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14 Configuring and Setting Up Document Management In this chapter, we will cover the following topics: ff Creating a document type ff Allowing document types on locked records ff Creating a document
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What is setting up document?
Setting up document is a form or paperwork that establishes the foundation or structure of a particular entity or organization.
Who is required to file setting up document?
The individual or entity responsible for establishing the entity or organization is required to file the setting up document.
How to fill out setting up document?
The setting up document should be filled out with accurate and detailed information about the entity or organization being established.
What is the purpose of setting up document?
The purpose of setting up document is to formally establish the entity or organization, outlining its structure, purpose, and responsibilities.
What information must be reported on setting up document?
The setting up document must include information such as the name of the entity, its purpose, structure, ownership, and contact information.
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