Overview of Document Management Types

You can create a variety of different document types like waivers, membership 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:


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request



Please sign in to leave a comment.