To add Documents to a Requirement, click Add under the Documents section of the Requirement screen. The Choose Existing Documents dialog box opens:

Users can view each page of documents and select one or more documents from the list. Use the Filter by field to filter the search results.

Once Documents have been added to the Requirement, they appear on the main Requirement screen. To configure how these documents are handled at runtime, click the Configuration icon ()for the desired Document. A warning triangle () indicates that users should review the Document configuration settings. The warning no longer appears once the configuration settings have been accessed.

The following figure shows the available configuration options for a Document within a Requirement. The fields include tooltips that explain each field.

• Applies-When - Identifies a When rule that determines whether this Document type is applicable to a particular case. For example, a form might be applicable in some states but not others.
• Party Applies-When - Identifies a When rule that determines whether this Document entry is applicable for a type of party on the case. For example, a Document may be applicable for a primary applicant but not for a secondary applicant.
• Verification Section - Identifies a Section rule to show when the user clicks the Validate link for this Document at runtime. The Section guides them to capture or confirm information that can then be used in processing the Document. For example, the user is prompted to enter the Date of Birth and Name on the passport provided by the customer.
• Section Validation Rule - Identifies the accompanying Validate rule used to validate information captured in the Verification Section for the Document. For example, has the monthly income specified increased over a specified threshold since it was last captured?
• Days until Stale - The number of days after which a Document will be considered stale meaning that it will no longer be marked as In Good Order, and it needs to be processed again.
• Document must be completed - When selected, the Requirements cannot be satisfied unless this document has been collected and has a status of In Good Order. Do not select this check box for optional Documents in a process.
• Separate Document required for each party - Select this check box if the parent case has multiple parties.
• Reuse existing document - If selected, at runtime the application searches the system for an existing document that satisfies this entry and, if found, links it to this requirement.

• Requirement types