1.

Document Categories

Group document types into categories for more organized access.
Click here for more information.

2.

List Types

Establish custom lists of items used for lookups and index values.
Click here for more instructions on adding or editing list types.

3.

User Queues

Set up additional queues to hold unprocessed documents for particular functions or groups.
Click here for detailed instructions.

4.

Quick Notes

Set up system-wide notes for commonly used phrases.
As the company Administrator, click here for setup instructions.
Note:  As a user without Administrator access, click here for Quick Note setup instructions.

5.

Custom Annotations

As the Administrator, add custom-designed stamps to the Annotation menu for company users.
For setup instructions, click here.

6.

System Settings

Change the system Help Key or Lookup Key, if desired. Add a login form disclaimer statement.
For a list of selections as well as instructions, click here.

7.

Backfills

Customize the pre-canned backfill configurations or establish new backfill criteria for use on customized document types.
For more information on backfills, click here.