Question

• How can I add a new default Document Category to all jobs of a certain division?
• How can I remove an existing default Document Category for divisions?
• How can I rename / edit an existing default Document Category?

Overview

Default Documents (aka Document Categories) are the folders to which you can upload existing job documents. These are located on the left-hand side of the Documents tab on your jobs

Important things to note:

• Default Documents can be added or deleted but cannot be edited.
• Each default Document is created on a division-by-division basis.
• Default Documents are created on an office-by-office basis. 
• Once you add a new default Document, it is added to all existing jobs of that division.
• Once you delete a default Document, it will no longer be created on new jobs. Any deleted default Documents will not be removed from any existing jobs of that division type.

Adding a new default Document

New default Documents are created on a division-by-division basis.

To add a new default Document, hover over Administration and click on Default Documentation Standards

1. Scroll down to Division and choose the division type that you want this document for (see the image below)
2. Type in the name of the Document in the Add New Document field. NOTE: once a default Document is created, the name cannot be changed so be sure you have spelled it correctly.
3. Click on Add New Document
   
   

If you want this document to appear for other divisions, you will need to repeat steps 1-3 for each division type.

If you want this default Document to appear on jobs for other offices in your DASH environment, you will need to navigate to your profile (Administration > Employee) and change the office your profile is associated with. Then you will need to log out, log back in, and repeat the steps above for that office.

Removing an existing default Document

Hover over Administration and click on Default Documentation Standards

1. Scroll down to Division and choose the associated division type that you want this document removed from (see the image below)
2. Choose the default Document from the drop-down, then click the orange X button to delete it.
   
   

NOTE: Existing Documents must be removed division by division (if they are added to multiple division types). The Document will remain on your existing jobs but will not be created for new jobs going forward.

If the default Document exists for multiple offices in your DASH environment, they also need to be removed office by office. To do that, you will need to navigate to your profile (Administration > Employee) and change the office your profile is associated with. Then you will need to log out, log back in, and repeat the steps above for that office.

Editing an existing default Document

Existing default Documents cannot be renamed or edited. You will need to delete it and recreate it according to the changes you want to see.

Questions? Contact Us!