Document Management
Document Management System Options
FAQs » Pre Sales FAQs » Document Management System Options
If you want to turn off sections (Documents, Folders or Files) that you do not want to use or change the default behaviour permanently to Copy In Document/Folder rather than Move in Document/Folder, complete the following steps:
Uncheck box ‘Move Documents and Folders as default when adding them to a Client
- Uncheck the tabs that you do not want to be shown on the Client Form
- Click on Save & Close
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