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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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