Practice eDocuments - Processing - PDF Split Role

Practice eDocuments - Processing - PDF Split Role

This role grants users access to utilize the PDF Split feature within the fax inbox in My Tasks.

This screen is accessible from My Tasks - Fax Updox > Inbox

Setup the Intake Setup Role

1. Click on the Setup portal.
   
   
2. Select Roles under Administrative Setup.
   
   
3. Type 'PDF Split' into the search box and hit the Magnifying Glass button.
   
4. Assign Write access to the appropriate document indexing staff & any other desired role.
   
5. Press the Save button to save your changes.