The Doc View Extra Fields tab enables your practice to define extra fields and categories that can be selected to display as column headings in the Find Documents page and on the various Documents tabs (for example, on the Contacts page).
To add headings to the Find Documents page and Documents tabs
Click Maintenance > Maintenance Map (AO) > Documents > Document Manager Setup. Document Manager Setup opens on the Welcome tab.
Click the Doc View Extra Fields tab. The Doc View Extra Fields tab is displayed. The View Name field cannot be edited.
Select a Field/Category in the Available Field/Category list that you want to appear as column headings in the Find Documents page and on the various Documents tabs.
To move the selected field/category to the Field Shown In the View panel, click . or To move all of the fields/categories to the Field Shown In the View panel click .
To move one selected Field/Category from the Field Shown In the View panel back to the Available Field/Category panel, click . or To move all fields/categories from the Field Shown In the View panel back to the Available Field/Category panel, click .
To proceed to the Employee Settings tab of the Document Manager Setup, click Next. or To save and close the Document Manager Setup click Finish.
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