Set up Supplement Types
To create new Supplement Types, follow the procedures below. New Supplements display in the List of Supplements.
To set up a Supplement Type (skip when reusing an existing Supplement Type:
- Go to Document And Notes » Supplements » Supplement Types (or Single Dialogs » Set-Up » Note » Supplement Types).
- Click Add.
- In the Name and Description fields of the Supplement Type, complete your own naming convention / content in the free text fields.
- Select an Area for the Supplement Type (so that all subordinate Supplements can be used in Dialogs of that Area).
Parent Topic: Supplement Types Steps