PracticeMaster Q&A: Adding a New Document Type

June 2019    Tags: Document Management, PracticeMaster

We only have a few generic document types that my predecessor set up. How can I add more document types of my own so that I can better organize records?

The Document Type program can be used to add, edit, or delete document types. All new Document Types will be available in the Document Management program for immediate use.

To add a Document Type

1. From the File menu, point to Open and select All Other Files.
2. Expand the Lookup Files group, select Document Type, and then click OK.
3. Press Ctrl+N.
4. In the New Lookup Record window, enter a key value in the New Key field and then click OK.
5. On the Document Type tab, enter the desired Description.
6. Press Ctrl+S.

Now any Document Types you create will be available to select when working with document management records.