How to enter Document Type's in DepositPro for Bank Manager integration

This article goes over entering Document Type's in DepositPro so that they map over to Bank Manager in the export from ProSign.

1) Login to DepositPro and Select Admin > Program Administration

 

2) Click Setup > Archive Settings

 

3) Double click the desired document

 

4) Enter the desired Document Type in the Custom Field 2 field

 

5) Click Edit Complete

 

****Repeat Steps 3-5 for all DepositPro documents that you'll be sending to ProSign Online and wanted integrated to your imaging system