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Document Category Code Table

This code table populates drop-down lists that can be found in the designated snap-ins of the following session types:

Session Snap-In List

Case Filing Cabinet Category Name Filing Cabinet Category

Finding the Document Category Code Table

  1. Open the Admin landing page.

  2. Navigate to Document Management > Document Setup.

    The Document Category code table will be displayed in the Document Category snap-in.

Creating Document Category Codes

  1. Add a new record.

  2. Select or type all required and relevant data for each available field. Some fields may be required while others are not.

    • Code: Type a brief, unique code used to reference the corresponding item description.
    • Description: Type a description that the user will view in the lists populated by this code table.
    • Notes: Type any related notes in this free-text field.
    • Activation Date: Type or select the date from which the code will be in use.
    • Expiration Date: Type or select the date upon which the code will become inactive.

  3. Save the session.