General Description
In older versions of VetView, all documents attached to accessions or clients were placed in a single spot. Now it is possible to organize your attachments into separate categories that act like folders on a desktop. For example, you could create a document category named "Submission Scans" inside your Accession Document Category. That name would be an option you could choose when attaching a file to an accession.
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The Document Structure Setup Tab is where you can create "folders" for documents at the accession or client level to help keep them more organized. These folders allow for any name to allow for the flexibility to meet your lab's needs. Only one Document Category can be the default for accession or clients at a time, however. Accession Document CategoriesThese categories impact the Document(s) tab on the Accession screen. Categories cannot be deleted after they are added, to preserve historical data. If a category will no longer be used, you can set it as inactive. Click on the Save button to apply changes. The System Restrict button prevents users from adding documents to these categories, instead limiting it to API or other automatic actions.
Client Document CategoriesThese documents impact the categories available on the Clients tab.
New Document CategoryClick the New Document Category button to add a new category. The Edit/New Document Category window will open.
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