Document Types and Categories Window

Version 14.8

When the end user clicks on the Item Category ellipsis button (only active in Edit mode), OP 14 opens the Document Types and Categories window.

The Document Management enhancements available in OP 14.8 allow the end user to assign an Item Type and Category to a document either in New Document mode or in Edit Mode (for an existing document). The end user accesses the Document Types and Categories window by clicking in the Item Category field to display the Document button and then clicking the Document button.

This window combines the Document Type and Document Categories fields in previous versions of OP 14 into a single window. This window allows the end user to add a Document Type and, after selecting a Document Type to add, to edit and delete categories associated with that Document Type.