Associating Processes to Documents

The Document Preparation – Document Associations - Update window displays the documents associated with a process. You can use the Document Preparation – Document Associations - Update window to select a document or group of documents and associate it to specific Portico processes. You can use either the Document Preparation – Document Associations - Update window or the Document Preparation – Process Associations - Update window to associate Portico processes and documents.

To display the Document Preparation – Document Associations - Update window, in the Administration menu on the Portico Explorer Bar, click Products/Services. On the Product/Services top menu bar, click Products, point to Document Preparation, then click Document Associations .

How do I?

To search for the processes associated with a specific document group, click the Document Group down arrow and select a document group. Then, click the green arrow.

To search for the processes associated with a specific document, click the Document down arrow and select the document. Then, click the green arrow.

You can narrow down your list by searching for the processes associated with a document group or a specific document by the branch where the forms are used. Click the Branch down arrow to select the branch. Then, click the green arrow.

Click Reset to clear the Document Group, Document and Branch fields.

To associate a process with a document or a document group, complete the following steps:

• For a document group, click the Document Group down arrow and select the document group you wish to associate with a Portico process. For a specific document, click the Document down arrow and select the document you wish to associate with a Portico process
• Then, click the Branch down arrow to select the branch in the which the document group or specific document and Portico process will be used.
• Click the green arrow. The processes currently associated with the document and branch will appear.
• Click New to display the Required Information group box.

• In the Required Information group box, click the Portico Process down arrow to select the Portico process. The list of Portico processes is system-defined.
• Select the Form Required check box if the forms/documents are required to complete the process.
• Select the Send Form to Imaging check box if the completed forms/documents should be sent to Nautilus Essentials Document Imaging.
• Click Apply, then click Save to save the association.

Click Cancel to close the window without saving the association.

Select a row and click Delete to delete a document.

Field Help

Column Heading	Description
Current Associated Processes	The processes associated with the document group or document, and branch. Click the process name to display the Document/ Process Association - Update window.
Branch	The branch associated where the documents will be used with the Portico process.
Image	If Yes, the completed forms will be sent to Nautilus Essentials Document Imaging. Documents associated to an application in New Members and Services are only available in Portico for 45 days. You must image documents to ensure they are permanently stored in Nautilus Essentials. Documents not associated with a New Members and Services application must be imaged to Nautilus Essentials immediately to be retained.
Required	If Yes, the forms are required to complete the process.