Viewing the list:

    1. To view the list of Common Documents, click the Setup menu item and click Options.
    2. Locate the heading Common Documents list.
    3. Click Show/Hide to view a list of Common Documents. The default Document Names are:
      • W-2
      • Social Security Card
      • Driver's License
      • Birth Certificate
      • 1098
      • 1099-DIV
      • 1099-INT
      • 1099-MISC
      • 1099-R


Add a Name to the list:

    1. Scroll down the list until you reach an empty row.
    2. Click in the Document Name box to add a name.
    3. Choose a file Type for the document (optional).
      • PDF
      • JPG
      • BMP
      • TIF
      • GIF
      • PNG
    1. Choose whether the document is duplex, Yes or No (optional).
    2. Click Save.


You may add multiple Document Names to the Common Documents list.


Delete a name from the list:

    1. Highlight the name you want to delete, right-click and click Delete from the drop list, or press DELETE.
    2. Click Save.


The Document Status list


The Working Cabinet has a feature for Document Statuses. You can view the list, add to the list and delete from the list.






View the list:

    1. To view the list of Document Status list, click on the Setup menu item and click Options.
    2. Locate the heading Document Status list.
    3. Click Show/Hide to view a list of Status Names. The default Statuses are:
      • Final
      • Review
      • Draft
      • On Hold
      • In Progress


Add a status to the list:

    1. Scroll down the list until you reach an empty row.
    2. Click in the Status Name box to add a status.
    3. Type in the new Status name.
    4. Click Save.


Delete a status from the list:

    1. Highlight the name you want to delete, right-click and choose Delete from the drop list, or press DELETE.
    2. Click Save.


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