Document Types and Categories

Version 14.9

About Document Types and Categories

Path: Smart Toolbar > Docs button > (Image Selected) > Edit button > Item Category field (Review Details\Image Category) >  Document Types and Fields button.

The Document Types and Categories window adds or modifies a unique image category name.

Document Types and Categories Map

Number

SectionDescription

1

Document TypeThe Document Type panel displays the items that contain the document categories.  The Document Category Names change based upon the selection name in the Document Type column.  Existing entries cannot be modified.

2

Document CategoryThe Document Category panel displays the categories for each selection in the Document Type panel.  Categories can be added and modified.  Once selected, the Document Category appears in the Item Category field of the Manage Documents window.

3

Function ButtonsThe function buttons are used to add, remove, edit, save or cancel document types or categories.

4

OK buttonThe OK button selects the highlighted category name and closes the Document Types and Categories window.

5

Cancel buttonThe Cancel button closes the Document Types and Categories window without saving any changes.
Version 14.8

About Document Types and Categories

Path: Smart Toolbar > Docs button > (Image Selected) > Edit button > Item Category field (Review Details\Image Category) >  Document Types and Fields button.

The Document Types and Categories window adds or modifies a unique image category name.

Document Types and Categories Map

Number

SectionDescription

1

Document TypeThe Document Type panel displays the items that contain the document categories.  The Document Category Names change based upon the selection name in the Document Type column.  Existing entries cannot be modified.

2

Document CategoryThe Document Category panel displays the categories for each selection in the Document Type panel.  Categories can be added and modified.  Once selected, the Document Category appears in the Item Category field of the Manage Documents window.

3

Function ButtonsThe function buttons are used to add, remove, edit, save or cancel document types or categories.

4

OK buttonThe OK button selects the highlighted category name and closes the Document Types and Categories window.

5

Cancel buttonThe Cancel button closes the Document Types and Categories window without saving any changes.