Dossier configuration

The dossier management room allows the definition of the dossier structure. Permissions for a certain dossier can be defined in the User and Role Management room (see chapter Roles management for details).

Different plan types are available. Each type of plan is managed in its own tab:

  • The general dossier structure can be defined in a tab labeled Dossier structure

  • Dossier templates can be defined in a tab labeled Dossier template

  • Dynamic classifications are managed in a tab labeled Classification

  • Static folder types can be configured are managed in a tab labeled Folder types.