How to Configure Synergy Cabinet and Type in DepositPro

This article covers configuring the DepositPro documents to map the Cabinet and Type values to map in the ProSign Online Export

1) Open DepositPro

2) Click on Admin > Program Administration

3) Setup > Archive Settings

4) Double Click the desired Document

5) Enter the Document Cabinet in the Custom Field 1 and the Document Type in the Custom Field 2

6) Click Edit Complete

7) Repeat for all documents that you'll want to integrate to Synergy