How do I map all Header Fields?

Table of Contents :

• How do I map all Header Fields?

1.

Login to your account using the username and password provided.

2.

Click on the Masters tab.

3.

Hover on the FLYdoc Management tab and Click on the FLYdoc Templates tab.

4.

Select Client from the list and Select other required fields.

5.

Go to end of the record from grid that you want to access and Click on the view icon. It will open a new window.

6.

Once the new window will open, Select record from the grid.

7.

Once grid is selected click on MANAGE FIELD MAPPING tab. It will navigate you to new window with FLYdocs template.

8.

Click on the field from template for which you want to do mapping. It will open new window with details

9.

Enter field mapping name and click on SAVE TITLE button.

10.

Select Compulsory Field and click on SAVE button.

11.

Navigate to Column and Select Mapping Level from the list.

12.

Select Mapping Type from the list.

Note: This Mapping Type is shown as an example, It will load as per Mapping Level selected.

13.

Select Area from the list and Select other required details.

Note: This Area is shown as an example, It will load as per Mapping Type selected.

14.

Select Column Name from the list.

Note:
1. This Column Name is shown as an example, It will load as per Area selected.
2. The restricted columns will not be available in dropdown to select in map.

15.

Click on the SAVE MAPPING button.

16.

Popup window will be shown. Click on the OK button.

Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.