Document Types

Overview:
Allow DMS user to define the type of document being uploaded to the DMS as either Reference or Signature so that user knows if a document has items to be filled out and/or signed OR it's a document in which no action needs to be taken.

Entry:

• User enters DMS platform via link or consuming application.
• User has uploaded a new document via Upload

Acceptance Criteria:
*IF I have attached a new document to upload, I have the ability to mark whether it's a Signature or Reference document.
*IF I have indicated that the document is a 'Signature' document, this document will be classified in way that the system knows when sent, action needs to be taken by end user, for example fields need to be filled in or a signature is required, or both.
*IF I have indicated that the document is a 'Reference' document, this document will be classified in way that the system knows when sent, no action needs to be taken by end user.

Exit:
*DMS selects whether document type is a reference or signature document.
*DMS user saves document and exits the DMS platform.

Prerequisites:
*User is a current user of CBAT, CBES, or WT OR has stand alone link to log in.
*User knows how to access portal either by link or within CB application.