Paperless Config

You have the ability to create Categories into which you can organize the files Uploaded to Clients (either Documents or Utilities) and to your Briefcases.

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 for this category to the next reviewer in the Review Queue.
7. Click the Save button to return 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, and the Delete icon to delete Categories.