Optional Setup Steps
Once the initial setup steps are completed, there are optional setup steps to customize the Sage Paperless Construction installation that can be completed at this time or later.
Document Categories: Group document types into categories for more organized access. See Document Categories for more information.
List Types: Establish custom lists of items used for lookups and index values. See List Types for more information on adding or editing list types.
User Queues: Set up additional queues to hold unprocessed documents for particular functions or groups. See Global Queue Configuration for more information.
Quick Notes: Set up system-wide notes for commonly used phrases. As the System Administrator, see Create a System Quick Note for setup instructions.
Note
As a user without Administrator access, see Create Personal Quick Notes for more information on setup instructions.
Custom Annotations: As the Administrator, add custom-designed stamps to the Annotation menu for company users. See Configure Custom Stamps for setup instructions.
System Settings: Change the system Help Key or Lookup Key, if desired. Add a login form disclaimer statement. For a list of selections as well as instructions, see System Settings.
Backfills: Customize the pre-canned backfill configurations or establish new backfill criteria for use on customized document types. For more information on backfills, see Set up Index Backfills.