• Adding an extended description to a document
• Defining the number of workers in the file
• Entering preparer and reviewer information
• Adding, removing, or modifying document filters

To add, remove, or modify document filters

To make changes to document filters, either you must be logged in as the supervisor or "View Own" must be turned off in the Protection | Protection Setup | Rights dialog. When the "View Own" feature is in use and the user logged in is not the Supervisor, then the Filter By feature is grayed out and unavailable.

1. Locate and select the applicable document on the Document Manager.
2. On the Document menu, click Properties.
3. Click the Document tab.
4. In the Filter By box, do one of the following:
• To set a filter for the document, type or select the ID number of the staff member whose clients' information, you want to display. Note that inactive staff are not included in the selection list.
• To modify the filter for the document, type or select the ID number of the new staff member whose clients you want to display on the document.
• To remove the filter, select the ID number in the Filter By box, and then press DELETE.
5. Click OK.
6. Double-click the document to view the effects of the filter.