Configure Document Upload Options

 
     

From the status mapping configuration options, the Document Upload Options allow you to configure the document types that are to be synced automatically when uploaded. There are two sets of configuration options for this feature:

Document Upload Options

 


     
 

Client Document Upload Options

 
     

Follow the instructions below to configure the document types to be automatically synced to the VMP XSite when uploaded by the vendor.

  1. Click the gear icon to the right of the Document Uploaded status in the VMP XSite (Client) column.
  2. Check the box next to each document type to be automatically synced when uploaded.

    Click All to select all document types, or click none to uncheck all options.

  3. When you've finished changing your settings, click OK to return to the Status Mapping Configuration page, then click Save on the upper left to save your changes.

 


     
 

Vendor Document Upload Options

 
     

Follow the instructions below to configure the document types to be automatically synced to Mercury Network when uploaded by the client:

  1. Click the gear icon to the right of the Document Uploaded status in the Mercury Network (Vendor) column.
  2. Check the box next to each document type to be automatically synced when uploaded.

    Click All to select all document types, or click None to uncheck all options.

  3. When you've finished changing your settings, click OK to return to the Status Mapping Configuration page, then click Save on the upper left to save your changes.

 



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