Escheatment Notice templates
Document Management is used in Escheatment Notice to generate output documents.
Sign in as Cash Administrator.
To use the IDM functionality, select the Use IDM Template check box.
This table shows the location of template to use when setting up IDM templates:
| Output document | Sample document template location | Upload IDM template location | Set up IDM template location |
|---|---|---|---|
| Escheatment Notice | Cash Setup > Customer Document Setup > Sample Document Templates for Cash Management | Cash Setup > Customer Document Setup > IDM Templates | Cash Setup > Cash Code > Document Templates |