Initialing rules

The Initialing rules sub-menu of the Sending signature menu allows you to view and manage rules specific to:

• the initialing phase of signature contracts,

• the bank delegations.

When the Initialing check box is selected for a line in the table, the corresponding rule applies to the initialing options.

If the check box is not selected, then the rule applies to the bank delegation options.

To create a rule, click the New rule button, or select Add initialing rule from the Sending signature menu.

To view the details of a rule or to change its settings, click the corresponding line in the table.

Initialing

When the Initialing option is enabled in the Rule Type field of the Parameters tab, the transactions allowed to be displayed are filtered in Initialing mode from Bank accounts, Amounts, or Currencies.

Bank delegations

When the Bank delegations option is enabled in the Rule type field of the Parameters tab, the transactions that can be put on hold are filtered from Bank accounts, Amounts, or Currencies.