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Document Categories

Before Documents can be setup you’ll need to add Document Categories to associate with each document
• Go to the Documents Center via the menu tab on left side of main screen and click on ‘Categories’
• Click ‘Add New’ located in the upper right corner on the ‘Categories’ Bar
• Enter Category ‘Name’
• Enter Category Abbreviated Name (This will be abbreviation at the beginning of document number)
(Example” Preventive Maintenance = PM, Document Number = PM0001)
• Make sure ‘Active’ is checked
• Click ‘Save’

 

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