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  • Case Document Classifications

Case Document Classification belongs to the Archived Hard Copies section in the Case. It's the indicative location of where hard copies of Cases are Archived. Classifications of Documents could be main or sub.

The Classification of Document has 2 fields:

The category to be nested under and the Name of the Document Classification. The first field could be left blank if the Category was a main one.

This field appears in the Related Documents tab:

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  • Case Document Types

This is where the Case Document Types are defaulted. Case Document Types  appear in the Related Documents tab in the Case form.

  • Case Document Statuses

This is where the Case Document Statuses are defaulted. Case Document Statuses appear in the Related Documents tab in the Case form.

 

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  • Company Document Types

    This is where the Company Document Types are defaulted. Case Document Types  appear in the Related Documents tab in the Company form.

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  • Company Document Statuses

 This is where the Company Document Statuses are defaulted. Case Document Statuses appear in the Related Documents tab in the Company form.

 

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  • Contact Document Types

    This is where the Contact Document Statuses are defaulted. Case Document Statuses appear in the Related Documents tab in the Contact form.

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  • Contact Document Statuses

     This is where the Contact Document Statuses are defaulted. Case Document Statuses appear in the Related Documents tab in the Contact form.

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