Document Extra Fields tab

The Document Extra Fields tab is used to add additional information that your practice requires about each document. The unique fields added on this tab become part of the Profiling information when new documents are created with the Create Document Wizard.

Additional fields can be added and/or edited at any time.

To set up a new document extra field

Select Maintenance > Maintenance Map (AO) > Documents > Document Manager Setup. Document Manager Setup opens on the Welcome tab.
Click the Document Extra Fields tab. The Document Extra Fields tab is displayed.
In the first blank row immediately below the Field column heading, enter a unique descriptive name for the new extra field. For example, Tax year. This will be available for selection when setting up Filing Cabinets for use in profiling. See Filing Cabinets tab for details.
Decide which types of documents will be included in the new field (for example, Assignment (AE), Contact, Employee or Document) and select or deselect the checkboxes beneath the appropriate column headings.
Select whether the category Is Mandatory, if required. This means that the extra field is required or mandatory field and must be completed.
Select a Data Type from the drop-down. The Key Attribute column identifies the extra fields defined as key client details for compliance work. This column is not relevant for Document Manager.
To proceed to the Filing Cabinets tab of the Document Manager Setup, click Next. To save and close the Document Manager Setup, click Finish.

To edit the settings for an existing extra field

You are able to change the existing settings for an extra list used for document profiling if you have administrator privileges.

Select Maintenance > Maintenance Map (AO) > Documents > Document Manager Setup. Document Manager Setup opens on the Welcome tab.
Click the Document Extra Fields tab. The Document Extra Fields tab is displayed.
Select or deselect the checkboxes for the types of documents (for example, Assignment (AE), Contact, Employee or Document) that will be included with each extra list.
Select or deselect the Is Mandatory checkbox, if required. This means that the extra field is required or mandatory field and must be completed.
Select a different Data Type from the drop-down. Click the appropriate cell and a drop-down arrow will become available. Click the drop-down arrow and select an option from the list. The Key Attribute column identifies the extra fields defined as key client details for compliance work. This column is not relevant for Document Manager.
Select a different Extra Type from the drop-down.
Click the appropriate cell and a drop-down arrow will become available. Click the drop-down arrow and select an option from the list.
To proceed to the Filing Cabinets tab of the Document Manager Setup, click Next. To save and close the Document Manager Setup, click Finish.