Setting up Account Delegates in KFS

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Course Companion
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Account Delegate Lookup (FIS DS 167)
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Account Delegates Information
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When to use the Account Delegate document
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Primary vs. Secondary delegate

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Notes Slide Text

1. Account Delegates
- 1.1. Intro Screen
- 1.2. Welcome
- 1.3. What is an Account Delegate?
- 1.4. Account Delegate
- 1.5. Account Delegate
- 1.6. Account Delegate
- 1.7. Approving Documents
- 1.8. Amounts
- 1.9. Calendar
- 1.10. Continuity
- 1.11. Assigning Accounts
- 1.12. Business Rules
- 1.13. Business Rules
- 1.14. Business Rules
- 1.15. Business Rules
- 1.16. Gathering Information
- 1.17. Documents
- 1.18. Delegates
- 1.19. Delegates
- 1.20. Account Delegate Documents
- 1.21. Account Delegate Global from Model Document
- 1.22. Account Delegate Global from Model Document Document
- 1.23. Account Delegate Model
- 1.24. Account Delegate Global from Model Document
- 1.25. Processing Account
- 1.26. Account Delegate Document
- 1.27. Layout
- 1.28. Edit Account Delegate
- 1.29. Edit Account Delegate
- 1.30. Account Delegate Global
- 1.31. Edit Global Delegate
- 1.32. Edit List
- 1.33. List of Accounts
- 1.34. Account Delegate Document Demo
- 1.35. Account Delegate
- 1.36. Create New
- 1.37. Document Overview
- 1.38. Edit Account Delegate
- 1.39. Save & Submit
- 1.40. Message
- 1.41. Account Delegate Global
- 1.42. Account Delegate Global
- 1.43. Overview
- 1.44. Adding Users
- 1.45. Amount Limit
- 1.46. Add
- 1.47. Delegates
- 1.48. Accounts
- 1.49. Adding Accounts
- 1.50. Submit
- 1.51. Account Delegate Model
- 1.52. Account Delegate Model
- 1.53. Create New
- 1.54. Overview
- 1.55. Add Delegates
- 1.56. Submit
- 1.57. Accounts Delegate Model Global
- 1.58. Lookup Screen
- 1.59. Return Value
- 1.60. Overview
- 1.61. Edit Global Delegate
- 1.62. Accounts
- 1.63. Submit
- 1.64. Contact Us
- 1.65. Exit Course