Depending on the sites requirements, predefined fields can be set up for Working Documents such as Category, Group, Site and Project fields.
Setting up Groups and Categories:
Navigation → Documents → Maintenance
- Select required field- Working Document Groups or Categories.
- Select icon in top left hand corner of screen to add new field.
- Name the field.
- Save and close by using the CTRL + Enter shortcut or by clicking on the icon .
Setting up Sites:
See Setup Sites for more information.
Setting up Projects:
If you use Sage Evolution Projects for financial reporting, then your projects automatically integrate into Paradigm.
NOTE: If you don't have access to Maintenance and Administration contact your Administrator.