- Click on the Chronicle icon in the upper left corner of Chronicle and click Main System Setup.
If Main System Setup isn’t in listed under Management Tools; see Adding Main System Setup to Your Tools List.
- In the list of tabs on the left, click Departments Tab and select the department you wish to work with.
- Across the top of the screen you will see a row of tabs, choose the Documents tab to customize documents for the selected department.
If you need to add new departments, you must do that before you can add the activities for those departments
- Once in the document setup, go to the appropriate tab:
Defined Documents: Define or identify the documents you regularly use and their standard source, including document templates with definable content (like particular job and customer info).
Required Documents Sets: Define which documents are required for different types of jobs.
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