Lab Document Structure Setup Tab

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 Categories

These 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 Categories

These documents impact the categories available on the Clients tab.