Document Categories
Document Categories are used to define and group sets of documents that share common characteristics. The Document Category is also a searchable field on the Document Reporting pre-filter available via Tools > Document Reporting. The Document Category is a required field when attaching documents to master records in the system.
System Navigation
- System > Maintenance > Document Categories
Edit Document Category form
Opened via the "New" or "Modify" buttons on the Document Categories form.
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Field/Flag |
Description |
|---|---|
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Name |
Displays the name of the Document Category. |
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Active |
If checked, the record is active. Only active records may be used in the system. |
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Default |
If checked, this Document Category will be the default when attaching documents to master records in the system. |
|
E-Signature Required |
Only enabled if the “Record Document History” flag is checked in System > Options. If checked documents with this category assigned on the Edit Document Entry form will require an e-signature entry prior to making modifications.
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