Account Delegate Global

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go-arrow-red.gif   For general information about accessing and working with global documents, see Global COA E-Docs.

The Account Delegate Global document allows you to create delegates for multiple document types on one or more accounts on a single document. Unlike the other global documents, you may initiate it by entering information from scratch or by populating the document from a model you choose. Although the use of a model document is not a requirement, it is a convenient way of initiating the Account Delegate Global document when you have many delegates to define.


Creating New Global from Scratch

Creating New Global from Model

Document Layout

Process Overview

Initiating an Account Delegate Global Document