Registering Auxiliary Data

Auxiliary tables are tools used to populate selection fields throughout the system. They ensure that information such as document types, folders, and cases follow a unique nomenclature, facilitating organization and subsequent data retrieval. 

As this is a structural configuration, management is exclusive to users with Information Manager or Administrator permissions.

Inclusion of items in auxiliary tables via the administrative panel

1. Click on your username located in the upper right corner of the screen.

2. Select the Admin option.

3. In the navigation menu, select the Auxiliary data option.

4. Choose the table you wish to update.

5. Click the Insert button, fill in the name of the new value for the table, and select Save.

Inclusion of items in auxiliary tables via record

It is possible to register new items in an auxiliary table dynamically, without the need to leave a record screen.

To do so, click on the pencil icon to the right of the auxiliary table field. The registration screen for a new item will open on a new page.