In Document Manager, you can create a hierarchy of category folders and sub-folders that can be applied to documents for easy referencing. This enables users to easily navigate client and practice documents logically filed.
Creating Category Folders
Log in to any HandiSoft program, then press F10 to open Document Manager.
Click the Categories tab below your filing cabinets to list the available category folders.
Right-click in the categories folder pane, then click New.
Type the Name and Description for the category, then click Save.
Note:
Categories provide a means to navigate content and not a physical storage location.
A file must be stored in a folder, but does not require an assigned category.
A file can be assigned to multiple categories, however, it will only reside in one physical location.
Apply Categories to Documents
Log in to any HandiSoft program, then press F10 to open Document Manager.
Locate and highlight a document to be categorised.
Go to View, Details, or right-click on the document, then choose Details to open the Document Detail window.
Click the Categories tab.
Use the arrows to add or remove categories for the document as required.
Click Save, then Close to complete the changes.
Documents with categories can be viewed by clicking the category tab below your filing cabinets, then selecting the required category folder.