Navigation:  Admin > Lookups Functions > Common > Configure Document User Category

Configure Document User Category

ADMIN > Common > Document User Category

Use to add rows
ID is automatically set
Description is what will be displayed in the Attachment window
Active if ticked will display in the Attachment window; if unticked will not display
Type denotes the module the category is available for (eg Quotations, Policy, Claims, etc)
Tick to save

 

Configure Document Meta Tag

Admin > Common > Document Meta Tag

Use to add rows
ID is automatically set
Description is what will be displayed in the Attachment window
Active if ticked will display in the Attachment window; if unticked will not display
Type denotes the module the category is available for (eg Quotations, Policy, Claims, etc)
Tick to save

 

Example End Result