7.3. Edit Values to be Inactive

You may want to flag a code look up table entry as Inactive.  For example, you may close an account for a client or you may have a client leave your firm.

In order to flag a code as inactive:

Right click on the entry in the code look up table and select "Edit"

Select the "Inactive" radio button and then Select "OK"

Your code look up table will now be inactive.

Note:  You can still file documents to inactive codes and search for documents when their codes are marked as inactive.  This is both a visual cue for your users and also allows you to filter the code look up tables.

Note: To bulk edit field codes to be inactive, you'll need to use the WDADMIN application. Within WDADMIN go to Edit>Field Codes, select the appropriate cabinet, open the field code table by clicking the title button on the left, then select using the boxes on the left. Hit Edit and follow the prompts to change the selected docs to Inactive.