KB Corner: Document Management Quick Reference

February 2015    Tags: Document Management, Resources, Toolbars

Trying to create a document management record using the PracticeMaster toolbar and not sure what to expect? The behavior you see when using the PM Save or Capture Save functions depends on the current state of the document you are trying to save and whether PracticeMaster is configured to manage documents manually or automatically.

Knowledge Base Article R11630, “Document Management Quick Reference,” provides a quick reference table that shows you the result of saving a document for each scenario, along with definitions for all of the document states, and screenshots of the various windows listed.

Our Knowledge Base can be accessed 24 hours a day, 7 days a week, at support.Tabs3.com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.