Document tab

Configure document options on this tab.

Option Description
Document Type

Associates a document type with the captured document. Click the browse button (...) to select from available document types. This option is only available if the user specified on the General tab has been successfully authenticated by the Fortis system.

This option defines the nature of the contents of a document, including all the fields used to index documents of this type. Fields associated with a document depend on the document type specified here. For example a Medical Form has the name of the patient and the doctor. The patient name and the doctor name fields would be associated with that document type. The fields are used for indexing the documents.

Folder

Select the folder that you would like to store the document into. Click the browse button (...) to select from available folders. This option is only available if the user specified on the General tab has been successfully authenticated by the Fortis system.

If the folder does not exist, the files are stored in the root of the database. This component support creation of new folders.

Description

Provides space to briefly describe the original document.