Navigation:  User Guide for PaperSave for Blackbaud's Student Information System > PaperSave Web Client > Add Documents > Understanding Add Document Form > Acquisition Tab

Acquisition Tab

 

Below mentioned Groups are available under Acquisition tab:

 

 

Description of all the groups is mentioned below:

 

 

1. Document Type:

 

Setting Default Document Type: You can select the appropriate Document Type from the Choose Type drop-down list and click Set Selected Document Type as Default to set the selected Document Type as the default.

 

 

OR

 

You can also set the default Document Type from the Options tab by selecting the appropriate Document Type from the Default Document Type drop-down list.

 

 

2. Acquisition Methods:

 

You can set the Default Acquisition Method from the Acquisition tab by clicking Default Acquisition and selecting the appropriate option from the list displayed.

 

 

 

After selecting an option from the list, the following message will appear. Click OK and the selected option will be set as the Default Acquisition Method.

 

 

 

Resetting the Default Document Type and Acquisition Method:

 

After setting the Default Document Type from the drop-down list, you can also reset it by selecting BLANK as highlighted from the Default Document Type drop-down list.

 

 

After setting the Default Acquisition Method from the drop-down list, you can also reset it by selecting None as highlighted from the Default Acquisition Method drop-down list.

 

 

3. Submit to Workflow:

 

Submit to Workflow option allows you to submit the document to the selected Workflow or Workflow Queue. Based on the Workflow Type, you will be able to view Workflow and Workflow Queue option.

 

 

 

4. Templates:

 

Apply Template: This option is used to apply Global/Local Templates that are created for that Document profile. When you click Apply Template button, list of the templates created will appear and you can choose from it as per your requirement.

 

 

5. Finish:

 

 

 

 

 

 

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