Account Delegate Global

Note: For general information about accessing and working with global documents, see Global COA E-Docs.

The Account Delegate Global document allows you to create delegates for multiple document types on one or more accounts on a single document. Unlike the other global documents, you may initiate it by entering information from scratch or by populating the document from a model you choose. Although the use of a model document is not a requirement, it is a convenient way of initiating the Account Delegate Global document when you have many delegates to define.

More:

Creating New Global from Scratch

Creating New Global from Model

Document Layout

Process Overview

Initiating an Account Delegate Global Document