The Document Setup page allows you to configure some General document settings. You will need to be logged in to Penelope using a System Administrator account to access the Document Setup page.

To edit these settings ensure you are on the Setting tab and click the edit button located in the top right-hand corner of the page. You can edit the fields in the screenshot shown below.

Here you can add two drop-down user defined fields. These fields appear when creating a new Document template and can be used to categorize or sort Document templates.

To activate a drop-down field click edit (located in the top right-hand corner of the page) and then check In Use. To edit the drop-down values click Drop Down located next to the field name.