Create Document List Sections | Scribe

    Create Document List Sections

    • 13 steps
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    Heads Up! It takes 'Configuration' permission level to create/edit/delete sections for document files

    Create Sections

    1
    Click this gear
    2
    Select the type of file you want to create sections for
    3
    Click "Sections" in top right corner
    4
    Click "Add" to create sections or add new ones
    5
    Enter name of section. Repeat steps 4 & 5 for each section needed
    6
    Click "Save"

    Set a document checklist item to a section

    7
    Click here on the checklist item
    8
    Select the section for document from dropdown menu
    9
    Click "Update"
    10
    Can verify which document is set for each section in this column

    Verify document File layout

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    Tip!\ Any updates made to document file configuration will not take place until next new file is created. Updates will not retro-actively effect existing files.
    11
    Locate new file generated
    12
    Verify Section and document file layout
    13
    Display with new sections
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    Tip!\ users can still drag and drop files to different sections within the file