How to Edit EDMS Defaults

You use the EDMS Defaults page to edit Electronic Document Management System (EDMS) default values.

Optionally, you can:

• View audit details. To retrieve audit information, close any open panels and, on the action bar, click Audit Log. To view the details for a particular record, click Audit.

• Reset your entries. To clear the fields and remain on the page or panel, click Reset.

• Cancel your entries. To close the page or panel without saving your changes, click Cancel.

To edit EDMS defaults

1. On the Ct Mgmt menu, point to Maintenance, and then click EDMS Defaults.

2. On the EDMS Defaults page, in the EDMS Defaults table, click the row for the appropriate document type.

3. In the EDMS Defaults panel, select the EDMS Type.

   Additional fields are displayed if the EDMS Type is for a correspondence or case.

4. If applicable, in the Case or Correspondence panel that is displayed, complete the fields.

   Note: The Work Unit field is dimmed if the user in the Route To field belongs to only one work unit. It is editable if the user belongs to more than one work unit.

5. On the panel action bar, click Save.

See Also

EDMS Defaults Page

About EDMS Defaults

What Is Contact Management Maintenance?

About Contact Management

Version as of 5/16/14.