Overview of document management types

You can create a variety of different document types, like waivers, EFT forms and cancellation forms. For each one you can configure specific document settings, restrict access and create a classification barcode.

  1. To get started, in the main Data Entry window go to Manage and select Document Management to open up the Document Management Configuration window.
  2. To add a new document management type click the Add button. You can now configure the following settings:
  3. Click OK to save the document type.


 


Related Links
Restricting staff access to scanned documents
Making a document type inactive
Creating a document classification barcode

 

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