Sections can be created as needed directly from the Document Management tree. Sections are subdivisions within Document Management folders that help to sort and arrange documents therein. Each Section can be named to identify the contents of the Section. Sections can only be added to a Folder if the Folder does not contain Pages. After a Section is created, Pages can be added to it.
In this topic, instructions are provided to create a section, delete a section, and to move sections around within their folders.
Create a Section
Follow the steps below to create a new Section in Document Management:
Click Document Management > Search Folders.
Enter any necessary search criteria to locate the Folder you want to create a Section for.
Click Search.
From the search results, select the checkbox to the left of the Folder you want to create a Section for.
Click Open Folders.
In the Documents pane, right-click the Folder for which you want to create a Section. A menu displays as shown below.
Click Create Section.
Note: If the following message appears, click Yes, select a review layer, click Load, and then repeat step 7
After clicking Create Section, the Create Section window displays as shown below.
Enter information in the following fields as necessary:
Field | Description |
|---|---|
Create Section | |
Section Name | The name for the new Section. |
Document Format | The format of the new Section. |
Bates Information | |
Prefix | The first part of the Bates Stamp. |
Suffix | The last part of the Bates Stamp. |
Click Create Section. The new Section will be added to the Folder you selected in step 4.
Note: Users with the required Permissions can also add Sections by clicking Administration > Document Management > File Cabinet Drawers > Sections > New.
Delete a Section
Follow the steps below to delete a Section:
Click Document Management > Search Folders.
Enter any necessary search criteria to locate the Folder you want to delete a Section for.
Click Search.
From the search results, select the checkbox to the left of the Folder where you want to delete a Section.
Click Open Folders.
In the Documents pane, check the Sections you'd like to delete (you can select more than one), then right-click. A menu displays as shown below. Click Delete Section.
After clicking Delete Section, a verification message appears as shown below. Click OK to delete the Section, or Cancel to undo deletion.
Move Sections
If you need to organize your folders, you can move Sections around within their respective folders from within the DM module. Simply right click the Section you'd like to move, and you will see options in the context menu for moving the selection Up or Down in the listed order. The options are highlighted in the sample screen below:
In this example, Section 2 is highlighted. Selecting Move Up would move it to the top position in the folder, while selecting Move Down would move it to the bottom position.