Document template categories

Estimated reading: 2 minutes

Use document categories to organize your document templates for medical notes and correspondence.

Before you start

Security

Important!

  • Review the existing template category list before creating additional categories to avoid duplicates or overlaps.
  • All templates assigned to a deleted category will have a category of None.

Adding a category

Navigate to Lists > Documents > Template Categories.

  1. Click New.
  2. Enter a description up to 30 alphanumerical characters/spaces.
  3. Click OK.

Updating a category

Navigate to Lists > Documents > Template Categories.

  1. Click Update.
  2. Modify the description and/or select a different status.
  3. Click Yes or No on the confirmation window if changing the status.
  4. Click OK.

Deleting a category

Navigate to Lists > Documents > Template Categories.

  1. Click on the document template category that you want to delete.
  2. Click Delete.
  3. Click Yes or No on the confirmation window.

Assigning a category to a document

Navigate to Lists > Documents > Templates.

  1. Search for and select the document in the Document Template List window and click Update.
  2. Click Edit Properties.
  3. Select the appropriate category from the Category drop-down list.
  4. Click OK to close Template Properties.
  5. Click OK to save your changes and return to the document template list.

Note: Documents can also be assigned to categories by selecting Edit Properties when creating a new document or updating one from Lists > Templates.

Additional Information

General

Inactivating categories

Share this Page

Document template categories

Or copy link

Jump to:
Feedback