Help > Setting up the system > Solutions > Solutions: Overview

Solutions: Overview

Solutions are a collection of settings and objects that control the flow of a specific set of documents through the system. They are used to separate the document-handling process for different documents. For example, a tax authority could use one solution to process tax forms the year 2013 and another for the year 2014.

Available solution objects

Solution policies (optional)

Solutions inherit most of their policies from the system's global policies. However, some of them can be overridden by adjusting the policies that apply to a specific solution.

Documents (required)

Tells the program which documents to process for this solution.

Batches (optional)

Tells the program which batches to process for this solution.

Planning a solution

Setting up a solution

Solutions: Versions and statuses