Using the Document Manager > Organizing Documents in the Document Tree
Customizing Document Categories
You can group items in the document manager by category. Several categories are predefined, and you can add categories of your own. Documents that are automatically archived (letters, billing statements, HIPAA acknowledgements, and so on) are automatically assigned a category. You can assign any category to documents that you scan or import.
Categories are displayed in two colors:
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Blue text:Categories that are pre-defined by the software and distributed as part of the installation. These items have IDs in the range 1 - 1000.
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Black text:Categories that are added by the user. These items have IDs numbered 1001 and greater.
To customize document categories:
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Select System > Customize Document Categories. The Customize Document Categories window is displayed.
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Select an option:
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To add a category:Click Add. The Customize Document Categories window is displayed. Type a description in the Description field and click OK.
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To edit a category:Select a category from the list and click Edit. The Customize Document Categories window is displayed. Change the category name and click OK.
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To change the display order of a category in the document tree:Select a category from the list and click Change Order. The Change Order of Appearance in Document Manager window is displayed.
Select an option:
Click the Move Up or Move Down button until the category is in the correct position in the list. Click OK.
Select the Sort Alphabetically button to list the categories in alphabetical order. Click OK.
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Click Close.
Related Topics
Changing a Category