Paperless Config

You have the ability to create Categories into which you can organize the files Uploaded to Clients and to your Briefcases. Categories can be thought of as folders. All Client portals and Briefcases have a default category labeled General Documents. 

Create a New Document Category.

1. Select Management>Paperless Config from the left menu or in the lower Management section.
2. Click Create Document Category.
   
   
   
   
3. Enter a category name in the Title field.
4. Enter a Default Path if desired. 
5. Choose a Primary Category from the drop-down menu. This will indicate where the Category will be used.
6. Enter your Internal Review Template, if desired.  This template will show this category to the next reviewer in the Review Queue.
7. Click the Save button to return to the Paperless Config page.
   
   

Manage Document Categories

Document Categories created for use in the VO are listed on the Paperless Config page. These Categories can be edited or deleted using the Action icons. Use the Edit icon to edit the Title and/or Display order.  Click the Delete icon to delete a Document Category.

Document Categories on the Client Portal and Briefcases

Document categories keep the documents neat and organized for your Client Portals and when using the Briefcase feature. All Client Portals have the default of General Documents. Creating Document Categories prevents all files uploaded to the client from landing in General Documents.