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:

  1. Go to Document And Notes » Supplements » Supplement Types (or Single Dialogs » Set-Up » Note » Supplement Types).
  2. Click Add.
  3. In the Name and Description fields of the Supplement Type, complete your own naming convention / content in the free text fields.
  4. Select an Area for the Supplement Type (so that all subordinate Supplements can be used in Dialogs of that Area).