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Document Categories


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We have recently added a new feature called document categories. This will allow you to designate document templates as either:

  1. AI
  2. Email
  3. Events
  4. Medical Records

We will be adding more templates, but in the meantime, you can add your own.Currently, this feature only works with Dibcase internal document templates. In the future, we may support Word and PDF documents.

 

 

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Email

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image.thumb.png.8772fb59c239540eea9cef527eb7b93b.pngimage.thumb.png.882f51eba991ad97609f9f50fd02f038.png

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