Skip to main content

Get additional document type options to file

Updated yesterday

The list of documents available is set by the document type that you are attempting to attach to. If you want to amend this list, you can do the following:

  1. Open the ADM Client

  2. Navigate to System Control, Integration, Integration Links

  3. Select the Integration link of your database and press Edit Integration Link

  4. Select Searching, Scanning and Filing, find the Document type you wish to change and press the Edit button

  5. Select the Filing Defaults tab, In the Document Types section, tick the document type you wish to add and press OK

Did this answer your question?