Create provider details

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create provider details for multi provider documents.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Multi Provider Document > Admin > Permission Configurations.
    2. Select New.
    3. In the Attributes field, enter Name and Value.
    4. In the Provider details name field, enter the name.
    5. Select the Provider Name from the drop-down.
    6. Select Submit.
      Note:
      Once the provider details are created, it automatically creates the document actions and provider permissions.