Transaction Document Type Tab
The Transaction Document Type tab identifies specific types of e-docs (if any) to be used as selection criteria when calculating fees.
This tab is available
for your use only if the Fee Type value is 'T' (transactions)
in the Fee Method tab.
If the Select
by Transaction Type box is checked in the Fee Method
tab, the Transaction Document Type tab must contain at least
one e-doc type for which the Include box
is checked.
Transaction Type tab definition
|
Description | |
|
Transaction Document Type |
Required if e-doc type is to be used as a criterion when calculating fees; otherwise, not used. Specifies a type of e-doc to be used (Asset Increase, Asset Decrease, Liability Increase, etc.) |
|
Include |
Indicates whether this type of e-doc is to be used as a basis for fee calculation. Uncheck the box to discontinue using this type of e-doc for the fee calculations for this fee method. |
After entering information for a type of e-doc, click 
.
Endowment Transaction Code
Tab