Creating Reports for Digital Documents

Before creating and working with digital documents, you first need to create a report which you will later attach to an entity. Follow the steps below to create a report:

1. In FintechOS Studio, create a file attribute within the entity you wish to attach the document.
2. In the main menu, click Analytics > Reports. The Reports list opens.
3. Click Insert and fill in the following fields:

   Field	Description
   Name	Type in a name for the report.
   Display Name	The report name to be displayed in the UI.
   Scope	Select the scope Entity.
   Type	Select the type Document.
   Entity	Select the entity which holds the tokens and which is linked to the actual documents. Tokens are used in document templates.
   Output Method	Select Attach to entity.
   Destination Field	Select the name of the attribute created in step 1. IMPORTANT!   The attribute must be of type File.
   Destination Field Name	Insert the name of the file that will be created.
   Report Render Format	Select the document's extension type: DOCX PDF: when working with Custom Logic and PDFs with interactive forms, only this option is allowed. XLSX.

4. Click Save and reload.
5. Click Report Items > Insert to configure the report fields:

   Field	Description
   Name	Insert a name for the item.
   StartDate	Select a start date from when the item is available.
   EndDate	Select an end date from when the item is no longer valid.
   Report Document	Select the document template or create a new one. For details, see Creating Document Templates.
   IsDefault	Tick the box to set the item as the default one for the report.
   Report	This field is read-only and shows the name of the report created in the previous steps.

6. Click Save and reload.