Table of Contents : |
How do I map all Header Fields?
1. | Login to your account using the username and password provided. | |
2. | Click on the Masters tab. | |
3. | Hover on the FLYdoc Management tab and Click on the FLYdoc Templates tab. | |
4. | Select Client from the list and Select other required fields. | |
5. | Go to end of the record from grid that you want to access and Click on the view icon. It will open a new window. | |
6. | Once the new window will open, Select record from the grid. | |
7. | Once grid is selected click on MANAGE FIELD MAPPING tab. It will navigate you to new window with FLYdocs template. | |
8. | Click on the field from template for which you want to do mapping. It will open new window with details | |
9. | Enter field mapping name and click on SAVE TITLE button. | |
10. | Select Compulsory Field and click on SAVE button. | |
11. | Navigate to Column and Select Mapping Level from the list. | |
12. | Select Mapping Type from the list. Note: This Mapping Type is shown as an example, It will load as per Mapping Level selected. |
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13. | Select Area from the list and Select other required details. Note: This Area is shown as an example, It will load as per Mapping Type selected. |
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14. | Select Column Name from the list. Note: 1. This Column Name is shown as an example, It will load as per Area selected. 2. The restricted columns will not be available in dropdown to select in map. |
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15. | Click on the SAVE MAPPING button. | |
16. | Popup window will be shown. Click on the OK button. |
Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator. |
Riyaz Mirza
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