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Configure a Default Classification for New Documents

Users can update their profile settings so that new documents added to the system have a default classification already selected.

  • The classification appears in the Pick default classification field.
  1. Locate and click your username on the top-right of any QAction screen.
  • This opens a drop-down menu.
         2. Click Profile.
  • The User Profile window appears.
         3. Locate the Pick default classification field, and either type or select the classification:
  • Select Classification Window
  • Click the Select button to the right of the desired field, locate the value, and then click Select.
  • The Select window with the Classification Hierarchy appears, and then the value is added to the field.
  • Click a field, begin typing the value, and when the desired result appears, either click the result or press the Up or Down arrow on your keyboard and press Enter.
  • Suggested values will appear below the field, and are entered into the field once selected.
           4.  Click Apply Changes.
  • When a new document is added to the system, the classification will automatically be selected for the user.