Adding New Documents

Document Handling: Adding New Documents

Subtopics for Document Handling: Add New Document | Append Document | Working with Multiple Databases

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This feature allows you to add a new document to an existing client record or file. You must have first either scanned in a document or imported one prior to being able to add it. Fill in the fields to give the document a title, category, author and comments.

Clicking on the arrow in the category field will drop down a list of all categories from the category list, including any categories specific to the particular client. The date will be defaulted to today's date though you can change it to any appropriate date. Keep in mind that comments can be used to assist you in identifying documents as you try to locate them sometime in the future and differentiate them from other documents within a record or file.

Document Console Introduction | Document Console - In Depth | Document Handling
The Query Function | The Document Console Interface | Scanning In Document Console