Display the File Drag and Drop in Checks
Published on
January 30, 2024 at 2:31:23 AM PST January 30, 2024 at 2:31:23 AM PSTth, January 30, 2024 at 2:31:23 AM PST
Scenario
The user needs to display the File Drag and Drop feature in Checks form/page.
Solution
- Login asAdministrator
- Navigate toSetup>Customization>File Drag and Drop Setup
- Global Destination Folder:Select the preferredfolder
- Error Message Recipient:Select therecipient
- ClickSave and Next
- ClickNew File Drag and Drop Record Type
- Custom Form:SelectStandard File Drag and Drag Record Type Form
- Record Type:SelectCheck
- Folder Name:Select aFolder Path
- ClickChoose Folder
- ClickSave
- ClickSave & Next
- ClickFinish