This article describes how to create a moov configuration for your client.

 

To add a moov configuration click on the moovs option on the lefthand side menu and then click on the moov your client is set up with.

If you have not yet adopted a moov, please see the Add a moov definition to your account article.

 

To create a moov configuration click on the Add button within the moov configuration section.

 

On the edit configuration page, click the + sign in the Client/Entity field to create a new client.  In the popup, enter the Client name and click the Add button:

 

Complete the Status, Expected Frequency, File Name Starts With and File Name Contains fields and click the Next button:

 

On the next screen you have the ability to set some customizations to your moov configuration.  You can set delays on the different steps as well as approvals.  You can also set overrides on filters, fields and transformation if needed. 

Once you have completed the customizations click on the Next button at the bottom.

 

Next you can review and confirm that your moov configuration is complete.  Click on Save once everything looks good.