Using Filing Templates

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Using Filing Templates

Filing Template feature allows you to file documents into the appropriate folders based on profile indexed values. This feature helps reduce misfiling and enables faster mass importation of documents. It also lets you to automatically name the file being imported and add description or notes based on index values entered by users.

 

FiliingTemplate02

 

To learn how to create File Name Template, see Setting Up Filing Templates

 


See also

View Profile

Profiles and Indexes

Creating User Defined Indexes

Creating Static Indexes

Creating Dynamic Indexes

Creating Profiles

Assigning Profile to a document