Setup of Predefined Fields for Working Documents

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

1. Select required field- Working Document Groups or Categories.
2. Select icon in the top left-hand corner of the screen to add a new field.
3. Name the field.  
4. 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.