Copying Personal Tab Settings to the New Documents Tab - Patient Window - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Patient Window
Platform
OnBase
Product
Patient Window
Release
Foundation 23.1
License

You can use your Personal Tab settings to limit the Document Types displayed on the New tab. Enable this feature if the New tab should display only new documents that belong to certain Document Types.

To limit the Document Types displayed on the New tab:

  1. Rest your pointer over the main menu icon and click Options. The Options dialog box is displayed.
  2. Verify all Document Types you want to see in the New tab are assigned to the Personal Tab.
  3. Select the option named Limit the New tab to the selected Personal tab document types.
  4. Click OK.