User manual

To change the default order:
1 Select an attribute from the Sort by drop-down list.
2 Select the option to sort the columns in ascending or descending order.
To add custom fields to the document register:
You can add up to ten custom fields on your document register. Note that
custom fields cannot be longer than 175 characters.
1 In the blank entry field enter a name for the custom field.
2 Select the option to display the field in the Documents tab, or to require
that it be completed by members.
Create Import Template:
Use this option to create a template for importing the text for multiple rows
to the document register. By creating a template, you are ensuring that
document register entries are imported in the correct format.
Click the Create Import Template button to create a CSV file with the columns
displayed in this screen. You can then use this template to import document
register entries.
Distributions Display Tab
The options selected in this tab are reflected in the Document Register
Distributions Tab
(page 369) in the document register.
Use this tab to add or remove the columns that are displayed in the
Distributions Received and All Distributions sections. You can also
rearrange the order of the columns.
To add a new column:
2 Click the Add Column link.
3 Select a column name from the drop-down list box.
To Remove a column:
Select a column and click the red X to the right of the column name. You
cannot delete the three columns: Distribution Type, Distribution Number,
and Distribution Date.
To rearrange the column order:
Document Register | 373