Paperless Settings in ROS

Why are these needed?

There are certain parts of Measure & the RFMS Mobile Apps that attach documents automatically. Since these attachments are added with no user intervention, a default "Paperless Document Type" can be selected in ROS, so that the documents are assigned to the appropriate group in pVault.

How do I set them up?

The configuration menu for these settings can be found by logging into admin.rfms.online > opening the yellow RFMS Online tile > clicking the Paperless Settings in the top right.

Once you open this menu, there will be five dropdowns that can be used to assign Paperless Document Types for certain automatic attachments in the Measure/Apps system:

1. Paperless Settings button in the yellow RFMS Online tile
2. Measure Mobile & Desktop - this setting controls the document type for attachments, proposals, and installation documents sent to RFMS when exporting from Measure Mobile or Desktop.
3. Quote Approval URL - this setting controls the document type for URL attachments when a customer approves a MyFlooringLink on a quote.
4. Order Approval URL - this setting controls the document type for URL attachments when a customer approves a MyFlooringLink on an order.
5. RFMS Mobile - this setting controls the document type for attachments made in RFMS Mobile without the user selecting a specific document type from the dropdown menu in the app.
6. Pick Up - this setting controls the document type for Pick Up documents attached to an order using the Customer Pick Up feature in Warehouse Mobile.