Setup

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Short version: 

  • Log into eRequest as a user with Administrator priviliedges 
  • Go to company settings and change the Document Management option to “GP Document Management”. 


 Detailed Version: 

  • Log into eRequest as a user with Administrator privileges 
  • Under the Admin menu select “Companies” 

 

  • Select the company to setup document attach on
  • Scroll down to the “Document Management” section.



  • Click on the Document Management drop down list highlighted below and select “GP Document Attachment”

 

Next Chapter: Viewing Drag and Drop files in eRequest
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