3.0 Paperless Config

You can create Categories into which you can organize the files Uploaded to Clients and your Briefcases. Categories can be thought of as folders. 

Create a New Document Category

1. Select Management>Paperless Config from the left menu or in the lower Management section.
2. Click the Create Document Category button in the top right corner.
   
   
   
   
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 display when sending the document 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 the 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 and Briefcases have a default folder named General Documents. Creating Document Categories prevents all files from landing in General Documents. Click here for Briefcase instructions.

Click here for Network File System Structure instructions.