Associating Documents to a Process

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

How do I?

Click the Portico Process down arrow to select the process, then click the green arrow. The list of Portico processes is system-defined. The documents and document groups currently associated with the process will appear. Click Reset to clear the Portico Process field.

To associate a new document or document group to the Portico Process, click New to display the Required Information group box.

Then, complete the following steps.

• To associate the Portico process to a document group, click the Document Group down arrow to select the document group. To associate the Portico process to a specific document, click the Document down arrow to select the document.
• Click the Branch down arrow to select the branch where the document are used.
• Select the Form Required check box if the forms are required to complete the process.
• Select the Send Form to Imaging check box if the completed forms 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 group or document.

Field Help

Column Heading	Description
Current Associated Groups/Documents	The document group or documents associated with the Portico process. Click the document or document group name to display the Document/ Process Association - Update window.
Type	Indicates if the process is associated with a group or a document.
Branch	The branch where the documents are used.
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 Portico process.