Edit Drop Down List of Document Types
QUESTION:
How do I add a new type to the drop down list of Document types that appear while organizing documents received in Inbox.
ANSWER:
To add a new Document Type to the list:
1.) click Administration
2.) select System Management
3.) select Document Categories
4.) click Add New (bottom of page)
5.) check next to Demographic
6.) Enter document Type name. For instance: "Referral"
7.) click Submit