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19.7 Setup and Configure Tool- Documents


Categories created within this section will pre-populate to Contacts, Tasks, Appointments, Products, Projects, Knowledge Base articles and Employees. The format is straight forward with just the name and the option to set a Category as a default. 

If you choose to have a Category as a default then every time you go to add, scan or create a document the default category be pre-populated in the category field and you would have to choose another Category if necessary.

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