Source of records may be split into several named “documents”. This relates to the fact that there may not be a complete collection of tags in a single source of record upload. By defining a collection of documents for a source of record, you can assign user with a document. Once assigned, when a source of record with the defined document is uploaded. 

To manage the source of record documents, click the “Manage source of record documents” menu item for the source of record.

Creating a source of record document

To create a source of record document click the “Create” menu option at the top of the page. This will open a “Create source of record document”.

The user dropdown will contain all users for the tenant.

Archiving a source of record document

To archive a source of record document, click the “Archive” menu option for the document, and then confirm the selection to archive.