PracticeMaster Q&A: Document Type List

September 2020    Tags: Document Management, PracticeMaster, Reports

We use the Document Management feature in PracticeMaster and we noticed that some documents are assigned to differing but similar document types. We are concerned that there are several similar document types for the same thing. Is there a way to print a list of all the document types we have in PracticeMaster?

In the PracticeMaster Document Type file, you can get a list of all the document types as well as the document type description.

To print a list of document types

1. From the File menu, point to Open and select All Other Files.
2. Expand the Lookup Files section, select Document Type, and then click OK.
3. On the List tab, press Ctrl+A to select all records
4. From Quick Clicks pane, in the Report group, select Print Record.

You now have a list of all document types in PracticeMaster.

Note: If an unwanted document type is listed, it can be deleted. However, in order to delete a document type, it must not be assigned to any Document Management records.