Actions - This button when clicked will delete the template row.

 

 

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